AJG Analyst Ratings
Arthur J. Gallagher & Co. (AJG) operates in the Financial Services sector, specifically the Insurance - Brokers industry, with a market capitalization near $59.83B, listed on NYSE, employing roughly 67,456 people, carrying a beta of 0.55 to the broader market. Arthur J. Led by J. Patrick Gallagher Jr., public since 1984-06-20.
Analyst Ratings
In the October 2026 monthly count, 23 analysts rated AJG: 4 Strong Buy, 12 Buy, 7 Hold, 0 Sell and 0 Strong Sell.
Twelve months earlier, in October 2025: 18 analysts, 1 Strong Buy, 9 Buy, 8 Hold, 0 Sell and 0 Strong Sell.
Price Targets
- Average Target
- $278.45
- Median Target
- $284.00
- High
- $300.00
- Low
- $225.00
- Targets Published, Last 12 Months
- 53
Recent Price Targets
The 5 most recent of 53 price targets published in the last 12 months.
| Date | Firm | Analyst | Target | Price When Posted |
|---|---|---|---|---|
| Oct 12, 2026 | Wells Fargo | Elyse Greenspan | $284.00 | $232.70 |
| Oct 7, 2026 | Cantor Fitzgerald | Not named | $280.00 | $229.85 |
| Oct 7, 2026 | Mizuho Securities | Not named | $271.00 | $229.85 |
| Oct 6, 2026 | Morgan Stanley | Bob Huang | $260.00 | $228.91 |
| Sep 25, 2026 | Morgan Stanley | Not named | $285.00 | $227.45 |
Recent Upgrades & Downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 12, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| Oct 7, 2026 | Mizuho | maintain | Outperform | Outperform |
| Oct 7, 2026 | Cantor Fitzgerald | maintain | Neutral | Neutral |
| Oct 6, 2026 | Morgan Stanley | maintain | Overweight | Overweight |
| Sep 25, 2026 | Morgan Stanley | maintain | Overweight | Overweight |
Quantitative Rating
AJG carries a model grade of B+ (overall score 3 of 5), computed from six valuation and financial measures (discounted cash flow, return on equity, return on assets, debt to equity, price to earnings and price to book), each scored 1 to 5. It is not an analyst rating.
How to Read AJG Analyst Coverage
Sell-side equity analysts publish three primary outputs: ratings (Strong Buy / Buy / Hold / Sell / Strong Sell, or firm-specific equivalents), price targets, and EPS / revenue estimate revisions. Rating consensus moves slowly relative to price; it reflects 12-month directional conviction rather than near-term momentum. Price targets are more responsive but typically drift behind realized price during sharp moves. The most actionable signal for options traders is a cluster of ratings actions across multiple firms within a short window, which compresses or expands implied volatility on a horizon of days to weeks and shifts the put-call skew toward the directional consensus. The recent-actions table above shows the five most recent firm-level changes; longer histories live behind aggregator sources.
For event-driven options sizing, pair the consensus rating and target distribution with the implied-volatility surface and dealer-positioning view. Aggressive target hikes from multiple firms tend to tighten put skew (downside protection becomes relatively cheaper); aggressive cuts widen put skew. The size of the IV response in the hours after a rating change is visible on the per-ticker volatility skew page and the gamma-exposure page, both of which show how dealer hedging propagates the analyst-driven flow into the listed options chain.
Learn how analyst ratings is reported and how to read the data →
Frequently asked AJG analyst ratings questions
- What is the AJG consensus price target?
- As of the latest aggregator update, Arthur J. Gallagher & Co. (AJG) carries a consensus 12-month price target of $278.45. Target ranges run from a low of $225.00 to a high of $300.00. The target is the average of the price targets published by sell-side equity analysts covering the name.
- What is the analyst rating consensus on AJG?
- In the October 2026 monthly count, 23 analysts rated AJG, and the distribution tilts to the Buy side: 4 Strong Buy, 12 Buy, 7 Hold, 0 Sell and 0 Strong Sell. Rating consensus moves slowly relative to price; it reflects sell-side conviction over a 12-month horizon rather than near-term momentum.
- What recent ratings actions has AJG seen?
- The five most recent ratings actions on AJG appear on the page above. Sell-side rating changes are watched for two reasons: an upgrade or downgrade with a meaningful target revision moves the consensus and can trigger short-term positioning shifts, and the firm-level rating cluster (multiple firms moving in the same direction within a short window) is a clearer signal than any single action. Options markets often price the implied-vol response within minutes of the announcement.
- How do analyst targets affect AJG options pricing?
- Analyst target revisions tend to be priced in by the lit options market within minutes of publication, but persistent target drift over weeks does correlate with implied-volatility movement. Aggressive target hikes from multiple firms inside a single quarter tighten put skew (downside protection becomes cheaper relative to upside speculation); aggressive cuts widen put skew. The most actionable read is the implied-vol response in the hours after a target change, which is visible on the per-ticker volatility skew page.