63/100BArthur J Gallagher & Co stock forecast 2026–2030What is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Analysts' average 12-month price target for Arthur J Gallagher & Co is 284.92, 0.1% below the current price of 285.07. Their targets range from 260.00 to 300.00.
Of the 15 firms that rated Arthur J Gallagher & Co in the past 12 months, 11 rate it buy or strong buy, 4 hold and 0 sell or strong sell (each firm at its latest rating): a Buy consensus.
Analysts' 1-year price targets range from 260.00 to 300.00, with an average of 284.92.
| Buy | 11 | |
| Hold | 4 | |
| Sell | 0 |
12-month price target
| Highest target | 300.00 |
| Average target | 284.92 |
| Lowest target | 260.00 |
| Current price | 285.07 |
Arthur J Gallagher & Co price target historyWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Have analysts recently raised or lowered their Arthur J Gallagher & Co price target and rating?
How analysts rate Arthur J Gallagher & Co, month by monthWhat is the analyst rating? The analyst rating sums up what the analysts covering a stock recommend, from strong buy to strong sell, by the share of them rating it a buy.
11 of 15 firms rate it buy now, against 5 of 11 in December 2025.
Each month: every firm at its latest rating from the 12 months before. Strong buys count as buys, strong sells as sells.
Arthur J Gallagher & Co analyst upgrades, downgrades and price targets
The latest rating change came on 2 November 2026, when Citigroup downgraded Arthur J Gallagher & Co from Buy to Neutral. The most recent new target came from BMO Capital on 3 November 2026: 295.00.
| Date | Firm | Rating | Price target | Change | Price then |
|---|---|---|---|---|---|
| 3 Nov 2026 | BMO Capital Michael Zaremski | — | 275.00 → 295.00 | +7.3% | 278.89 |
| 2 Nov 2026 | Citigroup | Downgraded · Buy → Neutral | — | — | — |
| 30 Oct 2026 | Goldman Sachs Robert Cox | — | 292.00 → 296.00 | +1.4% | 268.20 |
| 30 Oct 2026 | Truist Financial | Reiterated · Hold | 225.00 → 275.00 | +22.2% | 268.20 |
| 12 Oct 2026 | Wells Fargo Elyse Greenspan | Reiterated · Overweight | 291.00 → 284.00 | -2.4% | 232.70 |
| 7 Oct 2026 | Cantor Fitzgerald | Reiterated · Neutral | 300.00 → 280.00 | -6.7% | 229.85 |
| 7 Oct 2026 | Mizuho Securities | Reiterated · Outperform | 292.00 → 271.00 | -7.2% | 229.85 |
| 6 Oct 2026 | Morgan Stanley Bob Huang | Reiterated · Overweight | 285.00 → 260.00 | -8.8% | 228.91 |
| 25 Sept 2026 | Morgan Stanley | Reiterated · Overweight | 290.00 → 285.00 | -1.7% | 227.45 |
| 24 Sept 2026 | Wells Fargo Elyse Greenspan | Reiterated · Overweight | 298.00 → 291.00 | -2.3% | 229.64 |
| 16 Sept 2026 | Mizuho Securities | Reiterated · Outperform | 287.00 → 292.00 | +1.7% | 248.04 |
| 19 Aug 2026 | Morgan Stanley Bob Huang | Reiterated · Overweight | 270.00 → 290.00 | +7.4% | 248.36 |
| 17 Aug 2026 | Argus Research Kevin Heal | Reiterated · Buy | 300.00 | — | 253.32 |
| 10 Aug 2026 | Morgan Stanley | — | 255.00 → 270.00 | +5.9% | 247.30 |
| 3 Aug 2026 | UBS | Reiterated · Buy | 291.00 → 299.00 | +2.7% | 249.42 |
| 31 Jul 2026 | Piper Sandler Paul Newsome | Reiterated · Overweight | 276.00 → 287.00 | +4.0% | 256.46 |
| 15 Jul 2026 | Piper Sandler | Upgraded · Neutral → Overweight | 211.00 → 276.00 | +30.8% | 253.83 |
| 13 Jul 2026 | RBC Capital Rowland Mayor | Reiterated · Outperform | 300.00 | — | 256.39 |
| 9 Jul 2026 | Cantor Fitzgerald | Reiterated · Neutral | 282.00 → 300.00 | +6.4% | 253.00 |
| 9 Jul 2026 | Mizuho Securities | Reiterated · Outperform | 259.00 → 287.00 | +10.8% | 256.61 |
| 8 Jul 2026 | UBS Brian Meredith | Reiterated · Buy | 250.00 → 291.00 | +16.4% | 253.52 |
| 7 Jul 2026 | Barclays Alex Scott | Reiterated · Overweight | 247.00 → 292.00 | +18.2% | 249.77 |
| 6 Jul 2026 | Morgan Stanley Bob Huang | Reiterated · Overweight | 265.00 → 255.00 | -3.8% | 252.44 |
| 11 Jun 2026 | Jefferies | Upgraded · Hold → Buy | 265.00 | — | 220.14 |
| 9 Jun 2026 | UBS | Upgraded · Neutral → Buy | — | — | — |
| 8 Jun 2026 | UBS | — | 240.00 → 250.00 | +4.2% | 212.52 |
| 21 May 2026 | UBS | — | 283.00 → 240.00 | -15.2% | 203.61 |
| 7 May 2026 | Morgan Stanley | — | 300.00 → 265.00 | -11.7% | 202.19 |
| 6 May 2026 | Citigroup | Upgraded · Neutral → Buy | — | — | — |
| 1 May 2026 | Truist Financial | Reiterated · Hold | 271.00 → 225.00 | -17.0% | 216.10 |
| 1 May 2026 | Piper Sandler Paul Newsome | Reiterated · Neutral | 226.00 → 211.00 | -6.6% | 206.40 |
| 13 Apr 2026 | Mizuho Securities | Reiterated · Outperform | 277.00 → 259.00 | -6.5% | 219.12 |
| 24 Mar 2026 | BMO Capital | Upgraded · Market Perform → Outperform | — | — | — |
| 11 Mar 2026 | Barclays | Upgraded · Underweight → Overweight | — | — | — |
| 27 Feb 2026 | Mizuho | Upgraded · Neutral → Outperform | — | — | — |
| 23 Feb 2026 | Piper Sandler | Reiterated · Neutral | 249.00 → 226.00 | -9.2% | 216.51 |
| 2 Feb 2026 | UBS | Reiterated · Neutral | 285.00 → 283.00 | -0.7% | 249.37 |
| 30 Jan 2026 | Truist Financial | — | 280.00 → 271.00 | -3.2% | 250.75 |
| 30 Jan 2026 | Piper Sandler Paul Newsome | Reiterated · Neutral | 272.00 → 249.00 | -8.5% | 245.84 |
| 30 Jan 2026 | Wells Fargo | Reiterated · Overweight | 311.00 → 298.00 | -4.2% | 245.84 |
| 14 Jan 2026 | Mizuho Securities Yaron Kinar | — | 276.00 → 277.00 | +0.4% | 257.00 |
| 14 Jan 2026 | Cantor Fitzgerald Ryan Tunis | Downgraded · Overweight → Neutral | 282.00 | — | 257.00 |
| 13 Jan 2026 | Wells Fargo | Reiterated · Overweight | 328.00 → 311.00 | -5.2% | 264.84 |
| 13 Jan 2026 | BMO Capital Michael Zaremski | Downgraded · Outperform → Market Perform | 275.00 | — | 264.84 |
| 8 Jan 2026 | Barclays | Reiterated · Underweight | 250.00 → 247.00 | -1.2% | 259.00 |
| 7 Jan 2026 | Goldman Sachs Robert Cox | — | 293.00 → 292.00 | -0.3% | 259.00 |
| 7 Jan 2026 | Piper Sandler | Downgraded · Overweight → Neutral | 280.00 → 272.00 | -2.9% | 262.77 |
| 22 Dec 2025 | Wells Fargo | Reiterated · Overweight | 344.00 → 328.00 | -4.7% | 253.39 |
| 19 Dec 2025 | Morgan Stanley | — | 300.00 | — | 252.64 |
| 18 Dec 2025 | Needham | — | 272.00 | — | 251.52 |
Arthur J Gallagher & Co EPS and revenue estimatesWhat are estimate revisions? Estimate revisions are the changes analysts make to their EPS and revenue forecasts for the years ahead. They show whether expectations are rising or falling.
Analysts expect Arthur J Gallagher & Co's EPS to grow 43.0% a year until 2028, faster than over the last 5 years (6.5% a year) and the last 3 years (3.5%).
Analysts expect Arthur J Gallagher & Co's revenue to grow 11.8% a year until 2028. Over the last 5 years it grew 14.7% a year, and over the last 3 years 17.7%.
Revenue
EPS
Does Arthur J Gallagher & Co beat earnings estimates?What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
On average, analysts' EPS estimate was 2.0% off the result, either way, and their revenue estimate 1.1%, over the last 12 quarters.
- EPS beats
- 88 / 136
- Revenue beats
- 76 / 120
- Average EPS surprise, last 12What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
- +0.6%
- Since
- January 1993
| Quarter | Report date | EPS estimate | Reported EPS | Surprise | Revenue estimate | Reported revenue | Surprise |
|---|---|---|---|---|---|---|---|
| Q3 FY2026 | 29 Oct 2026 | 2.99 | 3.00 | +0.3% | 3.98B | 3.92B | -1.7% |
| Q2 FY2026 | 30 Jul 2026 | 2.81 | 2.84 | +1.1% | 4.01B | 3.96B | -1.3% |
| Q1 FY2026 | 30 Apr 2026 | 4.43 | 4.47 | +0.9% | 4.73B | 4.72B | -0.3% |
| Q4 FY2025 | 29 Jan 2026 | 2.35 | 2.38 | +1.3% | 3.60B | 3.59B | -0.3% |
| Q3 FY2025 | 30 Oct 2025 | 2.51 | 2.32 | -7.6% | 3.34B | 3.37B | +0.9% |
| Q2 FY2025 | 31 Jul 2025 | 2.36 | 2.33 | -1.3% | 3.20B | 3.22B | +0.5% |
| Q1 FY2025 | 1 May 2025 | 3.57 | 3.67 | +2.8% | 3.71B | 3.73B | +0.5% |
| Q4 FY2024 | 30 Jan 2025 | 2.03 | 2.13 | +4.9% | 2.70B | 2.72B | +0.4% |
| Q3 FY2024 | 24 Oct 2024 | 2.26 | 2.26 | 0.0% | 2.78B | 2.81B | +1.0% |
| Q2 FY2024 | 25 Jul 2024 | 2.24 | 2.26 | +0.9% | 2.77B | 2.78B | +0.3% |
| Q1 FY2024 | 25 Apr 2024 | 3.41 | 3.49 | +2.3% | 3.18B | 3.26B | +2.5% |
| Q4 FY2023 | 25 Jan 2024 | 1.83 | 1.85 | +1.1% | 2.36B | 2.44B | +3.2% |
Arthur J Gallagher & Co stock price 2026–2030: scenariosHow are the stock price scenarios calculated? Bear, base and bull prices for the years ahead: the analysts' EPS estimates times the lowest, average and highest P/E of the stock today and at its last five year ends, or of its peers.
If Arthur J Gallagher & Co's earnings grow at the 16.2% a year analysts expect to FY2028, then 15.0% a year, it would earn about 22.23 a share in FY2030. At the P/E it has traded at over the last five years (35.6 to 49.9) that is 790.75 to 1,108.37 a share, or 939.98 at its average P/E of 42.3. This is arithmetic on the analysts' estimates, not a prediction.
| Fiscal year | EPS | Bear | Base | Bull |
|---|---|---|---|---|
| FY2026 | 13.10 | 466.10 | 554.06 | 653.31 |
| FY2027 | 14.85 | 528.13 | 627.80 | 740.26 |
| FY2028 | 16.81 | 597.92 | 710.76 | 838.09 |
| FY2029 (extrapolated) | 19.33 | 687.61 | 817.38 | 963.80 |
| FY2030 (extrapolated) | 22.23 | 790.75 | 939.98 | 1,108.37 |
Each year's EPS is the analysts' consensus to FY2028; the years after grow 15.0% a year (the analysts' growth, at most 15%). Bear, base and bull apply the lowest, average and highest P/E of today and the last five fiscal year ends, leaving out any above 60, the mark of a year of collapsed earnings (35.6, 42.3, 49.9).
Is Arthur J Gallagher & Co stock undervalued or overvalued?How does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
Arthur J Gallagher & Co's P/E of 43.1 is above the middle of its 5-year range (30.6 to 61.1, median 38.8). Analysts do not expect faster growth than in recent years, so it is expensive compared with its own history. Buyers pay less for each point of growth than usual: a PEG of 1.0 on expected growth against 6.0 on its median P/E and past five years' growth. Growing 43.0% a year, Arthur J Gallagher & Co earns a P/E of 25.0 at a PEG of 1 (at most 25): × the next twelve months' EPS of 14.62, a fair value of 365.42; the price, 285.07, is 22.0% below it. Its forward P/E, on the consensus for FY2026, is 21.8.
Fair value on growth is a P/E equal to the EPS growth analysts expect a year (a PEG of 1, at most 25) times the earnings per share of the next twelve months; the ends of the bar are a PEG of 0.75 and 1.25 (a P/E of 18.8 and 31.3). The price against its P/E range
- Price to earnings ratio (TTM)What is the P/E ratio? The P/E ratio divides a share's price by its earnings per share over the last year: what you pay for each dollar of profit.
- 43.13
- Five-year median P/EWhat is the P/E ratio? The P/E ratio divides a share's price by its earnings per share over the last year: what you pay for each dollar of profit.
- 38.77
- Five-year P/E range
- 30.6 – 61.1
- Forward P/E (FY2026)What is the forward P/E ratio? Forward P/E divides a share's price by the earnings per share analysts expect in the coming year, rather than last year's actual earnings.
- 21.76
- PEG ratioWhat is the PEG ratio? The PEG ratio divides the P/E by the yearly earnings growth analysts expect, to show how much you pay for each point of growth.
- 2.65
- To the average targetWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
- -0.1%
Most undervalued US stocksHow does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
| Stock | Price | Fair value | Upside |
|---|---|---|---|
| 235.690 | 464.49205Price 235.69627 | +97.1% | |
| 28.860 | 56.2634Price 28.8696 | +94.9% | |
| 199.110 | 384.58163Price 199.112,644 | +93.1% | |
| 123.990 | 237.24178Price 123.99297 | +91.3% | |
| 157.820 | 297.58169Price 157.82471 | +88.6% | |
| 162.670 | 305.52160Price 162.67396 | +87.8% | |
| 216.610 | 405.38304Price 216.61507 | +87.1% |
Furthest below the fair value on each stock's page, updated every day.