Yahoo · Oct 30, 2026
Gallagher (AJG) Q3 2026 Earnings Call Transcript
Adjusted EBITDAC surged 25% year-over-year to $1.25 billion.
AJ
NYSE · AJG
Arthur J. Gallagher & Co.
Financial Services · Insurance - Brokers
$276.07
Up+$7.87 (+2.93%)
Updated Oct 31, 2026, 11:43 PM
SID Score
6.8/10
Composite research score
Smart Money
58/100
Neutral
- Market cap
- 58.67B
- P/E ratio
- 39.77
- Dividend yield
- 0.94%
- 52-week range
- $190.75 – $277.45
- Volume
- 3.19M
- Avg. volume
- 2.13M
Price performance · AJG
AJG price history
1M range · 21 trading sessions · Daily adjusted prices
Prices through Oct 30, 2026
AJG closed at $276.07 after 21 trading sessions, up 22.10% for the selected period.
- Last close
- $276.07
- Period change
- +22.10%
- Period low
- $226.11
- Period high
- $276.07
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 30, 2026 | $275.00 | $277.445 | $269.40 | $276.07 | 3.19M |
| Oct 29, 2026 | $262.53 | $270.5347 | $262.53 | $268.20 | 2.5M |
| Oct 28, 2026 | $258.82 | $262.94 | $256.64 | $260.42 | 2.02M |
| Oct 27, 2026 | $261.94 | $266.20 | $255.745 | $259.01 | 1.77M |
| Oct 26, 2026 | $267.15 | $269.00 | $263.79 | $266.79 | 1.49M |
| Oct 23, 2026 | $269.45 | $272.80 | $267.45 | $268.04 | 1.83M |
| Oct 22, 2026 | $260.00 | $271.01 | $257.5203 | $270.98 | 2.14M |
| Oct 21, 2026 | $259.81 | $259.81 | $256.91 | $258.37 | 1.38M |
| Oct 20, 2026 | $256.59 | $261.91 | $256.1001 | $259.26 | 1.69M |
| Oct 19, 2026 | $252.12 | $254.16 | $249.73 | $253.01 | 1.08M |
| Oct 16, 2026 | $252.02 | $255.40 | $250.89 | $254.88 | 1.21M |
| Oct 15, 2026 | $243.59 | $252.76 | $242.44 | $250.10 | 2.19M |
| Oct 14, 2026 | $234.00 | $238.815 | $231.86 | $237.04 | 1.01M |
| Oct 13, 2026 | $234.51 | $235.85 | $232.09 | $232.90 | 862.45K |
| Oct 12, 2026 | $233.54 | $234.59 | $232.82 | $233.92 | 696.2K |
| Oct 9, 2026 | $233.74 | $235.94 | $231.50 | $232.70 | 960.85K |
| Oct 8, 2026 | $227.95 | $234.785 | $225.845 | $234.05 | 1.89M |
| Oct 7, 2026 | $228.93 | $231.6725 | $226.39 | $227.10 | 1.08M |
| Oct 6, 2026 | $225.81 | $230.73 | $225.08 | $229.85 | 1.15M |
| Oct 5, 2026 | $225.00 | $227.54 | $219.65 | $227.24 | 1.15M |
| Oct 2, 2026 | $230.79 | $232.755 | $225.27 | $226.11 | 1.4M |
Latest AJG news
The latest Smart Investors Daily articles mentioning AJG.
Stock researchCompany · Overview
Company
Market Activity
Research & News
AJG research
Overview
Company profile and research snapshot.
Company profile
Founded in 1927 as a one-person agency, Gallagher's primary business is insurance brokerage, with a focus on serving middle-market companies. The company's risk management segment provides third-party claims adjustment to companies that choose to self-insure. Gallagher has about 56,000 employees and generates about a third of its revenue internationally, primarily in Australia, Canada, New Zealand, and the UK.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $314.33
- Implied upside
- —
- Analysts
- 15
| Date | Firm | Rating | Target |
|---|---|---|---|
| Oct 30, 2026 | Keefe, Bruyette & Woods | Market Perform | — |
| Oct 30, 2026 | Mizuho | Outperform | — |
| Oct 30, 2026 | RBC Capital | Outperform | — |
| Oct 30, 2026 | Truist Securities | Hold | — |
| Oct 12, 2026 | Wells Fargo | Overweight | — |
News briefing
Generated Oct 31, 2026, 9:02 PM
Why Is AJG Up Today? Analyst Price Target Increases Offset Mixed Q3 Results
Arthur J. Gallagher gained 2.93% today as multiple analyst firms raised their price targets following the company's Q3 2026 earnings release. While the insurance brokerage missed revenue expectations, adjusted EPS came in line with estimates, prompting a generally supportive analyst response despite the top-line shortfall.
Bottom line: AJG's 2.93% gain reflects analyst optimism about the company's medium-term prospects despite Q3 revenue shortcomings, with multiple firms raising price targets in the $275-$315 range. Investors should weigh the bullish analyst sentiment and solid adjusted earnings against the concerning revenue miss and questions about valuation sustainability. The key watch items ahead are whether management can reignite organic revenue growth and successfully execute its M&A strategy to justify the current market enthusiasm.
Benzinga · Oct 30, 2026
Truist Securities Maintains Hold on Arthur J. Gallagher, Raises Price Target to $275
Truist Securities analyst Mark Hughes maintains Arthur J. Gallagher (NYSE:AJG) with a Hold and raises the price target from $265 to $275.
Benzinga · Oct 30, 2026
RBC Capital Maintains Outperform on Arthur J. Gallagher, Raises Price Target to $315
RBC Capital analyst Rowland Mayor maintains Arthur J. Gallagher (NYSE:AJG) with a Outperform and raises the price target from $290 to $315.
Yahoo · Oct 30, 2026
Is Arthur J. Gallagher (AJG) Fully Priced After Strong Q3 Results?
Arthur J. Gallagher has delivered a 75.7% share price return over the past 5 years, which naturally raises the question of whether the business now earns enough on the capital it deploys to back up that kind of move. With fresh earnings news in the mix and the stock trading around US$268.20, the issue is how much of those returns on capital are already baked into today’s valuation. That 75.7% gain over 5 years puts real weight on the question of whether Arthur J. Gallagher’s returns on...
AI research layers
Interpretive context generated from the platform’s current data sources.
No results
AI research layers have not been published yet.
