Arthur J. Gallagher & CoNYSE: AJG
Financials · Insurance Brokers
$207.89
+0.72%
Vol: 1.7M
Research Digest
Friday, May 1, 2026
Arthur J. Gallagher reports Q1 2026 EPS of $4.47 (beating $4.43 estimate) with 5% organic growth and reiterates 6% full-year organic growth guidance; AssuredPartners synergy target raised to $300 million.
Arthur J. Gallagher reported Q1 2026 revenue of $4.76 billion (beating $4.73 billion forecast) and EPS of $4.47 (exceeding $4.43 forecast) on April 30, 2026. The company achieved 5% organic growth, 28% combined brokerage and risk management revenue growth driven by M&A, and 18% adjusted EBITDAC growth. Management reiterated 6% full-year organic growth guidance and raised AssuredPartners synergy expectations to $300 million by early 2028. Stock jumped 4.2% after earnings announcement.
Previous Market Intelligence
13 daysApr 30Arthur J. Gallagher Q1 2026 earnings expected today with guidance for $4.65B revenue (+26.3% YoY), $4.40 EPS (+19.9%); $0.70 Q2 dividend declared.Positive▶
Arthur J. Gallagher is reporting Q1 2026 earnings today (April 30) with Wall Street expecting $4.65B in revenue (up 26.3% YoY) and $4.40 EPS (up 19.9% YoY). The company declared $0.70 Q2 dividend payable June 19. Recent strategic acquisition of Bridge Insurance Brokers expands UK operations. In 2025, the company added $3.5B in annual revenues through 31 acquisitions, continuing its M&A-driven growth strategy. Stock trades at 37.50 P/E with 1.2% dividend yield and average analyst price target of $271.42. Vanguard holds 7.49% stake, signaling strong institutional support for the diversified financial services growth story.
Apr 29Arthur J. Gallagher declares $0.70 quarterly dividend and reports Q1 earnings after market closePositive▶
Arthur J. Gallagher & Co. declared regular quarterly dividend of $0.70 per share, payable June 19, 2026. Company acquired Bridge Insurance Brokers in UK on April 16 and International Insurance Brokers Pty Ltd in Australia on March 30. Q1 2026 earnings expected April 30 after market close with analyst expectations of $4.40 EPS and $4.73 billion revenue. Analysts project 17% upside to price target.
Apr 16Arthur J. Gallagher acquires Australia-based International Insurance Brokers; Q1 earnings April 30Positive▶
Arthur J. Gallagher announced acquisition of Brisbane-based International Insurance Brokers Pty Ltd, expanding retail brokerage in Australia with focus on non-profit property coverage. Stock jumped 4.6% after Mizuho maintained Outperform rating on April 13. Company will release Q1 2026 earnings on April 30 after market close with conference call at 5:15 PM ET.
Apr 15Arthur J. Gallagher maintained outperform rating with price target lowered to $259 on April 13; Q1 2026 earnings call set for April 30, 2026.Neutral▶
Arthur J. Gallagher reported mixed activity in early April 2026. On April 7, the company clarified its position regarding an AssuredPartners settlement between the DOJ and AssuredPartners of South Florida, noting the settlement predated Gallagher's August 2025 acquisition. Mizuho maintained an Outperform rating on April 13 but lowered price target from $260 to $259, while the stock jumped 4.6% on the positive rating. The company will report Q1 2026 earnings after market close on April 30, 2026.
Apr 14Arthur J. Gallagher maintained Outperform rating with $259 price target; Q1 2026 earnings call set for April 30.Neutral▶
Arthur J. Gallagher (AJG) received analyst support from Mizuho with Outperform rating and $259 price target on April 13, though slightly down from prior $260. The company is scheduled to release Q1 2026 earnings after market close on April 30, 2026. A recent civil settlement involving AssuredPartners former South Florida unit was fully reserved and does not impact Gallagher acquisition purchase price.
Apr 13DOJ settlement on AssuredPartners subsidiary fully reserved; Barclays raises price target to $275 with Overweight rating.Mixed▶
Arthur J. Gallagher navigates DOJ civil settlement involving AssuredPartners of South Florida subsidiary—fully reserved, no purchase price impact. Settlement addresses conduct from Feb 2021-Sept 2022 predating Gallagher's Aug 2025 acquisition. Barclays raised price target $262 to $275 with Overweight. AJG added $3.5B annual revenue from 31 acquisitions in 2025. AssuredPartners acquisition ($13.45B total consideration) completed Aug 2025.
Apr 10Arthur J. Gallagher stock edges down 0.07% as analyst price targets adjust amid Q1 earnings anticipation.Neutral▶
AJG shares declined $0.18 (0.07%) with recent analyst activity showing mixed signals. Barclays raised price target to $275 (Overweight) on April 8, while Keefe, Bruyette & Woods lowered target to $246 (Market Perform) on April 7. Company issued statement on April 7 regarding AssuredPartners of South Florida settlement with DOJ. Q1 2026 earnings expected April 30.
Apr 9Gallagher Distances Itself from $160M ACA Fraud Settlement, BMO Raises Price TargetMixed▶
Arthur J. Gallagher & Co. distanced itself from a DOJ settlement involving former subsidiary AssuredPartners of South Florida in an ACA fraud scheme costing the federal government $141.5 million. BMO Capital upgraded AJG to Outperform on March 24, raising price target from $275 to $278. The company closed its $13.45 billion AssuredPartners acquisition in August 2025 and continues strategic acquisitions, including an Australian insurance broker. Earnings report expected April 23, 2026. Analysts maintain consensus Outperform with average price target of $267.38, implying 22.54% upside from current $218.20.
Apr 8Arthur J. Gallagher: DOJ settlement on pre-acquisition AssuredPartners subsidiary; analyst price target cut April 7Neutral▶
Arthur J. Gallagher issued statement regarding civil settlement between AssuredPartners of South Florida (APSF) and U.S. Department of Justice for actions occurring February 2021-September 2022, predating Gallagher's August 2025 acquisition. APSF was not included in AJG's acquisition. Company was aware of investigation during pre-acquisition diligence. Keefe, Bruyette & Woods reduced price target from $249 to $246 (April 7, 2026) maintaining Market Perform rating. Company navigating challenging landscape with negative sentiment regarding recent acquisitions including AssuredPartners, Buck, and others. 19 analysts average target of $267.38 (22.54% upside) vs current $218.20.
Apr 7New Investor Relations leader appointed; Q4 2025 strong with 20.7% revenue growth; Q1 2026 earnings call April 23.Positive▶
Arthur J. Gallagher reported combined brokerage revenue up 20.7% to $13.7B with 25.7% adjusted EBITDAC growth in 2025. Sara Walsh appointed as new IR Leader. Continues acquisitions, announcing International Insurance Brokers (Australia) on March 30, 2026. 15 analysts rate Buy with $275.50 target. Next earnings April 23, 2026.
Apr 6Arthur J. Gallagher acquires Brisbane-based International Insurance Brokers in latest strategic expansionPositive▶
Arthur J. Gallagher completed its latest acquisition of International Insurance Brokers Pty Ltd based in Brisbane, Queensland on March 30, 2026, continuing an aggressive M&A strategy that generated 33 acquisitions in 2025 representing $3.6 billion in estimated acquired annualized revenue. The company reported strong 2025 results with combined brokerage and risk management adjusted revenue up 20.7% to $13.7 billion and adjusted EBITDAC up 25.7% to $4.8 billion, including the transformational AssuredPartners deal. Recent leadership changes include appointing Sara Walsh as the new Investor Relations leader and Board member Sherry Barrat's retirement announcement effective May 12, 2026. The 2026 Annual Meeting of Stockholders is scheduled for May 12, 2026, presenting potential catalyst for investor engagement.
Apr 3Multiple analyst upgrades push Arthur J. Gallagher higher on strong M&A momentum and AI investments.Positive▶
Arthur J. Gallagher received multiple analyst upgrades with BMO Capital Markets upgrading to outperform (PT $278), Mizuho upgrading to outperform (PT $260), and Barclays raising to overweight (PT $262). The company completed 31 deals in 2025 adding $3.5 billion in revenue, with eight acquisitions year-to-date including the planned $1.2 billion Woodruff Sawyer acquisition. AJG trades at 16.4x forward earnings while EPS is set to accelerate 23.7% in 2026.
Apr 2Arthur J Gallagher acquired International Insurance Brokers in Australia, expanding retail brokerage capabilities with a 3.8% stock price gain.Positive▶
Arthur J Gallagher announced the acquisition of Brisbane-based International Insurance Brokers Pty Ltd, which provides retail property brokerage services focused on non-profit organizations. The company Chairman and CEO J. Patrick Gallagher Jr. noted the purchase brings strong niche expertise and expands their Australian retail operations. The stock jumped 3.8% following the news. However, AJG has declined 39.4% over the past year despite mixed analyst sentiment. The company also released Q1 findings from its AI Adoption survey showing 62% of firms delivered AI training and 55% hired for AI roles.
Key Fundamentals
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Price below 200d MA — bearish structure.