AJG

AI Research

Barclays Upgrades AJG to Overweight → Stock Down 20% YTD, $280 Consensus PT

Arthur J. Gallagher was upgraded to Overweight by Barclays on March 11, 2026, with consensus price target of $280.69 representing 32.8% upside from $204.21. Revenue grew 34.8% year-over-year with continued brokerage expansion through acquisitions in the US and Europe. The stock has declined 20.23% year-to-date, hosting its quarterly investor meeting virtually on March 17, 2026.