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AJG
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AJG stock forecast, quote, news & analysis

Founded in 1927 as a one-person agency, Gallagher’s primary business is insurance brokerage, with a focus on serving middle-market companies... Show more

AJG
Daily Signal:
Gain/Loss:
A.I.Advisor
published price charts
These past five trading days, the stock lost 0.00% with an average daily volume of 0 shares traded.The stock tracked a drawdown of 0% for this period. AJG showed earnings on January 29, 2026. You can read more about the earnings report here.
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Why Arthur J. Gallagher & Co. (AJG) Is Down -9% in the Last 30 Days

Key Takeaways

  • AJG stock declined approximately -9% over the past 30 days amid analyst price target cuts and concerns over AI disruption in insurance brokerage.
  • Over the past quarter, the stock fell around -21%, reflecting broader sector pressures and post-earnings volatility from Q4 2025 results.
  • Mixed analyst actions, including upgrades from BMO Capital and Barclays, provided some support, but downward revisions from Truist and others dominated sentiment.
  • Ongoing acquisitions bolstered growth narrative, yet integration risks and softer property market conditions weighed on price movement.
  • AI-driven selloffs highlighted fears of automation impacting white-collar roles in brokerage, contributing to recent downside.

Arthur J. Gallagher & Co. (AJG) Company Overview and Market Position

Arthur J. Gallagher & Co. (AJG) is a global leader in insurance brokerage, risk management, and consulting services. The company operates through brokerage, risk management, and corporate segments, providing retail and wholesale insurance brokerage, contract claims settlement, and administration. Headquartered in Rolling Meadows, Illinois, AJG serves clients worldwide with a focus on property/casualty insurance solutions.

Its business model relies on commissions from policy placements, fees for consulting, and acquisitions to expand market share. In the competitive insurance brokerage industry, AJG holds a strong position alongside peers like Aon and Marsh & McLennan, benefiting from scale and a robust M&A pipeline. Recent stock behavior ties to its exposure to economic cycles, interest rates affecting insurance demand, and emerging AI technologies that could reshape operational efficiency and labor costs.

Arthur J. Gallagher & Co. (AJG) Stock Price Performance: Last 30 Days vs. Quarter

Over the last 30 days, AJG stock has dropped roughly -9%, trading from around $228 in late February to a recent close near $207. The decline was volatile, with sharp drops in early March followed by partial recoveries amid analyst updates, but overall range-bound between $204 and $229 before resuming lower.

For the past quarter, the stock fell approximately -21%, moving from about $263 in late December 2025 to current levels. This trend-driven downside featured significant volatility, including multi-day selloffs in February tied to sector concerns, punctuated by brief rebounds on positive news.

What Drove AJG Stock Price in the Last 30 Days

The 30-day price movement was pressured by a wave of analyst price target reductions and heightened concerns over AI's potential to disrupt insurance brokerage operations. Firms like Truist cut targets to $235 from $271, citing valuation resets, while Piper Sandler and others followed suit earlier.

News of an "AI-driven selloff" amplified fears that automation could erode demand for traditional brokerage roles, leading to sharp declines in early March, with shares hitting $204. Countering this, upgrades from BMO Capital (to Outperform, $278 target) and Barclays (to Overweight on AI benefits) sparked brief rallies, but mixed sentiment prevailed.

Company-specific developments, including small acquisitions like Krose GmbH and B&W Insurance Agency, supported the growth story but raised integration risk worries amid softer property insurance markets.

What Drove AJG Stock Performance Over the Last Quarter

The quarterly downturn built on post-Q4 2025 earnings volatility, where AJG beat EPS estimates at $2.38 versus $2.35 expected but missed revenue slightly at $3.57 billion. This triggered initial selling, compounded by broader sector weakness and macroeconomic headwinds like elevated interest rates curbing insurance demand.

February saw aggressive declines, with shares dropping over 15% amid "softer market" commentary from analysts and AI disruption fears impacting white-collar sectors. Aggressive M&A, including the $13.8 billion AssuredPartners deal, drove revenue growth above 20% but sparked dilution and execution concerns.

Institutional flows were mixed, with some buying from Vanguard offset by sales, while sector trends like property market softness amplified the bearish narrative. Cumulative impact stemmed from valuation resets, with the stock trading below historical multiples despite solid fundamentals.

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AJG Stock Forecast Drivers: What Investors Should Watch Next

Investors should monitor upcoming Q1 2026 earnings around late April, focusing on organic growth, M&A integration progress, and guidance amid AI investments. Industry trends in insurance demand, particularly property/casualty rates and reinsurance capacity, will influence brokerage revenues.

The macro environment, including Federal Reserve rate decisions and inflation data, could impact client risk appetites. Strategic developments like AI adoption for productivity and further bolt-on deals remain key. Risks include regulatory scrutiny on consolidations and persistent AI disruption fears, alongside catalysts from analyst updates and peer performance.

Disclaimer

The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations

A.I.Advisor
a Summary for AJG with price predictions
Apr 20, 2026

AJG's RSI Oscillator recovers from oversold territory

The RSI Oscillator for AJG moved out of oversold territory on March 13, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 22 similar instances when the indicator left oversold territory. In of the 22 cases the stock moved higher. This puts the odds of a move higher at .

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The Momentum Indicator moved above the 0 level on March 30, 2026. You may want to consider a long position or call options on AJG as a result. In of 86 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .

The Moving Average Convergence Divergence (MACD) for AJG just turned positive on March 20, 2026. Looking at past instances where AJG's MACD turned positive, the stock continued to rise in of 49 cases over the following month. The odds of a continued upward trend are .

AJG moved above its 50-day moving average on April 13, 2026 date and that indicates a change from a downward trend to an upward trend.

The 10-day moving average for AJG crossed bullishly above the 50-day moving average on April 15, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In of 17 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are .

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where AJG advanced for three days, in of 379 cases, the price rose further within the following month. The odds of a continued upward trend are .

The Aroon Indicator entered an Uptrend today. In of 360 cases where AJG Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .

Bearish Trend Analysis

The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 12 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.

Following a 3-day decline, the stock is projected to fall further. Considering past instances where AJG declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .

Fundamental Analysis (Ratings)

The Tickeron Seasonality Score of (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 86, placing this stock slightly better than average.

The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating steady price growth. AJG’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.457) is normal, around the industry mean (6.270). P/E Ratio (38.862) is within average values for comparable stocks, (28.150). Projected Growth (PEG Ratio) (0.962) is also within normal values, averaging (1.643). Dividend Yield (0.012) settles around the average of (0.018) among similar stocks. P/S Ratio (4.161) is also within normal values, averaging (2.797).

A.I.Advisor
published Dividends

AJG paid dividends on March 20, 2026

Arthur J Gallagher & Co AJG Stock Dividends
А dividend of $0.70 per share was paid with a record date of March 20, 2026, and an ex-dividend date of March 06, 2026. Read more...
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are eHealth (NASDAQ:EHTH).

Industry description

Insurance brokers sell, solicit, or negotiate insurance for compensation. General insurance brokers mostly cater to insurances on car, house etc. (versus life). Brokers are also often instrumental in helping small employers find health insurance, particularly in more competitive markets. Additionally, brokers may also provide risk assessments, insurance consulting services, insurance-related regulatory and legislative update services. Some of the major names in this industry include Marsh & McLennan Companies, Inc., Aon plc and Verisk Analytics Inc.

Market Cap

The average market capitalization across the Insurance Brokers/Services Industry is 13.28B. The market cap for tickers in the group ranges from 377.24K to 89.51B. MMC holds the highest valuation in this group at 89.51B. The lowest valued company is TIRX at 377.24K.

High and low price notable news

The average weekly price growth across all stocks in the Insurance Brokers/Services Industry was 6%. For the same Industry, the average monthly price growth was 8%, and the average quarterly price growth was -26%. EHTH experienced the highest price growth at 24%, while ZBAO experienced the biggest fall at -11%.

Volume

The average weekly volume growth across all stocks in the Insurance Brokers/Services Industry was -19%. For the same stocks of the Industry, the average monthly volume growth was -61% and the average quarterly volume growth was 16%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 76
P/E Growth Rating: 82
Price Growth Rating: 65
SMR Rating: 67
Profit Risk Rating: 85
Seasonality Score: -24 (-100 ... +100)
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AJG
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published General Information

General Information

a provider of insurance brokerage and third-party claims settlement and administration services.

Industry InsuranceBrokersServices

Profile
Details
Industry
Insurance Brokers Or Services
Address
2850 Golf Road
Phone
+1 630 773-3800
Employees
52000
Web
https://www.ajg.com
Why Arthur J. Gallagher & Co. (AJG) Is Down -9% in the Last 30 Days