Arthur J. Gallagher & Co
About: 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 52,000 employees and generates 36% of its revenue internationally, primarily in Australia, Canada, New Zealand, and the UK.
Employees: 56,000
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
152% more first-time investments, than exits
New positions opened: 199 | Existing positions closed: 79
67% more repeat investments, than reductions
Existing positions increased: 534 | Existing positions reduced: 320
58% more funds holding in top 10
Funds holding in top 10: 33 [Q3] → 52 (+19) [Q4]
47% more call options, than puts
Call options by funds: $275M | Put options by funds: $187M
24% more capital invested
Capital invested by funds: $52.6B [Q3] → $65.4B (+$12.8B) [Q4]
6.8% more ownership
Funds ownership: 85.45% [Q3] → 92.25% (+6.8%) [Q4]
6% more funds holding
Funds holding: 1,180 [Q3] → 1,251 (+71) [Q4]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
RBC Capital Scott Heleniak 73% 1-year accuracy 35 / 48 met price target | 4%upside $340 | Outperform Maintained | 31 Jan 2025 |
Keefe, Bruyette & Woods Meyer Shields 62% 1-year accuracy 69 / 112 met price target | 9%downside $295 | Market Perform Maintained | 31 Jan 2025 |
Truist Securities Mark Hughes 77% 1-year accuracy 46 / 60 met price target | 11%downside $290 | Hold Maintained | 31 Jan 2025 |
Wells Fargo Elyse Greenspan 68% 1-year accuracy 77 / 114 met price target | 5%upside $341 | Overweight Maintained | 31 Jan 2025 |
Piper Sandler Paul Newsome 81% 1-year accuracy 39 / 48 met price target | 3%downside $315 | Overweight Upgraded | 8 Jan 2025 |
Financial journalist opinion
Based on 14 articles about AJG published over the past 30 days
