Arthur J. Gallagher & Co
About: Arthur J. Gallagher & Co provides insurance brokerage and consulting services to middle-market entities around the world. The majority of the company's revenue comes from its brokerage segment, where it negotiates and places its customers with insurance companies that provide, among other types, property/casualty and health insurance. The company's primary source of revenue in the brokerage segment is commissioning from the insurance companies. The company also generates significant revenue in its corporate segment, which includes clean energy investment and other investment income. The company generates most of its revenue in the United States, with the remaining revenue coming primarily from Australia, Bermuda, Canada, the Caribbean, New Zealand, and the United Kingdom.
Employees: 52,000
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
164% more first-time investments, than exits
New positions opened: 211 | Existing positions closed: 80
67% more repeat investments, than reductions
Existing positions increased: 545 | Existing positions reduced: 327
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
25% more capital invested
Capital invested by funds: $52.6B [Q3] → $65.8B (+$13.2B) [Q4]
9% more funds holding
Funds holding: 1,181 [Q3] → 1,290 (+109) [Q4]
7.46% more ownership
Funds ownership: 85.34% [Q3] → 92.8% (+7.46%) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Wells Fargo Elyse Greenspan 66% 1-year accuracy 79 / 119 met price target | 9%upside $370 | Overweight Maintained | 21 Mar 2025 |
Keefe, Bruyette & Woods Meyer Shields 80% 1-year accuracy 85 / 106 met price target | 8%downside $314 | Market Perform Maintained | 21 Mar 2025 |
RBC Capital Scott Heleniak 80% 1-year accuracy 37 / 46 met price target | 0%downside $340 | Outperform Maintained | 31 Jan 2025 |
Truist Securities Mark Hughes 81% 1-year accuracy 47 / 58 met price target | 15%downside $290 | Hold Maintained | 31 Jan 2025 |
Piper Sandler Paul Newsome 91% 1-year accuracy 43 / 47 met price target | 8%downside $315 | Overweight Upgraded | 8 Jan 2025 |
Financial journalist opinion
Based on 15 articles about AJG published over the past 30 days
