Arthur J. Gallagher & Co. (AJG) earnings on April 30, 2026
More Arthur J. Gallagher & Co. earnings
Prior outlook: Optimistic Outcome: Partial
The stock jumped 5.61% early but fell back, closing up just 0.82%.
AJG price around the earnings
208.09
Change: +0.8%
2026-05-01, 19:59 UTC
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- Market open
- No trading (market closed)
- Starting price
Prior thesis
Prior outlook: Optimistic Outcome: Partial
- Thesis published
Positive momentum, but analysts are cautious.
Experts see positive momentum and recent acquisition news, which are helping to offset some cautious analyst target reductions ahead of earnings.
Context analyzed before publication
- Summary
- Positive momentum, but analysts are cautious.
- Playbook
- While recent performance is encouraging, analyst targets may stabilize or move higher before a position is initiated.
- Trend
- Outlook improving over past two sessions.
Analysts
Drivers
-
Analysts
Positive
Analysts collectively cite a significant price target, with many maintaining favorable ratings on the stock.
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 1.91
- Analysts covering the stock
- 19
- Average price target
- 271.42
- Lowest price target
- 226
- Highest price target
- 388
- Upside to price target
- 20.9%
- Quarterly earnings growth
- -41.6%
- Revenue growth
- 36.7%
- Forward EPS
- 14.83
- Trailing EPS
- 5.75
- Analyst moves in the last 60 days
- 10
- Strong buy: 4
- Buy: 10
- Hold: 8
- Sell: 0
- Strong sell: 0
- Strong buy
- 4
- Buy
- 10
- Hold
- 8
- Sell
- 0
- Strong sell
- 0
- April 13, 2026 · Mizuho: Maintains rating (Outperform → Outperform)
- April 9, 2026 · Wells Fargo: Maintains rating (Overweight → Overweight)
- April 8, 2026 · Barclays: Maintains rating (Overweight → Overweight)
- April 7, 2026 · Keefe, Bruyette & Woods: Maintains rating (Market Perform → Market Perform)
- March 24, 2026 · BMO Capital: Upgrades rating (Market Perform → Outperform)
- March 19, 2026 · Wells Fargo: Maintains rating (Overweight → Overweight)
- March 18, 2026 · Truist Securities: Maintains rating (Hold → Hold)
- March 11, 2026 · Barclays: Upgrades rating (Underweight → Overweight)
- February 27, 2026 · Mizuho: Upgrades rating (Neutral → Outperform)
- February 23, 2026 · Piper Sandler: Maintains rating (Neutral → Neutral)
News and sentiment
Drivers
-
News & sentiment
Negative
Despite positive price action, online discussions about the stock are predominantly negative, creating a slight disconnect.
Evidence
Sentiment
- Sentiment
- Cautious
- Mention volume
- Low
- Normalized volume
- 16.5%
News
Sources (7)
- Arthur J. Gallagher Acquires Bridge Insurance Brokers In The UK, Terms Not Disclosed — Benzinga
- Mizuho Maintains Outperform on Arthur J. Gallagher, Lowers Price Target to $259 — Benzinga
- Wells Fargo Maintains Overweight on Arthur J. Gallagher, Lowers Price Target to $266 — Benzinga
- Barclays Maintains Overweight on Arthur J. Gallagher, Raises Price Target to $275 — Benzinga
- Keefe, Bruyette & Woods Maintains Market Perform on Arthur J. Gallagher, Lowers Price Target to $246 — Benzinga
- CORRECTION: Arthur J. Gallagher Acquires Australia-Based International Insurance Brokers; Financial Terms Undisclosed — Benzinga
- Arthur J. Gallagher Acquires Australia-Based Insurance Broker Brisbane; Financial Terms Undisclosed — Benzinga
Technicals
Drivers
-
Technical
Positive
The stock has shown positive price movement recently and has outperformed the broader market over the past month.
Evidence
- Average true range (ATR)
- 2.1%
- Distance to 52-week high
- -36.1%
- 14-day change (14d)
- +3.7%
- 30-day change
- +6.0%
- 30-day relative strength
- +2.3%
- Benchmark change
- +3.8%
- Nearest support
- 203.25
- Nearest resistance
- 225.99
- Volume accumulation ratio
- 0.9
Trends
Evidence
- Average earnings surprise
- -10.7%
- January 29, 2026: actual EPS 2.38 vs estimate 2.35 (surprise +1.4%)
- October 30, 2025: actual EPS 1.04 vs estimate 1.65 (surprise -36.8%)
- July 31, 2025: actual EPS 2.33 vs estimate 2.34 (surprise -0.6%)
- May 1, 2025: actual EPS 2.72 vs estimate 2.93 (surprise -7.0%)
Expected move
There is no implied-move data available for this event.
Reactions over its last 19 earnings
- Median move
- 1.7%
- 75th percentile move
- 3.4%
- 90th percentile move
- 4.9%
- Up / down moves
- 8 / 11
- Average up move
- +3.0%
- Average down move
- -1.8%
Monitoring and close
What Arthur J. Gallagher & Co. reported
There is no monitoring data available for this event.
Pre-market second reading after the results
There is no second reading available for this event.
How the stock reacted
- Outcome
- Partial
- Consolidated
- +0.8%
- Max favorable move (MFE)
- 5.6%
- Max adverse move (MAE)
- 0%