October 07, 2025 a 04:39 pm
AJG: Analysts Ratings - Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co. has consistently demonstrated its resilience in the insurance brokerage and risk management industry. With broad geographical coverage and a robust client base, analysts predominantly favor a "Buy" rating, indicating positive sentiment towards the stock. The company's diverse offerings, encompassing both brokerage and risk management services, provide a strong foundation for future growth.
Historical Stock Grades
The latest analyst ratings for Arthur J. Gallagher & Co. indicate a strong confidence level with a majority of "Buy" and "Hold" recommendations. The absence of "Sell" and "Strong Sell" ratings suggests a stable outlook.
| Category | Analyst Count | Score Visual |
|---|---|---|
| Strong Buy | 1 | |
| Buy | 9 | |
| Hold | 8 |
Sentiment development
Over the past months, there has been a notable shift in sentiment with a decline in "Strong Buy" ratings and a substantial rise in "Hold" ratings. The total number of analyst ratings has remained relatively stable, indicating sustained interest in the stock.
- “Strong Buy” ratings dropped from 3 to 1 over several months.
- “Hold” ratings saw a steady increase, indicating caution.
- The absence of “Sell” ratings reflects the overall positive sentiment.
Percentage trends
As market perceptions adjusted, the percentage of “Buy” ratings stabilized, while “Hold” ratings increased, pointing to a more conservative stance by analysts.
- The proportion of “Buy” ratings has remained around 47%.
- “Hold” ratings grew to approximately 40% from previous months.
- The shift suggests a balanced outlook—neither overwhelmingly bullish nor bearish.
Latest Analyst Recommendations
Recent analyst recommendations maintain a consistent outlook, with no major changes in sentiment over the past months. The ratings predominantly indicate a stable market perception.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-10-02 | Overweight | Overweight | Piper Sandler |
| 2025-09-19 | Neutral | Neutral | UBS |
| 2025-09-19 | Overweight | Overweight | Wells Fargo |
| 2025-09-19 | Market Perform | Market Perform | Keefe, Bruyette & Woods |
| 2025-08-04 | Neutral | Neutral | UBS |
Analyst Recommendations with Change of Opinion
Several analysts have revised their ratings, indicating a shift in market sentiment. Notable changes include upgrades and downgrades that suggest a re-evaluation of the company's risk and return profile.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-01-10 | Market Perform | Underperform | Keefe, Bruyette & Woods |
| 2025-01-08 | Overweight | Neutral | Piper Sandler |
| 2024-11-25 | Neutral | Buy | Goldman Sachs |
| 2024-04-10 | Hold | Buy | Truist Securities |
| 2024-01-09 | Hold | Buy | Jefferies |
Interpretation
The market sentiment for Arthur J. Gallagher & Co. appears to be cautious yet positive. Analysts' consistent “Buy” and “Hold” recommendations reflect a generally stable company outlook with limited risk exposure. The absence of negative ratings points to a credible performance track record, although recent trends hint at slightly elevated caution among analysts.
Conclusion
Arthur J. Gallagher & Co.'s stock continues to maintain a favorable market position. Analysts remain largely optimistic, as evidenced by consistent “Buy” and “Hold” ratings. Key risks include potential changes in insurance market dynamics and economic conditions in the regions it operates. Overall, the firm is seen as a stable investment with moderate growth potential and a strong operational base.