AJG

Arthur J GallagherB

NYSE / Insurance

At close

2026-07-20

Current thesis

Accretive acquisitions, margin expansion, and multiple uplift drive AJG toward premium broker valuations; sustained organic growth and successful integration could realize the bull target within 12 months.

Posture

Constructive

Lead driver

Sentiment

What changed

Sentiment remains the lead driver in the composite, 7D delta -5.0.

What can break

Acquisition integration failure or execution shortfall

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $299.63 · Bull $360.00 · Bear $247.00

Data freshness

Prices

As of 2026-07-20

Fundamentals

As of 2026-07-17 • Vendor: Data Vendor v1

Scores

As of 2026-07-20 • Model: HYBRID_IC_RP

AI Memo

As of 2026-01-30 • Model: RankAlpha Sentiment AI

Investment thesis

As of 2026-07-20

Supporting evidence

What

Grade B · Constructive

Confidence Medium · Net Neutral

Target $283.33

Why

Momentum74 · Δ7d +9.1

Value45 · Δ7d +0.1

Sentiment62 · Δ7d -5.0

So what

Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Lead driver: Sentiment · See AI snapshot

Momentum

26% active weight

Current posture

7d trendImproving

Δ7d

+9.1

Δ21d

+27.3

Value

39% active weight

Current posture

7d trendFlat

Δ7d

+0.1

Δ21d

-0.1

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-5.0

Δ21d

-16.1

Why this grade

Composite grade B. Momentum 73.6 / Value 45.1 / Sentiment 62.0

Fundamentals (TTM)

As of 2026-07-17

Market Cap

$65.23B

Beta

0.66

Shares Out

256.9M

P/E (TTM)

41.9

P/S (TTM)

5.19

P/FCF (TTM)

59.51

Rev YoY

+27.6%

EPS YoY

+16.5%

Gross Margin

+90.8%

Op Margin

+20.5%

Net Debt

$12.07B

Current Ratio

1.06

As of 2026-07-20 • Updated nightlySource: Internal modelMethodology