Morgan Stanley has initiated coverage on Arthur J. Gallagher & Co. (AJG) with an Overweight rating as of December 18, 2025. This marks the firm's first assessment of the company, which operates in the insurance industry and is headquartered in Rolling Meadows, Illinois.
Arthur J. Gallagher & Co. engages in providing insurance brokerage, reinsurance brokerage, consulting, and third-party claims settlement and administration services. The company employs approximately 56,000 full-time staff and has a market capitalisation of $64.8 billion. As of this date, AJG's shares are priced at $257.95, with a price-to-earnings ratio of 40.46 and an earnings per share (EPS) of 6.28. The dividend yield stands at 103.6%.
Upcoming earnings are anticipated on July 29, 2026, with an EPS estimate of $3.03 and revenue projected at $4.1 billion. Analyst consensus indicates a Buy rating, with 4 Strong Buy, 13 Buy, 7 Hold, 1 Sell, and no Strong Sell ratings from a total of 25 analysts.
Analyst ratings provide insights based on research and financial models. While they can offer valuable perspectives, these assessments rely on assumptions that may not always materialise. As such, investment decisions should consider a range of factors, including company fundamentals and market conditions. Analyst views should serve as one of many inputs in the decision-making process, as ratings may evolve with new information.