Arthur J. Gallagher & Co. (AJG) News Today

Arthur J. Gallagher & Co. (AJG) is trading with a positive bias today after a cluster of analyst estimate upgrades, a strategic acquisition, and a above-current consensus price target — partially offset by some near-term estimate cuts from the same analyst. Below are the key items investors should know and why they may be moving the stock.

• Positive Sentiment: William Blair raised Q3 2025 EPS forecasts (to $2.52 from $2.38) and nudged FY2025 estimates higher, signaling stronger near-term revenue/earnings outlooks. This upgrade supports upside to consensus and sentiment. William Blair Raises Q3/FY2025 EPS
• Positive Sentiment: AJG announced the acquisition of Strategic Services Group, expanding service capabilities and potential cross-selling opportunities that can lift revenue and margins over time. Investors often view tuck‑ins as growth and scale positives. AJG Acquires Strategic Services Group
• Positive Sentiment: Brokerage consensus price target reported at $331.43, well above current trading levels, which can support further buying as investors price in upside. Consensus PT $331.43
• Neutral Sentiment: Market coverage notes AJG outperformed peers intraday despite a down market; suggests relative strength but not a standalone catalyst. MSN: Outperforms Competitors
• Negative Sentiment: William Blair trimmed Q4 2025 EPS (to $2.51 from $2.60) and slightly reduced FY2026 estimates, introducing some caution on near‑term seasonality or margin pressure. This is a short‑term headwind to guidance expectations. William Blair Cuts Q4/FY2026 Estimates

Bottom line for investors: near-term sentiment is lifted by upgrades, a strategic acquisition and a above-market price target, but watch upcoming Q3/Q4 results and management commentary on acquisition integration and margin trends — those will determine whether the positive view is sustained.