What to Expect From Arthur J. Gallagher's Q3 2025 Earnings Report

Core Insights - Arthur J. Gallagher & Co. (AJG) is a prominent global insurance brokerage and risk management firm with a market cap of $79.3 billion, providing tailored insurance and employee benefits solutions across various sectors [1] Financial Performance - AJG is expected to report an adjusted EPS of $2.46 for fiscal Q3 2025, reflecting an 8.9% increase from $2.26 in the same quarter last year [2] - For fiscal 2025, analysts forecast an adjusted EPS of $11.03, a 9.3% increase from $10.09 in fiscal 2024, with projections of 23.1% growth to $13.58 in fiscal 2026 [3] Stock Performance - AJG shares have increased by 6.7% over the past 52 weeks, underperforming compared to the S&P 500 Index's 17.2% gain and the Financial Select Sector SPDR Fund's 17.6% return [4] Recent Developments - Despite reporting better-than-expected Q2 2025 adjusted revenue of $3.18 billion, AJG's shares fell by 1.1% due to an adjusted EPS of $2.33 that missed analysts' expectations and a 14.1% rise in total expenses to $2.7 billion [5] Analyst Ratings - The consensus view on AJG stock is cautiously optimistic, with a "Moderate Buy" rating from 21 analysts, including 11 recommending "Strong Buy" and nine suggesting "Hold" [6] - The average analyst price target for AJG is $339.62, indicating a potential upside of 9.9% from current levels [6]