What to Expect From Arthur J. Gallagher's Next Quarterly Earnings Report

Company Overview - Arthur J. Gallagher & Co. (AJG) has a market cap of $67.2 billion and operates as a global insurance brokerage and risk management firm, providing services in insurance and reinsurance brokerage, consulting, and third-party property and casualty claims [1] Financial Performance - Analysts predict AJG will report an adjusted EPS of $2.42 for fiscal Q4 2025, reflecting a 13.6% increase from $2.13 in the same quarter last year [2] - For fiscal 2025, adjusted EPS is forecasted to be $10.74, a 6.4% rise from $10.09 in fiscal 2024, with projections for adjusted EPS to grow 24.9% year-over-year to $13.41 in fiscal 2026 [3] Stock Performance - AJG shares have declined nearly 8% over the past 52 weeks, underperforming the S&P 500 Index's 16.8% gain and the State Street Financial Select Sector SPDR ETF's 14.3% return [4] - Following the Q3 2025 results released on October 30, AJG shares fell 4.8%, reporting an adjusted EPS of $2.32, which missed Wall Street expectations despite an increase from $2.26 a year earlier [5] Analyst Sentiment - The consensus view on AJG stock is cautiously optimistic, with a "Moderate Buy" rating from analysts; 14 recommend "Strong Buy," 9 suggest "Hold," and 1 indicates "Strong Sell" [6] - The average analyst price target for AJG is $303.68, suggesting a potential upside of nearly 16% from current levels [6]