<p><strong>Arthur J. Gallagher</strong> (NYSE:AJG) is set to give its latest quarterly earnings report on Thursday, 2026-01-29. Here's what investors need to know before the announcement.</p>
<p>Analysts estimate that Arthur J. Gallagher will report an <strong>earnings per share</strong> (EPS) of $2.36. </p>
<p>Anticipation surrounds Arthur J. Gallagher's announcement, with investors hoping to hear about both surpassing estimates and receiving positive guidance for the next quarter.</p>
<p>New investors should understand that while earnings performance is important, market reactions are often driven by guidance.</p>
<h3>Earnings History Snapshot</h3>
<p>During the last quarter, the company reported an EPS missed by $0.21, leading to a 4.79% drop in the share price on the subsequent day.</p>
<p>Here's a look at Arthur J. Gallagher's past performance and the resulting price change:</p>
<p></p><table>
<thead>
<tr>
<th><strong>Quarter</strong></th>
<th align="right"><strong>Q3 2025</strong></th>
<th align="right"><strong>Q2 2025</strong></th>
<th align="right"><strong>Q1 2025</strong></th>
<th align="right"><strong>Q4 2024</strong></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>EPS Estimate</strong></td>
<td align="right">2.53</td>
<td align="right">2.36</td>
<td align="right">3.58</td>
<td align="right">2.03</td>
</tr>
<tr>
<td><strong>EPS Actual</strong></td>
<td align="right">2.32</td>
<td align="right">2.33</td>
<td align="right">3.67</td>
<td align="right">2.13</td>
</tr>
<tr>
<td><strong>Price Change %</strong></td>
<td align="right">-5.00</td>
<td align="right">-1.00</td>
<td align="right">4.00</td>
<td align="right">1.00</td>
</tr>
</tbody>
</table><p></p>
<p><img src="https://imageproxy.pbkrs.com/https://www.benzinga.com/files/images/story/2026/1769612468_0.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="eps graph" original-src="https://imageproxy.pbkrs.com/https://www.benzinga.com/files/images/story/2026/1769612468_0.png"/></p>

<h3>Performance of Arthur J. Gallagher Shares</h3>
<p>Shares of Arthur J. Gallagher were trading at $242.33 as of January 27. Over the last 52-week period, shares are down 18.78%.  Given that these returns are generally negative, long-term shareholders are likely unhappy going into this earnings release. </p>
<h3>Analyst Insights on Arthur J. Gallagher</h3>
<p>Understanding market sentiments and expectations within the industry is crucial for investors. This analysis delves into the latest insights on Arthur J. Gallagher.</p>
<p>Analysts have provided Arthur J. Gallagher with 22 ratings, resulting in a consensus rating of Neutral. The average one-year price target stands at $294.27, suggesting a potential 21.43% upside.</p>
<h3>Analyzing Analyst Ratings Among Peers</h3>
<p>This comparison focuses on the analyst ratings and average 1-year price targets of Aon, Willis Towers Watson and Brown &amp; Brown, three major players in the industry, shedding light on their relative performance expectations and market positioning.</p>
<ul>
<li>Analysts currently favor an Outperform trajectory for Aon, with an average 1-year price target of $405.42, suggesting a potential 67.3% upside.</li>
<li>Analysts currently favor an Outperform trajectory for Willis Towers Watson, with an average 1-year price target of $361.67, suggesting a potential 49.25% upside.</li>
<li>Analysts currently favor an Neutral trajectory for Brown &amp; Brown, with an average 1-year price target of $89.4, suggesting a potential 63.11% downside.</li>
</ul>
<h3>Peers Comparative Analysis Summary</h3>
<p>The peer analysis summary outlines pivotal metrics for Aon, Willis Towers Watson and Brown &amp; Brown, demonstrating their respective standings within the industry and offering valuable insights into their market positions and comparative performance.</p>
<p></p><table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Arthur J. Gallagher</td>
<td>Neutral</td>
<td>19.91%</td>
<td>$1.39B</td>
<td>1.18%</td>
</tr>
<tr>
<td>Aon</td>
<td>Outperform</td>
<td>7.42%</td>
<td>$1.74B</td>
<td>5.80%</td>
</tr>
<tr>
<td>Willis Towers Watson</td>
<td>Outperform</td>
<td>-0.04%</td>
<td>$875M</td>
<td>3.84%</td>
</tr>
<tr>
<td>Brown &amp; Brown</td>
<td>Neutral</td>
<td>1.94%</td>
<td>$757M</td>
<td>2.15%</td>
</tr>
</tbody>
</table><p></p>
<p>Key Takeaway:</p>
<p>Arthur J. Gallagher ranks highest in Gross Profit and Return on Equity among its peers. It is in the middle for Revenue Growth.</p>
<h3>Get to Know Arthur J. Gallagher Better</h3>
<p>Founded in 1927 as a one-person agency, Gallagher's primary business is insurance brokerage, with a focus on serving middle-market companies. The company's risk management segment provides third-party claims adjustment to companies that choose to self-insure. Gallagher has about 56,000 employees and generates about a third of its revenue internationally, primarily in Australia, Canada, New Zealand, and the UK.</p>
<h3>Arthur J. Gallagher: A Financial Overview</h3>
<p><strong>Market Capitalization Highlights:</strong> Above the industry average, the company's market capitalization signifies a significant scale, indicating strong confidence and market prominence.</p>
<p><strong>Revenue Growth:</strong> Arthur J. Gallagher displayed positive results in 3 months. As of 30 September, 2025, the company achieved a solid revenue growth rate of approximately <strong>19.91%</strong>. This indicates a notable increase in the company's top-line earnings. When compared to others in the Financials sector, the company faces challenges, achieving a growth rate lower than the average among peers.</p>
<p><strong>Net Margin:</strong> The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of <strong>8.1%,</strong> the company showcases strong profitability and effective cost control.</p>
<p><strong>Return on Equity (ROE):</strong> Arthur J. Gallagher's ROE excels beyond industry benchmarks, reaching <strong>1.18%</strong>. This signifies robust financial management and efficient use of shareholder equity capital.</p>
<p><strong>Return on Assets (ROA):</strong> The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of <strong>0.34%,</strong> the company showcases effective utilization of assets.</p>
<p><strong>Debt Management:</strong> The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at <strong>0.59</strong>.</p>
<p>To track all earnings releases for Arthur J. Gallagher visit their earnings calendar on our site.</p>
<p><em>This article was generated by Benzinga's automated content engine and reviewed by an editor.</em></p>

<p>Arthur J. Gallagher (NYSE:AJG) will report its quarterly earnings on January 29, 2026, with analysts estimating an EPS of $2.36. The company previously missed EPS estimates, resulting in a 4.79% share price drop. Currently, shares are down 18.78% over the past year, trading at $242.33. Analysts rate the stock as Neutral, with a one-year price target of $294.27, indicating a potential upside. Gallagher shows strong performance in gross profit and return on equity compared to peers, with a revenue growth rate of 19.91% and a net margin of 8.1%.</p>

Earnings Preview: Arthur J. Gallagher