BofA Securities analyst Joshua Shanker maintains $Arthur J. Gallagher (AJG.US)$ with a sell rating, and adjusts the target price from $255 to $293.
According to TipRanks data, the analyst has a success rate of 64.4% and a total average return of 11.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Arthur J. Gallagher (AJG.US)$'s main analysts recently are as follows:
Insurance brokers maintain a generally positive outlook regarding organic growth prospects into 2024. It is broadly anticipated that large-cap broker organic growth will sustain above-average levels in the third quarter. Nevertheless, it is projected that the group's underlying growth will decelerate towards long-term averages in the 2025-2026 timeframe. These expectations take into account events transpiring throughout the quarter as well as a general expansion in the market's price-to-earnings multiples.
Q3 outcomes, especially for reinsurers, could be eclipsed by the recent Hurricane Milton, with expectations of catastrophe losses falling below the five-year seasonal norm but still notably higher than the same quarter in the previous year. There is an anticipation of improved margins and policies-in-force within the Personal sector. However, primary insurers might encounter potential downside risks.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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美银证券分析师Joshua Shanker维持$亚瑟加拉格尔 (AJG.US)$卖出评级，并将目标价从255美元上调至293美元。
根据TipRanks数据显示，该分析师近一年总胜率为64.4%，总平均回报率为11.3%。
此外，综合报道，$亚瑟加拉格尔 (AJG.US)$近期主要分析师观点如下：
保险经纪人普遍对2024年的有机增长前景持乐观态度。大型经纪公司的有机增长预计将在第三季度维持高于平均水平。然而，预计该集团的潜在增长将在2025-2026年时间框架内减速至长期平均水平。这些预期考虑了季度中发生的事件以及市场市盈率的普遍扩张。
Q3的业绩，尤其是再保险商，可能会被最近的飓风米尔顿所掩盖，人们预计灾难损失将低于五年季节性标准，但仍明显高于前一年同季度。个人板块内预计会有较好的利润率和在保单生效方面的表现。然而，主要保险商可能会面临潜在的下行风险。
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