Wells Fargo analyst Elyse Greenspan maintains $Arthur J. Gallagher (AJG.US)$ with a buy rating, and adjusts the target price from $309 to $315.
According to TipRanks data, the analyst has a success rate of 62.2% and a total average return of 8.2% 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:
Analysts note that insurance brokers maintain a generally positive outlook on 2024 organic growth expectations, with predictions that large-cap broker organic growth will continue to be above average in the third quarter. It is anticipated, however, that the group's underlying growth will decelerate towards long-term norms throughout 2025 to 2026. These target changes within the group are reflective of events throughout the quarter, alongside a general expansion in market P/E multiples.
Q3 outcomes, especially for reinsurers, might be eclipsed by recent hurricane events. There is a positive outlook on the Personal segment due to enhanced margins and growth in policies-in-force. The expectation for Q3 is that catastrophe losses will be lower than the five-year seasonal average but still exceed those of the same quarter the previous year, which may present a downside for primary insurers.
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富国集团分析师Elyse Greenspan维持$亚瑟加拉格尔 (AJG.US)$买入评级,并将目标价从309美元上调至315美元。
根据TipRanks数据显示,该分析师近一年总胜率为62.2%,总平均回报率为8.2%。
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:
分析师指出,保险经纪人对2024年的有机增长预期总体保持乐观的前景,并预测大型经纪商在第三季度的有机增长将继续高于平均水平。但是,预计该集团的潜在增长将在2025年至2026年期间减速至长期水平。该集团内部的这些目标变化反映了整个季度的事件,以及市场市盈倍数的普遍扩大。
第三季度的业绩,尤其是再保险公司的业绩,可能会被最近的飓风事件所掩盖。由于利润率的提高和现行政策的增长,个人细分市场前景乐观。对第三季度的预期是,灾难损失将低于五年的季节性平均水平,但仍将超过去年同期的水平,这可能会给初级保险公司带来不利影响。
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