BofA Securities analyst Grace Carter maintains $Arthur J. Gallagher (AJG.US)$ with a sell rating, and sets the target price at $293.
According to TipRanks data, the analyst has a success rate of 78.9% and a total average return of 11.0% 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 are maintaining a generally positive outlook on organic growth for 2024, with the expectation that large-cap broker organic growth will continue to exceed the average in the third quarter. Nonetheless, it is projected that the group's underlying growth will decelerate towards long-term averages in the 2025-2026 period. These forecasts take into account various events that transpired during the quarter, as well as a widespread expansion in market price-to-earnings multiples.
The analyst notes that third quarter results, especially for reinsurers, could be overshadowed by the recent Hurricane Milton. They maintain a positive outlook on the Personal segment due to improving margins and an increase in policies-in-force. For the third quarter, catastrophe losses are anticipated to be below the five-year seasonal average, yet still significantly higher than in the same quarter of the previous year, which could pose a downside risk for primary insurers.
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美银证券分析师Grace Carter维持$亚瑟加拉格尔 (AJG.US)$卖出评级，目标价293美元。
根据TipRanks数据显示，该分析师近一年总胜率为78.9%，总平均回报率为11.0%。
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：
保险经纪人对2024年的有机增长前景普遍持乐观态度，预计大型经纪商的有机增长将在第三季度继续超过平均水平。尽管如此，预计该集团的基本增长将在2025-2026年期间减速至长期平均水平。这些预测考虑了本季度发生的各种事件，以及市场市盈倍数的广泛扩大。
分析师指出，第三季度的业绩，尤其是再保险公司的业绩，可能会被最近的米尔顿飓风所掩盖。由于利润率的提高和现行政策的增加，他们对个人细分市场保持乐观的前景。第三季度的灾难损失预计将低于五年的季节性平均水平，但仍大大高于去年同期，这可能会给初级保险公司带来下行风险。
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