Arthur J. Gallagher To Benefit From AssuredPartners Acquisition In 2025, Says Bullish Analyst
Arthur J. Gallagher To Benefit From AssuredPartners Acquisition In 2025, Says Bullish Analyst
While shares of Arthur J. Gallagher & Co. (NYSE:AJG) have declined following the purchase of AssuredPartners, this acquisition is likely to be accretive to earnings from 2025, according to Piper Sandler.
尽管亚瑟加拉格尔公司(纽交所:AJG)的股票在收购AssuredPartners后有所下跌,但根据派杰投资的分析,这项收购预计将在2025年对每股收益产生积极影响。
The Arthur J. Gallagher Analyst: Analyst Paul Newsome upgraded the rating for Arthur J. Gallagher from Neutral to Overweight, while raising the price target from $285 to $315.
亚瑟加拉格尔分析师:分析师保罗·纽瑟姆将亚瑟加拉格尔的评级从中立上调至增持,同时将目标价从285美元提高至315美元。
The Arthur J. Gallagher Thesis: Following the pullback in the stock, it is currently trading "closer to peers than it has in recent history," Newsome said in the upgrade note.
亚瑟加拉格尔的论点:纽瑟姆在升级报告中表示,随着股票下跌,目前的交易价"与同行相比更为接近,较近期历史情况有所不同。"
Check out other analyst stock ratings.
查看其他分析师的股票评级。
The stock valuation is attractive, since Arthur J. Gallagher's stock "typically trades at a premium to peers due to higher organic growth," the analyst stated. "We estimate organic growth for AJG will be about 7.2% in 2025," he added.
股票估值具有吸引力,因为亚瑟加拉格尔的股票"通常以高于同行的溢价交易,这是由于更高的有机增长,"分析师表示。"我们估计AJG的有机增长将在2025年达到约7.2%,"他补充道。
AssuredPartners is "strategically good" for Arthur J. Gallagher and synergies from the acquisition are likely to be "1.4% accretive to adjusted EPS in 2025 and 8.1% accretive to adjusted EPS in 2026," Newsome further wrote.
AssuredPartners对亚瑟加拉格尔"在战略上是有利的",收购带来的协同效应预计在2025年将“对调整后的每股收益贡献1.4%,并在2026年贡献8.1%,”纽瑟姆进一步写道。
AJG Price Action: Shares of Arthur J. Gallagher had risen by 2.18% to $285.90 at the time of publication on Wednesday.
AJG股价表现:在周三发布时,亚瑟加拉格尔的股票上涨了2.18%,交易价为285.90美元。
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Photo: shutterstock