亚瑟加拉格尔

Arthur J. Gallagher's 15min chart triggers Bollinger Bands narrowing and KDJ death cross.

Gallagher Q4 Earnings: Piper Sandler Maintains Neutral, PT Down to $249

Wells Fargo

Wells Fargo Maintains Overweight Rating, PT Down to $298 from $311

Arthur J. Gallagher: Keefe, Bruyette & Woods Downgrades to Market Perform.

Arthur J. Gallagher

Arthur J Gallagher & Co. Q4 Earnings: Revenue Up 33.6%, Net Income Down 41.4%

Catalyst<ul> <li>Fund Flow Analysis shows net inflow across all order size buckets indicating positive demand for AJG.</li> <li>Fundamental Analysis notes strong cash growth and favorable turnover ratios suggesting solid operational efficiency.</li></ul>Risk<ul> <li>Technical Indicators show bearish signals dominate with four negative signals versus one bullish signal raising concerns about downward momentum.</li> <li>Fundamental Analysis highlights negative factors including assets and revenue relative to market value which could indicate overvaluation.</li></ul>

Key Factors

Arthur J. Gallagher reported Q4 revenue of $3.63 billion, surpassing forecasts by $70 million with adjusted EPS of $2.38, exceeding estimates by $0.03. The company announced a 7.6% dividend increase to $0.70/share amid Q4 revenue growth driven by organic expansion and strategic acquisitions. AJG shares rose 5.76% in after-hours trading after reporting over 30% revenue growth in Brokerage and Risk Management segments and a 30.8% adjusted EBITDAC margin. Keefe, Bruyette & Woods downgraded AJG to Market Perform, while Piper Sandler maintained Neutral with a price target reduction to $249. GAAP EPS fell 43% to $0.59 in Q4, though non-GAAP EPS of $2.38 exceeded forecasts, with 20 consecutive quarters of double-digit revenue growth highlighted.

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