Arthur J. Gallagher & (AJG) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $2.84
- Estimate
- $2.81
- Surprise
- +0.9%
- Score at report (before → after)
- 5.9 → 5.9/10
Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.
How the report landed
Arthur J. Gallagher & (AJG) beat the $2.81 estimate with adjusted EPS of $2.84 — a modest 0.9% upside surprise. TrendMatrix's engine moved from Hold (5.9/10) to Buy (Wait) at 5.9/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates AJG Buy (Wait) at 5.1/10.
3 of the last 4 quarters beat the estimate; this quarter's +0.9% surprise compares with a -1.3% four-quarter average. Next scheduled report: 2026-10-29.
What supports the rating
- Sector modifier (Financial Services): +1.0
What argues against it
- Analyst target reached - limited upside remaining
- Near 52-week high (1.5% away)
- V7 low-quality RISK_OFF penalty: -0.5 (Q=5.4)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $268.66
- Entry target
- $230.95
- Stop
- $216.37
The stock trades at 43.2× trailing but 17.6× forward earnings — consensus estimates already build in a substantial earnings recovery.
Risk check: RSI 77 — a level conventionally read as overbought; gains at these levels often lean on momentum.
Model outputs from TrendMatrix’s engine as of 2026-10-29 — shown for context, not personalized investment advice.
AJG at TrendMatrix's latest read
For financials, the EPS print is only half the story: credit costs, reserve builds, and rate sensitivity decide how a quarter actually lands.
- Industry
- Insurance Brokers
- Market cap
- $66.76B
- P/E (fwd)
- 17.6
- P/E (ttm)
- 43.2
- 52-week range
- $190.75–$272.80
- Off 52-week high
- 1.5%
- RSI (14)
- 77
- Volume vs avg
- 0.42×
- Score today
- 5.1/10