Consensus EPS · Q2 2026
$2.82
Consensus revenue · Q2 2026
$4B
Analysts
13
Expected report
Jul 30, 2026
What to watch
- Analyst ratings: Upgrades trending
Analyst consensus
Based on estimates from 13 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $4B | $4B | $4.1B |
| EPS | $2.76 | $2.82 | $2.93 |
| EBITDA | $970.7M | $975.5M | $992.5M |
| EBIT | $682.4M | $685.8M | $697.7M |
| Net income | $714.4M | $732.5M | $750.5M |
- Revenue$4B
- EPS$2.82
- EBITDA$975.5M
- EBIT$685.8M
- Net income$732.5M
Historical beat/miss
Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.
| Period | Rev. actual | Rev. est. | Rev. surprise | EPS actual | EPS est. | EPS surprise |
|---|---|---|---|---|---|---|
| Q1 2026 | $4.7B | $4.7B | -0.3% | $4.47 | $4.43 | +0.9% |
- Q1 2026-0.3%+0.9%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
Revision trends appear once we have collected at least two daily snapshots for this period.
Community vs analysts
See how the TickerLeague crowd's forecast stacks up against Wall Street.
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Analyst price target
Based on price targets from 7 analysts.
- Low
- $225.00
- Consensus
- $278.90
- Median
- $289.00
- High
- $300.00
- Current
- $242.50
- Upside
- +15.0%
Upside calculated vs most recent trading price of $242.50.
Analyst ratings
Consensus: Buy — based on 29 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 15, 2026 | Piper Sandler | upgrade | Neutral | Overweight |
| Jul 13, 2026 | RBC Capital | maintain | Outperform | Outperform |
| Jul 9, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| Jul 9, 2026 | Mizuho | maintain | Outperform | Outperform |
| Jul 9, 2026 | Cantor Fitzgerald | maintain | Neutral | Neutral |
| Jul 8, 2026 | UBS | maintain | Buy | Buy |
| Jul 8, 2026 | Keefe, Bruyette & Woods | maintain | Market Perform | Market Perform |
| Jul 7, 2026 | Barclays | maintain | Overweight | Overweight |
| Jul 6, 2026 | Morgan Stanley | maintain | Overweight | Overweight |
| Jun 18, 2026 | Keefe, Bruyette & Woods | maintain | Market Perform | Market Perform |
- Jul 15, 2026Piper SandlerOverweight
- Jul 13, 2026RBC CapitalOutperform
- Jul 9, 2026Wells FargoOverweight
- Jul 9, 2026MizuhoOutperform
- Jul 9, 2026Cantor FitzgeraldNeutral
- Jul 8, 2026UBSBuy
- Jul 8, 2026Keefe, Bruyette & WoodsMarket Perform
- Jul 7, 2026BarclaysOverweight
- Jul 6, 2026Morgan StanleyOverweight
- Jun 18, 2026Keefe, Bruyette & WoodsMarket Perform
Frequently asked questions
Arthur J. Gallagher & (AJG) Key Financials
Charts, filings, and peer comparison for every metric
Explore more
Deep-dives across the income statement, cash flow, capital return, and valuation
- Buybacks0.56% TTM
- Dividend Profile1.11% yield
- Dividend Calculator
- Dividend Forecast
- Dividend Capture
- Stock Split History3 splits
How this company returns cash to shareholders — buybacks, dividends, and stock splits.