Wells Fargo analyst Elyse Greenspan maintains $Arthur J. Gallagher (AJG.US)$ with a buy rating, and adjusts the target price from $309 to $315.
According to TipRanks data, the analyst has a success rate of 62.2% and a total average return of 8.2% 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:
Analysts note that insurance brokers maintain a generally positive outlook on 2024 organic growth expectations, with predictions that large-cap broker organic growth will continue to be above average in the third quarter. It is anticipated, however, that the group's underlying growth will decelerate towards long-term norms throughout 2025 to 2026. These target changes within the group are reflective of events throughout the quarter, alongside a general expansion in market P/E multiples.
Q3 outcomes, especially for reinsurers, might be eclipsed by recent hurricane events. There is a positive outlook on the Personal segment due to enhanced margins and growth in policies-in-force. The expectation for Q3 is that catastrophe losses will be lower than the five-year seasonal average but still exceed those of the same quarter the previous year, which may present a downside for primary insurers.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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富國集團分析師Elyse Greenspan維持$亞瑟加拉格爾 (AJG.US)$買入評級,並將目標價從309美元上調至315美元。
根據TipRanks數據顯示,該分析師近一年總勝率為62.2%,總平均回報率為8.2%。
此外,綜合報道,$亞瑟加拉格爾 (AJG.US)$近期主要分析師觀點如下:
分析師指出,保險經紀人對2024年的有機增長預期總體保持樂觀的前景,並預測大型經紀商在第三季度的有機增長將繼續高於平均水平。但是,預計該集團的潛在增長將在2025年至2026年期間減速至長期水平。該集團內部的這些目標變化反映了整個季度的事件,以及市場市盈倍數的普遍擴大。
第三季度的業績,尤其是再保險公司的業績,可能會被最近的颶風事件所掩蓋。由於利潤率的提高和現行政策的增長,個人細分市場前景樂觀。對第三季度的預期是,災難損失將低於五年的季節性平均水平,但仍將超過去年同期的水平,這可能會給初級保險公司帶來不利影響。
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