Arthur J. Gallagher's Insulated Platform Limits Near-Term Growth Headwinds, RBC Says

MT Newswires Live03-17 23:25

Arthur J. Gallagher (AJG) stock selloff related to artificial intelligence is overdone, and the company's platform has insulating factors that relatively limit near-term growth headwinds, RBC Capital Markets said in a Tuesday research report.

The brokerage said there are a few positive near-term catalysts for the stock, and it expects sustained revenue growth, healthy cash flow conversion over time.

The company could face a growth slowdown, but it is somewhat insulated by its middle market account focus and risk management business. Organic growth is likely to be in the mid-single digits in 2026 and 2027, according to the note.

The company's "nice" mix of business, solid margins and cash flow, as well as merger and acquisition tailwinds to drive healthy revenue growth and earnings in 2027, the brokerage stated.

The brokerage said it resumed coverage of the stock with an outperform rating and price target of $260 per share.

Price: 210.92, Change: -0.93, Percent Change: -0.44

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