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Arthur J. Gallagher upgraded to Buy from Hold at TD Cowen
The Fly

Arthur J. Gallagher upgraded to Buy from Hold at TD Cowen

TD Cowen analyst Andrew Kligerman upgraded Arthur J. Gallagher (AJG) to Buy from Hold with a price target of $377, up from $295, following the company’s recent agreement to acquire AssuredPartners for $13.4B, or $12.4B net of $1B in deferred tax assets. The firm estimates about 10% EPS accretion in 2025 and thinks the stock’s current valuation could rise.

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