Arthur J. Gallagher & Co. (NYSE:AJG) Price Target Cut to $249.00 by Analysts at Keefe, Bruyette & Woods

Arthur J. Gallagher & Co. (NYSE:AJG) had its price objective decreased by Keefe, Bruyette & Woods from $279.00 to $249.00 in a research report released on Friday morning,Benzinga reports. Keefe, Bruyette & Woods currently has a market perform rating on the financial services provider’s stock.

AJG has been the topic of several other reports. Truist Financial cut their price target on shares of Arthur J. Gallagher & Co. from $290.00 to $280.00 and set a “hold” rating on the stock in a report on Tuesday, December 16th. Citigroup cut their target price on Arthur J. Gallagher & Co. from $330.00 to $277.00 and set a “neutral” rating on the stock in a research note on Monday, November 3rd. Wolfe Research set a $289.00 price target on Arthur J. Gallagher & Co. and gave the stock an “outperform” rating in a report on Wednesday, December 17th. Piper Sandler cut Arthur J. Gallagher & Co. from an “overweight” rating to a “neutral” rating and dropped their price objective for the company from $276.00 to $272.00 in a report on Wednesday, January 7th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Arthur J. Gallagher & Co. in a research report on Monday, December 29th. Six research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $283.18.

Arthur J. Gallagher & Co. Stock Performance

NYSE:AJG opened at $249.40 on Friday. The firm has a market capitalization of $64.05 billion, a PE ratio of 40.55, a PEG ratio of 1.32 and a beta of 0.67. The stock’s fifty day moving average is $253.16 and its 200 day moving average is $276.61. Arthur J. Gallagher & Co. has a fifty-two week low of $236.34 and a fifty-two week high of $351.23. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.06 and a current ratio of 1.06.

Arthur J. Gallagher & Co. (NYSE:AJG) last posted its quarterly earnings data on Thursday, January 29th. The financial services provider reported $2.38 earnings per share for the quarter, beating analysts’ consensus estimates of $2.35 by $0.03. Arthur J. Gallagher & Co. had a net margin of 11.84% and a return on equity of 12.19%. The business had revenue of $3.57 billion for the quarter, compared to analysts’ expectations of $3.61 billion. During the same quarter in the previous year, the business posted $1.12 earnings per share. The business’s revenue was up 33.9% compared to the same quarter last year. On average, sell-side analysts anticipate that Arthur J. Gallagher & Co. will post 11.54 earnings per share for the current year.

Arthur J. Gallagher & Co. Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Friday, March 6th will be given a dividend of $0.70 per share. This is a boost from Arthur J. Gallagher & Co.’s previous quarterly dividend of $0.65. The ex-dividend date of this dividend is Friday, March 6th. This represents a $2.80 dividend on an annualized basis and a yield of 1.1%. Arthur J. Gallagher & Co.’s dividend payout ratio is presently 38.86%.

Insider Activity

In other news, VP Michael Robert Pesch acquired 4,000 shares of the firm’s stock in a transaction that occurred on Monday, November 3rd. The stock was purchased at an average cost of $247.12 per share, for a total transaction of $988,480.00. Following the completion of the acquisition, the vice president directly owned 41,849 shares of the company’s stock, valued at $10,341,724.88. The trade was a 10.57% increase in their position. The acquisition was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CAO Richard C. Cary sold 6,000 shares of the company’s stock in a transaction dated Tuesday, November 18th. The stock was sold at an average price of $261.00, for a total transaction of $1,566,000.00. Following the completion of the sale, the chief accounting officer directly owned 50,668 shares of the company’s stock, valued at approximately $13,224,348. This trade represents a 10.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 32,100 shares of company stock valued at $8,243,865. Company insiders own 1.60% of the company’s stock.

Hedge Funds Weigh In On Arthur J. Gallagher & Co.

Institutional investors have recently bought and sold shares of the business. Physician Wealth Advisors Inc. boosted its position in Arthur J. Gallagher & Co. by 870.0% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 97 shares of the financial services provider’s stock valued at $30,000 after acquiring an additional 87 shares in the last quarter. J.Safra Asset Management Corp lifted its stake in shares of Arthur J. Gallagher & Co. by 209.1% during the 2nd quarter. J.Safra Asset Management Corp now owns 102 shares of the financial services provider’s stock worth $32,000 after purchasing an additional 69 shares during the last quarter. Rakuten Securities Inc. boosted its position in Arthur J. Gallagher & Co. by 650.0% during the second quarter. Rakuten Securities Inc. now owns 105 shares of the financial services provider’s stock valued at $34,000 after purchasing an additional 91 shares in the last quarter. Financial Life Planners bought a new position in Arthur J. Gallagher & Co. in the third quarter worth about $39,000. Finally, Central Pacific Bank Trust Division lifted its position in shares of Arthur J. Gallagher & Co. by 40.6% during the third quarter. Central Pacific Bank Trust Division now owns 135 shares of the financial services provider’s stock valued at $42,000 after buying an additional 39 shares during the last quarter. 85.53% of the stock is owned by hedge funds and other institutional investors.

Arthur J. Gallagher & Co. News Summary

Here are the key news stories impacting Arthur J. Gallagher & Co. this week:

• Positive Sentiment: Q4 EPS beat and margin expansion — AJG reported $2.38 EPS (above estimates) with improving commissions/fees and Risk Management margin expansion, underpinning profit growth. Arthur J. Gallagher Q4 Earnings & Revenues Beat, Dividend Raised
• Positive Sentiment: Dividend increase — the company raised its quarterly dividend (7.7% increase), a cash-return signal that supports investor sentiment. Arthur J. Gallagher & Co. Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Analyst support — William Blair reiterated a Buy rating today, citing reaffirmed growth outlook and margin expansion that support upside. Arthur J. Gallagher & Co.: Reaffirmed Growth Outlook and Margin Expansion Support Buy Rating
• Positive Sentiment: Operational outlook — management is targeting ~5.5% organic brokerage growth for 2026 and cites accelerating integration synergies, supporting medium‑term revenue expansion. Arthur J Gallagher targets 5.5% brokerage organic growth for 2026 as integration synergies accelerate
• Neutral Sentiment: Earnings call available — the full Q4 earnings call transcript and slide deck are posted, useful for investors who want details on segment performance and integration assumptions. Arthur J. Gallagher & Co. (AJG) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Analyst target cut — Keefe, Bruyette & Woods trimmed its price target to $249 and moved to Market Perform, introducing near-term selling pressure. Benzinga
• Negative Sentiment: Revenue shortfall vs. street — while EPS beat, some outlets report revenue missed consensus, which could temper enthusiasm until organic growth and integration gains prove durable. Arthur J Gallagher earnings missed by $1.77, revenue fell short of estimates

About Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co is a global insurance brokerage and risk management firm headquartered in Rolling Meadows, Illinois. Founded in 1927 by Arthur J. Gallagher, the company has grown from a regional broker into an international professional services organization that arranges insurance, provides consulting and designs risk-transfer solutions for commercial, industrial, public sector and individual clients.

The company’s core activities include property and casualty insurance brokerage, employee benefits consulting and administration, and a range of risk management services.