Arthur J. Gallagher & Co. (NYSE:AJG) Stock Picked Up by Analysts at Oppenheimer

Stock analysts at Oppenheimer started coverage on shares of Arthur J. Gallagher & Co. (NYSE:AJG) in a research note issued to investors on Wednesday, Marketbeat Ratings reports. The brokerage set a “market perform” rating on the financial services provider’s stock.

Other equities analysts also recently issued reports about the stock. Keefe, Bruyette & Woods reissued a “market perform” rating on shares of Arthur J. Gallagher & Co. in a report on Thursday, September 24th. Argus raised their price objective on shares of Arthur J. Gallagher & Co. from $267.00 to $300.00 and gave the stock a “buy” rating in a report on Monday, August 17th. Barclays lifted their target price on shares of Arthur J. Gallagher & Co. from $275.00 to $292.00 and gave the company an “overweight” rating in a research note on Tuesday, July 7th. Truist Financial increased their price target on Arthur J. Gallagher & Co. from $225.00 to $265.00 and gave the stock a “hold” rating in a research report on Friday, July 31st. Finally, Royal Bank Of Canada cut their price objective on Arthur J. Gallagher & Co. from $310.00 to $290.00 and set an “outperform” rating for the company in a research report on Thursday, September 24th. Fourteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $284.50.

Arthur J. Gallagher & Co. Price Performance

Shares of AJG stock opened at $234.23 on Wednesday. The stock’s fifty day simple moving average is $247.50 and its 200 day simple moving average is $231.15. Arthur J. Gallagher & Co. has a one year low of $190.75 and a one year high of $307.11. The firm has a market cap of $60.03 billion, a price-to-earnings ratio of 38.84, a P/E/G ratio of 1.38 and a beta of 0.55. The company has a debt-to-equity ratio of 0.50, a current ratio of 1.05 and a quick ratio of 1.05.

Arthur J. Gallagher & Co. (NYSE:AJG) last released its quarterly earnings data on Thursday, July 30th. The financial services provider reported $2.84 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.81 by $0.03. Arthur J. Gallagher & Co. had a return on equity of 13.28% and a net margin of 9.96%.The firm had revenue of $3.95 billion during the quarter, compared to analyst estimates of $4.01 billion. During the same period in the prior year, the company posted $2.33 earnings per share. The business’s revenue for the quarter was up 24.3% compared to the same quarter last year. On average, analysts expect that Arthur J. Gallagher & Co. will post 13.27 earnings per share for the current fiscal year.

Insider Transactions at Arthur J. Gallagher & Co.

In other news, CAO Richard C. Cary sold 1,000 shares of Arthur J. Gallagher & Co. stock in a transaction that occurred on Tuesday, September 15th. The shares were sold at an average price of $252.86, for a total transaction of $252,860.00. Following the completion of the sale, the chief accounting officer owned 46,819 shares in the company, valued at $11,838,652.34. The trade was a 2.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, VP Christopher E. Mead sold 3,500 shares of the business’s stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $257.02, for a total transaction of $899,570.00. Following the sale, the vice president directly owned 22,223 shares of the company’s stock, valued at approximately $5,711,755.46. This trade represents a 13.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 28,500 shares of company stock worth $7,562,950 in the last ninety days. 1.40% of the stock is currently owned by insiders.

Institutional Trading of Arthur J. Gallagher & Co.

Institutional investors and hedge funds have recently made changes to their positions in the business. T. Rowe Price Investment Management Inc. lifted its stake in shares of Arthur J. Gallagher & Co. by 123.5% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 5,887,538 shares of the financial services provider’s stock valued at $1,523,636,000 after purchasing an additional 3,253,498 shares during the period. Gtcr LLC bought a new position in Arthur J. Gallagher & Co. during the first quarter worth about $514,112,000. Bank of New York Mellon Corp acquired a new position in shares of Arthur J. Gallagher & Co. during the 2nd quarter worth about $289,484,000. Focus Partners Wealth increased its stake in shares of Arthur J. Gallagher & Co. by 1,368.1% in the 4th quarter. Focus Partners Wealth now owns 644,128 shares of the financial services provider’s stock valued at $166,694,000 after acquiring an additional 600,252 shares during the last quarter. Finally, Tidal Investments LLC raised its position in shares of Arthur J. Gallagher & Co. by 303.7% in the 2nd quarter. Tidal Investments LLC now owns 638,601 shares of the financial services provider’s stock valued at $146,604,000 after acquiring an additional 480,413 shares during the period. Institutional investors own 85.53% of the company’s stock.

Trending Headlines about Arthur J. Gallagher & Co.

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

• Positive Sentiment: Acquisition expands Gallagher’s platform: Arthur J. Gallagher acquired specialty underwriting business Ornella Underwriting Limited for undisclosed terms. While financial details were not provided, the transaction supports Gallagher’s strategy of expanding its insurance brokerage and underwriting operations. Arthur J. Gallagher & Co. Acquires Ornella Underwriting Limited
• Positive Sentiment: Morgan Stanley remains bullish: Morgan Stanley reiterated its Buy rating on AJG, providing support for the investment case even as other analysts adopted more cautious positions. Morgan Stanley Sticks to Its Buy Rating for Arthur J Gallagher & Co
• Neutral Sentiment: Third-quarter earnings date announced: Gallagher said it will release its third-quarter 2026 results and hold a related conference call. The announcement gives investors a near-term catalyst, although it did not include new earnings or guidance information. Arthur J. Gallagher Announces Third Quarter 2026 Earnings Release and Conference Call Date
• Neutral Sentiment: Analyst coverage is mixed: Oppenheimer initiated coverage with a Market Perform rating, while Cantor Fitzgerald maintained a Neutral rating and lowered its price target to $280 from $300. The revised target still implies substantial upside based on the referenced share price, but the cut signals reduced near-term confidence. Analysts Offer Insights on Financial Companies

About Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co is a global insurance brokerage, risk management and consulting company headquartered in Rolling Meadows, Illinois. The company helps businesses, public entities and individuals identify, manage and transfer risk through insurance brokerage, employee benefits consulting, risk management and related advisory services.

Gallagher operates through several businesses, including retail insurance brokerage, wholesale brokerage and reinsurance brokerage. Its Gallagher Re business provides reinsurance broking and advisory services, while Gallagher Bassett provides third-party claims administration and related risk management services.