Arthur J. Gallagher & Co. (NYSE:AJG) Receives Average Rating of “Moderate Buy” from Analysts

Arthur J. Gallagher & Co. (NYSE:AJG) has been given an average rating of “Moderate Buy” by the nineteen research firms that are currently covering the firm, Marketbeat.com reports. Seven research analysts have rated the stock with a hold recommendation and twelve have assigned a buy recommendation to the company. The average twelve-month price objective among brokerages that have issued ratings on the stock in the last year is $274.1765.

Several research analysts recently weighed in on the company. Barclays increased their target price on Arthur J. Gallagher & Co. from $275.00 to $292.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 7th. Royal Bank Of Canada assumed coverage on Arthur J. Gallagher & Co. in a research report on Tuesday, March 17th. They set an “outperform” rating and a $260.00 price target for the company. Cantor Fitzgerald raised their price objective on Arthur J. Gallagher & Co. from $285.00 to $300.00 and gave the stock a “neutral” rating in a report on Thursday. Wells Fargo & Company lifted their price objective on Arthur J. Gallagher & Co. from $271.00 to $299.00 and gave the company an “overweight” rating in a research note on Thursday. Finally, Mizuho increased their target price on shares of Arthur J. Gallagher & Co. from $261.00 to $287.00 and gave the stock an “outperform” rating in a research report on Thursday.

Arthur J. Gallagher & Co. News Summary

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

• Positive Sentiment: Wells Fargo raised its price target on Arthur J. Gallagher & Co. to $299 from $271 and kept an overweight rating, signaling confidence in further upside for the insurance broker. Benzinga article
• Positive Sentiment: Mizuho also lifted its target to $287 from $261 and maintained an outperform rating, reinforcing a constructive view on AJG’s growth prospects. Benzinga article
• Positive Sentiment: AJG announced the acquisition of Med James, Inc., adding to its long-running acquisition-driven expansion strategy. PR Newswire article
• Positive Sentiment: Management also announced the date for its second-quarter 2026 earnings release and conference call, keeping investors focused on upcoming results. PR Newswire article
• Neutral Sentiment: Zacks said AJG trades at a discount to the industry on a valuation basis, but noted the company still faces margin and leverage challenges despite solid organic growth and acquisition activity. Zacks article
• Neutral Sentiment: MarketWatch noted the stock underperformed peers in recent trading, suggesting AJG has lagged some competitors even as broader analyst sentiment remains mixed. MarketWatch article
• Negative Sentiment: Wolfe Research downgraded Arthur J. Gallagher & Co. to peer perform from outperform, which likely weighed on sentiment and helped offset the bullish target increases. Downgrade article

Insider Activity at Arthur J. Gallagher & Co.

In other news, CAO Richard C. Cary sold 3,000 shares of the firm’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $206.00, for a total value of $618,000.00. Following the transaction, the chief accounting officer owned 47,819 shares of the company’s stock, valued at approximately $9,850,714. This trade represents a 5.90% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Corporate insiders own 1.40% of the company’s stock.

Institutional Trading of Arthur J. Gallagher & Co.

Several large investors have recently added to or reduced their stakes in AJG. Kemnay Advisory Services Inc. acquired a new position in shares of Arthur J. Gallagher & Co. during the fourth quarter worth about $26,000. Axiom Investment Management LLC acquired a new stake in shares of Arthur J. Gallagher & Co. in the first quarter valued at about $28,000. Cassaday & Co Wealth Management LLC acquired a new stake in shares of Arthur J. Gallagher & Co. in the first quarter valued at about $29,000. MV Capital Management Inc. purchased a new stake in shares of Arthur J. Gallagher & Co. during the 4th quarter valued at about $34,000. Finally, Rakuten Securities Inc. lifted its position in Arthur J. Gallagher & Co. by 650.0% during the 2nd quarter. Rakuten Securities Inc. now owns 105 shares of the financial services provider’s stock worth $34,000 after acquiring an additional 91 shares in the last quarter. 85.53% of the stock is currently owned by institutional investors and hedge funds.

Arthur J. Gallagher & Co. Price Performance

Arthur J. Gallagher & Co. stock opened at $253.16 on Monday. Arthur J. Gallagher & Co. has a 1 year low of $190.75 and a 1 year high of $316.71. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.06 and a current ratio of 1.06. The firm has a 50 day moving average price of $216.10 and a 200 day moving average price of $225.63. The company has a market cap of $65.04 billion, a price-to-earnings ratio of 40.96, a PEG ratio of 1.31 and a beta of 0.50.

Arthur J. Gallagher & Co. (NYSE:AJG) last posted its quarterly earnings results on Thursday, April 30th. The financial services provider reported $4.47 earnings per share for the quarter, topping analysts’ consensus estimates of $4.43 by $0.04. Arthur J. Gallagher & Co. had a net margin of 10.76% and a return on equity of 12.83%. The company had revenue of $4.71 billion for the quarter, compared to the consensus estimate of $4.73 billion. During the same quarter last year, the firm posted $3.67 earnings per share. Arthur J. Gallagher & Co.’s revenue was up 29.0% on a year-over-year basis. Sell-side analysts predict that Arthur J. Gallagher & Co. will post 13.22 earnings per share for the current year.

Arthur J. Gallagher & Co. Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, June 19th. Shareholders of record on Friday, June 5th were paid a dividend of $0.70 per share. This represents a $2.80 annualized dividend and a yield of 1.1%. The ex-dividend date was Friday, June 5th. Arthur J. Gallagher & Co.’s payout ratio is currently 45.31%.

Arthur J. Gallagher & Co. Company Profile

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.