Arthur J. Gallagher & Co. (AJG) – Investment Analysts’ Recent Ratings Changes

Arthur J. Gallagher & Co. (NYSE: AJG) has recently received a number of price target changes and ratings updates:

• 1/14/2026 – Arthur J. Gallagher & Co. was given a new $277.00 price target on by analysts at Mizuho.
• 1/14/2026 – Arthur J. Gallagher & Co. was downgraded by analysts at Cantor Fitzgerald from an “overweight” rating to a “neutral” rating. They now have a $282.00 price target on the stock, down previously from $344.00.
• 1/13/2026 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Wells Fargo & Company from $328.00 to $311.00. They now have an “overweight” rating on the stock.
• 1/13/2026 – Arthur J. Gallagher & Co. was downgraded by analysts at BMO Capital Markets from an “outperform” rating to a “market perform” rating. They now have a $275.00 price target on the stock, down previously from $289.00.
• 1/8/2026 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Barclays PLC from $250.00 to $247.00. They now have an “underweight” rating on the stock.
• 1/7/2026 – Arthur J. Gallagher & Co. had its “buy” rating reaffirmed by analysts at The Goldman Sachs Group, Inc.. They now have a $292.00 price target on the stock.
• 1/7/2026 – Arthur J. Gallagher & Co. was downgraded by analysts at Piper Sandler from an “overweight” rating to a “neutral” rating. They now have a $272.00 price target on the stock, down previously from $276.00.
• 1/6/2026 – Arthur J. Gallagher & Co. had its price target raised by analysts at Keefe, Bruyette & Woods from $272.00 to $279.00. They now have a “market perform” rating on the stock.
• 12/29/2025 – Arthur J. Gallagher & Co. had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 12/22/2025 – Arthur J. Gallagher & Co. had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 12/22/2025 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Wells Fargo & Company from $344.00 to $328.00. They now have an “overweight” rating on the stock.
• 12/19/2025 – Arthur J. Gallagher & Co. was given a new $300.00 price target on by analysts at Morgan Stanley.
• 12/18/2025 – Arthur J. Gallagher & Co. was given a new $272.00 price target on by analysts at Needham & Company LLC.
• 12/18/2025 – Arthur J. Gallagher & Co. is now covered by analysts at Morgan Stanley. They set an “overweight” rating and a $300.00 price target on the stock.
• 12/18/2025 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Keefe, Bruyette & Woods from $275.00 to $272.00. They now have a “market perform” rating on the stock.
• 12/17/2025 – Arthur J. Gallagher & Co. had its price target lowered by analysts at UBS Group AG from $329.00 to $285.00. They now have a “neutral” rating on the stock.
• 12/17/2025 – Arthur J. Gallagher & Co. was given a new $293.00 price target on by analysts at The Goldman Sachs Group, Inc..
• 12/17/2025 – Arthur J. Gallagher & Co. was given a new $289.00 price target on by analysts at Wolfe Research. They now have an “outperform” rating on the stock.
• 12/17/2025 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Evercore ISI from $353.00 to $334.00. They now have an “outperform” rating on the stock.
• 12/16/2025 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Truist Financial Corporation from $290.00 to $280.00. They now have a “hold” rating on the stock.
• 12/15/2025 – Arthur J. Gallagher & Co. is now covered by analysts at Mizuho. They set a “neutral” rating and a $276.00 price target on the stock.
• 12/15/2025 – Arthur J. Gallagher & Co. had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 12/15/2025 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Piper Sandler from $295.00 to $280.00. They now have an “overweight” rating on the stock.
• 12/15/2025 – Arthur J. Gallagher & Co. is now covered by analysts at Mizuho. They set a “neutral” rating and a $276.00 price target on the stock.
• 12/8/2025 – Arthur J. Gallagher & Co. had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 12/5/2025 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Wells Fargo & Company from $362.00 to $344.00. They now have an “overweight” rating on the stock.
• 12/1/2025 – Arthur J. Gallagher & Co. had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 11/25/2025 – Arthur J. Gallagher & Co. was downgraded by analysts at Weiss Ratings from a “buy (b-)” rating to a “hold (c+)” rating.
• 11/20/2025 – Arthur J. Gallagher & Co. is now covered by analysts at Wolfe Research. They set an “outperform” rating and a $291.00 price target on the stock.
• 11/20/2025 – Arthur J. Gallagher & Co. was downgraded by analysts at Barclays PLC from an “equal weight” rating to an “underweight” rating. They now have a $250.00 price target on the stock, down previously from $328.00.

Arthur J. Gallagher & Co. Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, December 19th. Stockholders of record on Friday, December 5th were paid a $0.65 dividend. This represents a $2.60 annualized dividend and a dividend yield of 1.0%. The ex-dividend date was Friday, December 5th. Arthur J. Gallagher & Co.’s payout ratio is currently 38.86%.

Insiders Place Their Bets

In other news, CFO Douglas K. Howell sold 5,000 shares of the firm’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $258.05, for a total transaction of $1,290,250.00. Following the completion of the sale, the chief financial officer owned 95,777 shares of the company’s stock, valued at approximately $24,715,254.85. This trade represents a 4.96% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, General Counsel Walter D. Bay sold 15,850 shares of Arthur J. Gallagher & Co. stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $255.00, for a total transaction of $4,041,750.00. Following the completion of the transaction, the general counsel owned 79,549 shares of the company’s stock, valued at $20,284,995. This trade represents a 16.61% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 32,100 shares of company stock worth $8,243,865 in the last quarter. 1.60% of the stock is owned by corporate insiders.

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.