Arthur J. Gallagher & Co. (AJG) Expected to Announce Quarterly Earnings on Thursday

Arthur J. Gallagher & Co. (NYSE:AJG) will likely be posting its Q4 2025 results after the market closes on Thursday, January 29th. Analysts expect Arthur J. Gallagher & Co. to post earnings of $2.42 per share and revenue of $3.6125 billion for the quarter. Parties can check the company’s upcoming Q4 2025 earning summary page for the latest details on the call scheduled for Thursday, January 29, 2026 at 5:15 PM ET.

Arthur J. Gallagher & Co. (NYSE:AJG) last released its earnings results on Thursday, October 30th. The financial services provider reported $2.32 EPS for the quarter, missing analysts’ consensus estimates of $2.51 by ($0.19). Arthur J. Gallagher & Co. had a return on equity of 11.98% and a net margin of 13.58%.The company had revenue of $3.33 billion for the quarter, compared to analysts’ expectations of $3.34 billion. During the same period in the prior year, the firm earned $2.26 EPS. The firm’s revenue for the quarter was up 20.2% on a year-over-year basis. On average, analysts expect Arthur J. Gallagher & Co. to post $12 EPS for the current fiscal year and $13 EPS for the next fiscal year.

Arthur J. Gallagher & Co. Trading Down 1.9%

AJG stock opened at $250.15 on Thursday. The business’s 50-day moving average is $254.00 and its 200 day moving average is $279.57. Arthur J. Gallagher & Co. has a 12-month low of $236.34 and a 12-month high of $351.23. The stock has a market cap of $64.24 billion, a price-to-earnings ratio of 37.39 and a beta of 0.67. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 0.52.

Arthur J. Gallagher & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, December 19th. Shareholders of record on Friday, December 5th were issued a $0.65 dividend. The ex-dividend date was Friday, December 5th. This represents a $2.60 dividend on an annualized basis and a yield of 1.0%. Arthur J. Gallagher & Co.’s dividend payout ratio (DPR) is presently 38.86%.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the stock. Wells Fargo & Company lowered their target price on shares of Arthur J. Gallagher & Co. from $328.00 to $311.00 and set an “overweight” rating on the stock in a research note on Tuesday, January 13th. The Goldman Sachs Group restated a “buy” rating and set a $292.00 price target on shares of Arthur J. Gallagher & Co. in a research report on Wednesday, January 7th. Mizuho set a $277.00 target price on shares of Arthur J. Gallagher & Co. in a research note on Wednesday, January 14th. BMO Capital Markets cut Arthur J. Gallagher & Co. from an “outperform” rating to a “market perform” rating and cut their price target for the company from $289.00 to $275.00 in a report on Tuesday, January 13th. Finally, Citigroup lowered their price objective 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. Seven equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $290.50.

Insiders Place Their Bets

In other Arthur J. Gallagher & Co. news, General Counsel Walter D. Bay sold 15,850 shares of Arthur J. Gallagher & Co. stock in a transaction dated 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 sale, the general counsel directly owned 79,549 shares in the company, valued at $20,284,995. This trade represents a 16.61% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Christopher E. Mead sold 4,000 shares of the stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $258.11, for a total transaction of $1,032,440.00. Following the transaction, the vice president directly owned 17,327 shares of the company’s stock, valued at $4,472,271.97. The trade was a 18.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 32,100 shares of company stock worth $8,243,865. Corporate insiders own 1.60% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of the company. Harvest Investment Services LLC raised its holdings in shares of Arthur J. Gallagher & Co. by 28.7% in the 3rd quarter. Harvest Investment Services LLC now owns 9,992 shares of the financial services provider’s stock valued at $3,095,000 after buying an additional 2,228 shares during the period. Kestra Private Wealth Services LLC increased its stake in Arthur J. Gallagher & Co. by 11.3% during the third quarter. Kestra Private Wealth Services LLC now owns 2,830 shares of the financial services provider’s stock worth $877,000 after purchasing an additional 288 shares during the period. CANADA LIFE ASSURANCE Co increased its stake in Arthur J. Gallagher & Co. by 1.7% during the third quarter. CANADA LIFE ASSURANCE Co now owns 267,316 shares of the financial services provider’s stock worth $81,676,000 after purchasing an additional 4,447 shares during the period. United Capital Financial Advisors LLC boosted its stake in shares of Arthur J. Gallagher & Co. by 96.5% in the third quarter. United Capital Financial Advisors LLC now owns 85,730 shares of the financial services provider’s stock valued at $26,554,000 after purchasing an additional 42,094 shares during the period. Finally, Unisphere Establishment increased its stake in Arthur J. Gallagher & Co. by 1.4% during the 3rd quarter. Unisphere Establishment now owns 537,500 shares of the financial services provider’s stock worth $166,485,000 after buying an additional 7,200 shares during the period. 85.53% of the stock is currently owned by hedge funds and other institutional investors.

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.