Arthur J. Gallagher & Co. (NYSE:AJG) Downgraded by Wolfe Research to “Peer Perform”

Wolfe Research downgraded shares of Arthur J. Gallagher & Co. (NYSE:AJG) from an outperform rating to a peer perform rating in a report published on Thursday morning, MarketBeat Ratings reports.

A number of other equities analysts have also recently issued reports on AJG. Royal Bank Of Canada assumed coverage on Arthur J. Gallagher & Co. in a report on Tuesday, March 17th. They issued an “outperform” rating and a $260.00 target price on the stock. Truist Financial lowered their price objective on shares of Arthur J. Gallagher & Co. from $235.00 to $225.00 and set a “hold” rating on the stock in a report on Friday, May 1st. Jefferies Financial Group raised shares of Arthur J. Gallagher & Co. from a “hold” rating to a “buy” rating and raised their price objective for the company from $235.00 to $265.00 in a research note on Thursday, June 11th. Weiss Ratings reissued a “hold (c-)” rating on shares of Arthur J. Gallagher & Co. in a research report on Monday, June 15th. Finally, Barclays upped their target price on shares of Arthur J. Gallagher & Co. from $275.00 to $292.00 and gave the stock an “overweight” rating in a report on Tuesday. Twelve investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, Arthur J. Gallagher & Co. currently has a consensus rating of “Moderate Buy” and an average target price of $274.18.

Arthur J. Gallagher & Co. Stock Performance

Shares of Arthur J. Gallagher & Co. stock opened at $253.50 on Thursday. The business has a 50-day simple moving average of $215.26 and a 200 day simple moving average of $225.67. Arthur J. Gallagher & Co. has a one year low of $190.75 and a one year high of $316.71. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.06 and a quick ratio of 1.06. The firm has a market capitalization of $65.12 billion, a price-to-earnings ratio of 41.02, a PEG ratio of 1.30 and a beta of 0.50.

Arthur J. Gallagher & Co. (NYSE:AJG) last announced its quarterly earnings results on Thursday, April 30th. The financial services provider reported $4.47 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.43 by $0.04. Arthur J. Gallagher & Co. had a return on equity of 12.83% and a net margin of 10.76%.The business had revenue of $4.71 billion for the quarter, compared to analyst estimates of $4.73 billion. During the same quarter in the prior year, the company earned $3.67 earnings per share. The company’s quarterly revenue was up 29.0% on a year-over-year basis. On average, research analysts anticipate that Arthur J. Gallagher & Co. will post 13.23 earnings per share for the current fiscal year.

Arthur J. Gallagher & Co. Dividend Announcement

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

Insider Activity at Arthur J. Gallagher & Co.

In other Arthur J. Gallagher & Co. news, CAO Richard C. Cary sold 3,000 shares of Arthur J. Gallagher & Co. stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $206.00, for a total transaction of $618,000.00. Following the transaction, the chief accounting officer owned 47,819 shares of the company’s stock, valued at $9,850,714. This trade represents a 5.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 1.40% of the stock is currently owned by corporate insiders.

Institutional Trading of Arthur J. Gallagher & Co.

A number of hedge funds have recently bought and sold shares of AJG. Kemnay Advisory Services Inc. purchased a new position in shares of Arthur J. Gallagher & Co. in the 4th quarter worth about $26,000. Rakuten Securities Inc. increased its holdings 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 worth $34,000 after buying an additional 91 shares during the last quarter. Financial Life Planners bought a new stake in Arthur J. Gallagher & Co. in the third quarter worth about $39,000. Axiom Investment Management LLC purchased a new position in Arthur J. Gallagher & Co. in the first quarter valued at about $28,000. Finally, MV Capital Management Inc. bought a new position in shares of Arthur J. Gallagher & Co. during the 4th quarter valued at approximately $34,000. 85.53% of the stock is currently owned by institutional investors.

Trending Headlines about Arthur J. Gallagher & Co.

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

• Positive Sentiment: Wells Fargo raised its price target on AJG to $299 from $271 and reiterated an overweight rating, signaling confidence in upside ahead. Benzinga report
• Positive Sentiment: Mizuho also increased its target to $287 from $261 and kept an outperform rating, adding to the bullish analyst momentum. Benzinga report
• Positive Sentiment: Arthur J. Gallagher announced the acquisition of Med James, Inc., which should expand its insurance brokerage footprint and support growth through more deal-driven expansion. PR Newswire article
• Positive Sentiment: The company also announced the date for its second-quarter 2026 earnings release and conference call, keeping investors focused on an upcoming catalyst. PR Newswire article
• Neutral Sentiment: AJG is expected to report results soon, and market commentary suggests Wall Street is looking for strong profit growth, but this is still only an earnings preview rather than confirmed results. Earnings preview
• Neutral Sentiment: Wolfe Research downgraded AJG to peer perform, which offsets some of the bullish sentiment but does not imply a major negative call. Finviz report

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.