Mizuho Issues Positive Forecast for Arthur J. Gallagher & Co. (NYSE:AJG) Stock Price

Arthur J. Gallagher & Co. (NYSE:AJG) had its price objective lifted by Mizuho from $261.00 to $287.00 in a report issued on Thursday morning, Marketbeat Ratings reports. The firm currently has an outperform rating on the financial services provider’s stock.

Several other brokerages also recently commented on AJG. Truist Financial decreased 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 research report on Friday, May 1st. Morgan Stanley increased their price target on Arthur J. Gallagher & Co. from $240.00 to $255.00 and gave the stock an “overweight” rating in a research note on Monday. Citigroup upgraded Arthur J. Gallagher & Co. from a “neutral” rating to a “buy” rating and lowered their price objective for the company from $280.00 to $250.00 in a research report on Wednesday, May 6th. Barclays upped their price objective on Arthur J. Gallagher & Co. from $275.00 to $292.00 and gave the stock an “overweight” rating in a research note on Tuesday. Finally, Wells Fargo & Company cut their target price on Arthur J. Gallagher & Co. from $273.00 to $266.00 and set an “overweight” rating for the company in a research report on Thursday, April 9th. Twelve research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $274.18.

Arthur J. Gallagher & Co. Stock Down 1.2%

AJG stock opened at $253.50 on Thursday. The business’s 50-day moving average price is $215.26 and its 200-day moving average price is $225.67. The stock has a market cap of $65.12 billion, a P/E ratio of 41.02, a PEG ratio of 1.30 and a beta of 0.50. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 0.51. Arthur J. Gallagher & Co. has a twelve month low of $190.75 and a twelve month high of $316.71.

Arthur J. Gallagher & Co. (NYSE:AJG) last released its earnings results on Thursday, April 30th. The financial services provider reported $4.47 EPS 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 analysts’ expectations of $4.73 billion. During the same quarter last year, the business earned $3.67 EPS. The firm’s revenue was up 29.0% compared to the same quarter last year. On average, equities research analysts forecast that Arthur J. Gallagher & Co. will post 13.23 EPS for the current year.

Arthur J. Gallagher & Co. Dividend Announcement

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

Insider Buying and Selling at Arthur J. Gallagher & Co.

In related 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 completion of the transaction, the chief accounting officer directly owned 47,819 shares of the company’s stock, valued at approximately $9,850,714. This trade represents a 5.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Company insiders own 1.40% of the company’s stock.

Hedge Funds Weigh In On Arthur J. Gallagher & Co.

A number of institutional investors and hedge funds have recently made changes to their positions in AJG. Dearborn Partners LLC lifted its holdings in shares of Arthur J. Gallagher & Co. by 6.3% during the 4th quarter. Dearborn Partners LLC now owns 133,936 shares of the financial services provider’s stock valued at $34,661,000 after purchasing an additional 7,946 shares during the last quarter. Banco Bilbao Vizcaya Argentaria S.A. grew its stake in Arthur J. Gallagher & Co. by 10.2% during the 3rd quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 65,889 shares of the financial services provider’s stock worth $20,398,000 after buying an additional 6,090 shares during the last quarter. Professional Advisory Services Inc. increased its position in Arthur J. Gallagher & Co. by 12.2% during the 4th quarter. Professional Advisory Services Inc. now owns 78,448 shares of the financial services provider’s stock valued at $20,302,000 after buying an additional 8,539 shares in the last quarter. Seizert Capital Partners LLC purchased a new stake in Arthur J. Gallagher & Co. in the fourth quarter valued at about $3,571,000. Finally, GuoLine Advisory Pte Ltd purchased a new stake in Arthur J. Gallagher & Co. in the fourth quarter valued at about $13,561,000. 85.53% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting 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

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.