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

Arthur J. Gallagher & Co. (NYSE:AJG) had its target price lifted by Wells Fargo & Company from $271.00 to $299.00 in a research note published on Thursday morning,Benzinga reports. Wells Fargo & Company currently has an overweight rating on the financial services provider’s stock.

Several other equities analysts have also recently commented on AJG. Citigroup upgraded shares of Arthur J. Gallagher & Co. from a “neutral” rating to a “buy” rating and dropped their target price for the company from $280.00 to $250.00 in a research report on Wednesday, May 6th. Jefferies Financial Group upgraded shares of Arthur J. Gallagher & Co. from a “hold” rating to a “buy” rating and boosted their price objective for the company from $235.00 to $265.00 in a research report on Thursday, June 11th. Wolfe Research lowered Arthur J. Gallagher & Co. from an “outperform” rating to a “peer perform” rating in a research note on Thursday. UBS Group boosted their price target on Arthur J. Gallagher & Co. from $250.00 to $291.00 and gave the stock a “buy” rating in a report on Wednesday. Finally, Keefe, Bruyette & Woods raised their price target on shares of Arthur J. Gallagher & Co. from $242.00 to $261.00 and gave the company a “market perform” rating in a research note on Wednesday. Twelve investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $274.18.

Arthur J. Gallagher & Co. Stock Performance

AJG opened at $253.50 on Thursday. 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 business has a fifty day simple moving average of $215.26 and a 200 day simple moving average of $225.67. Arthur J. Gallagher & Co. has a 1 year low of $190.75 and a 1 year high of $316.71. The company has a market capitalization of $65.12 billion, a PE ratio of 41.02, a price-to-earnings-growth ratio of 1.30 and a beta of 0.50.

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

Arthur J. Gallagher & Co. Dividend Announcement

The company also recently announced 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 of this dividend 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 is currently 45.31%.

Insider Buying and Selling

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 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 legal filing with the SEC, which can be accessed through this hyperlink. 1.40% of the stock is owned by insiders.

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

A number of large investors have recently added to or reduced their stakes in the business. IFP Advisors Inc grew its holdings in Arthur J. Gallagher & Co. by 1.4% in the 3rd quarter. IFP Advisors Inc now owns 3,064 shares of the financial services provider’s stock worth $949,000 after acquiring an additional 41 shares during the last quarter. Ritholtz Wealth Management boosted its holdings in shares of Arthur J. Gallagher & Co. by 0.4% during the fourth quarter. Ritholtz Wealth Management now owns 10,061 shares of the financial services provider’s stock worth $2,604,000 after purchasing an additional 45 shares during the period. CYBER HORNET ETFs LLC grew its stake in shares of Arthur J. Gallagher & Co. by 7.8% in the fourth quarter. CYBER HORNET ETFs LLC now owns 634 shares of the financial services provider’s stock worth $164,000 after purchasing an additional 46 shares during the last quarter. SC&H Financial Advisors Inc. increased its holdings in Arthur J. Gallagher & Co. by 5.8% during the 4th quarter. SC&H Financial Advisors Inc. now owns 862 shares of the financial services provider’s stock valued at $223,000 after purchasing an additional 47 shares during the period. Finally, Allen Capital Group LLC raised its position in Arthur J. Gallagher & Co. by 2.5% during the 4th quarter. Allen Capital Group LLC now owns 1,895 shares of the financial services provider’s stock valued at $490,000 after purchasing an additional 47 shares during the last quarter. Hedge funds and other institutional investors own 85.53% of the company’s stock.

Key Arthur J. Gallagher & Co. News

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.