Arthur J. Gallagher & Co. (NYSE:AJG) Given Average Rating of “Moderate Buy” by Brokerages

Arthur J. Gallagher & Co. (NYSE:AJG) has been given an average rating of “Moderate Buy” by the nineteen ratings firms that are presently covering the company, MarketBeat.com reports. Seven research analysts have rated the stock with a hold recommendation and twelve have assigned a buy recommendation to the company. The average 12 month target price among analysts that have issued ratings on the stock in the last year is $274.1765.

A number of equities research analysts recently commented on the stock. Wolfe Research downgraded shares of Arthur J. Gallagher & Co. from an “outperform” rating to a “peer perform” rating in a report on Thursday. Wells Fargo & Company increased their price target on shares of Arthur J. Gallagher & Co. from $271.00 to $299.00 and gave the company an “overweight” rating in a research report on Thursday. Truist Financial cut their price objective on Arthur J. Gallagher & Co. from $235.00 to $225.00 and set a “hold” rating for the company in a research report on Friday, May 1st. Morgan Stanley upped their target price on Arthur J. Gallagher & Co. from $240.00 to $255.00 and gave the company an “overweight” rating in a research note on Monday, July 6th. Finally, BMO Capital Markets raised Arthur J. Gallagher & Co. from a “market perform” rating to an “outperform” rating and raised their price target for the stock from $275.00 to $278.00 in a research report on Tuesday, March 24th.

Arthur J. Gallagher & Co. News Roundup

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

• Positive Sentiment: Wells Fargo raised its price target on Arthur J. Gallagher & Co. to $299 from $271 and kept an overweight rating, signaling confidence in further upside for the insurance broker. Benzinga article
• Positive Sentiment: Mizuho also lifted its target to $287 from $261 and maintained an outperform rating, reinforcing a constructive view on AJG’s growth prospects. Benzinga article
• Positive Sentiment: AJG announced the acquisition of Med James, Inc., adding to its long-running acquisition-driven expansion strategy. PR Newswire article
• Positive Sentiment: Management also announced the date for its second-quarter 2026 earnings release and conference call, keeping investors focused on upcoming results. PR Newswire article
• Neutral Sentiment: Zacks said AJG trades at a discount to the industry on a valuation basis, but noted the company still faces margin and leverage challenges despite solid organic growth and acquisition activity. Zacks article
• Neutral Sentiment: MarketWatch noted the stock underperformed peers in recent trading, suggesting AJG has lagged some competitors even as broader analyst sentiment remains mixed. MarketWatch article
• Negative Sentiment: Wolfe Research downgraded Arthur J. Gallagher & Co. to peer perform from outperform, which likely weighed on sentiment and helped offset the bullish target increases. Downgrade article

Arthur J. Gallagher & Co. Stock Up 0.0%

AJG opened at $253.16 on Monday. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.06 and a current ratio of 1.06. The company has a market cap of $65.04 billion, a price-to-earnings ratio of 40.96, a PEG ratio of 1.31 and a beta of 0.50. Arthur J. Gallagher & Co. has a one year low of $190.75 and a one year high of $316.71. The business’s fifty day moving average is $216.10 and its two-hundred day moving average is $225.63.

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 for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $4.73 billion. During the same quarter last year, the business posted $3.67 earnings per share. The business’s revenue for the quarter was up 29.0% on a year-over-year basis. Analysts anticipate that Arthur J. Gallagher & Co. will post 13.22 EPS for the current fiscal year.

Arthur J. Gallagher & Co. Dividend Announcement

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

Insider Transactions at Arthur J. Gallagher & Co.

In other Arthur J. Gallagher & Co. news, CAO Richard C. Cary sold 3,000 shares of the company’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $206.00, for a total value of $618,000.00. Following the transaction, the chief accounting officer directly owned 47,819 shares in the company, valued at approximately $9,850,714. This represents a 5.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 1.40% of the company’s stock.

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

Several institutional investors and hedge funds have recently modified their holdings of AJG. Vanguard Group Inc. raised its holdings in Arthur J. Gallagher & Co. by 0.7% in the 4th quarter. Vanguard Group Inc. now owns 31,390,446 shares of the financial services provider’s stock valued at $8,123,534,000 after acquiring an additional 217,136 shares during the last quarter. Capital World Investors boosted its holdings in shares of Arthur J. Gallagher & Co. by 7.0% during the fourth quarter. Capital World Investors now owns 12,613,371 shares of the financial services provider’s stock worth $3,264,359,000 after purchasing an additional 830,252 shares during the last quarter. State Street Corp grew its position in shares of Arthur J. Gallagher & Co. by 0.6% in the fourth quarter. State Street Corp now owns 10,953,598 shares of the financial services provider’s stock valued at $2,834,682,000 after purchasing an additional 62,518 shares during the period. Norges Bank acquired a new position in Arthur J. Gallagher & Co. in the fourth quarter valued at $1,925,062,000. Finally, T. Rowe Price Investment Management Inc. increased its stake in Arthur J. Gallagher & Co. by 123.5% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 5,887,538 shares of the financial services provider’s stock valued at $1,523,636,000 after purchasing an additional 3,253,498 shares during the last quarter. Hedge funds and other institutional investors own 85.53% of the company’s stock.

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.