Wolfe Research Downgrades Arthur J. Gallagher & Co. (NYSE:AJG) to Peer Perform

Arthur J. Gallagher & Co. (NYSE:AJG) was downgraded by analysts at Wolfe Research from an “outperform” rating to a “peer perform” rating in a research report issued on Thursday, MarketBeat Ratings reports.

Several other equities research analysts also recently commented on AJG. Truist Financial reduced their target price on Arthur J. Gallagher & Co. from $235.00 to $225.00 and set a “hold” rating for the company in a report on Friday, May 1st. Piper Sandler reduced their price objective on shares of Arthur J. Gallagher & Co. from $226.00 to $211.00 and set a “neutral” rating for the company in a research note on Friday, May 1st. Mizuho raised their target price on shares of Arthur J. Gallagher & Co. from $261.00 to $287.00 and gave the stock an “outperform” rating in a report on Thursday. Wells Fargo & Company dropped their target price on shares of Arthur J. Gallagher & Co. from $273.00 to $266.00 and set an “overweight” rating on the stock in a research report on Thursday, April 9th. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of Arthur J. Gallagher & Co. in a research report on Monday, June 15th. Twelve research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $274.18.

Arthur J. Gallagher & Co. Trading Down 0.2%

NYSE AJG opened at $253.16 on Thursday. The company’s fifty day moving average price is $216.10 and its two-hundred day moving average price is $225.86. The company has a market capitalization of $65.04 billion, a price-to-earnings ratio of 40.96, a price-to-earnings-growth ratio of 1.31 and a beta of 0.50. Arthur J. Gallagher & Co. has a 12 month low of $190.75 and a 12 month 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.

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

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 that occurred on Tuesday, June 2nd. The stock was 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 of the company’s stock, valued at approximately $9,850,714. This trade represents a 5.90% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 1.40% of the company’s stock.

Institutional Inflows and Outflows

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

Key Headlines 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 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

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.