Arthur J. Gallagher & Co. (NYSE:AJG) Given New $315.00 Price Target at Royal Bank Of Canada

Arthur J. Gallagher & Co. (NYSE:AJG) had its target price upped by Royal Bank Of Canada from $290.00 to $315.00 in a research note published on Friday,Benzinga reports. The brokerage currently has an outperform rating on the financial services provider’s stock.

Other equities research analysts also recently issued reports about the company. Seaport Research Partners raised Arthur J. Gallagher & Co. to a “buy” rating in a report on Wednesday, October 7th. Barclays boosted their price objective on shares of Arthur J. Gallagher & Co. from $275.00 to $292.00 and gave the company an “overweight” rating in a research note on Tuesday, July 7th. Wells Fargo & Company cut their price objective on shares of Arthur J. Gallagher & Co. from $291.00 to $284.00 and set an “overweight” rating for the company in a research report on Monday, October 12th. Jefferies Financial Group reduced their target price on shares of Arthur J. Gallagher & Co. from $300.00 to $295.00 and set a “buy” rating for the company in a research note on Wednesday, September 30th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Arthur J. Gallagher & Co. in a report on Friday, October 9th. Fifteen research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $286.53.

Arthur J. Gallagher & Co. Stock Up 3.1%

Arthur J. Gallagher & Co. stock opened at $276.46 on Friday. The stock has a 50 day moving average of $248.41 and a two-hundred day moving average of $232.55. Arthur J. Gallagher & Co. has a twelve month low of $190.75 and a twelve month high of $277.45. The stock has a market capitalization of $70.86 billion, a price-to-earnings ratio of 21.14, a PEG ratio of 1.53 and a beta of 0.55. The company has a current ratio of 1.05, a quick ratio of 1.05 and a debt-to-equity ratio of 0.50.

Arthur J. Gallagher & Co. (NYSE:AJG) last released its earnings results on Thursday, October 29th. The financial services provider reported $3.00 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.99 by $0.01. Arthur J. Gallagher & Co. had a return on equity of 13.97% and a net margin of 10.39%. The business had revenue of $3.92 billion for the quarter, compared to analyst estimates of $3.98 billion. During the same quarter in the previous year, the company posted $2.32 earnings per share. The company’s revenue for the quarter was up 19.6% compared to the same quarter last year. As a group, research analysts expect that Arthur J. Gallagher & Co. will post 13.16 earnings per share for the current year.

Arthur J. Gallagher & Co. Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, December 18th. Shareholders of record on Monday, December 7th will be issued a $0.70 dividend. The ex-dividend date of this dividend is Monday, December 7th. This represents a $2.80 dividend on an annualized basis and a yield of 1.0%. Arthur J. Gallagher & Co.’s dividend payout ratio (DPR) is 46.43%.

Insider Activity at Arthur J. Gallagher & Co.

In other news, VP Christopher Mead sold 3,500 shares of Arthur J. Gallagher & Co. stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $257.02, for a total transaction of $899,570.00. Following the completion of the sale, the vice president directly owned 22,223 shares in the company, valued at approximately $5,711,755.46. This trade represents a 13.61% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, General Counsel Walter Bay sold 12,000 shares of the business’s stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $270.08, for a total value of $3,240,960.00. Following the sale, the general counsel directly owned 71,292 shares in the company, valued at $19,254,543.36. This trade represents a 14.41% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 28,500 shares of company stock valued at $7,562,950 in the last 90 days. Insiders own 1.40% of the company’s stock.

Institutional Trading of Arthur J. Gallagher & Co.

A number of institutional investors have recently bought and sold shares of the company. Ascent Group LLC increased its position in shares of Arthur J. Gallagher & Co. by 1.6% in the third quarter. Ascent Group LLC now owns 7,741 shares of the financial services provider’s stock valued at $1,766,000 after buying an additional 123 shares in the last quarter. Rakuten Investment Management Inc. raised its stake in shares of Arthur J. Gallagher & Co. by 9.5% during the 3rd quarter. Rakuten Investment Management Inc. now owns 46,042 shares of the financial services provider’s stock worth $10,486,000 after buying an additional 4,012 shares during the last quarter. Provenance Wealth Advisors LLC boosted its position in shares of Arthur J. Gallagher & Co. by 17,971.4% in the 3rd quarter. Provenance Wealth Advisors LLC now owns 1,265 shares of the financial services provider’s stock worth $289,000 after buying an additional 1,258 shares in the last quarter. TrinityBridge Ltd boosted its position in shares of Arthur J. Gallagher & Co. by 4.0% in the 3rd quarter. TrinityBridge Ltd now owns 1,181 shares of the financial services provider’s stock worth $270,000 after buying an additional 45 shares in the last quarter. Finally, Mountain Pacific Investment Advisers LLC boosted its position in shares of Arthur J. Gallagher & Co. by 1.4% in the 3rd quarter. Mountain Pacific Investment Advisers LLC now owns 76,466 shares of the financial services provider’s stock worth $17,443,000 after buying an additional 1,058 shares in the last quarter. 85.53% of the stock is currently owned by hedge funds and other institutional investors.

Arthur J. Gallagher & Co. News Roundup

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

• Positive Sentiment: Strong quarterly growth: Third-quarter revenue rose approximately 19.6% to $3.92 billion, while reported earnings increased to $3.00 per share from $2.32 a year earlier. Brokerage and Risk Management revenue grew 18%, supported by acquisitions, organic growth and margin expansion. Arthur J. Gallagher Announces Third Quarter 2026 Financial Results
• Positive Sentiment: Acquisition strategy remains a catalyst: Gallagher completed five acquisitions during the quarter, representing approximately $102 million in annualized acquired revenue. Management also indicated it has roughly $12 billion of M&A capacity over the next two years, supporting expectations for continued expansion. Gallagher Signals $12 Billion M&A Capacity
• Positive Sentiment: Analysts raised targets: Mizuho lifted its target to $302 from $271 and kept an “outperform” rating. Royal Bank of Canada raised its target to $315 from $290 and also rated the stock “outperform,” reinforcing the bullish view on Gallagher’s long-term earnings and acquisition opportunities. Mizuho Adjusts Price Target on Arthur J. Gallagher
• Neutral Sentiment: Organic growth outlook maintained: Management held its 2026 organic-growth outlook near 6%, suggesting steady underlying demand even as acquisition activity remains central to the company’s growth model. AJG Q3 2026 Earnings Call Transcript
• Negative Sentiment: Revenue missed expectations: Quarterly revenue of about $3.92 billion was below the roughly $3.98 billion analyst estimate. Some reports also characterized adjusted EPS of $3.00 as narrowly below a $3.01 consensus, with lower interest income cited as a factor. AJG Q3 Earnings and Revenues Miss on Lower Interest Income
• Negative Sentiment: Valuation and leverage warrant monitoring: With the stock near its 52-week high, a forward-looking valuation above 45 times earnings and substantial borrowings, future performance may depend on Gallagher continuing to deliver acquisition synergies and organic growth.

About Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co is a global insurance brokerage, risk management and consulting company. The firm helps businesses, public entities and individuals identify, manage and transfer risk through insurance and related services.

Its operations include retail insurance brokerage, employee benefits consulting, wholesale brokerage, reinsurance brokerage, claims administration and risk management consulting. Gallagher places commercial and personal insurance coverage and provides services related to property and casualty risks, health care, benefits, and other specialized insurance needs.

Founded in 1927 by Arthur J.