What is DOWLING & PARTN’s Forecast for AJG FY2026 Earnings?

Arthur J. Gallagher & Co. (NYSE:AJG) – Stock analysts at DOWLING & PARTN lowered their FY2026 EPS estimates for shares of Arthur J. Gallagher & Co. in a report issued on Wednesday, November 4th. DOWLING & PARTN analyst J. Christiana now expects that the financial services provider will post earnings of $13.15 per share for the year, down from their prior estimate of $13.75. The consensus estimate for Arthur J. Gallagher & Co.’s current full-year earnings is $13.16 per share.

Arthur J. Gallagher & Co. (NYSE:AJG) last announced its quarterly earnings data 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 net margin of 10.39% and a return on equity of 13.90%. The company had revenue of $3.92 billion during the quarter, compared to analysts’ expectations of $3.98 billion. During the same quarter in the prior year, the company earned $2.32 EPS. The firm’s revenue was up 19.6% on a year-over-year basis.

AJG has been the subject of several other reports. Morgan Stanley cut their price target on shares of Arthur J. Gallagher & Co. from $285.00 to $260.00 and set an “overweight” rating for the company in a research report on Tuesday, October 6th. UBS Group lifted their price objective on Arthur J. Gallagher & Co. from $299.00 to $320.00 and gave the stock a “buy” rating in a report on Monday. Evercore boosted their target price on Arthur J. Gallagher & Co. from $295.00 to $307.00 and gave the company an “outperform” rating in a research note on Thursday, October 8th. Citigroup cut Arthur J. Gallagher & Co. from a “buy” rating to a “neutral” rating and increased their target price for the company from $285.00 to $300.00 in a report on Monday. Finally, BMO Capital Markets cut Arthur J. Gallagher & Co. from an “outperform” rating to a “market perform” rating and set a $295.00 price target on the stock. in a research note on Tuesday. Thirteen equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, Arthur J. Gallagher & Co. currently has a consensus rating of “Moderate Buy” and a consensus target price of $292.05.

Arthur J. Gallagher & Co. Price Performance

Shares of NYSE:AJG opened at $288.75 on Thursday. The company has a quick ratio of 1.05, a current ratio of 1.05 and a debt-to-equity ratio of 0.49. The stock has a market cap of $74.01 billion, a PE ratio of 21.55, a PEG ratio of 1.56 and a beta of 0.47. The company’s fifty day moving average is $249.16 and its 200 day moving average is $232.91. Arthur J. Gallagher & Co. has a 52 week low of $190.75 and a 52 week high of $289.93.

Institutional Trading of Arthur J. Gallagher & Co.

Several large investors have recently added to or reduced their stakes in AJG. Lido Advisors LLC lifted its position in shares of Arthur J. Gallagher & Co. by 526.7% in the 3rd quarter. Lido Advisors LLC now owns 52,739 shares of the financial services provider’s stock worth $12,030,000 after purchasing an additional 44,323 shares during the period. Keybank National Association OH increased its position in shares of Arthur J. Gallagher & Co. by 6.1% during the third quarter. Keybank National Association OH now owns 7,802 shares of the financial services provider’s stock valued at $1,780,000 after buying an additional 446 shares during the period. New York Life Investment Management LLC increased its position in shares of Arthur J. Gallagher & Co. by 24.7% during the third quarter. New York Life Investment Management LLC now owns 46,214 shares of the financial services provider’s stock valued at $11,338,000 after buying an additional 9,161 shares during the period. DMKC Advisory Services LLC bought a new position in Arthur J. Gallagher & Co. in the third quarter worth about $2,263,000. Finally, 71 West Capital Partners raised its stake in Arthur J. Gallagher & Co. by 11.4% in the third quarter. 71 West Capital Partners now owns 1,785 shares of the financial services provider’s stock worth $407,000 after buying an additional 182 shares in the last quarter. Institutional investors own 85.53% of the company’s stock.

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

In related news, VP Christopher E. Mead sold 7,590 shares of the company’s stock in a transaction that occurred on Monday, November 2nd. The stock was sold at an average price of $279.72, for a total transaction of $2,123,074.80. Following the completion of the transaction, the vice president owned 22,287 shares in the company, valued at $6,234,119.64. This represents a 25.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, General Counsel Walter D. Bay sold 12,000 shares of the company’s stock in a transaction that occurred on Monday, August 24th. The shares were sold at an average price of $270.08, for a total value of $3,240,960.00. Following the transaction, the general counsel owned 71,292 shares of the company’s stock, valued at approximately $19,254,543.36. This represents a 14.41% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 67,086 shares of company stock worth $18,214,574 over the last three months. 1.40% of the stock is owned by corporate insiders.

Arthur J. Gallagher & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, December 18th. Investors of record on Monday, December 7th will be issued a dividend of $0.70 per share. This represents a $2.80 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Monday, December 7th. Arthur J. Gallagher & Co.’s payout ratio is currently 42.81%.

More Arthur J. Gallagher & Co. News

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

• Positive Sentiment: Jefferies raised its price target to $319 from $295 and maintained a Buy rating, citing potential upside. Wells Fargo also issued a Buy rating. Wells Fargo rating
• Neutral Sentiment: Gallagher named Tom Doyle CEO of its Benefits & HR Consulting division as part of a leadership transition. The change may support continuity, though no financial impact was specified. Leadership transition announcement
• Negative Sentiment: BMO Capital Markets cut AJG to Market Perform from Outperform, with a $295 target, saying it was “taking profits.” Citigroup also downgraded the stock to Neutral, saying the risk-reward balance had shifted. BMO downgrade Citigroup downgrade
• Negative Sentiment: CFO Douglas Howell sold 30,996 shares and VP Christopher Mead sold 7,590 shares. Both sales reduced their respective holdings by about 25%; insider sales can weigh on sentiment, although they do not necessarily signal a change in the company’s outlook. CFO sale filing VP sale filing

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.