Arthur J. Gallagher & Co. (NYSE:AJG) Price Target Raised to $319.00

Arthur J. Gallagher & Co. (NYSE:AJG) had its price target lifted by Jefferies Financial Group from $295.00 to $319.00 in a report released on Tuesday,Benzinga reports. Jefferies Financial Group currently has a buy rating on the financial services provider’s stock.

Other equities research analysts have also issued reports about the stock. BMO Capital Markets lowered shares of Arthur J. Gallagher & Co. from an “outperform” rating to a “market perform” rating and set a $295.00 price objective on the stock. in a research note on Tuesday. Royal Bank Of Canada lifted their target price on shares of Arthur J. Gallagher & Co. from $290.00 to $315.00 and gave the stock an “outperform” rating in a research note on Friday, October 30th. Morgan Stanley dropped their target price on shares of Arthur J. Gallagher & Co. from $285.00 to $260.00 and set an “overweight” rating on the stock in a report on Tuesday, October 6th. Oppenheimer initiated coverage on shares of Arthur J. Gallagher & Co. in a research report on Wednesday, October 7th. They set a “market perform” rating on the stock. Finally, Evercore increased their price target on Arthur J. Gallagher & Co. from $295.00 to $307.00 and gave the stock an “outperform” rating in a report on Thursday, October 8th. Thirteen investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, Arthur J. Gallagher & Co. currently has an average rating of “Moderate Buy” and a consensus target price of $292.05.

Arthur J. Gallagher & Co. Stock Performance

Shares of AJG stock opened at $288.49 on Tuesday. The business’s 50 day simple moving average is $249.61 and its 200 day simple moving average is $233.06. Arthur J. Gallagher & Co. has a one year low of $190.75 and a one year high of $294.53. The stock has a market capitalization of $73.94 billion, a PE ratio of 22.73, a PEG ratio of 1.66 and a beta of 0.47. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.05 and a quick ratio of 1.05.

Arthur J. Gallagher & Co. (NYSE:AJG) last released its quarterly earnings results on Thursday, October 29th. The financial services provider reported $3.00 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.99 by $0.01. The firm had revenue of $3.92 billion during the quarter, compared to analyst estimates of $3.98 billion. Arthur J. Gallagher & Co. had a net margin of 10.39% and a return on equity of 13.90%. The company’s revenue was up 19.6% compared to the same quarter last year. During the same quarter last year, the business earned $2.32 EPS. As a group, research analysts forecast that Arthur J. Gallagher & Co. will post 13.11 earnings per share for the current year.

Arthur J. Gallagher & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, December 18th. Shareholders 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 dividend yield of 1.0%. The ex-dividend date is Monday, December 7th. Arthur J. Gallagher & Co.’s dividend payout ratio is presently 42.81%.

Insider Activity at Arthur J. Gallagher & Co.

In related news, VP William F. Ziebell sold 23,510 shares of the stock in a transaction on Wednesday, November 4th. The shares were sold at an average price of $286.62, for a total transaction of $6,738,436.20. Following the transaction, the vice president directly owned 48,942 shares of the company’s stock, valued at $14,027,756.04. This represents a 32.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Richard C. Cary sold 1,000 shares of the firm’s stock in a transaction on Tuesday, September 15th. The stock was sold at an average price of $252.86, for a total transaction of $252,860.00. Following the completion of the sale, the chief accounting officer owned 46,819 shares of the company’s stock, valued at $11,838,652.34. The trade was a 2.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 90,596 shares of company stock worth $24,953,010. Corporate insiders own 1.40% of the company’s stock.

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

Institutional investors have recently made changes to their positions in the stock. Robeco Institutional Asset Management B.V. boosted its stake in shares of Arthur J. Gallagher & Co. by 208.2% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 9,022 shares of the financial services provider’s stock worth $2,058,000 after buying an additional 6,095 shares during the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in shares of Arthur J. Gallagher & Co. in the second quarter valued at approximately $3,587,000. Sequoia Financial Advisors LLC increased its position in shares of Arthur J. Gallagher & Co. by 7.1% during the second quarter. Sequoia Financial Advisors LLC now owns 149,799 shares of the financial services provider’s stock valued at $34,389,000 after acquiring an additional 9,966 shares during the last quarter. Gtcr LLC bought a new stake in Arthur J. Gallagher & Co. during the first quarter worth $514,112,000. Finally, Nissay Asset Management Corp Japan lifted its holdings in Arthur J. Gallagher & Co. by 13.0% during the second quarter. Nissay Asset Management Corp Japan now owns 193,547 shares of the financial services provider’s stock worth $44,433,000 after acquiring an additional 22,227 shares during the period. Institutional investors and hedge funds own 85.53% of the company’s stock.

Trending Headlines about Arthur J. Gallagher & Co.

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, indicating potential upside. Jefferies analyst report
• Neutral Sentiment: AJG’s latest reported quarter showed EPS of $3.00, slightly ahead of the $2.99 consensus, and revenue growth of 19.6% year over year. Revenue of $3.92 billion was below the $3.98 billion estimate.
• Negative Sentiment: Dowling & Partners cut its FY2026 EPS forecast to $13.15 from $13.75, bringing it close to the broader consensus of about $13.16.
• Negative Sentiment: BMO Capital Markets downgraded AJG to Market Perform from Outperform, citing profit-taking; Citigroup also cut its rating to Neutral, saying the risk-reward balance had shifted. These calls may temper near-term enthusiasm after the stock’s strong run. BMO downgrade report
• Negative Sentiment: Several senior insiders sold shares: VP William Ziebell sold 23,510 shares, reducing his position by 32.45%; CFO Douglas Howell sold 30,996 shares, and VP Christopher Mead sold 7,590. Insider sales do not necessarily indicate a change in outlook, but the transactions could weigh on sentiment. Ziebell SEC filing Howell SEC filing Mead SEC filing

Arthur J. Gallagher & Co. Company Profile

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.