Arthur J. Gallagher & Co. (AJG) Expected to Announce Earnings on Thursday

Arthur J. Gallagher & Co. (NYSE:AJG) is expected to be announcing its Q2 2026 results after the market closes on Thursday, July 30th. Analysts expect the company to post earnings of $2.82 per share and revenue of $4.0057 billion for the quarter. Interested persons can check the company’s upcoming Q2 2026 earning report page for the latest details on the call scheduled for Thursday, July 30, 2026 at 5:15 PM ET.

Arthur J. Gallagher & Co. (NYSE:AJG) last issued its quarterly earnings data on Thursday, April 30th. The financial services provider reported $4.47 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.43 by $0.04. The business had revenue of $4.71 billion during the quarter, compared to the consensus estimate of $4.73 billion. Arthur J. Gallagher & Co. had a net margin of 10.76% and a return on equity of 12.83%. The firm’s quarterly revenue was up 29.0% compared to the same quarter last year. During the same period in the prior year, the firm posted $3.67 EPS. On average, analysts expect Arthur J. Gallagher & Co. to post $13 EPS for the current fiscal year and $15 EPS for the next fiscal year.

Arthur J. Gallagher & Co. Trading Up 2.3%

NYSE:AJG opened at $253.46 on Tuesday. Arthur J. Gallagher & Co. has a 52 week low of $190.75 and a 52 week high of $315.00. The firm has a 50-day moving average price of $227.26 and a two-hundred day moving average price of $224.89. 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 firm has a market cap of $65.11 billion, a price-to-earnings ratio of 41.01, a price-to-earnings-growth ratio of 1.28 and a beta of 0.50.

Arthur J. Gallagher & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, June 19th. Stockholders of record on Friday, June 5th were issued a $0.70 dividend. The ex-dividend date of this dividend was Friday, June 5th. This represents a $2.80 annualized dividend and a dividend yield of 1.1%. Arthur J. Gallagher & Co.’s dividend payout ratio is currently 45.31%.

Analyst Ratings Changes

A number of analysts recently commented on the company. Wolfe Research downgraded Arthur J. Gallagher & Co. from an “outperform” rating to a “peer perform” rating in a research report on Thursday, July 9th. Morgan Stanley boosted their price objective on Arthur J. Gallagher & Co. from $240.00 to $255.00 and gave the stock an “overweight” rating in a research report on Monday, July 6th. Jefferies Financial Group raised Arthur J. Gallagher & Co. from a “hold” rating to a “buy” rating and raised their target price for the company from $235.00 to $265.00 in a research report on Thursday, June 11th. Piper Sandler upgraded Arthur J. Gallagher & Co. from a “neutral” rating to an “overweight” rating and lifted their target price for the stock from $225.00 to $276.00 in a research note on Wednesday, July 15th. Finally, Mizuho boosted their price target 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, July 9th. Thirteen analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $280.35.

Insiders Place Their Bets

In other Arthur J. Gallagher & Co. news, CAO Richard C. Cary sold 3,000 shares of the stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $206.00, for a total transaction of $618,000.00. Following the completion of the transaction, the chief accounting officer directly owned 47,819 shares of the company’s stock, valued at approximately $9,850,714. This represents a 5.90% decrease in their ownership of the stock. The sale 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.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in AJG. Invesco Ltd. grew its stake in shares of Arthur J. Gallagher & Co. by 5.2% during the 4th quarter. Invesco Ltd. now owns 1,733,169 shares of the financial services provider’s stock worth $448,527,000 after acquiring an additional 85,545 shares during the period. Corient Private Wealth LLC raised its stake in Arthur J. Gallagher & Co. by 124.0% in the 4th quarter. Corient Private Wealth LLC now owns 97,571 shares of the financial services provider’s stock valued at $24,936,000 after acquiring an additional 54,017 shares during the period. Mercer Global Advisors Inc. ADV lifted its holdings in Arthur J. Gallagher & Co. by 54.3% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 155,398 shares of the financial services provider’s stock valued at $40,436,000 after purchasing an additional 54,678 shares during the last quarter. Vident Advisory LLC boosted its position in Arthur J. Gallagher & Co. by 4.0% during the fourth quarter. Vident Advisory LLC now owns 65,341 shares of the financial services provider’s stock worth $16,910,000 after purchasing an additional 2,533 shares during the period. Finally, EP Wealth Advisors LLC purchased a new position in shares of Arthur J. Gallagher & Co. in the fourth quarter worth about $833,000. 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.