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

Arthur J. Gallagher & Co. (NYSE:AJG) is expected to announce its Q4 2025 results after the market closes on Thursday, January 29th. Analysts expect Arthur J. Gallagher & Co. to post earnings of $2.42 per share and revenue of $3.6125 billion for the quarter. Interested persons may review the information on the company’s upcoming Q4 2025 earning report for the latest details on the call scheduled for Thursday, January 29, 2026 at 5:15 PM ET.

Arthur J. Gallagher & Co. (NYSE:AJG) last issued its quarterly earnings data on Thursday, October 30th. The financial services provider reported $2.32 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.51 by ($0.19). The firm had revenue of $3.33 billion for the quarter, compared to analysts’ expectations of $3.34 billion. Arthur J. Gallagher & Co. had a return on equity of 11.98% and a net margin of 13.58%.The firm’s revenue was up 20.2% on a year-over-year basis. During the same period last year, the company earned $2.26 earnings per share. On average, analysts expect Arthur J. Gallagher & Co. to post $12 EPS for the current fiscal year and $13 EPS for the next fiscal year.

Arthur J. Gallagher & Co. Stock Performance

Shares of Arthur J. Gallagher & Co. stock opened at $242.00 on Wednesday. Arthur J. Gallagher & Co. has a 12 month low of $236.34 and a 12 month high of $351.23. The stock’s fifty day moving average price is $253.35 and its 200-day moving average price is $277.53. The firm has a market cap of $62.14 billion, a P/E ratio of 36.17, a P/E/G ratio of 1.38 and a beta of 0.67. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 0.52.

Wall Street Analyst Weigh In

A number of research analysts recently commented on AJG shares. Citigroup decreased their price objective on Arthur J. Gallagher & Co. from $330.00 to $277.00 and set a “neutral” rating on the stock in a report on Monday, November 3rd. Needham & Company LLC set a $272.00 target price on shares of Arthur J. Gallagher & Co. in a research note on Thursday, December 18th. Wolfe Research set a $289.00 price objective on Arthur J. Gallagher & Co. and gave the stock an “outperform” rating in a report on Wednesday, December 17th. Weiss Ratings restated a “hold (c+)” rating on shares of Arthur J. Gallagher & Co. in a research note on Monday, December 29th. Finally, Keefe, Bruyette & Woods upped their target price on shares of Arthur J. Gallagher & Co. from $272.00 to $279.00 and gave the company a “market perform” rating in a research report on Tuesday, January 6th. Seven analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $290.50.

Insider Activity

In related news, VP Michael Robert Pesch acquired 4,000 shares of the stock in a transaction on Monday, November 3rd. The stock was purchased at an average price of $247.12 per share, for a total transaction of $988,480.00. Following the completion of the transaction, the vice president owned 41,849 shares of the company’s stock, valued at $10,341,724.88. This trade represents a 10.57% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO Richard C. Cary sold 6,000 shares of Arthur J. Gallagher & Co. stock in a transaction dated Tuesday, November 18th. The stock was sold at an average price of $261.00, for a total value of $1,566,000.00. Following the completion of the transaction, the chief accounting officer directly owned 50,668 shares of the company’s stock, valued at approximately $13,224,348. This represents a 10.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 32,100 shares of company stock worth $8,243,865. Company insiders own 1.30% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in AJG. State Street Corp grew its holdings in Arthur J. Gallagher & Co. by 1.4% during the third quarter. State Street Corp now owns 10,891,080 shares of the financial services provider’s stock valued at $3,373,403,000 after purchasing an additional 147,587 shares during the period. Boston Partners boosted its holdings in Arthur J. Gallagher & Co. by 40.0% in the 3rd quarter. Boston Partners now owns 1,032,253 shares of the financial services provider’s stock valued at $319,587,000 after purchasing an additional 294,954 shares during the period. Viking Global Investors LP raised its position in Arthur J. Gallagher & Co. by 8.9% during the second quarter. Viking Global Investors LP now owns 725,795 shares of the financial services provider’s stock valued at $232,341,000 after purchasing an additional 59,243 shares in the last quarter. Raymond James Financial Inc. boosted its holdings in shares of Arthur J. Gallagher & Co. by 2.8% during the 3rd quarter. Raymond James Financial Inc. now owns 597,620 shares of the financial services provider’s stock valued at $185,106,000 after acquiring an additional 16,038 shares in the last quarter. Finally, Unisphere Establishment lifted its holdings in Arthur J. Gallagher & Co. by 1.4% in the third quarter. Unisphere Establishment now owns 537,500 shares of the financial services provider’s stock valued at $166,485,000 after buying an additional 7,200 shares during the period. Institutional investors and hedge funds 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.