Keefe, Bruyette & Woods Issues Positive Forecast for Arthur J. Gallagher & Co. (NYSE:AJG) Stock Price

Arthur J. Gallagher & Co. (NYSE:AJG) had its target price increased by Keefe, Bruyette & Woods from $242.00 to $275.00 in a research report released on Friday,Benzinga reports. The firm currently has a market perform rating on the financial services provider’s stock.

Several other analysts also recently weighed in on AJG. Seaport Research Partners upgraded shares of Arthur J. Gallagher & Co. to a “buy” rating in a research report on Wednesday, October 7th. Piper Sandler restated an “overweight” rating on shares of Arthur J. Gallagher & Co. in a research note on Thursday, September 24th. UBS Group lifted their price target on Arthur J. Gallagher & Co. from $291.00 to $299.00 and gave the company a “buy” rating in a report on Monday, August 3rd. Cantor Fitzgerald cut their price target on Arthur J. Gallagher & Co. from $300.00 to $280.00 and set a “neutral” rating on the stock in a report on Wednesday, October 7th. Finally, Evercore boosted their price objective on Arthur J. Gallagher & Co. from $295.00 to $307.00 and gave the stock an “outperform” rating in a research report on Thursday, October 8th. Fifteen research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, Arthur J. Gallagher & Co. currently has a consensus rating of “Moderate Buy” and a consensus target price of $286.53.

Arthur J. Gallagher & Co. Price Performance

Shares of NYSE AJG opened at $276.46 on Friday. The company has a debt-to-equity ratio of 0.50, a current ratio of 1.05 and a quick ratio of 1.05. The firm has a market capitalization of $70.86 billion, a PE ratio of 21.14, a P/E/G ratio of 1.53 and a beta of 0.55. Arthur J. Gallagher & Co. has a 1-year low of $190.75 and a 1-year high of $277.45. The business’s fifty day moving average price is $248.41 and its two-hundred day moving average price is $232.55.

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

Arthur J. Gallagher & Co. Announces Dividend

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

Insider Activity at Arthur J. Gallagher & Co.

In related news, VP Scott Hudson sold 12,000 shares of the firm’s stock in a transaction that occurred on Wednesday, September 2nd. The shares were sold at an average price of $264.13, for a total transaction of $3,169,560.00. Following the transaction, the vice president owned 90,262 shares in the company, valued at $23,840,902.06. This trade represents a 11.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available 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 approximately $19,254,543.36. The trade was a 14.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 28,500 shares of company stock worth $7,562,950 over the last ninety days. Insiders own 1.40% of the company’s stock.

Institutional Trading of Arthur J. Gallagher & Co.

Institutional investors have recently modified their holdings of the company. Axiom Investment Management LLC bought a new stake in Arthur J. Gallagher & Co. in the first quarter worth about $28,000. Triumph Capital Management lifted its holdings in Arthur J. Gallagher & Co. by 4,000.0% in the 3rd quarter. Triumph Capital Management now owns 123 shares of the financial services provider’s stock valued at $28,000 after acquiring an additional 120 shares during the last quarter. NFSG Corp boosted its position in shares of Arthur J. Gallagher & Co. by 4,033.3% during the 3rd quarter. NFSG Corp now owns 124 shares of the financial services provider’s stock valued at $28,000 after purchasing an additional 121 shares in the last quarter. Cassaday & Co Wealth Management LLC bought a new position in shares of Arthur J. Gallagher & Co. during the 1st quarter valued at about $29,000. Finally, Physician Wealth Advisors Inc. grew its stake in shares of Arthur J. Gallagher & Co. by 57.4% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 148 shares of the financial services provider’s stock worth $34,000 after purchasing an additional 54 shares during the last quarter. Institutional investors and hedge funds own 85.53% of the company’s stock.

Key Arthur J. Gallagher & Co. News

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.

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.