Arthur J. Gallagher & Co. (NYSE:AJG) Price Target Raised to $315.00

Arthur J. Gallagher & Co. (NYSE:AJG) had its target price boosted by investment analysts at Royal Bank Of Canada from $290.00 to $315.00 in a research report issued to clients and investors on Friday, Benzinga reports. The brokerage currently has an “outperform” rating on the financial services provider’s stock. Royal Bank Of Canada‘s price objective would indicate a potential upside of 16.71% from the stock’s current price.

Other analysts have also recently issued research reports about the company. Argus lifted their price target on Arthur J. Gallagher & Co. from $267.00 to $300.00 and gave the company a “buy” rating in a report on Monday, August 17th. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of Arthur J. Gallagher & Co. in a report on Friday. Truist Financial set a $275.00 price objective on Arthur J. Gallagher & Co. and gave the stock a “hold” rating in a report on Friday. BMO Capital Markets dropped their target price on shares of Arthur J. Gallagher & Co. from $278.00 to $255.00 and set an “outperform” rating for the company in a research report on Thursday, October 1st. Finally, Barclays raised their target price on shares of Arthur J. Gallagher & Co. from $275.00 to $292.00 and gave the company an “overweight” rating in a research note on Tuesday, July 7th. Sixteen analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $286.53.

Arthur J. Gallagher & Co. Price Performance

AJG traded up $1.71 during trading on Friday, reaching $269.91. 619,642 shares of the stock were exchanged, compared to its average volume of 1,872,513. 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 business’s 50 day moving average price is $248.07 and its two-hundred day moving average price is $232.49. Arthur J. Gallagher & Co. has a 1 year low of $190.75 and a 1 year high of $277.00. The company has a market capitalization of $69.18 billion, a price-to-earnings ratio of 44.78, a P/E/G ratio of 1.49 and a beta of 0.55.

Arthur J. Gallagher & Co. (NYSE:AJG) last issued its quarterly earnings data 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 business had revenue of $3.92 billion for the quarter, compared to the consensus estimate of $3.98 billion. Arthur J. Gallagher & Co. had a return on equity of 13.28% and a net margin of 9.96%. The business’s revenue was up 19.6% on a year-over-year basis. During the same period in the prior year, the business earned $2.32 earnings per share. As a group, equities research analysts anticipate that Arthur J. Gallagher & Co. will post 13.16 earnings per share for the current year.

Insiders Place Their Bets

In other news, CAO Richard 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 transaction, the chief accounting officer directly owned 46,819 shares of the company’s stock, valued at approximately $11,838,652.34. This trade represents a 2.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Scott Hudson sold 12,000 shares of the firm’s stock in a transaction dated 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 directly owned 90,262 shares in the company, valued at approximately $23,840,902.06. The trade was a 11.73% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 28,500 shares of company stock valued at $7,562,950 in the last quarter. 1.40% of the stock is owned by insiders.

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

Several hedge funds have recently modified their holdings of the company. Mountain Pacific Investment Advisers LLC raised its stake in Arthur J. Gallagher & Co. by 1.4% during the third quarter. Mountain Pacific Investment Advisers LLC now owns 76,466 shares of the financial services provider’s stock worth $17,443,000 after acquiring an additional 1,058 shares in the last quarter. First Nebraska Trust Co acquired a new position in Arthur J. Gallagher & Co. during the third quarter valued at approximately $3,870,000. Garde Capital Inc. raised its holdings in Arthur J. Gallagher & Co. by 42.1% during the 3rd quarter. Garde Capital Inc. now owns 3,039 shares of the financial services provider’s stock worth $693,000 after buying an additional 900 shares during the period. Next Level Wealth Planning LLC bought a new stake in Arthur J. Gallagher & Co. in the 3rd quarter valued at approximately $102,000. Finally, Signature Equity Partners LLC increased its position in shares of Arthur J. Gallagher & Co. by 78.6% during the 3rd quarter. Signature Equity Partners LLC now owns 175 shares of the financial services provider’s stock worth $40,000 after purchasing an additional 77 shares during the last quarter. 85.53% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Arthur J. Gallagher & Co.

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

• Positive Sentiment: Third-quarter adjusted EPS was $3.00, slightly above the $2.99 consensus, while revenue increased 19.6% year over year to approximately $3.92 billion. Net earnings rose to $406 million from $273 million, supported by strong performance in the Brokerage and Risk Management segments. Arthur J. Gallagher earnings report
• Positive Sentiment: Management indicated it could deploy roughly $12 billion toward mergers and acquisitions over the next two years. Gallagher also completed five acquisitions during the quarter, adding an estimated $102 million in annualized revenue, reinforcing its long-term growth strategy. Gallagher signals M&A capacity
• Positive Sentiment: Analyst sentiment improved following the results. Mizuho raised its price target from $271 to $302 and maintained an “outperform” rating, while Evercore ISI increased its target to $307 from $297. Mizuho raises AJG price target
• Neutral Sentiment: Keefe, Bruyette & Woods raised its target from $242 to $275 but retained a “market perform” rating, implying limited upside from recent trading levels. KBW AJG rating
• Negative Sentiment: Quarterly revenue fell short of expectations, at about $3.92 billion versus the $3.98 billion consensus. Gallagher is maintaining its 2026 organic-growth outlook near 6%, which may temper enthusiasm given the stock’s elevated valuation.

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.