Keefe, Bruyette & Woods Cuts Arthur J. Gallagher & Co. (NYSE:AJG) Price Target to $249.00

Arthur J. Gallagher & Co. (NYSE:AJG) had its target price lowered by stock analysts at Keefe, Bruyette & Woods from $279.00 to $249.00 in a research report issued on Friday,Benzinga reports. The brokerage presently has a “market perform” rating on the financial services provider’s stock. Keefe, Bruyette & Woods’ price objective points to a potential upside of 1.38% from the stock’s current price.

AJG has been the topic of several other reports. Cantor Fitzgerald lowered shares of Arthur J. Gallagher & Co. from an “overweight” rating to a “neutral” rating and lowered their target price for the stock from $344.00 to $282.00 in a research report on Wednesday, January 14th. UBS Group lowered their price target on Arthur J. Gallagher & Co. from $329.00 to $285.00 and set a “neutral” rating on the stock in a report on Wednesday, December 17th. Barclays reduced their price objective on Arthur J. Gallagher & Co. from $250.00 to $247.00 and set an “underweight” rating for the company in a report on Thursday, January 8th. BMO Capital Markets lowered Arthur J. Gallagher & Co. from an “outperform” rating to a “market perform” rating and lowered their target price for the company from $289.00 to $275.00 in a report on Tuesday, January 13th. Finally, Wall Street Zen downgraded shares of Arthur J. Gallagher & Co. from a “hold” rating to a “sell” rating in a report on Saturday, November 1st. Seven equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Arthur J. Gallagher & Co. presently has an average rating of “Hold” and a consensus price target of $288.11.

Arthur J. Gallagher & Co. Stock Performance

NYSE AJG opened at $245.62 on Friday. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 0.52. The business’s 50 day moving average is $253.20 and its two-hundred day moving average is $277.07. The stock has a market capitalization of $63.08 billion, a price-to-earnings ratio of 36.71, a PEG ratio of 1.31 and a beta of 0.67. Arthur J. Gallagher & Co. has a 12-month low of $236.34 and a 12-month high of $351.23.

Arthur J. Gallagher & Co. (NYSE:AJG) last announced its quarterly earnings data on Thursday, January 29th. The financial services provider reported $2.38 earnings per share for the quarter, topping analysts’ consensus estimates of $2.35 by $0.03. The firm had revenue of $3.57 billion for the quarter, compared to analyst estimates of $3.61 billion. Arthur J. Gallagher & Co. had a return on equity of 11.98% and a net margin of 13.58%. Research analysts expect that Arthur J. Gallagher & Co. will post 11.54 EPS for the current year.

Insider Activity at Arthur J. Gallagher & Co.

In other Arthur J. Gallagher & Co. news, VP Christopher E. Mead sold 4,000 shares of the stock in a transaction that occurred on Tuesday, December 23rd. The shares were sold at an average price of $258.11, for a total transaction of $1,032,440.00. Following the transaction, the vice president owned 17,327 shares of the company’s stock, valued at $4,472,271.97. This trade represents a 18.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, General Counsel Walter D. Bay sold 15,850 shares of the business’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $255.00, for a total transaction of $4,041,750.00. Following the sale, the general counsel directly owned 79,549 shares of the company’s stock, valued at $20,284,995. This represents a 16.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 32,100 shares of company stock worth $8,243,865. Corporate insiders own 1.60% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Physician Wealth Advisors Inc. raised its holdings in shares of Arthur J. Gallagher & Co. by 870.0% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 97 shares of the financial services provider’s stock worth $30,000 after purchasing an additional 87 shares during the period. J.Safra Asset Management Corp increased its position in Arthur J. Gallagher & Co. by 209.1% during the 2nd quarter. J.Safra Asset Management Corp now owns 102 shares of the financial services provider’s stock worth $32,000 after purchasing an additional 69 shares in the last quarter. Rakuten Securities Inc. raised its holdings in Arthur J. Gallagher & Co. by 650.0% in the second quarter. Rakuten Securities Inc. now owns 105 shares of the financial services provider’s stock valued at $34,000 after buying an additional 91 shares during the period. Financial Life Planners acquired a new position in Arthur J. Gallagher & Co. during the third quarter valued at approximately $39,000. Finally, Central Pacific Bank Trust Division grew its stake in Arthur J. Gallagher & Co. by 40.6% during the third quarter. Central Pacific Bank Trust Division now owns 135 shares of the financial services provider’s stock worth $42,000 after buying an additional 39 shares during the period. Institutional investors and hedge funds own 85.53% of the company’s stock.

Arthur J. Gallagher & Co. News Summary

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

• Positive Sentiment: Q4 adjusted profit and EPS beat consensus; management cites strong fees and commissions that lifted margins — headlines point to a 24.5% rise in adjusted profit and EPS of $2.38 vs. $2.35 estimate. Reuters: Arthur J Gallagher’s quarterly profit rises on fees, commission growth
• Positive Sentiment: Management set a 2026 brokerage organic-growth target of 5.5% and said integration synergies from acquisitions are accelerating — this guidance supports better top-line momentum and margin expansion expectations. MSN: Arthur J Gallagher targets 5.5% brokerage organic growth for 2026
• Positive Sentiment: Board raised the quarterly cash dividend to $0.70 (7.7% increase), which supports yield-focused demand and signals confidence in cash flow. PR Newswire: Arthur J. Gallagher increases cash dividend to $0.70
• Neutral Sentiment: Revenue slightly missed consensus ($3.56–3.57B vs. ~$3.61B est.), which tempers the beat on EPS and points to some near-term top-line pressure in parts of the business. Press release: Q4 & full-year 2025 financial results
• Negative Sentiment: Some outlets flagged mixed metrics and the revenue shortfall; investors sensitive to growth expectations or valuation (AJG’s premium P/E) may view the quarter as only modestly reassuring, risking short-term profit-taking. Investing.com: Arthur J Gallagher earnings missed, revenue fell short

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.