Analysts Offer Predictions for AJG FY2026 Earnings

Arthur J. Gallagher & Co. (NYSE:AJG) – Research analysts at DOWLING & PARTN issued their FY2026 EPS estimates for shares of Arthur J. Gallagher & Co. in a research report issued on Wednesday, May 20th. DOWLING & PARTN analyst J. Christiana expects that the financial services provider will post earnings per share of $13.75 for the year. The consensus estimate for Arthur J. Gallagher & Co.’s current full-year earnings is $13.22 per share. DOWLING & PARTN also issued estimates for Arthur J. Gallagher & Co.’s FY2027 earnings at $15.50 EPS.

Arthur J. Gallagher & Co. (NYSE:AJG) last announced its quarterly earnings results on Thursday, April 30th. The financial services provider reported $4.47 earnings per share for the quarter, beating the consensus estimate of $4.43 by $0.04. Arthur J. Gallagher & Co. had a net margin of 10.76% and a return on equity of 12.83%. The business had revenue of $4.71 billion for the quarter, compared to analysts’ expectations of $4.73 billion. During the same quarter last year, the firm earned $3.67 EPS. The firm’s revenue for the quarter was up 29.0% compared to the same quarter last year.

Other equities analysts have also recently issued research reports about the stock. Wells Fargo & Company dropped their price target on shares of Arthur J. Gallagher & Co. from $273.00 to $266.00 and set an “overweight” rating on the stock in a research report on Thursday, April 9th. UBS Group set a $240.00 price target on shares of Arthur J. Gallagher & Co. in a research report on Thursday, May 21st. Royal Bank Of Canada initiated coverage on shares of Arthur J. Gallagher & Co. in a research report on Tuesday, March 17th. They issued an “outperform” rating and a $260.00 price target on the stock. Wall Street Zen raised shares of Arthur J. Gallagher & Co. from a “sell” rating to a “hold” rating in a research report on Saturday, February 21st. Finally, Truist Financial dropped their target price on shares of Arthur J. Gallagher & Co. from $235.00 to $225.00 and set a “hold” rating on the stock in a research report on Friday, May 1st. Eleven investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $264.00.

Arthur J. Gallagher & Co. Price Performance

Shares of NYSE AJG opened at $202.90 on Thursday. Arthur J. Gallagher & Co. has a fifty-two week low of $190.75 and a fifty-two week high of $351.23. The stock has a market cap of $52.13 billion, a price-to-earnings ratio of 32.83, a PEG ratio of 1.04 and a beta of 0.54. 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’s 50-day simple moving average is $211.41 and its 200 day simple moving average is $231.48.

Arthur J. Gallagher & Co. Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, June 19th. Investors of record on Friday, June 5th will be paid a $0.70 dividend. This represents a $2.80 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Friday, June 5th. Arthur J. Gallagher & Co.’s payout ratio is currently 45.31%.

Insider Buying and Selling

In related news, VP Scott R. Hudson sold 3,800 shares of Arthur J. Gallagher & Co. stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $227.57, for a total value of $864,766.00. Following the completion of the transaction, the vice president directly owned 85,920 shares in the company, valued at approximately $19,552,814.40. The trade was a 4.24% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Christopher E. Mead sold 4,000 shares of Arthur J. Gallagher & Co. stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $227.12, for a total transaction of $908,480.00. Following the completion of the transaction, the vice president owned 19,306 shares of the company’s stock, valued at $4,384,778.72. This represents a 17.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.40% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of AJG. Allen Capital Group LLC grew its position in shares of Arthur J. Gallagher & Co. by 14.0% during the 1st quarter. Allen Capital Group LLC now owns 2,161 shares of the financial services provider’s stock valued at $468,000 after purchasing an additional 266 shares in the last quarter. Glenmede Trust Co. NA grew its position in shares of Arthur J. Gallagher & Co. by 166.2% during the 1st quarter. Glenmede Trust Co. NA now owns 25,700 shares of the financial services provider’s stock valued at $5,566,000 after purchasing an additional 16,044 shares in the last quarter. Axiom Investment Management LLC purchased a new position in shares of Arthur J. Gallagher & Co. during the 1st quarter valued at $28,000. Montchanin Asset Management LLC purchased a new position in shares of Arthur J. Gallagher & Co. during the 1st quarter valued at $433,000. Finally, Bank of America Corp DE grew its position in shares of Arthur J. Gallagher & Co. by 23.0% during the 1st quarter. Bank of America Corp DE now owns 1,854,488 shares of the financial services provider’s stock valued at $401,645,000 after purchasing an additional 346,409 shares in the last quarter. 85.53% of the stock is currently owned by hedge funds and other institutional investors.

Arthur J. Gallagher & Co. Company Profile

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.