Arthur J. Gallagher & Co. (NYSE:AJG) Stock Gets Price Target Bump from Keefe, Bruyette & Woods

Arthur J. Gallagher & Co. (NYSE:AJG) had its price objective lifted by stock analysts at Keefe, Bruyette & Woods from $242.00 to $275.00 in a research report issued to clients and investors on Friday, Benzinga reports. The brokerage currently has a “market perform” rating on the financial services provider’s stock. Keefe, Bruyette & Woods‘s price objective indicates a potential upside of 1.21% from the stock’s previous close.

Several other analysts have also recently issued reports on the stock. The Goldman Sachs Group reaffirmed a “buy” rating and set a $296.00 price objective on shares of Arthur J. Gallagher & Co. in a research note on Friday. Oppenheimer started coverage on Arthur J. Gallagher & Co. in a research report on Wednesday, October 7th. They issued a “market perform” rating for the company. Weiss Ratings reiterated a “hold (c)” rating on shares of Arthur J. Gallagher & Co. in a research report on Friday, October 9th. Citigroup boosted their price objective on Arthur J. Gallagher & Co. from $250.00 to $285.00 and gave the stock a “buy” rating in a research note on Tuesday, August 4th. Finally, Truist Financial set a $275.00 target price on Arthur J. Gallagher & Co. in a report on Friday. Sixteen research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $285.21.

Arthur J. Gallagher & Co. Price Performance

Shares of AJG traded up $3.52 during trading hours on Friday, hitting $271.72. 344,476 shares of the stock were exchanged, compared to its average volume of 1,871,149. The stock’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 12-month low of $190.75 and a 12-month high of $277.00. The company has a debt-to-equity ratio of 0.50, a quick ratio of 1.05 and a current ratio of 1.05. The company has a market cap of $69.64 billion, a price-to-earnings ratio of 45.04, a price-to-earnings-growth ratio of 1.49 and a beta of 0.55.

Arthur J. Gallagher & Co. (NYSE:AJG) last announced its quarterly earnings data on Thursday, October 29th. The financial services provider reported $3.00 earnings per share for the quarter, beating analysts’ consensus estimates of $2.99 by $0.01. Arthur J. Gallagher & Co. had a return on equity of 13.28% and a net margin of 9.96%. The company had revenue of $3.92 billion for the quarter, compared to analyst estimates of $3.98 billion. During the same quarter last year, the firm posted $2.32 EPS. The firm’s revenue for the quarter was up 19.6% on a year-over-year basis. Research analysts expect that Arthur J. Gallagher & Co. will post 13.16 earnings per share for the current year.

Insider Activity

In other Arthur J. Gallagher & Co. news, General Counsel Walter D. Bay sold 12,000 shares of the firm’s stock in a transaction on Monday, August 24th. The stock was sold at an average price of $270.08, for a total transaction of $3,240,960.00. Following the completion of the sale, the general counsel owned 71,292 shares of the company’s stock, valued at $19,254,543.36. This trade represents a 14.41% 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, VP Scott R. Hudson sold 12,000 shares of the firm’s stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $264.13, for a total value of $3,169,560.00. Following the sale, the vice president directly owned 90,262 shares of the company’s stock, valued at approximately $23,840,902.06. This trade represents a 11.73% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 28,500 shares of company stock worth $7,562,950 in the last 90 days. 1.40% of the stock is owned by corporate insiders.

Institutional Trading of Arthur J. Gallagher & Co.

A number of hedge funds and other institutional investors have recently modified their holdings of AJG. Triumph Capital Management boosted its stake in Arthur J. Gallagher & Co. by 4,000.0% during the third quarter. Triumph Capital Management now owns 123 shares of the financial services provider’s stock worth $28,000 after buying an additional 120 shares during the period. NFSG Corp raised its stake in shares of Arthur J. Gallagher & Co. by 4,033.3% in the 3rd quarter. NFSG Corp now owns 124 shares of the financial services provider’s stock valued at $28,000 after acquiring an additional 121 shares during the period. Axiom Investment Management LLC acquired a new position in shares of Arthur J. Gallagher & Co. in the 1st quarter worth approximately $28,000. Cassaday & Co Wealth Management LLC acquired a new position in shares of Arthur J. Gallagher & Co. in the 1st quarter worth approximately $29,000. Finally, Physician Wealth Advisors Inc. boosted its position in shares of Arthur J. Gallagher & Co. by 57.4% during 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 period. 85.53% of the stock is 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: Mizuho raised its price target to $302 from $271 and maintained an “outperform” rating, implying further upside from the recent trading level. Mizuho adjusts price target
• Positive Sentiment: Gallagher said it has approximately $12 billion of capacity for mergers and acquisitions over the next two years. Continued deal activity could support revenue growth and reflects management’s confidence in its balance sheet and business model. The company completed five acquisitions during the quarter, representing about $102 million in estimated annualized revenue. Gallagher M&A capacity and organic growth
• Positive Sentiment: Third-quarter revenue rose roughly 18% to $3.92 billion-$3.93 billion, while reported earnings per share increased to $3.00 from $2.32 a year earlier. Combined Brokerage and Risk Management revenue grew 18%, with organic growth of approximately 5%. Arthur J. Gallagher third-quarter results
• Neutral Sentiment: Management maintained its 2026 organic-growth outlook near 6%, suggesting stable underlying demand but limited acceleration from current levels. Gallagher organic-growth outlook
• Negative Sentiment: Quarterly revenue came in below the approximately $3.98 billion consensus estimate. Earnings were slightly above some analyst estimates but narrowly below the Zacks consensus of $3.01 per share, making the quarter mixed rather than a clear beat. Arthur J. Gallagher misses sales expectations

About Arthur J. Gallagher & Co.

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.