Arthur J. Gallagher & Co. (AJG) – Investment Analysts’ Weekly Ratings Changes

Posted by Stuart Ham on Nov 4th, 2026

A number of firms have modified their ratings and price targets on shares of Arthur J. Gallagher & Co. (NYSE: AJG) recently:

11/3/2026 – Arthur J. Gallagher & Co. had its price target raised by Jefferies Financial Group from $295.00 to $319.00. They now have a “buy” rating on the stock.
11/3/2026 – Arthur J. Gallagher & Co. was downgraded by BMO Capital Markets from “outperform” to “market perform”. They now have a $295.00 price target on the stock.
11/2/2026 – Arthur J. Gallagher & Co. had its price target raised by UBS Group from $299.00 to $320.00. They now have a “buy” rating on the stock.
11/2/2026 – Arthur J. Gallagher & Co. had its price target raised by Wells Fargo & Company from $284.00 to $312.00. They now have an “overweight” rating on the stock.
11/2/2026 – Arthur J. Gallagher & Co. was downgraded by Citigroup from “buy” to “neutral”. They now have a $300.00 price target on the stock, up from $285.00.
10/30/2026 – Arthur J. Gallagher & Co. had its “buy” rating reaffirmed by The Goldman Sachs Group. They now have a $296.00 price target on the stock.
10/30/2026 – Arthur J. Gallagher & Co. had its price target raised by Truist Financial from $265.00 to $275.00. They now have a “hold” rating on the stock.
10/30/2026 – Arthur J. Gallagher & Co. had its “outperform” rating reaffirmed by Keefe, Bruyette & Woods.
10/30/2026 – Arthur J. Gallagher & Co. had its price target raised by Royal Bank Of Canada from $290.00 to $315.00. They now have an “outperform” rating on the stock.
10/30/2026 – Arthur J. Gallagher & Co. had its price target raised by Keefe, Bruyette & Woods from $242.00 to $275.00. They now have a “market perform” rating on the stock.
10/30/2026 – Arthur J. Gallagher & Co. had its price target raised by Mizuho from $271.00 to $302.00. They now have an “outperform” rating on the stock.
10/12/2026 – Arthur J. Gallagher & Co. had its price target lowered by Wells Fargo & Company from $291.00 to $284.00. They now have an “overweight” rating on the stock.
10/9/2026 – Arthur J. Gallagher & Co. had its “hold (c)” rating reaffirmed by Weiss Ratings.
10/8/2026 – Arthur J. Gallagher & Co. had its price target raised by Evercore from $295.00 to $307.00. They now have an “outperform” rating on the stock.
10/7/2026 – Arthur J. Gallagher & Co. had its price target lowered by Mizuho from $292.00 to $271.00. They now have an “outperform” rating on the stock.
10/7/2026 – Arthur J. Gallagher & Co. was upgraded by Seaport Research Partners to “buy”.
10/7/2026 – Arthur J. Gallagher & Co. had its price target lowered by Cantor Fitzgerald from $300.00 to $280.00. They now have a “neutral” rating on the stock.
10/7/2026 – Arthur J. Gallagher & Co. is now covered by Oppenheimer. They set a “market perform” rating on the stock.
10/6/2026 – Arthur J. Gallagher & Co. had its price target lowered by Morgan Stanley from $285.00 to $260.00. They now have an “overweight” rating on the stock.
10/1/2026 – Arthur J. Gallagher & Co. had its price target raised by The Goldman Sachs Group from $272.00 to $277.00. They now have a “buy” rating on the stock.
10/1/2026 – Arthur J. Gallagher & Co. had its price target lowered by BMO Capital Markets from $278.00 to $255.00. They now have an “outperform” rating on the stock.
9/30/2026 – Arthur J. Gallagher & Co. had its price target lowered by Jefferies Financial Group from $300.00 to $295.00. They now have a “buy” rating on the stock.
9/25/2026 – Arthur J. Gallagher & Co. had its price target lowered by Morgan Stanley from $290.00 to $285.00. They now have an “overweight” rating on the stock.
9/24/2026 – Arthur J. Gallagher & Co. had its “overweight” rating reaffirmed by Piper Sandler.
9/24/2026 – Arthur J. Gallagher & Co. had its “market perform” rating reaffirmed by Keefe, Bruyette & Woods. They now have a $250.00 price target on the stock, down from $271.00.
9/24/2026 – Arthur J. Gallagher & Co. had its “neutral” rating reaffirmed by Cantor Fitzgerald. They now have a $300.00 price target on the stock, up from $285.00.
9/24/2026 – Arthur J. Gallagher & Co. had its price target lowered by Wells Fargo & Company from $296.00 to $291.00. They now have an “overweight” rating on the stock.
9/24/2026 – Arthur J. Gallagher & Co. had its price target lowered by Royal Bank Of Canada from $310.00 to $290.00. They now have an “outperform” rating on the stock.
9/16/2026 – Arthur J. Gallagher & Co. had its price target lowered by Mizuho from $300.00 to $292.00. They now have an “outperform” rating on the stock.

Arthur J. Gallagher & Co. Stock Up 5.5%

NYSE:AJG traded up $15.15 during midday trading on Wednesday, reaching $288.60. 1,531,060 shares of the stock traded hands, compared to its average volume of 1,888,533. The company has a debt-to-equity ratio of 0.49, a quick ratio of 1.05 and a current ratio of 1.05. The stock has a market capitalization of $73.97 billion, a PE ratio of 44.13, a price-to-earnings-growth ratio of 1.60 and a beta of 0.47. Arthur J. Gallagher & Co. has a 12-month low of $190.75 and a 12-month high of $289.44. The business has a 50-day moving average of $248.75 and a two-hundred day moving average of $232.74.

Arthur J. Gallagher & Co. (NYSE:AJG – Get Free Report) last issued its quarterly earnings results on Thursday, October 29th. The financial services provider reported $3.00 earnings per share for the quarter, topping analysts’ consensus estimates of $2.99 by $0.01. Arthur J. Gallagher & Co. had a return on equity of 13.90% and a net margin of 10.39%. The business had revenue of $3.92 billion for the quarter, compared to analyst estimates of $3.98 billion. During the same quarter in the previous year, the firm earned $2.32 earnings per share. The company’s revenue was up 19.6% on a year-over-year basis. On average, equities analysts forecast that Arthur J. Gallagher & Co. will post 13.14 earnings per share for the current fiscal year.

Arthur J. Gallagher & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, December 18th. Investors of record on Monday, December 7th will be issued a dividend of $0.70 per share. The ex-dividend date of this dividend is Monday, December 7th. This represents a $2.80 dividend on an annualized basis and a dividend yield of 1.0%. Arthur J. Gallagher & Co.’s payout ratio is 42.81%.

Insider Buying and Selling at Arthur J. Gallagher & Co.

In other Arthur J. Gallagher & Co. news, VP Scott Hudson sold 12,000 shares of Arthur J. Gallagher & Co. 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 completion of the sale, 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 sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, General Counsel Walter Bay sold 12,000 shares of the 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 in the company, valued at $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. Over the last quarter, insiders sold 28,500 shares of company stock valued at $7,562,950. 1.40% of the stock is owned by corporate insiders.

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.