Arthur J. Gallagher & Co. (NYSE:AJG) Stock Price Expected to Rise, Keefe, Bruyette & Woods Analyst Says

Key Points

• Keefe, Bruyette & Woods raised Arthur J. Gallagher’s price target to $275 from $242 while maintaining a “market perform” rating, implying roughly 1.21% upside from the current price.
• Analyst sentiment remains generally positive: 16 analysts rate the stock a Buy and five rate it a Hold, producing a consensus “Moderate Buy” rating and an average target price of $285.21.
• Gallagher’s latest quarter showed mixed results, with EPS of $3.00 slightly exceeding estimates but revenue of $3.92 billion falling short of consensus; revenue nevertheless increased 19.6% year over year.

Arthur J. Gallagher & Co. (NYSE:AJG - Get Free Report) had its target price increased by equities researchers at Keefe, Bruyette & Woods from $242.00 to $275.00 in a note issued to investors on Friday, Benzinga reports. The brokerage presently has a "market perform" rating on the financial services provider's stock. Keefe, Bruyette & Woods's target price indicates a potential upside of 1.21% from the stock's current price.

Several other research firms have also issued reports on AJG. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Arthur J. Gallagher & Co. in a report on Friday, October 9th. Evercore boosted their target price on Arthur J. Gallagher & Co. from $295.00 to $307.00 and gave the stock an "outperform" rating in a research note on Thursday, October 8th. Oppenheimer began coverage on Arthur J. Gallagher & Co. in a research report on Wednesday, October 7th. They set a "market perform" rating on the stock. Cantor Fitzgerald decreased their price objective on shares of Arthur J. Gallagher & Co. from $300.00 to $280.00 and set a "neutral" rating for the company in a research report on Wednesday, October 7th. Finally, BMO Capital Markets lowered 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 note on Thursday, October 1st. Sixteen analysts have rated the stock with a Buy rating and five have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $285.21.

Arthur J. Gallagher & Co. Stock Up 1.3%

Arthur J. Gallagher & Co. stock traded up $3.52 during trading hours on Friday, reaching $271.72. The stock had a trading volume of 344,476 shares, compared to its average volume of 1,871,149. The company has a market cap of $69.64 billion, a price-to-earnings ratio of 45.04, a PEG ratio of 1.49 and a beta of 0.55. The business's 50 day moving average price is $248.07 and its 200-day moving average price is $232.49. Arthur J. Gallagher & Co. has a 52 week low of $190.75 and a 52 week high of $277.00. The company has a debt-to-equity ratio of 0.50, a current ratio of 1.05 and a quick ratio of 1.05.

Arthur J. Gallagher & Co. (NYSE:AJG - Get Free Report) last issued its quarterly earnings data on Thursday, October 29th. The financial services provider reported $3.00 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.99 by $0.01. The firm had revenue of $3.92 billion for the quarter, compared to the consensus estimate of $3.98 billion. Arthur J. Gallagher & Co. had a net margin of 9.96% and a return on equity of 13.28%. The company's quarterly revenue was up 19.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.32 EPS. Sell-side analysts anticipate that Arthur J. Gallagher & Co. will post 13.16 EPS for the current year.

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

In other Arthur J. Gallagher & Co. news, General Counsel Walter D. Bay sold 12,000 shares of the company's stock in a transaction on Monday, August 24th. The shares were sold at an average price of $270.08, for a total value of $3,240,960.00. Following the sale, the general counsel directly owned 71,292 shares of the company's stock, valued at approximately $19,254,543.36. This represents a 14.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO Richard C. Cary sold 1,000 shares of the stock in a transaction dated Tuesday, September 15th. The stock was sold at an average price of $252.86, for a total value of $252,860.00. Following the sale, the chief accounting officer directly owned 46,819 shares in the company, valued at $11,838,652.34. This represents a 2.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 28,500 shares of company stock worth $7,562,950 over the last ninety days. 1.40% of the stock is owned by insiders.

Institutional Trading of Arthur J. Gallagher & Co.

A number of hedge funds have recently modified their holdings of the stock. Gtcr LLC purchased a new position in shares of Arthur J. Gallagher & Co. during the 1st quarter valued at approximately $514,112,000. Bank of New York Mellon Corp purchased a new stake in Arthur J. Gallagher & Co. in the 2nd quarter worth $289,484,000. Tidal Investments LLC raised its position in Arthur J. Gallagher & Co. by 303.7% during the second quarter. Tidal Investments LLC now owns 638,601 shares of the financial services provider's stock worth $146,604,000 after acquiring an additional 480,413 shares during the period. Principal Financial Group Inc. raised its position in Arthur J. Gallagher & Co. by 14.4% during the first quarter. Principal Financial Group Inc. now owns 3,242,088 shares of the financial services provider's stock worth $702,182,000 after acquiring an additional 409,145 shares during the period. Finally, Bank of America Corp DE lifted its holdings in Arthur J. Gallagher & Co. by 23.0% during the first 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. Hedge funds and other institutional investors own 85.53% of the company's stock.

Key Arthur J. Gallagher & Co. News

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

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.

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