Analysts Offer Predictions for AJG FY2026 Earnings

Key Points

• DOWLING & PARTN raised its FY2026 EPS estimate for Arthur J. Gallagher & Co. to $13.75, above the current consensus of $13.22, and also projected $15.50 EPS for FY2027.
• The company recently reported quarterly EPS of $4.47, topping expectations, while revenue came in at $4.71 billion, slightly below estimates but still up 29% year over year.
• Analyst sentiment remains constructive overall, with a Moderate Buy consensus and an average price target of $264, while the stock also pays a quarterly dividend of $0.70 per share.

Arthur J. Gallagher & Co. (NYSE:AJG - Free Report) - Equities research analysts at DOWLING & PARTN issued their FY2026 earnings per share (EPS) estimates for Arthur J. Gallagher & Co. in a research note issued on Wednesday, May 20th. DOWLING & PARTN analyst J. Christiana forecasts that the financial services provider will post earnings of $13.75 per share 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 - Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The financial services provider reported $4.47 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.43 by $0.04. The firm had revenue of $4.71 billion for the quarter, compared to the consensus estimate of $4.73 billion. Arthur J. Gallagher & Co. had a return on equity of 12.83% and a net margin of 10.76%.The company's revenue for the quarter was up 29.0% on a year-over-year basis. During the same quarter last year, the business posted $3.67 EPS.

A number of other equities analysts have also recently commented on the company. Barclays lifted their price target on Arthur J. Gallagher & Co. from $262.00 to $275.00 and gave the stock an "overweight" rating in a report on Wednesday, April 8th. Mizuho reduced their price target on Arthur J. Gallagher & Co. from $260.00 to $259.00 and set an "outperform" rating for the company in a report on Monday, April 13th. Cantor Fitzgerald reiterated a "neutral" rating on shares of Arthur J. Gallagher & Co. in a report on Friday, January 30th. Piper Sandler reduced their price objective on Arthur J. Gallagher & Co. from $226.00 to $211.00 and set a "neutral" rating for the company in a report on Friday, May 1st. Finally, Jefferies Financial Group reduced their price objective on Arthur J. Gallagher & Co. from $283.00 to $280.00 and set a "hold" rating for the company in a report on Monday, February 2nd. Eleven investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $264.00.

Arthur J. Gallagher & Co. Trading Down 0.5%

Shares of Arthur J. Gallagher & Co. stock opened at $202.90 on Thursday. Arthur J. Gallagher & Co. has a 12-month low of $190.75 and a 12-month high of $351.23. The stock has a market cap of $52.13 billion, a P/E ratio of 32.83, a P/E/G ratio of 1.04 and a beta of 0.54. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 0.51. The business's 50 day moving average is $211.41 and its 200-day moving average is $231.48.

Institutional Trading of Arthur J. Gallagher & Co.

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Norges Bank acquired a new stake in Arthur J. Gallagher & Co. during the 4th quarter worth about $1,925,062,000. JPMorgan Chase & Co. grew its stake in shares of Arthur J. Gallagher & Co. by 19.6% in the 3rd quarter. JPMorgan Chase & Co. now owns 20,338,533 shares of the financial services provider's stock valued at $6,299,674,000 after buying an additional 3,330,205 shares during the period. T. Rowe Price Investment Management Inc. grew its stake in shares of Arthur J. Gallagher & Co. by 123.5% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 5,887,538 shares of the financial services provider's stock valued at $1,523,636,000 after buying an additional 3,253,498 shares during the period. Gtcr LLC acquired a new stake in shares of Arthur J. Gallagher & Co. in the 1st quarter valued at about $514,112,000. Finally, Northwestern Mutual Wealth Management Co. grew its stake in shares of Arthur J. Gallagher & Co. by 9,244.9% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,053,636 shares of the financial services provider's stock valued at $272,670,000 after buying an additional 1,042,361 shares during the period. 85.53% of the stock is currently owned by institutional investors and hedge funds.

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

In other news, VP Scott R. Hudson sold 3,800 shares of the stock in a transaction on Friday, March 6th. The stock was 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. This represents a 4.24% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Christopher E. Mead sold 4,000 shares of the stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $227.12, for a total value 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. The trade was 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 owned by corporate insiders.

Arthur J. Gallagher & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 19th. Shareholders of record on Friday, June 5th will be paid a dividend of $0.70 per share. The ex-dividend date is Friday, June 5th. This represents a $2.80 annualized dividend and a yield of 1.4%. Arthur J. Gallagher & Co.'s dividend payout ratio is presently 45.31%.

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.

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