Arthur J. Gallagher & Co. (AJG) Expected to Announce Quarterly Earnings on Thursday

Key Points

• Arthur J. Gallagher & Co. is expected to announce its Q3 2025 earnings on October 30th, with analysts predicting earnings of $2.45 per share and revenue of $3.3361 billion.
• The company reported a quarterly EPS of $2.33, missing estimates, but showed a 16% revenue increase year-over-year to $3.18 billion.
• Arthur J. Gallagher recently announced a quarterly dividend of $0.65 per share, resulting in a 0.9% dividend yield and a payout ratio of 36.93%.

Arthur J. Gallagher & Co. (NYSE:AJG - Get Free Report) is projected to issue its Q3 2025 results after the market closes on Thursday, October 30th. Analysts expect the company to announce earnings of $2.45 per share and revenue of $3.3361 billion for the quarter. Parties can check the company's upcoming Q3 2025 earningsummary page for the latest details on the call scheduled for Thursday, October 30, 2025 at 5:30 PM ET.

Arthur J. Gallagher & Co. (NYSE:AJG - Get Free Report) last posted its quarterly earnings results on Thursday, July 31st. The financial services provider reported $2.33 EPS for the quarter, missing the consensus estimate of $2.36 by ($0.03). Arthur J. Gallagher & Co. had a net margin of 14.54% and a return on equity of 13.17%. The company had revenue of $3.18 billion during the quarter, compared to analyst estimates of $3.20 billion. During the same period in the prior year, the business posted $2.29 EPS. Arthur J. Gallagher & Co.'s revenue for the quarter was up 16.0% compared to the same quarter last year. On average, analysts expect Arthur J. Gallagher & Co. to post $12 EPS for the current fiscal year and $13 EPS for the next fiscal year.

Arthur J. Gallagher & Co. Price Performance

NYSE:AJG opened at $282.98 on Thursday. Arthur J. Gallagher & Co. has a one year low of $275.56 and a one year high of $351.23. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.36 and a current ratio of 1.36. The stock has a market cap of $72.56 billion, a PE ratio of 40.20 and a beta of 0.73. The stock has a 50 day moving average price of $298.86 and a 200 day moving average price of $312.92.

Arthur J. Gallagher & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, September 19th. Shareholders of record on Friday, September 5th were paid a dividend of $0.65 per share. The ex-dividend date of this dividend was Friday, September 5th. This represents a $2.60 annualized dividend and a yield of 0.9%. Arthur J. Gallagher & Co.'s dividend payout ratio (DPR) is 36.93%.

Insiders Place Their Bets

In other Arthur J. Gallagher & Co. news, CFO Douglas K. Howell sold 8,000 shares of Arthur J. Gallagher & Co. stock in a transaction dated Monday, September 22nd. The stock was sold at an average price of $299.54, for a total transaction of $2,396,320.00. Following the completion of the sale, the chief financial officer directly owned 100,777 shares of the company's stock, valued at $30,186,742.58. The trade was a 7.35% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, VP Scott R. Hudson sold 12,855 shares of Arthur J. Gallagher & Co. stock in a transaction dated Monday, September 8th. The stock was sold at an average price of $297.60, for a total value of $3,825,648.00. Following the sale, the vice president directly owned 85,920 shares of the company's stock, valued at $25,569,792. This trade represents a 13.01% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders sold 29,855 shares of company stock valued at $8,916,928. 1.60% of the stock is currently owned by company insiders.

Institutional Trading of Arthur J. Gallagher & Co.

A number of institutional investors have recently bought and sold shares of AJG. Moore Capital Management LP purchased a new stake in Arthur J. Gallagher & Co. during the 2nd quarter worth about $41,114,000. Viking Global Investors LP increased its position in shares of Arthur J. Gallagher & Co. by 8.9% during the second quarter. Viking Global Investors LP now owns 725,795 shares of the financial services provider's stock worth $232,341,000 after purchasing an additional 59,243 shares in the last quarter. Vident Advisory LLC increased its position in shares of Arthur J. Gallagher & Co. by 583.8% during the second quarter. Vident Advisory LLC now owns 50,139 shares of the financial services provider's stock worth $16,051,000 after purchasing an additional 42,807 shares in the last quarter. California State Teachers Retirement System increased its position in shares of Arthur J. Gallagher & Co. by 11.0% during the second quarter. California State Teachers Retirement System now owns 389,897 shares of the financial services provider's stock worth $124,814,000 after purchasing an additional 38,758 shares in the last quarter. Finally, Lighthouse Investment Partners LLC increased its position in shares of Arthur J. Gallagher & Co. by 44.6% during the second quarter. Lighthouse Investment Partners LLC now owns 107,482 shares of the financial services provider's stock worth $34,407,000 after purchasing an additional 33,161 shares in the last quarter. 85.53% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on the company. Erste Group Bank reissued a "hold" rating on shares of Arthur J. Gallagher & Co. in a research note on Wednesday, July 23rd. The Goldman Sachs Group assumed coverage on Arthur J. Gallagher & Co. in a research note on Wednesday, September 3rd. They set a "buy" rating and a $344.00 target price for the company. Wells Fargo & Company raised their target price on Arthur J. Gallagher & Co. from $365.00 to $366.00 and gave the stock an "overweight" rating in a research note on Wednesday, October 8th. Citigroup started coverage on Arthur J. Gallagher & Co. in a research note on Wednesday, August 13th. They set a "neutral" rating and a $317.00 target price for the company. Finally, Barclays dropped their price objective on Arthur J. Gallagher & Co. from $346.00 to $327.00 and set an "equal weight" rating for the company in a research note on Monday, July 7th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $331.43.

About Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co engages in the provision of insurance brokerage, reinsurance brokerage, consulting, and third-party claims settlement and administration services. It operates through the following segments: Brokerage, Risk Management, and Corporate. The Brokerage segment consists of retail and wholesale insurance brokerage operations.

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