Cantor Fitzgerald Forecasts AJG FY2025 Earnings

Key Points

• Cantor Fitzgerald predicts that Arthur J. Gallagher & Co. will earn $10.80 per share in FY2025, slightly below the consensus estimate of $11.54 per share.
• The stock currently has a mixed rating, with two analysts rating it as a "sell", and a consensus average price target of $331.07.
• Arthur J. Gallagher & Co. announced a quarterly dividend of $0.65 per share, with a dividend yield of 0.9%, payable on September 19th.

Arthur J. Gallagher & Co. (NYSE:AJG - Free Report) - Analysts at Cantor Fitzgerald issued their FY2025 earnings per share estimates for shares of Arthur J. Gallagher & Co. in a research report issued to clients and investors on Wednesday, August 13th. Cantor Fitzgerald analyst R. Tunis expects that the financial services provider will earn $10.80 per share for the year. Cantor Fitzgerald currently has a "Strong-Buy" rating on the stock. The consensus estimate for Arthur J. Gallagher & Co.'s current full-year earnings is $11.54 per share. Cantor Fitzgerald also issued estimates for Arthur J. Gallagher & Co.'s FY2026 earnings at $13.62 EPS.

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 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $2.36 by ($0.03). The business had revenue of $3.18 billion for the quarter, compared to the consensus estimate of $3.20 billion. Arthur J. Gallagher & Co. had a return on equity of 13.17% and a net margin of 14.54%.Arthur J. Gallagher & Co.'s quarterly revenue was up 16.0% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.29 earnings per share.

Other equities analysts have also recently issued reports about the company. Wells Fargo & Company increased their target price on Arthur J. Gallagher & Co. from $371.00 to $373.00 and gave the stock an "overweight" rating in a report on Friday, August 1st. Barclays lowered their price target on Arthur J. Gallagher & Co. from $346.00 to $327.00 and set an "equal weight" rating for the company in a research report on Monday, July 7th. Citigroup started coverage on Arthur J. Gallagher & Co. in a research report on Wednesday, August 13th. They set a "neutral" rating and a $317.00 target price for the company. Erste Group Bank reaffirmed a "hold" rating on shares of Arthur J. Gallagher & Co. in a research report on Wednesday, July 23rd. Finally, Wall Street Zen lowered Arthur J. Gallagher & Co. from a "hold" rating to a "sell" rating in a research report on Saturday, August 9th. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Arthur J. Gallagher & Co. presently has a consensus rating of "Hold" and a consensus price target of $331.07.

Arthur J. Gallagher & Co. Trading Up 0.5%

Shares of Arthur J. Gallagher & Co. stock traded up $1.5050 on Friday, reaching $302.4850. 1,568,451 shares of the company's stock were exchanged, compared to its average volume of 1,546,941. The company has a market capitalization of $77.56 billion, a P/E ratio of 42.97 and a beta of 0.68. Arthur J. Gallagher & Co. has a 52 week low of $274.25 and a 52 week high of $351.23. The firm's 50-day moving average is $307.07 and its two-hundred day moving average is $322.40. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.36 and a current ratio of 1.36.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its stake in Arthur J. Gallagher & Co. by 2.3% in the 2nd quarter. Vanguard Group Inc. now owns 31,096,542 shares of the financial services provider's stock worth $9,954,625,000 after purchasing an additional 685,278 shares during the period. JPMorgan Chase & Co. boosted its stake in Arthur J. Gallagher & Co. by 38.3% in the 1st quarter. JPMorgan Chase & Co. now owns 17,372,745 shares of the financial services provider's stock worth $5,997,767,000 after purchasing an additional 4,815,007 shares during the period. State Street Corp boosted its stake in Arthur J. Gallagher & Co. by 1.1% in the 2nd quarter. State Street Corp now owns 10,743,493 shares of the financial services provider's stock worth $3,439,207,000 after purchasing an additional 117,646 shares during the period. Capital International Investors boosted its stake in Arthur J. Gallagher & Co. by 3.1% in the 4th quarter. Capital International Investors now owns 10,067,647 shares of the financial services provider's stock worth $2,857,737,000 after purchasing an additional 305,876 shares during the period. Finally, Capital World Investors boosted its stake in Arthur J. Gallagher & Co. by 30.4% in the 4th quarter. Capital World Investors now owns 8,199,413 shares of the financial services provider's stock worth $2,327,403,000 after purchasing an additional 1,910,471 shares during the period. Institutional investors own 85.53% of the company's stock.

Arthur J. Gallagher & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, September 19th. Shareholders of record on Friday, September 5th will be paid a $0.65 dividend. The ex-dividend date is 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 currently 36.93%.

Arthur J. Gallagher & Co. Company Profile

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.