What is DOWLING & PARTN's Forecast for AJG FY2026 Earnings?

Key Points

• DOWLING & PARTN cut its FY2026 EPS forecast for Arthur J. Gallagher to $13.15 from $13.75, nearly matching the $13.16 consensus estimate.
• In its latest quarter, Gallagher reported EPS of $3.00, slightly above the $2.99 consensus, while revenue of $3.92 billion fell short of estimates; revenue grew 19.6% year over year.
• Analyst sentiment is mixed but leans positive: MarketBeat’s consensus rating is Moderate Buy with a $292.05 price target, alongside recent price-target increases and some downgrades.

Arthur J. Gallagher & Co. (NYSE:AJG - Free Report) - Analysts at DOWLING & PARTN dropped their FY2026 EPS estimates for Arthur J. Gallagher & Co. in a report released on Wednesday, November 4th. DOWLING & PARTN analyst J. Christiana now forecasts that the financial services provider will post earnings of $13.15 per share for the year, down from their previous estimate of $13.75. The consensus estimate for Arthur J. Gallagher & Co.'s current full-year earnings is $13.16 per share.

Arthur J. Gallagher & Co. (NYSE:AJG - Get Free Report) last posted its quarterly earnings data on Thursday, October 29th. The financial services provider reported $3.00 EPS for the quarter, beating the consensus estimate of $2.99 by $0.01. Arthur J. Gallagher & Co. had a net margin of 10.39% and a return on equity of 13.90%. The firm had revenue of $3.92 billion during the quarter, compared to analyst estimates of $3.98 billion. During the same quarter last year, the business posted $2.32 EPS. The company's revenue for the quarter was up 19.6% on a year-over-year basis.

A number of other analysts also recently commented on the company. Royal Bank Of Canada increased their price target on Arthur J. Gallagher & Co. from $290.00 to $315.00 and gave the company an "outperform" rating in a research report on Friday, October 30th. Evercore upped their price objective on Arthur J. Gallagher & Co. from $295.00 to $307.00 and gave the company an "outperform" rating in a research note on Thursday, October 8th. Mizuho upped their price objective on Arthur J. Gallagher & Co. from $271.00 to $302.00 and gave the company an "outperform" rating in a research note on Friday, October 30th. UBS Group raised their target price on Arthur J. Gallagher & Co. from $299.00 to $320.00 and gave the company a "buy" rating in a research report on Monday. Finally, Weiss Ratings reiterated a "hold (c)" rating on shares of Arthur J. Gallagher & Co. in a research note on Friday, October 9th. Thirteen analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company's stock. According to data from MarketBeat.com, Arthur J. Gallagher & Co. has a consensus rating of "Moderate Buy" and a consensus target price of $292.05.

Arthur J. Gallagher & Co. Price Performance

Shares of NYSE AJG opened at $288.75 on Thursday. The company has a market capitalization of $74.01 billion, a PE ratio of 21.55, a PEG ratio of 1.56 and a beta of 0.47. The company has a quick ratio of 1.05, a current ratio of 1.05 and a debt-to-equity ratio of 0.49. The stock's 50 day moving average price is $249.16 and its 200-day moving average price is $232.91. Arthur J. Gallagher & Co. has a twelve month low of $190.75 and a twelve month high of $289.93.

Hedge Funds Weigh In On Arthur J. Gallagher & Co.

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Parkside Financial Bank & Trust lifted its holdings in shares of Arthur J. Gallagher & Co. by 4.9% during the 2nd quarter. Parkside Financial Bank & Trust now owns 811 shares of the financial services provider's stock worth $186,000 after acquiring an additional 38 shares during the last quarter. Sowell Financial Services LLC increased its stake in Arthur J. Gallagher & Co. by 3.4% in the third quarter. Sowell Financial Services LLC now owns 1,157 shares of the financial services provider's stock valued at $264,000 after acquiring an additional 38 shares during the last quarter. MGO One Seven LLC increased its stake in Arthur J. Gallagher & Co. by 0.6% in the third quarter. MGO One Seven LLC now owns 6,989 shares of the financial services provider's stock valued at $1,594,000 after acquiring an additional 39 shares during the last quarter. Conning Inc. raised its position in Arthur J. Gallagher & Co. by 4.4% during the third quarter. Conning Inc. now owns 981 shares of the financial services provider's stock valued at $224,000 after purchasing an additional 41 shares in the last quarter. Finally, Archford Capital Strategies LLC boosted its holdings in shares of Arthur J. Gallagher & Co. by 2.4% in the 2nd quarter. Archford Capital Strategies LLC now owns 1,871 shares of the financial services provider's stock worth $430,000 after purchasing an additional 43 shares in the last quarter. Institutional investors own 85.53% of the company's stock.

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

In related news, VP Christopher E. Mead sold 7,590 shares of Arthur J. Gallagher & Co. stock in a transaction dated Monday, November 2nd. The stock was sold at an average price of $279.72, for a total value of $2,123,074.80. Following the completion of the sale, the vice president owned 22,287 shares of the company's stock, valued at approximately $6,234,119.64. This trade represents a 25.40% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, General Counsel Walter D. Bay sold 12,000 shares of the business's stock in a transaction dated 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 completion of the sale, the general counsel owned 71,292 shares in the company, valued at $19,254,543.36. This represents a 14.41% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 67,086 shares of company stock valued at $18,214,574 in the last quarter. Insiders own 1.40% of the company's stock.

Arthur J. Gallagher & Co. Dividend Announcement

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

Key Headlines Impacting Arthur J. Gallagher & Co.

Here are the key news stories impacting Arthur J. Gallagher & Co. this week:

• Positive Sentiment: Jefferies raised its price target to $319 from $295 and maintained a Buy rating, citing potential upside. Wells Fargo also issued a Buy rating. Wells Fargo rating
• Neutral Sentiment: Gallagher named Tom Doyle CEO of its Benefits & HR Consulting division as part of a leadership transition. The change may support continuity, though no financial impact was specified. Leadership transition announcement
• Negative Sentiment: BMO Capital Markets cut AJG to Market Perform from Outperform, with a $295 target, saying it was “taking profits.” Citigroup also downgraded the stock to Neutral, saying the risk-reward balance had shifted. BMO downgrade Citigroup downgrade
• Negative Sentiment: CFO Douglas Howell sold 30,996 shares and VP Christopher Mead sold 7,590 shares. Both sales reduced their respective holdings by about 25%; insider sales can weigh on sentiment, although they do not necessarily signal a change in the company’s outlook. CFO sale filing VP sale filing

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.