Research Analysts Issue Forecasts for AJG Q4 Earnings

Key Points

• William Blair downgraded their Q4 2025 earnings per share (EPS) estimate for Arthur J. Gallagher & Co. to $2.51, down from $2.60, and provided a full-year EPS estimate of $11.54.
• The company recently reported a Q2 EPS of $2.33, missing consensus expectations of $2.36, while revenue was up 16.0% year-over-year at $3.18 billion.
• CFO Douglas K. Howell and VP Scott R. Hudson recently sold shares of the company, collectively decreasing their ownership by over 20,000 shares.

Arthur J. Gallagher & Co. (NYSE:AJG - Free Report) - Equities research analysts at William Blair cut their Q4 2025 EPS estimates for shares of Arthur J. Gallagher & Co. in a research report issued to clients and investors on Tuesday, October 14th. William Blair analyst A. Klauber now forecasts that the financial services provider will post earnings per share of $2.51 for the quarter, down from their prior estimate of $2.60. The consensus estimate for Arthur J. Gallagher & Co.'s current full-year earnings is $11.54 per share. William Blair also issued estimates for Arthur J. Gallagher & Co.'s FY2026 earnings at $13.33 EPS.

Arthur J. Gallagher & Co. (NYSE:AJG - Get Free Report) last issued its earnings results on Thursday, July 31st. The financial services provider reported $2.33 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.36 by ($0.03). The business had revenue of $3.18 billion for the quarter, compared to analysts' expectations of $3.20 billion. Arthur J. Gallagher & Co. had a return on equity of 13.17% and a net margin of 14.54%.The company's revenue for the quarter was up 16.0% on a year-over-year basis. During the same period last year, the business earned $2.29 EPS.

AJG has been the subject of several other research reports. Weiss Ratings reissued a "buy (b-)" rating on shares of Arthur J. Gallagher & Co. in a report on Wednesday, October 8th. Piper Sandler dropped their target price on shares of Arthur J. Gallagher & Co. from $352.00 to $340.00 and set an "overweight" rating for the company in a report on Thursday, October 2nd. Erste Group Bank reissued a "hold" rating on shares of Arthur J. Gallagher & Co. in a research report on Wednesday, July 23rd. Keefe, Bruyette & Woods boosted their price target on shares of Arthur J. Gallagher & Co. from $288.00 to $298.00 and gave the company a "market perform" rating in a research report on Friday, September 19th. Finally, Barclays lowered their price target on shares of Arthur J. Gallagher & Co. from $346.00 to $327.00 and set an "equal weight" rating on the stock in a research report on Monday, July 7th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $331.43.

Arthur J. Gallagher & Co. Price Performance

NYSE:AJG opened at $296.67 on Thursday. The company has a debt-to-equity ratio of 0.52, a current ratio of 1.36 and a quick ratio of 1.36. The firm has a market cap of $76.07 billion, a price-to-earnings ratio of 42.14 and a beta of 0.73. The company has a 50 day moving average price of $299.93 and a 200-day moving average price of $314.95. Arthur J. Gallagher & Co. has a 1-year low of $275.56 and a 1-year high of $351.23.

Arthur J. Gallagher & Co. Announces Dividend

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

Insider Buying and Selling

In other news, CFO Douglas K. Howell sold 8,000 shares of the firm's stock in a transaction that occurred on Monday, September 22nd. The shares were sold at an average price of $299.54, for a total transaction of $2,396,320.00. Following the transaction, the chief financial officer directly owned 100,777 shares in the company, valued at approximately $30,186,742.58. This trade represents a 7.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, VP Scott R. Hudson sold 12,855 shares of the stock in a transaction that occurred on 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 transaction, the vice president directly owned 85,920 shares of the company's stock, valued at approximately $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 90 days, insiders have sold 29,855 shares of company stock worth $8,916,928. Insiders own 1.60% of the company's stock.

Institutional Trading of Arthur J. Gallagher & Co.

Institutional investors have recently bought and sold shares of the company. HWG Holdings LP purchased a new stake in Arthur J. Gallagher & Co. in the 1st quarter valued at approximately $25,000. J.Safra Asset Management Corp increased its position in Arthur J. Gallagher & Co. by 209.1% during the 2nd quarter. J.Safra Asset Management Corp now owns 102 shares of the financial services provider's stock worth $32,000 after purchasing an additional 69 shares in the last quarter. AlphaQuest LLC purchased a new position in Arthur J. Gallagher & Co. in the 1st quarter valued at about $33,000. Saudi Central Bank acquired a new stake in shares of Arthur J. Gallagher & Co. during the 1st quarter worth about $34,000. Finally, Rakuten Securities Inc. raised its position in shares of Arthur J. Gallagher & Co. by 650.0% in the second quarter. Rakuten Securities Inc. now owns 105 shares of the financial services provider's stock valued at $34,000 after buying an additional 91 shares during the last quarter. 85.53% of the stock is currently owned by hedge funds and other institutional investors.

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.

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