Arthur J. Gallagher & Co. (AJG) Set to Release Quarterly Earnings on Thursday

Key Points

• Arthur J. Gallagher & Co. is expected to report Q3 2026 earnings after market close on October 29. Analysts forecast earnings of $2.99 per share on $3.98 billion in revenue.
• In the prior quarter, Gallagher posted $2.84 per share, beating estimates by $0.03, while revenue rose 24.3% year over year to $3.95 billion but fell short of expectations.
• Analysts maintain a generally positive view, with a “Moderate Buy” consensus and an average price target of $280.74 versus the stock’s reported price of $258.64. The company also pays a quarterly dividend of $0.70 per share, yielding about 1.1%.

Arthur J. Gallagher & Co. (NYSE:AJG - Get Free Report) will likely be posting its Q3 2026 results after the market closes on Thursday, October 29th. Analysts expect Arthur J. Gallagher & Co. to post earnings of $2.99 per share and revenue of $3.98 billion for the quarter. Individuals can find conference call details on the company's upcoming Q3 2026 earnings results page for the latest details on the call scheduled for Thursday, October 29, 2026 at 5:15 PM ET.

Arthur J. Gallagher & Co. (NYSE:AJG - Get Free Report) last posted its quarterly earnings data on Thursday, July 30th. The financial services provider reported $2.84 earnings per share for the quarter, topping the consensus estimate of $2.81 by $0.03. The business had revenue of $3.95 billion for the quarter, compared to analysts' expectations of $4.01 billion. Arthur J. Gallagher & Co. had a return on equity of 13.28% and a net margin of 9.96%. The business's revenue was up 24.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.33 earnings per share. On average, analysts expect Arthur J. Gallagher & Co. to post $13.16 EPS for the current fiscal year and $14.77 EPS for the next fiscal year.

Arthur J. Gallagher & Co. Stock Performance

Shares of AJG stock opened at $258.64 on Thursday. The company has a debt-to-equity ratio of 0.50, a quick ratio of 1.05 and a current ratio of 1.05. The firm's 50-day simple moving average is $246.62 and its two-hundred day simple moving average is $233.14. Arthur J. Gallagher & Co. has a 52 week low of $190.75 and a 52 week high of $284.33. The firm has a market cap of $66.29 billion, a price-to-earnings ratio of 42.89, a P/E/G ratio of 1.48 and a beta of 0.55.

Arthur J. Gallagher & Co. Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, September 18th. Investors of record on Tuesday, September 8th were paid a dividend of $0.70 per share. This represents a $2.80 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date was Tuesday, September 8th. Arthur J. Gallagher & Co.'s dividend payout ratio is presently 46.43%.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on AJG shares. Morgan Stanley decreased their target price on shares of Arthur J. Gallagher & Co. from $285.00 to $260.00 and set an "overweight" rating on the stock in a report on Tuesday, October 6th. The Goldman Sachs Group upped their target price on shares of Arthur J. Gallagher & Co. from $272.00 to $277.00 and gave the stock a "buy" rating in a research report on Thursday, October 1st. Jefferies Financial Group decreased their price target on Arthur J. Gallagher & Co. from $300.00 to $295.00 and set a "buy" rating for the company in a research note on Wednesday, September 30th. Wells Fargo & Company reduced their price target on shares of Arthur J. Gallagher & Co. from $291.00 to $284.00 and set an "overweight" rating for the company in a research report on Monday, October 12th. Finally, BMO Capital Markets decreased their target price on shares of Arthur J. Gallagher & Co. from $278.00 to $255.00 and set an "outperform" rating on the stock in a research note on Thursday, October 1st. Sixteen research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $280.74.

Insider Buying and Selling

In related news, VP Christopher Mead sold 3,500 shares of the stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $257.02, for a total transaction of $899,570.00. Following the sale, the vice president owned 22,223 shares in the company, valued at approximately $5,711,755.46. This represents a 13.61% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CAO Richard Cary sold 1,000 shares of the business's stock in a transaction that occurred on Tuesday, September 15th. The shares were sold at an average price of $252.86, for a total value of $252,860.00. Following the transaction, the chief accounting officer owned 46,819 shares of the company's stock, valued at $11,838,652.34. This trade represents a 2.09% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 28,500 shares of company stock valued at $7,562,950 over the last quarter. Company insiders own 1.40% of the company's stock.

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.

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