Q2 EPS Forecast for Arthur J. Gallagher & Co. Cut by Analyst

Key Points

• William Blair has revised down its Q2 2025 earnings per share estimate for Arthur J. Gallagher & Co. from $2.41 to $2.34.
• Various analysts have issued mixed ratings, with a consensus rating of "Hold" and an average price target of $322.31 for the stock.
• Arthur J. Gallagher & Co. recently announced a quarterly dividend of $0.65, reflecting an annualized yield of 0.83%, with a payout ratio of 37.63%.

Arthur J. Gallagher & Co. (NYSE:AJG - Free Report) - Stock analysts at William Blair reduced their Q2 2025 EPS estimates for Arthur J. Gallagher & Co. in a research report issued on Thursday, July 24th. William Blair analyst A. Klauber now anticipates that the financial services provider will post earnings of $2.34 per share for the quarter, down from their prior estimate of $2.41. 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 Q3 2025 earnings at $2.38 EPS and FY2025 earnings at $10.97 EPS.

Arthur J. Gallagher & Co. (NYSE:AJG - Get Free Report) last issued its earnings results on Thursday, May 1st. The financial services provider reported $3.67 EPS for the quarter, topping analysts' consensus estimates of $3.57 by $0.10. Arthur J. Gallagher & Co. had a net margin of 14.39% and a return on equity of 14.83%. The firm had revenue of $3.69 billion during the quarter, compared to the consensus estimate of $3.85 billion. During the same quarter in the previous year, the firm posted $3.45 earnings per share. The company's revenue was up 14.5% compared to the same quarter last year.

Several other equities analysts also recently issued reports on the stock. Erste Group Bank restated a "hold" rating on shares of Arthur J. Gallagher & Co. in a research note on Wednesday, July 23rd. Keefe, Bruyette & Woods upped their price objective on shares of Arthur J. Gallagher & Co. from $326.00 to $330.00 and gave the company a "market perform" rating in a research note on Wednesday, July 9th. Jefferies Financial Group decreased their target price on shares of Arthur J. Gallagher & Co. from $266.00 to $265.00 and set a "hold" rating for the company in a research note on Friday, April 11th. Barclays lowered their price target on Arthur J. Gallagher & Co. from $346.00 to $327.00 and set an "equal weight" rating on the stock in a report on Monday, July 7th. Finally, Wells Fargo & Company lowered their price target on Arthur J. Gallagher & Co. from $372.00 to $371.00 and set an "overweight" rating on the stock in a report on Monday, June 9th. One research analyst has rated the stock with a sell rating, eight have issued a hold rating and five have issued a buy rating to the company's stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Hold" and an average target price of $322.31.

Arthur J. Gallagher & Co. Stock Performance

NYSE AJG traded up $3.25 during trading hours on Monday, hitting $289.09. The company had a trading volume of 443,947 shares, compared to its average volume of 1,522,451. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.44 and a current ratio of 1.44. Arthur J. Gallagher & Co. has a 1-year low of $274.25 and a 1-year high of $351.23. The company has a market cap of $74.04 billion, a PE ratio of 41.90 and a beta of 0.71. The business has a 50 day moving average of $320.04 and a 200-day moving average of $322.65.

Arthur J. Gallagher & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, September 19th. Investors of record on Friday, September 5th will be given a dividend of $0.65 per share. This represents a $2.60 dividend on an annualized basis and a yield of 0.90%. Arthur J. Gallagher & Co.'s dividend payout ratio (DPR) is currently 37.63%.

Insider Buying and Selling

In related news, VP Scott R. Hudson sold 10,500 shares of the firm's stock in a transaction that occurred on Wednesday, May 21st. The shares were sold at an average price of $337.17, for a total transaction of $3,540,285.00. Following the sale, the vice president owned 91,175 shares in the company, valued at approximately $30,741,474.75. This trade represents a 10.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director David S. Johnson sold 1,000 shares of Arthur J. Gallagher & Co. stock in a transaction on Friday, May 16th. The shares were sold at an average price of $342.04, for a total transaction of $342,040.00. Following the completion of the transaction, the director owned 45,323 shares in the company, valued at approximately $15,502,278.92. This trade represents a 2.16% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 25,000 shares of company stock worth $8,528,080. 1.60% of the stock is owned by insiders.

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

A number of hedge funds have recently made changes to their positions in the stock. CWA Asset Management Group LLC lifted its holdings in shares of Arthur J. Gallagher & Co. by 22.5% during the 1st quarter. CWA Asset Management Group LLC now owns 1,125 shares of the financial services provider's stock valued at $388,000 after acquiring an additional 207 shares in the last quarter. Two Sigma Investments LP acquired a new position in shares of Arthur J. Gallagher & Co. during the 4th quarter valued at $382,000. Golden State Wealth Management LLC lifted its holdings in shares of Arthur J. Gallagher & Co. by 2,750.0% during the 1st quarter. Golden State Wealth Management LLC now owns 114 shares of the financial services provider's stock valued at $39,000 after acquiring an additional 110 shares in the last quarter. Allspring Global Investments Holdings LLC lifted its holdings in shares of Arthur J. Gallagher & Co. by 0.7% during the 1st quarter. Allspring Global Investments Holdings LLC now owns 11,280 shares of the financial services provider's stock valued at $3,879,000 after acquiring an additional 82 shares in the last quarter. Finally, Seven Grand Managers LLC acquired a new position in shares of Arthur J. Gallagher & Co. during the 4th quarter valued at $7,096,000. Institutional investors and hedge funds own 85.53% of the company's stock.

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.