Arthur J. Gallagher & Co. (NYSE:AJG) Research Coverage Started at Royal Bank Of Canada

Royal Bank Of Canada began coverage on shares of Arthur J. Gallagher & Co. (NYSE:AJG) in a report issued on Tuesday, Marketbeat Ratings reports. The firm issued an outperform rating and a $260.00 price target on the financial services provider’s stock.

A number of other equities analysts also recently commented on AJG. Weiss Ratings reissued a “hold (c+)” rating on shares of Arthur J. Gallagher & Co. in a research note on Monday, December 29th. Evercore lowered their price target on Arthur J. Gallagher & Co. from $353.00 to $334.00 and set an “outperform” rating for the company in a report on Wednesday, December 17th. Morgan Stanley set a $300.00 price objective on Arthur J. Gallagher & Co. in a research report on Friday, December 19th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $292.00 target price on shares of Arthur J. Gallagher & Co. in a research report on Wednesday, January 7th. Finally, Wall Street Zen upgraded Arthur J. Gallagher & Co. from a “sell” rating to a “hold” rating in a research note on Saturday, February 21st. Nine research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat.com, Arthur J. Gallagher & Co. currently has an average rating of “Hold” and an average target price of $278.00.

Arthur J. Gallagher & Co. Stock Performance

NYSE AJG opened at $209.60 on Tuesday. The company has a debt-to-equity ratio of 0.52, a current ratio of 1.06 and a quick ratio of 1.06. Arthur J. Gallagher & Co. has a 1-year low of $195.00 and a 1-year high of $351.23. The firm has a market capitalization of $53.89 billion, a P/E ratio of 34.08, a P/E/G ratio of 1.02 and a beta of 0.67. The business’s 50-day simple moving average is $230.75 and its 200-day simple moving average is $258.00.

Arthur J. Gallagher & Co. (NYSE:AJG) last posted its quarterly earnings results on Thursday, January 29th. The financial services provider reported $2.38 EPS for the quarter, beating the consensus estimate of $2.35 by $0.03. The firm had revenue of $3.57 billion for the quarter, compared to analyst estimates of $3.61 billion. Arthur J. Gallagher & Co. had a net margin of 11.84% and a return on equity of 12.13%. Arthur J. Gallagher & Co.’s revenue for the quarter was up 33.9% compared to the same quarter last year. During the same quarter last year, the firm posted $1.12 earnings per share. Equities analysts predict that Arthur J. Gallagher & Co. will post 11.54 EPS for the current year.

Arthur J. Gallagher & Co. Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Friday, March 6th will be paid a dividend of $0.70 per share. This is a boost from Arthur J. Gallagher & Co.’s previous quarterly dividend of $0.65. This represents a $2.80 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Friday, March 6th. Arthur J. Gallagher & Co.’s payout ratio is 45.53%.

Insider Buying and Selling

In other Arthur J. Gallagher & Co. news, CFO Douglas K. Howell sold 5,000 shares of the firm’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $258.05, for a total transaction of $1,290,250.00. Following the completion of the sale, the chief financial officer owned 95,777 shares in the company, valued at $24,715,254.85. This trade represents a 4.96% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Christopher E. Mead sold 4,000 shares of the company’s stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $227.12, for a total value of $908,480.00. Following the completion of the transaction, the vice president directly owned 19,306 shares in the company, valued at approximately $4,384,778.72. The trade was a 17.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 16,800 shares of company stock worth $4,095,936. 1.60% of the stock is currently owned by corporate insiders.

Institutional Trading of Arthur J. Gallagher & Co.

A number of hedge funds have recently made changes to their positions in AJG. Cetera Investment Advisers raised its holdings in Arthur J. Gallagher & Co. by 2.7% in the second quarter. Cetera Investment Advisers now owns 77,753 shares of the financial services provider’s stock valued at $24,890,000 after acquiring an additional 2,074 shares in the last quarter. Avantax Advisory Services Inc. grew its holdings in Arthur J. Gallagher & Co. by 16.3% during the 2nd quarter. Avantax Advisory Services Inc. now owns 26,655 shares of the financial services provider’s stock worth $8,533,000 after acquiring an additional 3,726 shares in the last quarter. Citizens Financial Group Inc. RI increased its position in shares of Arthur J. Gallagher & Co. by 3.7% in the 2nd quarter. Citizens Financial Group Inc. RI now owns 3,920 shares of the financial services provider’s stock worth $1,255,000 after purchasing an additional 139 shares during the last quarter. Rockefeller Capital Management L.P. raised its stake in shares of Arthur J. Gallagher & Co. by 3.3% in the 2nd quarter. Rockefeller Capital Management L.P. now owns 28,709 shares of the financial services provider’s stock valued at $9,191,000 after purchasing an additional 924 shares in the last quarter. Finally, Dorsey & Whitney Trust CO LLC lifted its position in shares of Arthur J. Gallagher & Co. by 1.4% during the second quarter. Dorsey & Whitney Trust CO LLC now owns 2,623 shares of the financial services provider’s stock worth $840,000 after purchasing an additional 35 shares during the last quarter. Institutional investors and hedge funds own 85.53% of the company’s stock.

Arthur J. Gallagher & Co. News Roundup

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

• Positive Sentiment: RBC Capital assigned an “Outperform” rating to AJG, signaling buy-side support from a major house and increasing positive analyst attention. RBC Capital Assigns Outperform
• Positive Sentiment: Wells Fargo lowered its price target to $273 but kept an “Overweight” rating — the new target still implies roughly 30% upside from current levels, providing continued analyst endorsement. Wells Fargo Lowers PT
• Positive Sentiment: Arthur J. Gallagher announced the acquisition of Asset Partners Private Wealth, expanding its private-wealth footprint — a strategic bolt-on that supports fee revenue diversification. Acquisition
• Positive Sentiment: Multiple press roundups (Globe and Mail) highlight analysts are bullish and offering constructive insights on AJG, reinforcing positive market narrative and investor attention. Analysts Are Bullish
• Positive Sentiment: Royal Bank of Canada began coverage on AJG (increased sell‑side visibility), which can boost liquidity and investor interest. RBC Begins Coverage
• Neutral Sentiment: Management discussed strategy, organic-growth outlook and AI initiatives in a recent investor meeting transcript — useful context for long-term thesis but no immediate financial revisions. Investor Meeting Transcript
• Neutral Sentiment: Piper Sandler reiterated its “Hold” rating, keeping a portion of the analyst community neutral on near-term upside. Piper Sandler Hold
• Neutral Sentiment: Coverage of AJG “reacting” to a Truist revision tied to S&P 500 adjustments is largely market-structure commentary rather than company fundamentals — watch volatility around index flows. Truist Revision Reaction
• Negative Sentiment: Truist lowered its price target from $271 to $235 and placed a “Hold” rating — a direct downward revision that may cap near-term analyst-driven upside. Truist Lowers PT

About Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co is a global insurance brokerage and risk management firm headquartered in Rolling Meadows, Illinois. Founded in 1927 by Arthur J. Gallagher, the company has grown from a regional broker into an international professional services organization that arranges insurance, provides consulting and designs risk-transfer solutions for commercial, industrial, public sector and individual clients.

The company’s core activities include property and casualty insurance brokerage, employee benefits consulting and administration, and a range of risk management services.