Cantor Fitzgerald Issues Positive Forecast for AJG Earnings

Arthur J. Gallagher & Co. (NYSE:AJG) – Analysts at Cantor Fitzgerald upped their FY2025 earnings per share estimates for Arthur J. Gallagher & Co. in a report released on Thursday, October 9th. Cantor Fitzgerald analyst R. Tunis now expects that the financial services provider will earn $11.04 per share for the year, up from their prior forecast of $10.80. Cantor Fitzgerald has a “Strong-Buy” rating on the stock. The consensus estimate for Arthur J. Gallagher & Co.’s current full-year earnings is $11.54 per share. Cantor Fitzgerald also issued estimates for Arthur J. Gallagher & Co.’s FY2026 earnings at $13.95 EPS.

A number of other analysts have also recently commented on the stock. Wells Fargo & Company upped their price target on shares of Arthur J. Gallagher & Co. from $365.00 to $366.00 and gave the company an “overweight” rating in a research report on Wednesday. Keefe, Bruyette & Woods upped 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. The Goldman Sachs Group started coverage on shares of Arthur J. Gallagher & Co. in a research report on Wednesday, September 3rd. They set a “buy” rating and a $344.00 price target on the stock. Piper Sandler cut their price target on shares of Arthur J. Gallagher & Co. from $352.00 to $340.00 and set an “overweight” rating on the stock in a research report on Thursday, October 2nd. Finally, Erste Group Bank reaffirmed a “hold” rating on shares of Arthur J. Gallagher & Co. in a research report on Wednesday, July 23rd. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat.com, Arthur J. Gallagher & Co. presently has a consensus rating of “Moderate Buy” and a consensus price target of $331.43.

Arthur J. Gallagher & Co. Stock Performance

Shares of AJG opened at $301.75 on Friday. The company has a current ratio of 1.36, a quick ratio of 1.36 and a debt-to-equity ratio of 0.52. The stock has a market capitalization of $77.37 billion, a P/E ratio of 42.86 and a beta of 0.73. The firm’s fifty day simple moving average is $299.11 and its two-hundred day simple moving average is $315.78. Arthur J. Gallagher & Co. has a 12 month low of $275.56 and a 12 month high of $351.23.

Arthur J. Gallagher & Co. (NYSE:AJG) last posted its quarterly earnings data on Thursday, July 31st. The financial services provider reported $2.33 earnings per share for the quarter, missing analysts’ consensus estimates of $2.36 by ($0.03). The company had revenue of $3.18 billion during the quarter, compared to analyst estimates of $3.20 billion. Arthur J. Gallagher & Co. had a net margin of 14.54% and a return on equity of 13.17%. The business’s revenue for the quarter was up 16.0% on a year-over-year basis. During the same quarter in the previous year, the company earned $2.29 earnings per share.

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

Large investors have recently added to or reduced their stakes in the business. HWG Holdings LP bought a new position in Arthur J. Gallagher & Co. in the 1st quarter valued at about $25,000. J.Safra Asset Management Corp lifted its position in Arthur J. Gallagher & Co. by 209.1% in the 2nd quarter. J.Safra Asset Management Corp now owns 102 shares of the financial services provider’s stock valued at $32,000 after acquiring an additional 69 shares in the last quarter. AlphaQuest LLC bought a new position in Arthur J. Gallagher & Co. in the 1st quarter valued at about $33,000. Saudi Central Bank purchased a new stake in Arthur J. Gallagher & Co. in the 1st quarter valued at about $34,000. Finally, Rakuten Securities Inc. increased its stake in Arthur J. Gallagher & Co. by 650.0% in the 2nd 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. Institutional investors own 85.53% of the company’s stock.

Insider Transactions at Arthur J. Gallagher & Co.

In other news, VP Scott R. Hudson sold 12,855 shares of the stock in a transaction dated Monday, September 8th. The shares were sold at an average price of $297.60, for a total transaction of $3,825,648.00. Following the transaction, the vice president owned 85,920 shares of the company’s stock, valued at $25,569,792. This represents a 13.01% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Douglas K. Howell sold 8,000 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the chief financial officer directly owned 100,777 shares in the company, valued at approximately $30,186,742.58. The trade was a 7.35% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 29,855 shares of company stock worth $8,916,928 in the last three months. Insiders own 1.60% of the company’s stock.

Arthur J. Gallagher & Co. Announces Dividend

The business also recently disclosed 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. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend was Friday, September 5th. Arthur J. Gallagher & Co.’s dividend payout ratio is 36.93%.

About Arthur J. Gallagher & Co.

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.