Research Analysts Issue Forecasts for AJG Q4 Earnings

Arthur J. Gallagher & Co. (NYSE:AJG) – William Blair reduced their Q4 2025 EPS estimates for Arthur J. Gallagher & Co. in a research report issued to clients and investors on Tuesday, October 14th. William Blair analyst A. Klauber now anticipates that the financial services provider will earn $2.51 per share for the quarter, down from their previous 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) last announced its quarterly 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). Arthur J. Gallagher & Co. had a net margin of 14.54% and a return on equity of 13.17%. The business had revenue of $3.18 billion during the quarter, compared to analysts’ expectations of $3.20 billion. During the same period last year, the company earned $2.29 EPS. The firm’s revenue for the quarter was up 16.0% on a year-over-year basis.

AJG has been the topic of several other research reports. Erste Group Bank reaffirmed a “hold” rating on shares of Arthur J. Gallagher & Co. in a report on Wednesday, July 23rd. Cantor Fitzgerald raised shares of Arthur J. Gallagher & Co. to a “strong-buy” rating in a report on Wednesday, August 13th. Wall Street Zen raised shares of Arthur J. Gallagher & Co. from a “sell” rating to a “hold” rating in a report on Friday, September 5th. Citigroup started coverage on shares of Arthur J. Gallagher & Co. in a report on Wednesday, August 13th. They issued a “neutral” rating and a $317.00 price target on the stock. Finally, Keefe, Bruyette & Woods upped their price objective on shares of Arthur J. Gallagher & Co. from $288.00 to $298.00 and gave the company a “market perform” rating in a research note on Friday, September 19th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $331.43.

Arthur J. Gallagher & Co. Stock Down 5.4%

Shares of NYSE AJG opened at $280.09 on Thursday. Arthur J. Gallagher & Co. has a 12-month low of $275.56 and a 12-month high of $351.23. The company has a market capitalization of $71.82 billion, a PE ratio of 39.79 and a beta of 0.73. 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’s 50-day moving average is $299.73 and its two-hundred day moving average is $314.50.

Arthur J. Gallagher & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, September 19th. Investors of record on Friday, September 5th were paid a dividend of $0.65 per share. The ex-dividend date of this dividend was Friday, September 5th. This represents a $2.60 annualized dividend and a dividend yield of 0.9%. Arthur J. Gallagher & Co.’s dividend payout ratio is presently 36.93%.

Insiders Place Their Bets

In other Arthur J. Gallagher & Co. news, VP Scott R. Hudson sold 12,855 shares of Arthur J. Gallagher & Co. stock in a transaction on Monday, September 8th. The shares were sold at an average price of $297.60, for a total value of $3,825,648.00. Following the transaction, the vice president owned 85,920 shares in the company, valued at $25,569,792. This trade represents a 13.01% decrease in their position. The sale 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 Arthur J. Gallagher & Co. stock in a transaction 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 completion of the transaction, the chief financial officer owned 100,777 shares in the company, valued at approximately $30,186,742.58. This trade represents a 7.35% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 29,855 shares of company stock worth $8,916,928. 1.60% of the stock is owned by company 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. Vanguard Group Inc. boosted its holdings in shares of Arthur J. Gallagher & Co. by 2.3% in the 2nd quarter. Vanguard Group Inc. now owns 31,096,542 shares of the financial services provider’s stock valued at $9,954,625,000 after purchasing an additional 685,278 shares during the last quarter. JPMorgan Chase & Co. increased its position in shares of Arthur J. Gallagher & Co. by 38.3% in the first quarter. JPMorgan Chase & Co. now owns 17,372,745 shares of the financial services provider’s stock worth $5,997,767,000 after acquiring an additional 4,815,007 shares in the last quarter. State Street Corp increased its position in shares of Arthur J. Gallagher & Co. by 1.1% in the second quarter. State Street Corp now owns 10,743,493 shares of the financial services provider’s stock worth $3,439,207,000 after acquiring an additional 117,646 shares in the last quarter. Norges Bank acquired a new stake in shares of Arthur J. Gallagher & Co. in the second quarter worth $1,536,230,000. Finally, Wellington Management Group LLP increased its position in shares of Arthur J. Gallagher & Co. by 4.9% in the first quarter. Wellington Management Group LLP now owns 2,959,673 shares of the financial services provider’s stock worth $1,021,798,000 after acquiring an additional 137,354 shares in the last quarter. Institutional investors and hedge funds own 85.53% of the company’s stock.

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.