Recent Research Analysts’ Ratings Changes for Arthur J. Gallagher & Co. (AJG)

Arthur J. Gallagher & Co. (NYSE: AJG) has recently received a number of price target changes and ratings updates:

• 12/22/2025 – Arthur J. Gallagher & Co. had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 12/22/2025 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Wells Fargo & Company from $344.00 to $328.00. They now have an “overweight” rating on the stock.
• 12/19/2025 – Arthur J. Gallagher & Co. was given a new $300.00 price target on by analysts at Morgan Stanley.
• 12/18/2025 – Arthur J. Gallagher & Co. was given a new $272.00 price target on by analysts at Needham & Company LLC.
• 12/18/2025 – Arthur J. Gallagher & Co. is now covered by analysts at Morgan Stanley. They set an “overweight” rating and a $300.00 price target on the stock.
• 12/18/2025 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Keefe, Bruyette & Woods from $275.00 to $272.00. They now have a “market perform” rating on the stock.
• 12/17/2025 – Arthur J. Gallagher & Co. had its price target lowered by analysts at UBS Group AG from $329.00 to $285.00. They now have a “neutral” rating on the stock.
• 12/17/2025 – Arthur J. Gallagher & Co. was given a new $293.00 price target on by analysts at The Goldman Sachs Group, Inc..
• 12/17/2025 – Arthur J. Gallagher & Co. was given a new $289.00 price target on by analysts at Wolfe Research. They now have an “outperform” rating on the stock.
• 12/17/2025 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Evercore ISI from $353.00 to $334.00. They now have an “outperform” rating on the stock.
• 12/16/2025 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Truist Financial Corporation from $290.00 to $280.00. They now have a “hold” rating on the stock.
• 12/15/2025 – Arthur J. Gallagher & Co. is now covered by analysts at Mizuho. They set a “neutral” rating and a $276.00 price target on the stock.
• 12/15/2025 – Arthur J. Gallagher & Co. had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 12/15/2025 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Piper Sandler from $295.00 to $280.00. They now have an “overweight” rating on the stock.
• 12/15/2025 – Arthur J. Gallagher & Co. is now covered by analysts at Mizuho. They set a “neutral” rating and a $276.00 price target on the stock.
• 12/8/2025 – Arthur J. Gallagher & Co. had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 12/5/2025 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Wells Fargo & Company from $362.00 to $344.00. They now have an “overweight” rating on the stock.
• 12/1/2025 – Arthur J. Gallagher & Co. had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 11/25/2025 – Arthur J. Gallagher & Co. was downgraded by analysts at Weiss Ratings from a “buy (b-)” rating to a “hold (c+)” rating.
• 11/20/2025 – Arthur J. Gallagher & Co. is now covered by analysts at Wolfe Research. They set an “outperform” rating and a $291.00 price target on the stock.
• 11/20/2025 – Arthur J. Gallagher & Co. was downgraded by analysts at Barclays PLC from an “equal weight” rating to an “underweight” rating. They now have a $250.00 price target on the stock, down previously from $328.00.
• 11/3/2025 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Citigroup Inc. from $330.00 to $277.00. They now have a “neutral” rating on the stock.
• 11/1/2025 – Arthur J. Gallagher & Co. was downgraded by analysts at Wall Street Zen from a “hold” rating to a “sell” rating.
• 10/31/2025 – Arthur J. Gallagher & Co. had its “buy” rating reaffirmed by analysts at Cowen Inc.
• 10/31/2025 – Arthur J. Gallagher & Co. had its price target lowered by analysts at The Goldman Sachs Group, Inc. from $361.00 to $315.00. They now have a “buy” rating on the stock.
• 10/31/2025 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Evercore ISI from $370.00 to $353.00. They now have an “outperform” rating on the stock.
• 10/31/2025 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Piper Sandler from $340.00 to $295.00. They now have an “overweight” rating on the stock.
• 10/31/2025 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Keefe, Bruyette & Woods from $315.00 to $275.00. They now have a “market perform” rating on the stock.

Arthur J. Gallagher & Co. Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, December 19th. Stockholders of record on Friday, December 5th were given a dividend of $0.65 per share. The ex-dividend date was Friday, December 5th. This represents a $2.60 annualized dividend and a dividend yield of 1.0%. Arthur J. Gallagher & Co.’s payout ratio is currently 38.86%.

Insiders Place Their Bets

In related news, VP Christopher E. Mead sold 1,250 shares of the stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $250.74, for a total value of $313,425.00. Following the completion of the transaction, the vice president owned 17,327 shares in the company, valued at $4,344,571.98. This represents a 6.73% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, General Counsel Walter D. Bay sold 15,850 shares of the company’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $255.00, for a total value of $4,041,750.00. Following the completion of the sale, the general counsel owned 79,549 shares of the company’s stock, valued at approximately $20,284,995. This trade represents a 16.61% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 23,100 shares of company stock worth $5,921,175. 1.60% of the stock is owned by company insiders.

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.