Arthur J. Gallagher & Co. (AJG) Expected to Announce Quarterly Earnings on Thursday

Arthur J. Gallagher & Co. (NYSE:AJG) is expected to be releasing its Q4 2025 results after the market closes on Thursday, January 29th. Analysts expect Arthur J. Gallagher & Co. to post earnings of $2.42 per share and revenue of $3.6125 billion for the quarter. Parties may review the information on the company’s upcoming Q4 2025 earning report for the latest details on the call scheduled for Thursday, January 29, 2026 at 5:15 PM ET.

Arthur J. Gallagher & Co. (NYSE:AJG) last posted its quarterly earnings results on Thursday, October 30th. The financial services provider reported $2.32 EPS for the quarter, missing analysts’ consensus estimates of $2.51 by ($0.19). The firm had revenue of $3.33 billion for the quarter, compared to analysts’ expectations of $3.34 billion. Arthur J. Gallagher & Co. had a net margin of 13.58% and a return on equity of 11.98%. The company’s quarterly revenue was up 20.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.26 EPS. On average, analysts expect Arthur J. Gallagher & Co. to post $12 EPS for the current fiscal year and $13 EPS for the next fiscal year.

Arthur J. Gallagher & Co. Stock Performance

Shares of NYSE AJG opened at $250.15 on Thursday. The firm’s 50-day moving average price is $254.00 and its 200-day moving average price is $279.57. Arthur J. Gallagher & Co. has a 52-week low of $236.34 and a 52-week high of $351.23. The company has a market cap of $64.24 billion, a PE ratio of 37.39 and a beta of 0.67. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 0.52.

Arthur J. Gallagher & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, December 19th. Investors 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 dividend on an annualized basis and a yield of 1.0%. Arthur J. Gallagher & Co.’s dividend payout ratio is 38.86%.

Insider Buying and Selling

In other Arthur J. Gallagher & Co. news, CFO Douglas K. Howell sold 5,000 shares of Arthur J. Gallagher & Co. stock in a transaction dated 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 of the company’s stock, valued at approximately $24,715,254.85. The trade was a 4.96% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, General Counsel Walter D. Bay sold 15,850 shares of Arthur J. Gallagher & Co. stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $255.00, for a total value of $4,041,750.00. Following the sale, the general counsel directly owned 79,549 shares of the company’s stock, valued at $20,284,995. This trade represents a 16.61% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 32,100 shares of company stock valued at $8,243,865 in the last 90 days. 1.60% of the stock is owned by insiders.

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

Institutional investors have recently bought and sold shares of the business. State Street Corp increased its stake in shares of Arthur J. Gallagher & Co. by 1.4% in the third quarter. State Street Corp now owns 10,891,080 shares of the financial services provider’s stock worth $3,373,403,000 after acquiring an additional 147,587 shares during the period. Boston Partners raised its stake in shares of Arthur J. Gallagher & Co. by 40.0% during the 3rd quarter. Boston Partners now owns 1,032,253 shares of the financial services provider’s stock valued at $319,587,000 after buying an additional 294,954 shares during the last quarter. Viking Global Investors LP grew its holdings in Arthur J. Gallagher & Co. by 8.9% during the second quarter. Viking Global Investors LP now owns 725,795 shares of the financial services provider’s stock worth $232,341,000 after acquiring an additional 59,243 shares during the period. Raymond James Financial Inc. raised its position in shares of Arthur J. Gallagher & Co. by 2.8% in the third quarter. Raymond James Financial Inc. now owns 597,620 shares of the financial services provider’s stock worth $185,106,000 after acquiring an additional 16,038 shares during the period. Finally, Unisphere Establishment boosted its stake in shares of Arthur J. Gallagher & Co. by 1.4% during the 3rd quarter. Unisphere Establishment now owns 537,500 shares of the financial services provider’s stock worth $166,485,000 after acquiring an additional 7,200 shares in the last quarter. 85.53% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the stock. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Arthur J. Gallagher & Co. in a research report on Monday, December 29th. UBS Group dropped their target price on Arthur J. Gallagher & Co. from $329.00 to $285.00 and set a “neutral” rating on the stock in a research report on Wednesday, December 17th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $292.00 price target on shares of Arthur J. Gallagher & Co. in a research report on Wednesday, January 7th. Citigroup decreased their target price on Arthur J. Gallagher & Co. from $330.00 to $277.00 and set a “neutral” rating on the stock in a report on Monday, November 3rd. Finally, Wolfe Research set a $289.00 price objective on shares of Arthur J. Gallagher & Co. and gave the company an “outperform” rating in a research report on Wednesday, December 17th. Seven analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Arthur J. Gallagher & Co. currently has an average rating of “Hold” and an average target price of $290.50.

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.