Keefe, Bruyette & Woods Lowers Arthur J. Gallagher & Co. (NYSE:AJG) Price Target to $249.00

Arthur J. Gallagher & Co. (NYSE:AJG) had its price objective lowered by equities researchers at Keefe, Bruyette & Woods from $279.00 to $249.00 in a report issued on Friday,Benzinga reports. The firm currently has a “market perform” rating on the financial services provider’s stock. Keefe, Bruyette & Woods’ price target suggests a potential downside of 0.16% from the stock’s previous close.

Other research analysts have also recently issued reports about the company. Wells Fargo & Company reduced their target price on Arthur J. Gallagher & Co. from $328.00 to $311.00 and set an “overweight” rating for the company in a research report on Tuesday, January 13th. Cantor Fitzgerald downgraded shares of Arthur J. Gallagher & Co. from an “overweight” rating to a “neutral” rating and reduced their price objective for the stock from $344.00 to $282.00 in a report on Wednesday, January 14th. Morgan Stanley set a $300.00 target price on shares of Arthur J. Gallagher & Co. in a research note on Friday, December 19th. Evercore ISI cut their price target on shares of Arthur J. Gallagher & Co. from $353.00 to $334.00 and set an “outperform” rating for the company in a research note on Wednesday, December 17th. Finally, Truist Financial lowered their price objective on Arthur J. Gallagher & Co. from $290.00 to $280.00 and set a “hold” rating on the stock in a research note on Tuesday, December 16th. Six research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $283.18.

Arthur J. Gallagher & Co. Stock Performance

Shares of AJG opened at $249.40 on Friday. 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. has a 12 month low of $236.34 and a 12 month high of $351.23. The company’s fifty day moving average is $253.16 and its 200-day moving average is $276.39. The firm has a market cap of $64.05 billion, a price-to-earnings ratio of 40.55, a price-to-earnings-growth ratio of 1.32 and a beta of 0.67.

Arthur J. Gallagher & Co. (NYSE:AJG) last issued its quarterly earnings data on Thursday, January 29th. The financial services provider reported $2.38 earnings per share for the quarter, beating analysts’ consensus estimates of $2.35 by $0.03. Arthur J. Gallagher & Co. had a return on equity of 12.19% and a net margin of 11.84%.The business had revenue of $3.57 billion for the quarter, compared to the consensus estimate of $3.61 billion. During the same period last year, the business earned $1.12 EPS. The firm’s revenue was up 33.9% compared to the same quarter last year. Equities analysts expect that Arthur J. Gallagher & Co. will post 11.54 EPS for the current fiscal year.

Insider Activity

In other news, VP Christopher E. Mead sold 4,000 shares of the business’s stock in a transaction on Tuesday, December 23rd. The stock was sold at an average price of $258.11, for a total transaction of $1,032,440.00. Following the completion of the sale, the vice president owned 17,327 shares in the company, valued at $4,472,271.97. The trade was a 18.76% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CAO Richard C. Cary sold 6,000 shares of the firm’s stock in a transaction dated Tuesday, November 18th. The shares were sold at an average price of $261.00, for a total value of $1,566,000.00. Following the completion of the transaction, the chief accounting officer owned 50,668 shares in the company, valued at approximately $13,224,348. This represents a 10.59% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 32,100 shares of company stock worth $8,243,865. 1.60% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in AJG. Physician Wealth Advisors Inc. lifted its holdings in shares of Arthur J. Gallagher & Co. by 870.0% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 97 shares of the financial services provider’s stock valued at $30,000 after purchasing an additional 87 shares in the last quarter. J.Safra Asset Management Corp lifted its stake in Arthur J. Gallagher & Co. by 209.1% in the second quarter. J.Safra Asset Management Corp now owns 102 shares of the financial services provider’s stock valued at $32,000 after buying an additional 69 shares in the last quarter. Rakuten Securities Inc. boosted its holdings in shares of Arthur J. Gallagher & Co. by 650.0% in the second 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 period. Financial Life Planners bought a new stake in shares of Arthur J. Gallagher & Co. during the third quarter worth $39,000. Finally, Central Pacific Bank Trust Division raised its holdings in shares of Arthur J. Gallagher & Co. by 40.6% during the third quarter. Central Pacific Bank Trust Division now owns 135 shares of the financial services provider’s stock worth $42,000 after acquiring an additional 39 shares during the period. 85.53% of the stock is currently owned by institutional investors.

More Arthur J. Gallagher & Co. News

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

• Positive Sentiment: Q4 EPS beat and margin expansion — AJG reported $2.38 EPS (above estimates) with improving commissions/fees and Risk Management margin expansion, underpinning profit growth. Arthur J. Gallagher Q4 Earnings & Revenues Beat, Dividend Raised
• Positive Sentiment: Dividend increase — the company raised its quarterly dividend (7.7% increase), a cash-return signal that supports investor sentiment. Arthur J. Gallagher & Co. Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Analyst support — William Blair reiterated a Buy rating today, citing reaffirmed growth outlook and margin expansion that support upside. Arthur J. Gallagher & Co.: Reaffirmed Growth Outlook and Margin Expansion Support Buy Rating
• Positive Sentiment: Operational outlook — management is targeting ~5.5% organic brokerage growth for 2026 and cites accelerating integration synergies, supporting medium‑term revenue expansion. Arthur J Gallagher targets 5.5% brokerage organic growth for 2026 as integration synergies accelerate
• Neutral Sentiment: Earnings call available — the full Q4 earnings call transcript and slide deck are posted, useful for investors who want details on segment performance and integration assumptions. Arthur J. Gallagher & Co. (AJG) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Analyst target cut — Keefe, Bruyette & Woods trimmed its price target to $249 and moved to Market Perform, introducing near-term selling pressure. Benzinga
• Negative Sentiment: Revenue shortfall vs. street — while EPS beat, some outlets report revenue missed consensus, which could temper enthusiasm until organic growth and integration gains prove durable. Arthur J Gallagher earnings missed by $1.77, revenue fell short of estimates

Arthur J. Gallagher & Co. Company Profile

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.