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

Several brokerages have updated their recommendations and price targets on shares of Arthur J. Gallagher & Co. (NYSE: AJG) in the last few weeks:

• 2/2/2026 – Arthur J. Gallagher & Co. had its price target raised by analysts at Citigroup Inc. from $277.00 to $280.00. They now have a “neutral” rating on the stock.
• 2/2/2026 – Arthur J. Gallagher & Co. had its price target lowered by analysts at UBS Group AG from $285.00 to $283.00. They now have a “neutral” rating on the stock.
• 2/2/2026 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Jefferies Financial Group Inc. from $283.00 to $280.00. They now have a “hold” rating on the stock.
• 1/30/2026 – Arthur J. Gallagher & Co. had its “neutral” rating reaffirmed by analysts at Cantor Fitzgerald.
• 1/30/2026 – Arthur J. Gallagher & Co. was given a new $271.00 price target on by analysts at Truist Financial Corporation.
• 1/30/2026 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Piper Sandler from $272.00 to $249.00. They now have a “neutral” rating on the stock.
• 1/30/2026 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Wells Fargo & Company from $311.00 to $298.00. They now have an “overweight” rating on the stock.
• 1/30/2026 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Keefe, Bruyette & Woods from $279.00 to $249.00. They now have a “market perform” rating on the stock.
• 1/14/2026 – Arthur J. Gallagher & Co. was given a new $277.00 price target on by analysts at Mizuho.
• 1/14/2026 – Arthur J. Gallagher & Co. was downgraded by analysts at Cantor Fitzgerald from an “overweight” rating to a “neutral” rating. They now have a $282.00 price target on the stock, down previously from $344.00.
• 1/13/2026 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Wells Fargo & Company from $328.00 to $311.00. They now have an “overweight” rating on the stock.
• 1/13/2026 – Arthur J. Gallagher & Co. was downgraded by analysts at BMO Capital Markets from an “outperform” rating to a “market perform” rating. They now have a $275.00 price target on the stock, down previously from $289.00.
• 1/8/2026 – Arthur J. Gallagher & Co. had its price target lowered by analysts at Barclays PLC from $250.00 to $247.00. They now have an “underweight” rating on the stock.
• 1/7/2026 – Arthur J. Gallagher & Co. had its “buy” rating reaffirmed by analysts at The Goldman Sachs Group, Inc.. They now have a $292.00 price target on the stock.
• 1/7/2026 – Arthur J. Gallagher & Co. was downgraded by analysts at Piper Sandler from an “overweight” rating to a “neutral” rating. They now have a $272.00 price target on the stock, down previously from $276.00.
• 1/6/2026 – Arthur J. Gallagher & Co. had its price target raised by analysts at Keefe, Bruyette & Woods from $272.00 to $279.00. They now have a “market perform” rating on the stock.
• 12/29/2025 – Arthur J. Gallagher & Co. had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 12/22/2025 – Arthur J. Gallagher & Co. had its “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 Inc 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.

Arthur J. Gallagher & Co. Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Friday, March 6th will be given a $0.70 dividend. This is an increase from Arthur J. Gallagher & Co.’s previous quarterly dividend of $0.65. This represents a $2.80 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Friday, March 6th. Arthur J. Gallagher & Co.’s dividend payout ratio (DPR) is presently 42.28%.

Insider Transactions at Arthur J. Gallagher & Co.

In other Arthur J. Gallagher & Co. news, CFO Douglas K. Howell sold 5,000 shares of the firm’s stock in a transaction that occurred on 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 transaction, the chief financial officer owned 95,777 shares in the company, valued at $24,715,254.85. This trade represents a 4.96% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, General Counsel Walter D. Bay sold 15,850 shares of the company’s stock in a transaction that occurred on 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 in the company, valued at $20,284,995. This trade represents a 16.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 32,100 shares of company stock valued at $8,243,865 in the last ninety days. Corporate insiders own 1.30% of the company’s stock.

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.