Arthur J. Gallagher & Co. (NYSE:AJG) Price Target Cut to $235.00 by Analysts at Truist Financial

Arthur J. Gallagher & Co. (NYSE:AJG) had its target price reduced by Truist Financial from $271.00 to $235.00 in a report published on Wednesday,Benzinga reports. They currently have a hold rating on the financial services provider’s stock.

Several other analysts have also weighed in on AJG. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Arthur J. Gallagher & Co. in a research note on Monday, December 29th. Royal Bank Of Canada began coverage on shares of Arthur J. Gallagher & Co. in a report on Tuesday. They set an “outperform” rating and a $260.00 target price for the company. Wells Fargo & Company decreased their price target on shares of Arthur J. Gallagher & Co. from $311.00 to $298.00 and set an “overweight” rating on the stock in a research report on Friday, January 30th. Barclays upgraded Arthur J. Gallagher & Co. from an “underweight” rating to an “overweight” rating and increased their price objective for the company from $247.00 to $262.00 in a research report on Wednesday, March 11th. Finally, Morgan Stanley set a $300.00 target price on Arthur J. Gallagher & Co. in a report on Friday, December 19th. Nine investment analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $279.39.

Arthur J. Gallagher & Co. Price Performance

Shares of AJG stock opened at $209.78 on Wednesday. The company has a debt-to-equity ratio of 0.52, a current ratio of 1.06 and a quick ratio of 1.06. Arthur J. Gallagher & Co. has a 1-year low of $195.00 and a 1-year high of $351.23. The firm has a fifty day moving average of $231.86 and a two-hundred day moving average of $258.34. The firm has a market cap of $53.93 billion, a P/E ratio of 34.11, a P/E/G ratio of 1.02 and a beta of 0.67.

Arthur J. Gallagher & Co. (NYSE:AJG) last issued its earnings results on Thursday, January 29th. The financial services provider reported $2.38 earnings per share for the quarter, topping analysts’ consensus estimates of $2.35 by $0.03. Arthur J. Gallagher & Co. had a net margin of 11.84% and a return on equity of 12.13%. The company had revenue of $3.57 billion for the quarter, compared to analysts’ expectations of $3.61 billion. During the same period in the prior year, the company earned $1.12 earnings per share. The firm’s revenue was up 33.9% compared to the same quarter last year. As a group, research analysts anticipate that Arthur J. Gallagher & Co. will post 11.54 earnings per share for the current fiscal year.

Arthur J. Gallagher & Co. Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Friday, March 6th will be issued a $0.70 dividend. This is an increase from Arthur J. Gallagher & Co.’s previous quarterly dividend of $0.65. The ex-dividend date is Friday, March 6th. This represents a $2.80 annualized dividend and a yield of 1.3%. Arthur J. Gallagher & Co.’s dividend payout ratio is presently 45.53%.

Insider Activity

In other news, General Counsel Walter D. Bay sold 15,850 shares of the business’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $255.00, for a total transaction of $4,041,750.00. Following the transaction, the general counsel owned 79,549 shares in the company, valued at approximately $20,284,995. The trade was a 16.61% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CFO Douglas K. Howell sold 5,000 shares of the stock in a transaction dated Monday, December 22nd. The shares were 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 disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 32,650 shares of company stock worth $8,137,686. Insiders own 1.60% of the company’s stock.

Institutional Investors Weigh In On Arthur J. Gallagher & Co.

Institutional investors have recently bought and sold shares of the business. Caprock Group LLC acquired a new position in Arthur J. Gallagher & Co. during the 3rd quarter worth $9,877,000. JPMorgan Chase & Co. raised its position in shares of Arthur J. Gallagher & Co. by 19.6% during the third quarter. JPMorgan Chase & Co. now owns 20,338,533 shares of the financial services provider’s stock worth $6,299,674,000 after acquiring an additional 3,330,205 shares during the last quarter. Cincinnati Financial Corp bought a new stake in shares of Arthur J. Gallagher & Co. during the third quarter worth $42,824,000. Factory Mutual Insurance Co. boosted its holdings in Arthur J. Gallagher & Co. by 241.4% in the third quarter. Factory Mutual Insurance Co. now owns 49,500 shares of the financial services provider’s stock valued at $15,332,000 after acquiring an additional 35,000 shares during the last quarter. Finally, Public Sector Pension Investment Board increased its position in Arthur J. Gallagher & Co. by 35.4% in the third quarter. Public Sector Pension Investment Board now owns 71,304 shares of the financial services provider’s stock worth $22,086,000 after purchasing an additional 18,637 shares during the period. Institutional investors and hedge funds own 85.53% of the company’s stock.

Arthur J. Gallagher & Co. News Summary

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

• Positive Sentiment: RBC Capital assigned an Outperform rating on AJG and set a higher price target, signaling stronger analyst conviction that could attract buyers. Read More.
• Positive Sentiment: AJG completed the acquisition of Asset Partners Private Wealth (Australia), expanding its wealth-management footprint — a strategic tuck‑in that supports revenue diversification and long‑term organic growth. Read More.
• Neutral Sentiment: Management discussed strategy, organic growth outlook and AI initiatives in an investor meeting transcript — these initiatives could boost efficiency and underwriting/retention over time but are longer‑term in nature. Read More.
• Neutral Sentiment: Piper Sandler reiterated its Hold rating on AJG, maintaining a cautious view that limits upside from some institutional investors. Read More.
• Negative Sentiment: Truist lowered its price target on AJG from $271 to $235 and kept a Hold rating; the cut reduces near‑term analyst upside and may weigh on momentum. Read More.
• Negative Sentiment: Coverage notes and market commentary flagged AJG’s reaction to the Truist revision and its implications for S&P 500 composition, which added short‑term volatility and mixed investor signals. Read More.

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.