Arthur J. Gallagher & Co. (NYSE:AJG) Given New $273.00 Price Target at Wells Fargo & Company

Arthur J. Gallagher & Co. (NYSE:AJG) had its price objective reduced by Wells Fargo & Company from $298.00 to $273.00 in a research note issued to investors on Thursday morning,Benzinga reports. They currently have an overweight rating on the financial services provider’s stock.

Several other brokerages have also recently issued reports on AJG. Keefe, Bruyette & Woods dropped their price target on Arthur J. Gallagher & Co. from $279.00 to $249.00 and set a “market perform” rating on the stock in a research report on Friday, January 30th. UBS Group lowered their target price on Arthur J. Gallagher & Co. from $285.00 to $283.00 and set a “neutral” rating on the stock in a research note on Monday, February 2nd. Evercore dropped their target price on Arthur J. Gallagher & Co. from $353.00 to $334.00 and set an “outperform” rating on the stock in a report on Wednesday, December 17th. Barclays upgraded Arthur J. Gallagher & Co. from an “underweight” rating to an “overweight” rating and upped their price target for the stock from $247.00 to $262.00 in a research note on Wednesday, March 11th. Finally, Royal Bank Of Canada assumed coverage on Arthur J. Gallagher & Co. in a report on Tuesday. They set an “outperform” rating and a $260.00 price target for the company. Nine analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $278.00.

Arthur J. Gallagher & Co. Stock Up 0.1%

Shares of NYSE:AJG opened at $209.60 on Thursday. Arthur J. Gallagher & Co. has a 1-year low of $195.00 and a 1-year high of $351.23. The company has a debt-to-equity ratio of 0.52, a current ratio of 1.06 and a quick ratio of 1.06. The stock has a market cap of $53.89 billion, a P/E ratio of 34.08, a P/E/G ratio of 1.02 and a beta of 0.67. The firm has a fifty day moving average price of $230.75 and a 200 day moving average price of $258.00.

Arthur J. Gallagher & Co. (NYSE:AJG) last posted its quarterly earnings data on Thursday, January 29th. The financial services provider reported $2.38 EPS for the quarter, beating 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 analyst estimates of $3.61 billion. During the same period in the previous year, the business posted $1.12 earnings per share. Arthur J. Gallagher & Co.’s quarterly revenue was up 33.9% on a year-over-year basis. Sell-side analysts predict that Arthur J. Gallagher & Co. will post 11.54 EPS for the current year.

Arthur J. Gallagher & Co. Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Friday, March 6th will be paid a dividend of $0.70 per share. This is a positive change from Arthur J. Gallagher & Co.’s previous quarterly dividend of $0.65. The ex-dividend date of this dividend is Friday, March 6th. This represents a $2.80 dividend on an annualized basis and a dividend yield of 1.3%. Arthur J. Gallagher & Co.’s dividend payout ratio (DPR) is currently 45.53%.

Insider Activity

In other Arthur J. Gallagher & Co. news, CFO Douglas K. Howell sold 5,000 shares of the stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $258.05, for a total value of $1,290,250.00. Following the completion of the transaction, the chief financial officer owned 95,777 shares in the company, valued at approximately $24,715,254.85. This represents a 4.96% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP Christopher E. Mead sold 4,000 shares of the firm’s stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $227.12, for a total value of $908,480.00. Following the completion of the sale, the vice president directly owned 19,306 shares of the company’s stock, valued at approximately $4,384,778.72. This trade represents a 17.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 16,800 shares of company stock valued at $4,095,936 in the last three months. 1.60% of the stock is currently owned by company insiders.

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

Institutional investors and hedge funds have recently made changes to their positions in the stock. Kemnay Advisory Services Inc. purchased a new stake in Arthur J. Gallagher & Co. during the fourth quarter worth about $26,000. Physician Wealth Advisors Inc. increased its holdings in Arthur J. Gallagher & Co. by 870.0% in the third quarter. Physician Wealth Advisors Inc. now owns 97 shares of the financial services provider’s stock valued at $30,000 after buying an additional 87 shares in the last quarter. MV Capital Management Inc. acquired a new stake in shares of Arthur J. Gallagher & Co. during the 4th quarter valued at approximately $34,000. Rakuten Securities Inc. boosted its stake in shares of Arthur J. Gallagher & Co. by 650.0% during the 2nd quarter. Rakuten Securities Inc. now owns 105 shares of the financial services provider’s stock worth $34,000 after acquiring an additional 91 shares in the last quarter. Finally, Financial Life Planners acquired a new stake in shares of Arthur J. Gallagher & Co. in the 3rd quarter worth approximately $39,000. 85.53% of the stock is owned by institutional investors and hedge funds.

More Arthur J. Gallagher & Co. News

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

• Positive Sentiment: RBC Capital assigned an “Outperform” rating to AJG, signaling buy-side support from a major house and increasing positive analyst attention. RBC Capital Assigns Outperform
• Positive Sentiment: Wells Fargo lowered its price target to $273 but kept an “Overweight” rating — the new target still implies roughly 30% upside from current levels, providing continued analyst endorsement. Wells Fargo Lowers PT
• Positive Sentiment: Arthur J. Gallagher announced the acquisition of Asset Partners Private Wealth, expanding its private-wealth footprint — a strategic bolt-on that supports fee revenue diversification. Acquisition
• Positive Sentiment: Multiple press roundups (Globe and Mail) highlight analysts are bullish and offering constructive insights on AJG, reinforcing positive market narrative and investor attention. Analysts Are Bullish
• Positive Sentiment: Royal Bank of Canada began coverage on AJG (increased sell‑side visibility), which can boost liquidity and investor interest. RBC Begins Coverage
• Neutral Sentiment: Management discussed strategy, organic-growth outlook and AI initiatives in a recent investor meeting transcript — useful context for long-term thesis but no immediate financial revisions. Investor Meeting Transcript
• Neutral Sentiment: Piper Sandler reiterated its “Hold” rating, keeping a portion of the analyst community neutral on near-term upside. Piper Sandler Hold
• Neutral Sentiment: Coverage of AJG “reacting” to a Truist revision tied to S&P 500 adjustments is largely market-structure commentary rather than company fundamentals — watch volatility around index flows. Truist Revision Reaction
• Negative Sentiment: Truist lowered its price target from $271 to $235 and placed a “Hold” rating — a direct downward revision that may cap near-term analyst-driven upside. Truist Lowers PT

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.