Analysts’ Weekly Ratings Updates for Arthur J. Gallagher & Co. (AJG)

Several analysts have recently updated their ratings and price targets for Arthur J. Gallagher & Co. (NYSE: AJG):

• 3/24/2026 – Arthur J. Gallagher & Co. was upgraded by BMO Capital Markets from “market perform” to “outperform”. They now have a $278.00 price target on the stock, up from $275.00.
• 3/19/2026 – Arthur J. Gallagher & Co. had its price target lowered by Wells Fargo & Company from $298.00 to $273.00. They now have an “overweight” rating on the stock.
• 3/18/2026 – Arthur J. Gallagher & Co. had its price target lowered by Truist Financial Corporation from $271.00 to $235.00. They now have a “hold” rating on the stock.
• 3/17/2026 – Arthur J. Gallagher & Co. is now covered by Royal Bank Of Canada. They set an “outperform” rating and a $260.00 price target on the stock.
• 3/11/2026 – Arthur J. Gallagher & Co. was upgraded by Barclays PLC from “underweight” to “overweight”. They now have a $262.00 price target on the stock, up from $247.00.
• 2/27/2026 – Arthur J. Gallagher & Co. was upgraded by Mizuho from “neutral” to “outperform”. They now have a $260.00 price target on the stock.
• 2/23/2026 – Arthur J. Gallagher & Co. had its price target lowered by Piper Sandler from $249.00 to $226.00. They now have a “neutral” rating on the stock.
• 2/21/2026 – Arthur J. Gallagher & Co. was upgraded by Wall Street Zen from “sell” to “hold”.
• 2/2/2026 – Arthur J. Gallagher & Co. had its price target raised by 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 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 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 Cantor Fitzgerald.
• 1/30/2026 – Arthur J. Gallagher & Co. was given a new $271.00 price target by Truist Financial Corporation.
• 1/30/2026 – Arthur J. Gallagher & Co. had its price target lowered by 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 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 Keefe, Bruyette & Woods from $279.00 to $249.00. They now have a “market perform” rating on the stock.

Arthur J. Gallagher & Co. Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 20th. Shareholders of record on Friday, March 6th were 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 of this dividend was Friday, March 6th. This represents a $2.80 dividend on an annualized basis and a yield of 1.3%. Arthur J. Gallagher & Co.’s payout ratio is 45.53%.

Insider Activity at Arthur J. Gallagher & Co.

In other Arthur J. Gallagher & Co. news, VP Scott R. Hudson sold 3,800 shares of the firm’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $227.57, for a total value of $864,766.00. Following the sale, the vice president directly owned 85,920 shares in the company, valued at $19,552,814.40. This trade represents a 4.24% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, VP Christopher E. Mead sold 4,000 shares of the company’s stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $227.12, for a total transaction of $908,480.00. Following the transaction, the vice president directly owned 19,306 shares of the company’s stock, valued at $4,384,778.72. This represents a 17.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.60% of the stock is currently owned by corporate insiders.

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.