Arthur J. Gallagher & Co. (NYSE:AJG) Stock Price Expected to Rise, Mizuho Analyst Says

Posted by Brian Himes on Jul 11th, 2026

Arthur J. Gallagher & Co. (NYSE:AJG – Get Free Report) had its price target upped by investment analysts at Mizuho from $261.00 to $287.00 in a research report issued on Thursday, MarketBeat.com reports. The firm currently has an “outperform” rating on the financial services provider’s stock. Mizuho’s price target would suggest a potential upside of 13.37% from the stock’s current price.

A number of other equities analysts have also recently issued reports on AJG. Jefferies Financial Group raised shares of Arthur J. Gallagher & Co. from a “hold” rating to a “buy” rating and increased their price objective for the stock from $235.00 to $265.00 in a research report on Thursday, June 11th. Barclays upped their price target on Arthur J. Gallagher & Co. from $275.00 to $292.00 and gave the stock an “overweight” rating in a research note on Tuesday. BMO Capital Markets upgraded Arthur J. Gallagher & Co. from a “market perform” rating to an “outperform” rating and increased their price target for the stock from $275.00 to $278.00 in a report on Tuesday, March 24th. Truist Financial decreased their price objective on Arthur J. Gallagher & Co. from $235.00 to $225.00 and set a “hold” rating for the company in a report on Friday, May 1st. Finally, Wells Fargo & Company cut their target price on Arthur J. Gallagher & Co. from $273.00 to $266.00 and set an “overweight” rating on the stock in a report on Thursday, April 9th. Twelve research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $274.18.

Check Out Our Latest Report on Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co. Stock Performance

NYSE:AJG opened at $253.16 on Thursday. The company has a fifty day moving average of $216.10 and a 200-day moving average of $225.86. The firm has a market capitalization of $65.04 billion, a P/E ratio of 40.96, a P/E/G ratio of 1.31 and a beta of 0.50. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 0.51. Arthur J. Gallagher & Co. has a twelve month low of $190.75 and a twelve month high of $316.71.

Arthur J. Gallagher & Co. (NYSE:AJG – Get Free Report) last issued its earnings results on Thursday, April 30th. The financial services provider reported $4.47 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.43 by $0.04. The business had revenue of $4.71 billion for the quarter, compared to analyst estimates of $4.73 billion. Arthur J. Gallagher & Co. had a net margin of 10.76% and a return on equity of 12.83%. Arthur J. Gallagher & Co.’s revenue was up 29.0% on a year-over-year basis. During the same period in the prior year, the firm earned $3.67 earnings per share. As a group, sell-side analysts anticipate that Arthur J. Gallagher & Co. will post 13.23 EPS for the current year.

Insiders Place Their Bets

In other Arthur J. Gallagher & Co. news, CAO Richard C. Cary sold 3,000 shares of the business’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $206.00, for a total transaction of $618,000.00. Following the sale, the chief accounting officer owned 47,819 shares of the company’s stock, valued at $9,850,714. The trade was a 5.90% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Corporate insiders own 1.40% of the company’s stock.

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

A number of institutional investors and hedge funds have recently modified their holdings of AJG. Kemnay Advisory Services Inc. purchased a new position in Arthur J. Gallagher & Co. during the fourth quarter valued at approximately $26,000. Axiom Investment Management LLC purchased a new position in Arthur J. Gallagher & Co. during the first quarter worth about $28,000. Cassaday & Co Wealth Management LLC bought a new position in Arthur J. Gallagher & Co. in the 1st quarter worth about $29,000. MV Capital Management Inc. bought a new stake in shares of Arthur J. Gallagher & Co. during the 4th quarter valued at about $34,000. Finally, Rakuten Securities Inc. increased its position 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 worth $34,000 after purchasing an additional 91 shares during the last quarter. 85.53% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Arthur J. Gallagher & Co.

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

Positive Sentiment: Wells Fargo raised its price target on Arthur J. Gallagher & Co. to $299 from $271 and kept an overweight rating, signaling confidence in further upside for the insurance broker. Benzinga article
Positive Sentiment: Mizuho also lifted its target to $287 from $261 and maintained an outperform rating, reinforcing a constructive view on AJG’s growth prospects. Benzinga article
Positive Sentiment: AJG announced the acquisition of Med James, Inc., adding to its long-running acquisition-driven expansion strategy. PR Newswire article
Positive Sentiment: Management also announced the date for its second-quarter 2026 earnings release and conference call, keeping investors focused on upcoming results. PR Newswire article
Neutral Sentiment: Zacks said AJG trades at a discount to the industry on a valuation basis, but noted the company still faces margin and leverage challenges despite solid organic growth and acquisition activity. Zacks article
Neutral Sentiment: MarketWatch noted the stock underperformed peers in recent trading, suggesting AJG has lagged some competitors even as broader analyst sentiment remains mixed. MarketWatch article
Negative Sentiment: Wolfe Research downgraded Arthur J. Gallagher & Co. to peer perform from outperform, which likely weighed on sentiment and helped offset the bullish target increases. Downgrade article

About Arthur J. Gallagher & Co.

(Get Free Report)

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.