Arthur J. Gallagher & Co. (NYSE:AJG) Price Target Raised to $265.00 at Truist Financial

Posted by Geri Gentry on Aug 1st, 2026

Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) had its price objective raised by Truist Financial from $225.00 to $265.00 in a research report report published on Friday morning,Benzinga reports. The brokerage currently has a hold rating on the financial services provider’s stock.

Other equities analysts have also issued research reports about the stock. Barclays lifted their price target on shares of Arthur J. Gallagher & Co. from $275.00 to $292.00 and gave the stock an “overweight” rating in a report on Tuesday, July 7th. Keefe, Bruyette & Woods increased their price objective on Arthur J. Gallagher & Co. from $261.00 to $271.00 and gave the company a “market perform” rating in a report on Friday. Jefferies Financial Group raised Arthur J. Gallagher & Co. from a “hold” rating to a “buy” rating and increased their price target for the company from $235.00 to $265.00 in a research note on Thursday, June 11th. Wells Fargo & Company raised their price target on shares of Arthur J. Gallagher & Co. from $271.00 to $299.00 and gave the stock an “overweight” rating in a report on Thursday, July 9th. Finally, Morgan Stanley upped their price objective on shares of Arthur J. Gallagher & Co. from $240.00 to $255.00 and gave the company an “overweight” rating in a research note on Monday, July 6th. Thirteen research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $285.29.

Get Our Latest Research Report on AJG

Arthur J. Gallagher & Co. Stock Performance

Shares of AJG stock opened at $249.35 on Friday. The firm has a market capitalization of $64.06 billion, a price-to-earnings ratio of 41.35, a PEG ratio of 1.33 and a beta of 0.50. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 0.51. The business’s 50-day moving average price is $231.67 and its 200-day moving average price is $225.08. Arthur J. Gallagher & Co. has a 12 month low of $190.75 and a 12 month high of $313.55.

Arthur J. Gallagher & Co. (NYSE:AJG – Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The financial services provider reported $2.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.81 by $0.03. Arthur J. Gallagher & Co. had a net margin of 9.96% and a return on equity of 13.32%. The business had revenue of $3.95 billion during the quarter, compared to analyst estimates of $4.01 billion. During the same quarter last year, the business earned $2.33 EPS. The firm’s quarterly revenue was up 24.3% on a year-over-year basis. Equities research analysts forecast that Arthur J. Gallagher & Co. will post 13.22 EPS for the current year.

Arthur J. Gallagher & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, September 18th. Investors of record on Tuesday, September 8th will be given a dividend of $0.70 per share. The ex-dividend date is Tuesday, September 8th. This represents a $2.80 annualized dividend and a dividend yield of 1.1%. Arthur J. Gallagher & Co.’s dividend payout ratio is presently 46.43%.

Insider Buying and Selling

In other Arthur J. Gallagher & Co. news, CAO Richard C. Cary sold 3,000 shares of Arthur J. Gallagher & Co. stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $206.00, for a total value of $618,000.00. Following the completion of the sale, the chief accounting officer directly owned 47,819 shares in the company, valued at approximately $9,850,714. The trade was a 5.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 1.40% of the stock is owned by corporate insiders.

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

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

Key Arthur J. Gallagher & Co. News

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

Positive Sentiment: Second-quarter adjusted earnings were $2.84 per share, exceeding the $2.81 analyst consensus and rising from $2.33 a year earlier. Revenue increased 24.3% year over year to approximately $3.95 billion, supported by acquisitions and 6% organic growth across the Brokerage and Risk Management segments. Arthur J. Gallagher quarterly earnings report
Positive Sentiment: Analysts raised their outlooks following the earnings release. RBC lifted its price target to $310 from $300 and retained an Outperform rating, while Mizuho raised its target to $300 from $287 and also maintained Outperform. William Blair reaffirmed its Buy rating, citing cash EPS growth, resilient brokerage performance and potential upside from mergers and acquisitions. William Blair Buy rating reaffirmed
Positive Sentiment: Gallagher repurchased roughly 900,000 shares for about $170 million during the quarter and declared a quarterly dividend of $0.70 per share, providing additional shareholder returns. Arthur J. Gallagher second-quarter results
Neutral Sentiment: Truist raised its target to $265 but kept a Hold rating, while Keefe, Bruyette & Woods increased its target to $271 and maintained Market Perform. The mixed ratings suggest analysts see valuation and execution risks despite longer-term growth potential. Analyst price-target changes
Negative Sentiment: Revenue fell short of the approximately $4.01 billion consensus estimate as higher expenses and lower interest income offset otherwise strong operating growth. Reported net earnings declined to $324 million from $368 million a year earlier, while reported diluted EPS fell to $1.25 from $1.40. These results likely explain why the stock has decreased despite the adjusted EPS beat. AJG second-quarter earnings analysis
Negative Sentiment: Investors remain concerned that acquisitions are contributing more to headline growth while insurance-broker organic growth could moderate. With AJG trading at a relatively high earnings multiple, the revenue miss and profitability pressure may have prompted profit-taking after the results.

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.