Arthur J. Gallagher & Co. (NYSE:AJG – Get Free Report) posted its earnings results on Thursday. The financial services provider reported $3.00 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.99 by $0.01, FiscalAI reports. The firm had revenue of $3.92 billion for the quarter, compared to analyst estimates of $3.98 billion. Arthur J. Gallagher & Co. had a return on equity of 13.28% and a net margin of 9.96%.
Arthur J. Gallagher & Co. Trading Up 2.9%
Shares of AJG traded up $7.57 during trading hours on Thursday, hitting $267.99. The stock had a trading volume of 2,501,679 shares, compared to its average volume of 1,879,019. The company has a debt-to-equity ratio of 0.50, a quick ratio of 1.05 and a current ratio of 1.05. The firm has a market cap of $68.69 billion, a P/E ratio of 44.44, a P/E/G ratio of 1.53 and a beta of 0.55. The company’s fifty day simple moving average is $247.87 and its 200 day simple moving average is $232.48. Arthur J. Gallagher & Co. has a 12-month low of $190.75 and a 12-month high of $272.80.
Arthur J. Gallagher & Co. Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Friday, December 18th. Shareholders of record on Monday, December 7th will be paid a dividend of $0.70 per share. The ex-dividend date of this dividend is Monday, December 7th. This represents a $2.80 dividend on an annualized basis and a yield of 1.0%. Arthur J. Gallagher & Co.’s dividend payout ratio (DPR) is currently 46.43%.
Arthur J. Gallagher & Co. News Roundup
Here are the key news stories impacting Arthur J. Gallagher & Co. this week:
- Positive Sentiment: Third-quarter results showed substantial year-over-year growth: total revenue before reimbursements rose to $3.93 billion from $3.33 billion, while net earnings increased to $406 million from $273 million. Diluted earnings per share reached $1.55, compared with $1.04 a year earlier. Arthur J. Gallagher Reports $3.93 Billion Third-Quarter Revenue
- Positive Sentiment: Combined Brokerage and Risk Management revenue grew 18%, including 5% organic growth, suggesting continued demand and successful integration of acquired businesses.
- Positive Sentiment: Management completed five acquisitions during the quarter, adding approximately $102 million in estimated annualized revenue. Gallagher also repurchased about 400,000 shares for roughly $100 million, supporting per-share value. Arthur J. Gallagher Posts Strong Third-Quarter 2026 Results
- Positive Sentiment: Adjusted EPS of $3.00 narrowly exceeded the $2.99 analyst consensus, providing a modest earnings beat. Arthur J. Gallagher quarterly earnings
- Positive Sentiment: Evercore ISI raised its price target to $307 from $297, indicating improved expectations for AJG’s future performance. Evercore ISI Adjusts Price Target on Arthur J. Gallagher
- Neutral Sentiment: Gallagher declared a quarterly dividend of $0.70 per share, equivalent to $2.80 annually and a yield of approximately 1.1%. The payment is scheduled for December 18 for shareholders of record on December 7.
- Negative Sentiment: Reported quarterly revenue of approximately $3.92 billion was below the $3.98 billion consensus estimate, limiting the strength of the headline beat.
- Negative Sentiment: The company carried substantial borrowings at quarter-end, including $9.55 billion in public debt, $2.68 billion in private-placement debt and $630 million drawn on its credit facility. Recent insider activity also consisted of sales rather than purchases.
Analyst Ratings Changes
Several research firms have weighed in on AJG. Keefe, Bruyette & Woods reissued a “market perform” rating and set a $250.00 price target (down from $271.00) on shares of Arthur J. Gallagher & Co. in a research report on Thursday, September 24th. Jefferies Financial Group reduced their price objective on Arthur J. Gallagher & Co. from $300.00 to $295.00 and set a “buy” rating on the stock in a research report on Wednesday, September 30th. Evercore increased their price objective on Arthur J. Gallagher & Co. from $295.00 to $307.00 and gave the company an “outperform” rating in a research note on Thursday, October 8th. UBS Group lifted their price objective on Arthur J. Gallagher & Co. from $291.00 to $299.00 and gave the stock a “buy” rating in a research report on Monday, August 3rd. Finally, Wolfe Research lowered shares of Arthur J. Gallagher & Co. from an “outperform” rating to a “peer perform” rating in a report on Thursday, July 9th. Sixteen equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $280.74.
View Our Latest Stock Report on Arthur J. Gallagher & Co.
Insider Transactions at Arthur J. Gallagher & Co.
In related news, CAO Richard C. Cary sold 1,000 shares of the stock in a transaction that occurred on Tuesday, September 15th. The shares were sold at an average price of $252.86, for a total transaction of $252,860.00. Following the completion of the sale, the chief accounting officer owned 46,819 shares of the company’s stock, valued at approximately $11,838,652.34. This represents a 2.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Scott R. Hudson sold 12,000 shares of the firm’s stock in a transaction that occurred on Wednesday, September 2nd. The shares were sold at an average price of $264.13, for a total transaction of $3,169,560.00. Following the completion of the transaction, the vice president owned 90,262 shares in the company, valued at $23,840,902.06. The trade was a 11.73% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 28,500 shares of company stock valued at $7,562,950. 1.40% of the stock is currently owned by company insiders.
About Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co is a global insurance brokerage, risk management and consulting company. The firm helps businesses, public entities and individuals identify, manage and transfer risk through insurance and related services.
Its operations include retail insurance brokerage, employee benefits consulting, wholesale brokerage, reinsurance brokerage, claims administration and risk management consulting. Gallagher places commercial and personal insurance coverage and provides services related to property and casualty risks, health care, benefits, and other specialized insurance needs.
Founded in 1927 by Arthur J.
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