Arthur J. Gallagher & Co. (NYSE:AJG) Cut to “Market Perform” at BMO Capital Markets

Posted by Brenda Bartman on Nov 6th, 2026

BMO Capital Markets downgraded shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) from an outperform rating to a market perform rating in a research report report published on Tuesday morning, MarketBeat.com reports. They currently have $295.00 target price on the financial services provider’s stock.

Other research analysts have also issued reports about the stock. Keefe, Bruyette & Woods restated an “outperform” rating on shares of Arthur J. Gallagher & Co. in a report on Friday, October 30th. Royal Bank Of Canada lifted their target price on shares of Arthur J. Gallagher & Co. from $290.00 to $315.00 and gave the company an “outperform” rating in a research note on Friday, October 30th. Oppenheimer began coverage on shares of Arthur J. Gallagher & Co. in a research report on Wednesday, October 7th. They set a “market perform” rating on the stock. Citigroup downgraded shares of Arthur J. Gallagher & Co. from a “buy” rating to a “neutral” rating and increased their price target for the stock from $285.00 to $300.00 in a research note on Monday. Finally, Jefferies Financial Group lowered their price objective on shares of Arthur J. Gallagher & Co. from $300.00 to $295.00 and set a “buy” rating for the company in a report on Wednesday, September 30th. Thirteen research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $292.05.

View Our Latest Stock Analysis on AJG

Arthur J. Gallagher & Co. Price Performance

Shares of Arthur J. Gallagher & Co. stock opened at $288.49 on Tuesday. The company has a quick ratio of 1.05, a current ratio of 1.05 and a debt-to-equity ratio of 0.49. The company has a market cap of $73.94 billion, a PE ratio of 22.73, a P/E/G ratio of 1.66 and a beta of 0.47. The business has a 50 day moving average of $249.61 and a 200 day moving average of $233.06. Arthur J. Gallagher & Co. has a 52 week low of $190.75 and a 52 week high of $294.53.

Arthur J. Gallagher & Co. (NYSE:AJG – Get Free Report) last released its quarterly earnings results on Thursday, October 29th. The financial services provider reported $3.00 earnings per share for the quarter, beating the consensus estimate of $2.99 by $0.01. The business had revenue of $3.92 billion for the quarter, compared to analysts’ expectations of $3.98 billion. Arthur J. Gallagher & Co. had a net margin of 10.39% and a return on equity of 13.90%. The firm’s revenue for the quarter was up 19.6% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.32 earnings per share. As a group, equities research analysts forecast that Arthur J. Gallagher & Co. will post 13.11 earnings per share for the current year.

Arthur J. Gallagher & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, December 18th. Investors of record on Monday, December 7th will be paid a $0.70 dividend. This represents a $2.80 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Monday, December 7th. Arthur J. Gallagher & Co.’s dividend payout ratio is presently 42.81%.

Insiders Place Their Bets

In other Arthur J. Gallagher & Co. news, VP Christopher Mead sold 7,590 shares of the stock in a transaction on Monday, November 2nd. The stock was sold at an average price of $279.72, for a total value of $2,123,074.80. Following the completion of the transaction, the vice president owned 22,287 shares in the company, valued at approximately $6,234,119.64. This represents a 25.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, General Counsel Walter Bay sold 12,000 shares of the firm’s stock in a transaction on Monday, August 24th. The shares were sold at an average price of $270.08, for a total value of $3,240,960.00. Following the transaction, the general counsel directly owned 71,292 shares of the company’s stock, valued at $19,254,543.36. This represents a 14.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 90,596 shares of company stock valued at $24,953,010 in the last 90 days. Corporate insiders own 1.40% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of the business. Parkside Financial Bank & Trust increased its stake in shares of Arthur J. Gallagher & Co. by 4.9% during the second quarter. Parkside Financial Bank & Trust now owns 811 shares of the financial services provider’s stock valued at $186,000 after purchasing an additional 38 shares in the last quarter. Sowell Financial Services LLC lifted its holdings in shares of Arthur J. Gallagher & Co. by 3.4% during the third quarter. Sowell Financial Services LLC now owns 1,157 shares of the financial services provider’s stock valued at $264,000 after purchasing an additional 38 shares during the last quarter. MGO One Seven LLC lifted its holdings in shares of Arthur J. Gallagher & Co. by 0.6% during the third quarter. MGO One Seven LLC now owns 6,989 shares of the financial services provider’s stock valued at $1,594,000 after purchasing an additional 39 shares during the last quarter. Conning Inc. boosted its position in shares of Arthur J. Gallagher & Co. by 4.4% in the 3rd quarter. Conning Inc. now owns 981 shares of the financial services provider’s stock worth $224,000 after purchasing an additional 41 shares in the last quarter. Finally, Archford Capital Strategies LLC grew its stake in shares of Arthur J. Gallagher & Co. by 2.4% in the 2nd quarter. Archford Capital Strategies LLC now owns 1,871 shares of the financial services provider’s stock worth $430,000 after buying an additional 43 shares during the last quarter. 85.53% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Arthur J. Gallagher & Co.

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

Positive Sentiment: Jefferies raised its price target to $319 from $295 and maintained a Buy rating, indicating potential upside. Jefferies analyst report
Neutral Sentiment: AJG’s latest reported quarter showed EPS of $3.00, slightly ahead of the $2.99 consensus, and revenue growth of 19.6% year over year. Revenue of $3.92 billion was below the $3.98 billion estimate.
Negative Sentiment: Dowling & Partners cut its FY2026 EPS forecast to $13.15 from $13.75, bringing it close to the broader consensus of about $13.16.
Negative Sentiment: BMO Capital Markets downgraded AJG to Market Perform from Outperform, citing profit-taking; Citigroup also cut its rating to Neutral, saying the risk-reward balance had shifted. These calls may temper near-term enthusiasm after the stock’s strong run. BMO downgrade report
Negative Sentiment: Several senior insiders sold shares: VP William Ziebell sold 23,510 shares, reducing his position by 32.45%; CFO Douglas Howell sold 30,996 shares, and VP Christopher Mead sold 7,590. Insider sales do not necessarily indicate a change in outlook, but the transactions could weigh on sentiment. Ziebell SEC filing Howell SEC filing Mead SEC filing

Arthur J. Gallagher & Co. Company Profile

(Get Free Report)

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.