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

by · The Markets Daily

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

  • 10/12/2026 – Arthur J. Gallagher & Co. had its price target lowered by Wells Fargo & Company from $291.00 to $284.00. They now have an “overweight” rating on the stock.
  • 10/9/2026 – Arthur J. Gallagher & Co. had its “hold (c)” rating reaffirmed by Weiss Ratings.
  • 10/8/2026 – Arthur J. Gallagher & Co. had its price target raised by Evercore Inc from $295.00 to $307.00. They now have an “outperform” rating on the stock.
  • 10/7/2026 – Arthur J. Gallagher & Co. had its price target lowered by Mizuho from $292.00 to $271.00. They now have an “outperform” rating on the stock.
  • 10/7/2026 – Arthur J. Gallagher & Co. was upgraded by Seaport Research Partners to “buy”.
  • 10/7/2026 – Arthur J. Gallagher & Co. had its price target lowered by Cantor Fitzgerald from $300.00 to $280.00. They now have a “neutral” rating on the stock.
  • 10/7/2026 – Arthur J. Gallagher & Co. is now covered by Oppenheimer Holdings, Inc.. They set a “market perform” rating on the stock.
  • 10/6/2026 – Arthur J. Gallagher & Co. had its price target lowered by Morgan Stanley from $285.00 to $260.00. They now have an “overweight” rating on the stock.
  • 10/1/2026 – Arthur J. Gallagher & Co. had its price target raised by The Goldman Sachs Group, Inc. from $272.00 to $277.00. They now have a “buy” rating on the stock.
  • 10/1/2026 – Arthur J. Gallagher & Co. had its price target lowered by BMO Capital Markets from $278.00 to $255.00. They now have an “outperform” rating on the stock.
  • 9/30/2026 – Arthur J. Gallagher & Co. had its price target lowered by Jefferies Financial Group Inc. from $300.00 to $295.00. They now have a “buy” rating on the stock.
  • 9/25/2026 – Arthur J. Gallagher & Co. had its price target lowered by Morgan Stanley from $290.00 to $285.00. They now have an “overweight” rating on the stock.
  • 9/24/2026 – Arthur J. Gallagher & Co. had its “overweight” rating reaffirmed by Piper Sandler.
  • 9/24/2026 – Arthur J. Gallagher & Co. had its “market perform” rating reaffirmed by Keefe, Bruyette & Woods. They now have a $250.00 price target on the stock, down from $271.00.
  • 9/24/2026 – Arthur J. Gallagher & Co. had its “neutral” rating reaffirmed by Cantor Fitzgerald. They now have a $300.00 price target on the stock, up from $285.00.
  • 9/24/2026 – Arthur J. Gallagher & Co. had its price target lowered by Wells Fargo & Company from $296.00 to $291.00. They now have an “overweight” rating on the stock.
  • 9/24/2026 – Arthur J. Gallagher & Co. had its price target lowered by Royal Bank Of Canada from $310.00 to $290.00. They now have an “outperform” rating on the stock.
  • 9/16/2026 – Arthur J. Gallagher & Co. had its price target lowered by Mizuho from $300.00 to $292.00. They now have an “outperform” rating on the stock.

Arthur J. Gallagher & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, September 18th. Stockholders of record on Tuesday, September 8th were paid a $0.70 dividend. The ex-dividend date of this dividend was Tuesday, September 8th. This represents a $2.80 dividend on an annualized basis and a dividend yield of 1.1%. Arthur J. Gallagher & Co.’s dividend payout ratio is 46.43%.

Insider Activity

In other Arthur J. Gallagher & Co. news, General Counsel Walter D. Bay sold 12,000 shares of the business’s stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $270.08, for a total value of $3,240,960.00. Following the completion of the transaction, the general counsel directly owned 71,292 shares of the company’s stock, valued at approximately $19,254,543.36. The trade was a 14.41% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Christopher E. Mead sold 3,500 shares of the business’s stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $257.02, for a total value of $899,570.00. Following the completion of the transaction, the vice president directly owned 22,223 shares of the company’s stock, valued at approximately $5,711,755.46. The trade was a 13.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 28,500 shares of company stock valued at $7,562,950. Insiders own 1.40% of the company’s stock.

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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