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

by · The Cerbat Gem

Arthur J. Gallagher & Co. (NYSE: AJG) has recently received a number of price target changes and ratings updates:

  • 5/21/2026 – Arthur J. Gallagher & Co. was given a new $240.00 price target by UBS Group AG.
  • 5/21/2026 – Arthur J. Gallagher & Co. had its price target lowered by Morgan Stanley from $265.00 to $240.00. They now have an “overweight” rating on the stock.
  • 5/7/2026 – Arthur J. Gallagher & Co. was given a new $265.00 price target by Morgan Stanley.
  • 5/6/2026 – Arthur J. Gallagher & Co. was upgraded by Citigroup Inc. from “neutral” to “buy”. They now have a $250.00 price target on the stock, down from $280.00.
  • 5/1/2026 – Arthur J. Gallagher & Co. had its price target lowered by Truist Financial Corporation from $235.00 to $225.00. They now have a “hold” rating on the stock.
  • 5/1/2026 – Arthur J. Gallagher & Co. had its price target lowered by Piper Sandler from $226.00 to $211.00. They now have a “neutral” rating on the stock.
  • 5/1/2026 – Arthur J. Gallagher & Co. had its price target lowered by Keefe, Bruyette & Woods from $246.00 to $235.00. They now have a “market perform” rating on the stock.
  • 4/13/2026 – Arthur J. Gallagher & Co. had its price target lowered by Mizuho from $260.00 to $259.00. They now have an “outperform” rating on the stock.
  • 4/9/2026 – Arthur J. Gallagher & Co. had its price target lowered by Wells Fargo & Company from $273.00 to $266.00. They now have an “overweight” rating on the stock.
  • 4/8/2026 – Arthur J. Gallagher & Co. had its price target raised by Barclays PLC from $262.00 to $275.00. They now have an “overweight” rating on the stock.
  • 4/7/2026 – Arthur J. Gallagher & Co. had its price target lowered by Keefe, Bruyette & Woods from $249.00 to $246.00. They now have a “market perform” rating on the stock.

Arthur J. Gallagher & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 19th. Shareholders of record on Friday, June 5th will be given a dividend of $0.70 per share. The ex-dividend date is Friday, June 5th. This represents a $2.80 annualized dividend and a dividend yield of 1.4%. Arthur J. Gallagher & Co.’s payout ratio is presently 45.31%.

Insider Buying and Selling at Arthur J. Gallagher & Co.

In other Arthur J. Gallagher & Co. news, VP Scott R. Hudson sold 3,800 shares of the company’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $227.57, for a total transaction of $864,766.00. Following the completion of the sale, the vice president owned 85,920 shares in the company, valued at approximately $19,552,814.40. The trade was a 4.24% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Christopher E. Mead sold 4,000 shares of the company’s stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $227.12, for a total transaction of $908,480.00. Following the sale, the vice president owned 19,306 shares of the company’s stock, valued at $4,384,778.72. The trade was a 17.16% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 1.40% of the company’s stock.

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.

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