Are financial experts on Wall Street forecasting that Arthur J. Gallagher shares will rise or fall?
Arthur J. Gallagher & Co. (AJG) shares have underperformed the broader market in the past year, despite beating earnings expectations in Q4 2025. Analysts have a "Moderate Buy" consensus rating for AJG, projecting a significant increase in diluted EPS for fiscal year 2026, with an average price target indicating a substantial premium over current levels. However, new competition from OpenAI's insurance-focused applications has recently impacted the stock.
Woodley Farra Manion Portfolio Management Inc. Sells 120,655 Shares of Arthur J. Gallagher & Co. $AJG
Woodley Farra Manion Portfolio Management Inc. significantly reduced its stake in Arthur J. Gallagher & Co. by selling over 120,000 shares, decreasing its holdings by 44.5%. Despite this, other institutions like JPMorgan Chase & Co., Caprock Group LLC, and Factory Mutual Insurance Co. increased their positions in the financial services provider. Analysts currently have a "Hold" consensus rating on Arthur J. Gallagher & Co. with an average price target of $284.12, and the company recently announced an increase in its quarterly dividend.
Financial results round-up: Lemonade, Verisk, Jackson, Ategrity, FNF
Five insurance industry firms, including Lemonade, Verisk, Jackson, Ategrity, and FNF, have reported their Q4 and full-year 2025 financial results. The reports indicate strong performance characterized by premium growth, record sales, improved profitability, and continued capital returns to shareholders across the board, with Lemonade achieving its "best quarter ever" and Jackson recording record annuity sales.
Arthur J. Gallagher & Co. $AJG Shares Bought by HighTower Advisors LLC
HighTower Advisors LLC increased its stake in Arthur J. Gallagher & Co. (NYSE:AJG) by 14.5% during the third quarter, acquiring an additional 8,401 shares, bringing its total ownership to 66,340 shares valued at approximately $20.57 million. Despite this institutional buying, analysts hold a "Hold" consensus rating with an average price target of $284.12, reflecting tempered expectations after several firms recently lowered their targets. The company reported better-than-expected Q3 EPS of $2.38, though revenue slightly missed estimates, and it announced an increased quarterly dividend of $0.70 per share.
Factory Mutual Insurance Co. Buys 35,000 Shares of Arthur J. Gallagher & Co. $AJG
Factory Mutual Insurance Co. significantly increased its stake in Arthur J. Gallagher & Co. by 241.4% in the third quarter, acquiring an additional 35,000 shares to hold a total of 49,500 shares valued at approximately $15.33 million. This move comes as Arthur J. Gallagher & Co. reported Q3 earnings that beat estimates and increased its quarterly dividend. Despite some insider selling, institutional investors maintain a substantial ownership in the company.
Are financial experts on Wall Street forecasting that Arthur J. Gallagher shares will rise or fall?
Financial analysts on Wall Street have a "Moderate Buy" consensus rating for Arthur J. Gallagher & Co. (AJG), with 11 "Strong Buy" recommendations, 11 "Hold," and one "Strong Sell." Despite recent stock underperformance and new competition from OpenAI, analysts project a 24% year-over-year increase in diluted EPS for fiscal year 2026, with an average price target offering a 32.8% premium over current levels.
Analysts Offer Insights on Financial Companies: Travelers Companies (TRV) and Progressive (PGR)
Analysts have provided insights into financial companies Travelers Companies (TRV) and Progressive (PGR). Evercore ISI maintained a Buy rating on Travelers with a $317.00 price target, reflecting a Moderate Buy consensus. William Blair maintained a Hold rating on Progressive, which also has a Moderate Buy consensus with a $242.80 average price target, suggesting a 16.5% upside.
Analysts Offer Insights on Financial Companies: Travelers Companies (TRV) and Progressive (PGR)
Analysts have provided insights on Travelers Companies (TRV) and Progressive (PGR), both in the Financial sector. David Motemaden of Evercore ISI maintained a Buy rating on Travelers Companies with a price target of $317.00, while Adam Klauber from William Blair maintained a Hold rating on Progressive, whose shares are near their 52-week low. The general sentiment for Travelers is a Moderate Buy, and for Progressive, it's also a Moderate Buy with a potential 16.5% upside from current levels.
King Luther Capital Management Corp Has $58.34 Million Stake in Arthur J. Gallagher & Co. $AJG
King Luther Capital Management Corp has reduced its stake in Arthur J. Gallagher & Co. by 15.5%, now holding 188,346 shares valued at $58.34 million. Despite this reduction, Arthur J. Gallagher & Co. recently reported strong quarterly earnings, beating EPS estimates and increasing its quarterly dividend to $0.70 per share. The company maintains a "Hold" consensus rating from analysts, with institutional investors holding a significant 85.53% of its stock.
Prospector Partners LLC Sells 32,699 Shares of Arthur J. Gallagher & Co. $AJG
Prospector Partners LLC reduced its stake in Arthur J. Gallagher & Co. (NYSE:AJG) by 42.1% in the third quarter, selling 32,699 shares and holding 44,964 shares valued at $13.93 million. This comes as other institutional investors like Norges Bank and JPMorgan Chase & Co. have increased their holdings, and the company recently declared an increased quarterly dividend of $0.70 per share. Insiders have also sold shares, while analysts hold a "Hold" consensus rating with a target price of $284.12.
Arthur J Gallagher (AJG) positioned for organic topline growth
This article from MSN focuses on Arthur J. Gallagher & Co. (AJG), highlighting its strong position for organic top-line growth. Further details on the factors contributing to this positive outlook are expected within the article's content.
Arthur J. Gallagher (AJG) Positioned For Organic Topline Growth
Arthur J. Gallagher & Company (NYSE:AJG) is considered an oversold financial stock that hedge funds are investing in, with analysts expressing both optimism for future organic topline growth and concerns over the business environment. Piper Sandler maintained a Neutral rating while Wells Fargo maintained an Overweight rating, with both firms adjusting price targets downward but still seeing significant upside potential. The company's recent Q4 EPS beat estimates due to higher brokerage profitability margins and 5% organic growth in that segment.
Arthur J. Gallagher Acquires Pennsylvania-Based B&W Insurance Agency
Arthur J. Gallagher & Co. has acquired B&W Insurance Agency, a Washington, Pennsylvania-based insurance firm, to expand its retail brokerage footprint. The acquisition integrates B&W's personal lines and commercial brokerage services into Gallagher Select, serving small businesses and personal insurance clients in southwest Pennsylvania. Paul Barzd III, Jim Cote, and the B&W team will continue operations from their current location, reporting to Jen Tadin of Gallagher Select.
FirstService Residential launches new resident insurance solution in partnership with VIU by HUB
FirstService Residential, a leading property management company, has partnered with VIU by HUB to launch a new resident insurance solution. This program aims to address the common issue of underinsurance among residents by offering accessible, transparent, and tailored insurance options for homes, autos, and more. Residents can compare quotes from over 50 top national insurers through VIU by HUB, receiving neutral advice and convenience for their insurance needs.
Maridea Wealth Management LLC Takes $1.62 Million Position in Arthur J. Gallagher & Co. $AJG
Maridea Wealth Management LLC has acquired a new stake of 5,230 shares in Arthur J. Gallagher & Co. (AJG) worth approximately $1.62 million. Institutional investors now hold about 85.53% of the company, with JPMorgan Chase & Co. significantly increasing its stake. Analysts currently have a consensus "Hold" rating for AJG with an average price target of $284.12, following recent adjustments by several firms.
Skandinaviska Enskilda Banken AB publ Grows Stock Position in Arthur J. Gallagher & Co. $AJG
Skandinaviska Enskilda Banken AB publ significantly increased its stake in Arthur J. Gallagher & Co. by 91.8% in the third quarter, acquiring 23,972 shares to hold a total of 50,072 shares valued at approximately $15.5 million. This comes as company insiders sold 26,100 shares worth $6.68 million, while the company reported strong Q3 earnings, beating EPS estimates, and raised its quarterly dividend to $0.70 per share.
TD Cowen: AI jitters overshadow otherwise solid Q4 P&C earnings
The US property and casualty (P&C) sector experienced solid Q4 earnings in 2025, but market sentiment was negatively impacted by concerns over AI-driven broker disintermediation, leading to significant stock drops for major brokers. Despite strong industry fundamentals, including over $1 trillion in direct premiums written for the first time in 2024 and improved combined ratios, consumer unease about AI use in insurance persists. The outlook for Q1 2026 is balanced between supportive pricing and the ongoing narrative risk posed by AI's potential to automate insurance distribution.
AM Best revises outlook to positive for State Street captive Federated Underwriting Company
AM Best has revised the outlook to positive from stable for Federated Underwriting Company, State Street Corporation's single-parent captive. The rating agency affirmed its Financial Strength Rating of ‘A-’ (Excellent) and its Long-Term Issuer Credit Rating of ‘a-’ (Excellent). This positive outlook reflects the expectation of continued solid operating performance and close alignment with its parent company, State Street.
Arthur J. Gallagher & Co. SEC 10-K Report
Arthur J. Gallagher & Co. has released its 2025 10-K report, detailing significant financial growth, strategic acquisitions, and robust operational performance. The company reported total revenues of $13,778 million, a 21% increase, and completed major acquisitions like AssuredPartners for $13.8 billion. The report also highlights challenges such as economic risks, acquisition strategy difficulties, and technological and regulatory changes.
Arthur J. Gallagher acquires B&W Insurance Agency in Pennsylvania
Arthur J. Gallagher & Co. has announced the acquisition of B&W Insurance Agency, a Washington, Pennsylvania-based firm specializing in personal and commercial brokerage services. The leadership team, including Paul Barzd III and Jim Cote, will continue with the company and report to Jen Tadin, who leads Gallagher Select. This acquisition further expands Gallagher's presence in the Pennsylvania market, following strong fourth-quarter 2025 earnings and another recent acquisition.
Vanguard Group Inc. Raises Stock Holdings in Arthur J. Gallagher & Co. $AJG
Vanguard Group Inc. increased its stake in Arthur J. Gallagher & Co. by 0.2% to over 31 million shares, representing about 12.16% ownership. Other institutional investors like JPMorgan Chase & Co. also significantly increased their holdings. The financial services provider recently reported strong quarterly earnings, beating analyst estimates, and raised its quarterly dividend to $0.70 per share.
Brown & Brown taps American Adventure’s 1,500-dealer insurance network
Brown & Brown Dealer Services (BBDS) has acquired the assets of American Adventure Insurance, a move that adds a network of over 1,500 dealerships and enhances BBDS's national insurance capabilities. American Adventure's team, led by Paul Bender, will join BBDS and continue to operate nationwide, offering specialized insurance solutions for various vehicles and F&I products. This acquisition aligns with Brown & Brown's ongoing strategy of expanding its offerings through bolt-on deals.
Kettle and RLI launch new multi-peril commercial property insurance product
AI-enabled underwriter Kettle has partnered with specialty insurer RLI to introduce a new multi-peril commercial property insurance product focusing on California and Nevada, covering perils including wildfire. RLI has also made a strategic equity investment in Kettle to fuel its growth and enhance its AI-driven risk modeling and underwriting capabilities. This collaboration aims to provide comprehensive coverage in underserved markets by combining Kettle's advanced AI with RLI's financial strength and expertise.
Aberdeen Group plc Buys 46,629 Shares of Arthur J. Gallagher & Co. $AJG
Aberdeen Group plc increased its stake in Arthur J. Gallagher & Co. by 33.4% in the third quarter, acquiring an additional 46,629 shares. Other institutional investors also adjusted their positions in the financial services provider. Analysts have issued varied ratings and price targets for AJG, which recently reported strong quarterly earnings and increased its quarterly dividend.
Pelham Capital Ltd. Acquires New Stake in Arthur J. Gallagher & Co. $AJG
Pelham Capital Ltd. initiated a new position in Arthur J. Gallagher & Co. (NYSE:AJG), purchasing 44,672 shares valued at approximately $13.84 million, making it their eighth-largest holding. This comes as Arthur J. Gallagher & Co. reported strong Q3 earnings, beating EPS estimates and increasing its quarterly dividend. The article also details other institutional investor activity, insider sales, and recent analyst ratings for the financial services provider.
Assetmark Inc. Boosts Holdings in Arthur J. Gallagher & Co. $AJG
Assetmark Inc. significantly increased its stake in Arthur J. Gallagher & Co. (NYSE:AJG) by 80.6% in the third quarter, bringing its total holdings to 73,272 shares valued at approximately $22.7 million. Despite institutional buying, company insiders have been net sellers, liquidating 32,100 shares worth about $8.24 million in the last quarter. Arthur J. Gallagher also reported a quarterly dividend increase to $0.70 per share and Q4 EPS of $2.38, slightly surpassing analyst expectations, though revenue of $3.57 billion was just below consensus.
Enstar to acquire AF Group from Blue Cross
Enstar, a global insurance and reinsurance group, has agreed to acquire Accident Fund Holdings, Inc. (AF Group) from Blue Cross Blue Shield of Michigan. The transaction, expected to close in the second half of 2026, will see AF Group operate as a standalone subsidiary, leveraging Enstar's financial strength and complementary P&C capabilities. This move expands Enstar's global re/insurance offerings and allows Blue Cross Blue Shield of Michigan to strengthen its focus on healthcare affordability.
Arthur J. Gallagher & Co. $AJG Shares Acquired by Public Sector Pension Investment Board
Public Sector Pension Investment Board increased its stake in Arthur J. Gallagher & Co. (AJG) by 35.4%, now holding 71,304 shares valued at $22.09 million. The company recently reported strong quarterly EPS of $2.38, exceeding estimates, with revenue growth of 33.9% year-over-year, and raised its quarterly dividend to $0.70. While analysts have a "Hold" consensus rating with an average price target of $284.12, some have recently adjusted their targets downward.
Ryan Specialty Reshapes Canada Operations As Cash Returns Take Center Stage
Ryan Specialty Holdings has restructured its Canadian operations, consolidating several managing general underwriters under a new entity, Ryan Specialty Canada Limited, with Stephen Stewart appointed CEO. Concurrently, the company announced a $300 million share repurchase program and increased its quarterly dividend to US$0.13 per share. These moves signal a strategic shift towards capital returns to shareholders, driven by confidence in cash generation despite a recent dip in net income.
Analysts Offer Insights on Financial Companies: First American Financial (FAF) and Everest Group (EG)
Analysts have provided new ratings for First American Financial (FAF) and Everest Group (EG) within the financial sector. Truist Financial maintained a Buy rating on FAF with an average price target of $73.00, while Morgan Stanley and Evercore ISI maintained Hold ratings on EG, with price targets of $330.00 and $365.00 respectively. The consensus for EG suggests an 8.3% upside from current levels.
Varma Mutual Pension Insurance Co Purchases 9,000 Shares of Arthur J. Gallagher & Co. $AJG
Varma Mutual Pension Insurance Co increased its stake in Arthur J. Gallagher & Co. by 21.8% in Q3, acquiring an additional 9,000 shares. This brings their total holdings to 50,250 shares valued at over $15.5 million. The article also details other institutional investor activity, analyst ratings, stock performance metrics, a recent dividend increase, and insider selling activity for Arthur J. Gallagher & Co.
Longbow Finance SA Trims Stock Holdings in Arthur J. Gallagher & Co. $AJG
Longbow Finance SA has reduced its stake in Arthur J. Gallagher & Co. by 12.3% in the third quarter, selling 7,281 shares, while other institutional investors like Physician Wealth Advisors Inc. and Rakuten Securities Inc. increased their holdings. The financial services provider recently increased its quarterly dividend and reported earnings that beat analyst estimates, though revenue slightly missed expectations. Insider selling by VP Christopher E. Mead and CFO Douglas K. Howell was also noted.
Arthur J. Gallagher & Co. (NYSE:AJG) Given Average Rating of "Hold" by Analysts
Arthur J. Gallagher & Co. (NYSE:AJG) has received a consensus "Hold" rating from nineteen analysts, with an average 1-year price target of $284.12. Insider selling totaling $8.24 million has occurred over the last 90 days, while the company recently increased its quarterly dividend to $0.70 and reported Q4 EPS of $2.38, beating estimates. Hedge funds and institutional investors have significantly adjusted their holdings in the company.
How AI is reshaping insurance pricing and fraud: new global study
Information Services Group (ISG) has initiated a global research study focused on how specialized analytics and AI service providers are transforming the insurance industry. The study, culminating in an ISG Provider Lens® report in August 2026, will assess vendors shaping insurance pricing, risk selection, and claims outcomes. It highlights the critical role of AI in addressing rising customer expectations, complex risk profiles, and sophisticated fraud, ultimately aiming to improve profitability and strengthen trust within the sector.
Brown & Brown taps $1.5B buyback plan with $250M deal
Brown & Brown, Inc. announced an accelerated share repurchase (ASR) program with Bank of America for $250 million of its common stock. This ASR is part of a larger $1.5 billion board-approved buyback authorization from October 2025. The company's stock activity and recent financial performance are provided as context, including strong 2025 revenues.
Broadcom Inc. (NASDAQ:AVGO) Presents a Prime Growth and Breakout Opportunity
Broadcom Inc. (NASDAQ:AVGO) is presented as a prime growth and breakout opportunity, combining strong fundamental strength with encouraging technical breakout formations. The company exhibits outstanding growth measures, high profitability, and a balanced valuation for growth investors. Technically, the stock is pausing after a significant advance, possibly preparing for its next rise, with defined resistance and support levels.
Is Arthur J. Gallagher (AJG) Still Priced Attractively After Its Sharp 1-Year Share Price Decline
Arthur J. Gallagher's (AJG) stock has declined significantly over the past year, leading to an analysis of its current valuation. While an Excess Returns analysis suggests the stock is undervalued by 42.8% with an estimated intrinsic value of US$359.05 per share, its P/E ratio of 35.31x is considerably higher than the industry average, indicating it might be overvalued on an earnings basis. Investors are encouraged to use various methods and consider their own narratives to assess the stock's attractiveness.
Caprock Group LLC Makes New $9.88 Million Investment in Arthur J. Gallagher & Co. $AJG
Caprock Group LLC has made a new $9.88 million investment in Arthur J. Gallagher & Co. (NYSE:AJG) by purchasing 32,625 shares. This comes amidst other institutional investors also adjusting their stakes in the company, which reported strong quarterly earnings and increased its quarterly dividend. The stock currently holds a "Hold" consensus rating from analysts, with a consensus price target of $284.12.
138,259 Shares in Arthur J. Gallagher & Co. $AJG Bought by Cincinnati Financial Corp
Cincinnati Financial Corp recently purchased 138,259 shares of Arthur J. Gallagher & Co. (AJG) for approximately $42.8 million, making AJG its 27th-largest holding. Arthur J. Gallagher & Co. also increased its quarterly dividend to $0.70 and reported strong revenue growth, although it slightly missed revenue expectations. Analysts generally have a "Hold" rating on AJG, with several recent price target adjustments.
Cincinnati Insurance Co. Buys Shares of 183,710 Arthur J. Gallagher & Co. $AJG
Cincinnati Insurance Co. has acquired 183,710 shares of Arthur J. Gallagher & Co. (NYSE:AJG), valued at approximately $56.9 million, establishing a new position in the financial services provider. While institutional holdings are growing, company insiders have recently sold 32,100 shares totaling about $8.24 million. Arthur J. Gallagher reported strong quarterly earnings, beating estimates, and increased its quarterly dividend to $0.70 per share, with analysts currently maintaining a "Hold" rating and an average price target of $284.12.
The Architect of Risk: WTW’s Strategic Transformation and the New Era of Brokerage
Willis Towers Watson (WTW) has undergone a significant transformation since its failed merger with Aon in 2021, emerging as a leaner, technologically advanced competitor in global risk management. The company has focused on a "Grow, Simplify, Transform" strategy, recently acquiring tech-native broker Newfront and emphasizing AI-driven advisory and specialty risk. This strategic pivot, alongside strong financial performance and expansion of operating margins, has led to sustained stock outperformance and a closing valuation gap with its peers.
Brown & Brown launches national healthcare practice
Brown & Brown, Inc. has launched Brown & Brown Healthcare, a national healthcare practice offering fully integrated, all-lines risk solutions. The specialized team comprises over 140 professionals co-led by Matthew Siciliani and Tracy Hoffman, with strategic guidance from Bob Dubraski. This practice aims to provide comprehensive risk management services, including professional liability and captive management, to healthcare organizations.
Arthur J. Gallagher & Co. stock underperforms Monday when compared to competitors
Shares of Arthur J. Gallagher & Co. (AJG) fell by 9.85% to $217.79 on Monday, despite a generally positive trading session for the broader stock market. The S&P 500 Index rose 0.47%, and the Dow Jones Industrial Average gained 0.04%. This marks the third consecutive day of losses for the stock.
Arthur J Gallagher & Co stock hits 52-week low at 235.79 USD By Investing.com
Arthur J Gallagher & Co (AJG) stock recently hit a 52-week low of $235.79, reflecting a 27.59% decrease over the past year despite a solid 19.05% revenue growth. The company's stock is considered undervalued according to InvestingPro Fair Value analysis, and net income is expected to grow this year. Arthur J. Gallagher & Co. recently surpassed Q4 2025 earnings and revenue expectations and acquired 3D Advisors Inc., with Cantor Fitzgerald maintaining a Neutral rating with a $282.00 price target.
JBTMarel Corp stock hits 52-week high at 169.97 USD
JBTMarel Corp's stock has reached a new 52-week high of $169.97 USD, representing a 31.77% appreciation over the past year. Despite not being profitable in the last twelve months, analysts expect the company to return to profitability this year with a forecasted EPS of $6.32 USD. The company also announced a quarterly cash dividend of $0.10 per share and received an upgrade from Jefferies from Hold to Buy, with a price target increase from $150.00 to $180.00, driven by expected earnings growth and recovery in food processing demand.
Why Shares of Arthur J. Gallagher (AJG) Are Down Today
Arthur J. Gallagher's share price dropped significantly after OpenAI introduced AI-powered insurance applications, raising investor concerns about AI's impact on traditional brokerage models. The company was also affected by a recent U.S. government proposal for minimal increases in Medicare payment rates. Despite these challenges, the article suggests that the significant price decline might offer an attractive entry point for investors.
Citigroup Raises Arthur J. Gallagher & Co. (AJG) Target as UBS Maintains Neutral View
Citigroup has increased its price target for Arthur J. Gallagher & Co. (AJG) to $280 from $277, while maintaining a Neutral rating. UBS, while trimming its price target slightly to $283 from $285, also held a Neutral view, citing that insurance brokers are well-positioned for 2026 with expected organic revenue growth and improving EBITDA margins. Arthur J. Gallagher & Co. recently acquired 3D Advisors, a brokerage general agency, expanding its life insurance and annuity solutions.
First Industrial Realty Trust stock hits 52-week high at $60.39
First Industrial Realty Trust (FR) stock has reached a new 52-week high of $60.39, reflecting strong performance with a 12.07% increase over the past year and a 26.11% gain in six months. The company, a real estate investment trust specializing in industrial properties, maintains a "GREAT" financial health rating and a solid dividend yield of 2.98%, with 13 consecutive years of dividend payments. This milestone follows robust fourth-quarter 2025 earnings, where EPS and revenue exceeded analyst expectations.
Arthur J. Gallagher & Co. Acquires Hunt Financial Group
Arthur J. Gallagher & Co. has announced the acquisition of Hunt Benefits & Associates, Inc., and Tenaglia & Associates, Inc., collectively known as Hunt Financial Group. This acquisition expands Gallagher's benefits consulting operations for banking industry clients. The Hunt Financial Group team will continue to operate from their current locations in North and South Carolina.
Planet and Goosehead Insurance Announce Strategic Partnership to Simplify Homeowners Insurance Shopping
Planet Insurance Agency and Goosehead Insurance, Inc. have formed a strategic partnership to simplify homeowners insurance shopping. This collaboration aims to provide customers with more choices, expert guidance, and a streamlined process for securing coverage, especially as insurance costs rise. The customer-first approach is designed to reduce stress for homebuyers and existing homeowners comparing policy options from over 200 carriers.
