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Arthur J. Gallagher & Co.

AJG · NYSE

Market closed$253.90$-2.03 (-0.79%)After hours $253.00 · -0.35%

Key statistics

Previous close$255.93
Open$258.56
Day high$261.58
Day low$252.30
52-week high$316.71
52-week low$190.75
Market cap65.24B
Volume1.25M
Average volume1.83M
P/E ratio22.08
Forward P/E16.58
EPS11.50
Dividend yield+1.06%

Market context

Why it moved

AJG shares pulled back modestly amid broad sector rotation and profit-taking, as the stock retreated from recent highs despite continued bullish technical signals including fund inflows and momentum indicators noted by market participants.

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What is happening

Recent company-specific developments and publisher coverage.

July 18, 2026Arthur J. Gallagher & Co. shares edged lower alongside broader market weakness driven by escalating U.S.-Iran tensions and fading AI sentiment, with the S&P 500 declining on the session. Despite the pullback, analyst sentiment remains constructive: UBS and Wells Fargo recently raised price targets to $291 and $299 respectively, Piper Sandler upgraded to Overweight with a $276 target, and the consensus sits at Moderate Buy with an average target of $280.35. Q2 earnings are on deck as the next key catalyst, with AJG's strong Q1 results — EPS of $4.47 beating estimates on 29% year-over-year revenue growth — keeping the fundamental backdrop intact.

-0.7932

July 17, 2026Arthur J. Gallagher & Co. shares rose sharply, outpacing the broader financial sector (XLF near 52-week highs) and the S&P 500, as a wave of analyst price target upgrades lifted investor confidence ahead of the company's upcoming Q2 earnings. Wells Fargo raised its target to $299 (overweight), Mizuho lifted to $287 (outperform), and Barclays increased to $292 (overweight), reinforcing a 'Moderate Buy' consensus with an average target of ~$276. The rally — now up over 26% since Q1 earnings — comes despite a Wolfe Research downgrade to peer perform, with the stock also extending gains in after-hours trading to ~$258.66.

3.2934

July 16, 2026Arthur J. Gallagher declined on the day as a broad-based pullback in insurance stocks weighed on sentiment, with peer Progressive falling over 3% on deteriorating combined ratios and catastrophe loss concerns that rippled across the sector. The drop came despite a string of bullish analyst actions — Piper Sandler upgraded AJG to Overweight with a $276 target, while Wells Fargo ($299) and Mizuho ($287) maintained elevated price targets — and continued M&A momentum via the Med James specialty broker acquisition. With Q2 earnings on the horizon and Wolfe Research's recent downgrade to Peer Perform still fresh, investors appear to be reassessing near-term margin and valuation risks.

-2.3874

July 15, 2026Arthur J. Gallagher & Co. fell nearly 3%, underperforming the broader financial sector (XLF closed modestly lower) and the S&P 500, as a Wolfe Research downgrade to peer perform weighed on sentiment alongside sector-wide insurance weakness — Progressive and Aon also declined sharply. The pullback came despite recent bullish analyst moves, including Wells Fargo raising its price target to $299 and Mizuho lifting its target to $287, and continues ahead of the company's Q2 2026 earnings release, with insurance brokers as a sub-sector expected to report ~9% earnings growth year-over-year.

-2.8328

July 14, 2026Arthur J. Gallagher & Co. rose sharply, outpacing the broader financial sector (XLF), as a flurry of bullish analyst actions lifted sentiment: RBC Capital raised its price target to $300 from $260 while maintaining an Outperform rating, Wells Fargo lifted its target to $299 (Overweight), and Mizuho raised its target to $287 (Outperform). The moves came alongside news that Gallagher's RPS unit acquired Med James, Inc. to extend its wholesale insurance reach, reinforcing the company's active M&A strategy that saw 33 mergers closed in 2025.

3.2162

July 11, 2026Arthur J. Gallagher closed modestly lower, with shares slipping as a Wolfe Research downgrade to Peer Perform on valuation concerns weighed on sentiment — offsetting a wave of bullish analyst activity that included Wells Fargo raising its price target to $299 and Mizuho lifting its target to $287. The company also announced its Q2 2026 earnings release date of July 30 and completed two acquisitions — Med James (U.S. wholesale) and Wilson M. Beck Insurance Services (Western Canada) — continuing its active M&A strategy ahead of what Wall Street expects to be a quarter of double-digit profit growth.

-0.264

July 10, 2026Arthur J. Gallagher & Co. shares closed modestly lower, pressured by a Wolfe Research downgrade to "Peer Perform" from "Outperform" on valuation concerns, with the firm arguing the stock is trading near its prior 17x price-to-earnings target and cannot justify a materially higher multiple given historical trough valuations of 14-15x. The downgrade overshadowed a busy day of positive developments, including two fresh acquisitions — Med James (a U.S. wholesale MGA) and Wilson M. Beck Insurance Services in Western Canada — Q2 earnings scheduled for July 30, and bullish analyst moves from Wells Fargo (raising its price target to $299) and Mizuho (raising to $287), reflecting a divided Street ahead of the upcoming earnings catalyst.

-1.1106

July 9, 2026Arthur J. Gallagher shares edged higher, outperforming a broadly weaker financial sector (XLF), as two positive catalysts drew investor attention: UBS raised its price target to $291 from $250 while maintaining a Buy rating, and the company announced the acquisition of Wilson M. Beck Insurance Services, a Western Canada retail broker with niche expertise in construction, real estate, surety, and mining. The gains came despite broader market headwinds from escalating U.S.-Iran tensions, which drove oil prices sharply higher and sparked a risk-off session for most equities.

0.7618

Zacks Investment Research · July 17, 2026AJG Stock Declines 31% in a Year: What Should Investors Do Now?Investing.com · July 15, 2026Piper Sandler upgrades Arthur J. Gallagher stock rating on growthTradingView · July 14, 2026Arthur J. Gallagher to Webcast June 17 Investor Meeting, Releases CFO Commentary with 2026 EstimatesMoomoo · July 13, 2026RBC Capital Maintains Arthur J. Gallagher(AJG.US) With Buy Rating, Raises Target Price to $300Simply Wall Street · July 10, 2026Arthur J. Gallagher (AJG) Stock May Be 23% Undervalued Despite Fresh Acquisition NewsPR Newswire · July 9, 2026Arthur J. Gallagher & Co. Acquires Med James, Inc.Stock Titan · July 9, 2026Gallagher schedules July 30 earnings call after Q2 resultsQuiver Quantitative · July 2, 2026Arthur J. Gallagher Shares Rise as Investors Weigh Improved 2026 Margin Outlook
Mt Newswire · July 15, 2026Piper Sandler Upgrades Arthur J. Gallagher to Overweight From Neutral, Adjusts PT to $276 From $225
Mt Newswire · July 13, 2026RBC Capital Adjusts Price Target on Arthur J. Gallagher to $300 From $260, Maintains Outperform Rating
Mt Newswire · July 9, 2026Arthur J. Gallagher Acquires Med James
Benzinga · July 9, 2026Wells Fargo Maintains Overweight on Arthur J. Gallagher, Raises Price Target to $299
Mt Newswire · July 9, 2026Mizuho Securities Adjusts Arthur J. Gallagher Price Target to $287 From $261
Mt Newswire · July 9, 2026Wells Fargo Adjusts Price Target on Arthur J. Gallagher to $299 From $271
Benzinga · July 8, 2026UBS Maintains Buy on Arthur J. Gallagher, Raises Price Target to $291
Mt Newswire · July 8, 2026UBS Adjusts Price Target on Arthur J. Gallagher to $291 From $250, Maintains Buy Rating

Peers

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