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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 surged following strong Q1 earnings results that beat expectations, with revenue rising significantly year over year, while analysts at UBS and Wells Fargo raised their price targets and the stock maintained a "Moderate Buy" consensus rating with an average target well above current levels.

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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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