AJG

Arthur J. Gallagher & Co.

NYSE · Insurance Agents, Brokers & Service · Inc. DE · CIK 0000354190
$218.69 -1.00% $56.2B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)31 New Institutional Positions19 Institutional ExitsCongressional Activity (3)
Vol
Market Cap$56.2B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (72%)
Inst. Holders50 funds
Inst. Value$32.0B
Inst. Activity31 buys / 19 sells
Insider Activity0B / 1S
Insider Net $-$618.0K
SEC Reports3
Congressional9 trades
Exchange NYSE·Sector Insurance Agents, Brokers & Service·Inc. DE·CIK 0000354190·Prev Close $220.90

Recent Activity

Jun 8, 2026 short_volume
Short Volume: AJG — 68.9% short (0.5M / 0.7M)
Short: 508,154 | Exempt: 33 | TRF Vol: 737,796 | Short Ratio: 68.9% | Off-exchange volume (dark pool
Jun 2, 2026 Insider
CARY RICHARD C sold 3,000 shares
Controller, CAO @ $206.00 ($618.0K)
Jun 1, 2026 Insider
JOHNSON DAVID S was granted 236.536 shares
Director @ $206.10 ($48.8K)
Jun 1, 2026 Insider
Miskel Christopher C. was granted 194.081 shares
Director @ $206.10 ($40.0K)
May 15, 2026 SEC
A federal district court granted conditional collective action certification in an FLSA overtime lawsuit against Arthur
COURT-RULING — Impact 5/10
Apr 7, 2026 Congress
Michael McCaul buy
$1,001 - $15,000 — House
Mar 23, 2026 SEC
Analysis based on filing metadata only — document content was unavailable
DEFA14A — Impact 2/10
Feb 28, 2026 SEC
Three major institutions initiated new positions in Arthur J. Gallagher & Co. (AJG) during 2025-Q4, collectively acquiri
INST-CLUSTER — Impact 8/10

Price Targets

$264.11 +20.8% upside Strong Buy
Current $218.69 Low $211.00 Median $261.00 High $388.00 19 analysts
$211.00 $388.00

Analyst Ratings

Buy72% buy · 29 analysts
6Strong Buy
15Buy
8Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 11, 2026 Jefferies UPGRADE Hold → Buy
Jun 9, 2026 UBS UPGRADE Neutral → Buy
May 21, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
May 6, 2026 Citigroup UPGRADE Neutral → Buy
May 1, 2026 Truist Securities MAINTAIN Hold → Hold

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.86 $2.72 — $2.93 23% YoY 19
Next Q $3.09 $2.87 — $3.37 33% YoY 19
Current FY $13.27 $12.68 — $13.75 24% YoY 22
Next FY $14.86 $14.25 — $15.45 12% YoY 22

Top Institutional Holders

FundValueMove
BlackRock, Inc.$4.2B
VANGUARD CAPITAL MANAGEMENT LLC$3.6B
FMR LLC$3.2B
Capital World Investors$3.0B
VANGUARD PORTFOLIO MANAGEMENT LLC$2.7B

Recent Insider Trades

DateInsiderTypeValue
Jun 2, 2026CARY RICHARDSELL$618.0K
Jun 1, 2026JOHNSON DAVIDA$48.8K
Jun 1, 2026Miskel ChristopherA$40.0K
May 26, 2026GALLAGHER JG$0.00
May 26, 2026Gallagher PatrickG$0.00

Congressional Trades

3 members: 5 buys, 4 sells
MemberPartyTypeAmount
Michael McCaulRBUY$1,001 - $15,000
Michael McCaulRBUY$1,001 - $15,000
Michael McCaulRBUY$15,001 - $50,000
50 institutional holders with $32.0B total value (147,770,645 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, FMR. Net buying activity: 31 institutions added/increased vs 19 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.19,307,796$4.2B13.1%
2VANGUARD CAPITAL MANAGEMENT LLC16,699,898$3.6B11.3%
3FMR LLC14,620,963$3.2B9.9%
4Capital World Investors13,817,720$3.0B9.4%
5VANGUARD PORTFOLIO MANAGEMENT LLC12,419,279$2.7B8.4%
6STATE STREET CORP10,973,921$2.4B7.4%
7DODGE & COX7,354,915$1.6B5.0%DOUBLED +735.2%
8MORGAN STANLEY4,056,175$878.5M2.7%TRIM -47.8%
9Capital Research Global Investors2,980,131$645.4M2.0%ADD +92.5%
10EAGLE CAPITAL MANAGEMENT LLC2,665,572$577.3M1.8%NEW
11Capital International Investors2,596,653$562.3M1.8%TRIM -58.7%
12WELLINGTON MANAGEMENT GROUP LLP2,583,359$559.5M1.7%
13WCM INVESTMENT MANAGEMENT, LLC2,362,513$510.2M1.6%
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,109,463$457.2M1.4%
15JANUS HENDERSON GROUP PLC1,970,990$426.9M1.3%
16FRANKLIN RESOURCES INC1,954,100$423.2M1.3%DOUBLED +400.7%
17GOLDMAN SACHS GROUP INC1,953,270$423.0M1.3%
18BANK OF AMERICA CORP /DE/1,854,488$401.6M1.3%
19Invesco Ltd.1,715,812$371.6M1.2%
20VANGUARD FIDUCIARY TRUST CO1,447,832$313.6M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
DODGE & COXDOUBLED880,5857,354,915+735.2%$1.6B2026-Q1
MORGAN STANLEYTRIM7,773,8084,056,175-47.8%$878.5M2026-Q1
Capital Research Global InvestorsADD1,548,4732,980,131+92.5%$645.4M2026-Q1
EAGLE CAPITAL MANAGEMENT LLCNEW2,665,572$577.3M2026-Q1
Capital International InvestorsTRIM6,280,4552,596,653-58.7%$562.3M2026-Q1
FRANKLIN RESOURCES INCDOUBLED390,3111,954,100+400.7%$423.2M2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd.TRIM3,056,0691,301,447-57.4%$281.9M2026-Q1
Artisan Partners Limited PartnershipDOUBLED204,838884,899+332.0%$191.7M2026-Q1
Woodline Partners LPADD535,602840,676+57.0%$182.1M2026-Q1
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMADD538,159789,499+46.7%$171.0M2026-Q1
BRANDES INVESTMENT PARTNERS, LPNEW701,260$151.9M2026-Q1
JUPITER ASSET MANAGEMENT LTDNEW531,235$113.2M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.DOUBLED89,423401,590+349.1%$87.0M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.DOUBLED159,803340,763+113.2%$73.8M2026-Q1
LAZARD ASSET MANAGEMENT LLCADD206,238329,019+59.5%$71.3M2026-Q1
SEI INVESTMENTS COADD212,544289,267+36.1%$62.7M2026-Q1
MARSHALL WACE, LLPDOUBLED84,329276,420+227.8%$59.9M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED11,370238,987+2001.9%$51.8M2026-Q1
BANK OF MONTREAL /CAN/TRIM355,707224,518-36.9%$48.6M2026-Q1
FIFTH THIRD BANCORPDOUBLED23,606218,950+827.5%$47.4M2026-Q1
Korea Investment CORPADD117,210203,044+73.2%$44.0M2026-Q1
NISSAY ASSET MANAGEMENT CORP /JAPANADD104,077171,320+64.6%$37.1M2026-Q1
FIRST TRUST ADVISORS LPDOUBLED16,939170,126+904.3%$36.8M2026-Q1
Alyeska Investment Group, L.P.NEW169,585$36.7M2026-Q1
Freestone Grove Partners LPDOUBLED3,150150,106+4665.3%$32.5M2026-Q1
20 unique insiders with 50 transactions. Net insider value: -$618.0K ($0.00 bought, $618.0K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 2, 2026CARY RICHARD CController, CAOSELL3,000$206.00$618.0K
Jun 1, 2026JOHNSON DAVID SDirectorAWARD236.536$206.10$48.8K
Jun 1, 2026Miskel Christopher C.DirectorAWARD194.081$206.10$40.0K
May 26, 2026GALLAGHER J PATRICK JRCEOGIFT14,698
May 26, 2026Gallagher Patrick MurphyChief Operating OfficerGIFT14,698
May 12, 2026ROSENTHAL NORMAN LDirectorAWARD1,110
May 12, 2026NICOLETTI RALPH JDirectorAWARD1,110
May 12, 2026Miskel Christopher C.DirectorAWARD1,110
May 12, 2026JOHNSON DAVID SDirectorAWARD1,110
May 12, 2026Harries Richard de Winton WilkinDirectorAWARD1,110
May 12, 2026Coldman David JohnDirectorAWARD1,110
May 12, 2026Clarke Teresa HillaryDirectorAWARD1,110
May 12, 2026Caplan Deborah HDirectorAWARD1,110
Mar 31, 2026Ziebell William FVICE PRESIDENTTAX W/H50.921$215.95$11.0K
Mar 31, 2026Ziebell William FVICE PRESIDENTEXERCISE50.921$215.95$11.0K
Mar 31, 2026Jain VishalVICE PRESIDENTTAX W/H50.921$215.95$11.0K
Mar 31, 2026Jain VishalVICE PRESIDENTEXERCISE50.921$215.95$11.0K
Mar 31, 2026Hudson Scott RVice PresidentEXERCISE63.651$215.95$13.7K
Mar 31, 2026Hudson Scott RVice PresidentTAX W/H63.651$215.95$13.7K
Mar 31, 2026HOWELL DOUGLAS KVP & Chief Financial OfficerEXERCISE76.382$215.95$16.5K
Mar 31, 2026HOWELL DOUGLAS KVP & Chief Financial OfficerTAX W/H76.382$215.95$16.5K
Mar 31, 2026GALLAGHER THOMAS JOSEPHPresidentTAX W/H76.382$215.95$16.5K
Mar 31, 2026GALLAGHER THOMAS JOSEPHPresidentEXERCISE76.382$215.95$16.5K
Mar 31, 2026GALLAGHER J PATRICK JRCEOEXERCISE5,345.903$215.95$1.2M
Mar 31, 2026GALLAGHER J PATRICK JRCEOTAX W/H2,369$215.95$511.6K
Mar 31, 2026CARY RICHARD CController, CAOEXERCISE471.698$215.95$101.9K
Mar 31, 2026CARY RICHARD CController, CAOTAX W/H139$215.95$30.0K
Mar 31, 2026Bay Walter D.General CounselEXERCISE1,415.092$215.95$305.6K
Mar 31, 2026Bay Walter D.General CounselTAX W/H627$215.95$135.4K
Mar 23, 2026Gallagher Patrick MurphyChief Operating OfficerGIFT704
Mar 23, 2026GALLAGHER THOMAS JOSEPHPresidentGIFT264
Mar 20, 2026Gallagher Patrick MurphyChief Operating OfficerI1,444.731$214.82$310.4K
Mar 16, 2026Pesch Michael RobertVice PresidentTAX W/H525$207.93$109.2K
Mar 16, 2026Jain VishalVICE PRESIDENTTAX W/H501$207.93$104.2K
Mar 16, 2026Mead Christopher EVICE PRESIDENTTAX W/H432$207.93$89.8K
Mar 16, 2026Gallagher Patrick MurphyChief Operating OfficerTAX W/H525$207.93$109.2K
Mar 15, 2026Ziebell William FVICE PRESIDENTEXERCISE6,930
Mar 15, 2026Ziebell William FVICE PRESIDENTTAX W/H2,321$207.93$482.6K
Mar 15, 2026Ziebell William FVICE PRESIDENTAWARD6,930
Mar 15, 2026Jain VishalVICE PRESIDENTAWARD6,214
Mar 15, 2026Jain VishalVICE PRESIDENTTAX W/H2,645$207.93$550.0K
Mar 15, 2026Pietrucha Susan EChief Human Resources OfficerTAX W/H2,186$207.93$454.5K
Mar 15, 2026Pietrucha Susan EChief Human Resources OfficerAWARD6,612
Mar 15, 2026Pietrucha Susan EChief Human Resources OfficerEXERCISE6,612
Mar 15, 2026Mead Christopher EVICE PRESIDENTEXERCISE5,258
Mar 15, 2026Mead Christopher EVICE PRESIDENTTAX W/H2,019$207.93$419.8K
Mar 15, 2026HOWELL DOUGLAS KVP & Chief Financial OfficerEXERCISE9,082
Mar 15, 2026HOWELL DOUGLAS KVP & Chief Financial OfficerEXERCISE9,082
Mar 15, 2026GALLAGHER THOMAS JOSEPHPresidentEXERCISE9,560
Mar 15, 2026GALLAGHER THOMAS JOSEPHPresidentAWARD9,560

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (72% buy). Based on 29 analysts: 6 strong buy, 15 buy, 8 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$264.11 mean target +20.8% upside Strong Buy (1.64)
$211.00 Low $388.00 High
MetricValue
Current Price$218.69
Target Low$211.00
Target Mean$264.11
Target Median$261.00
Target High$388.00
# Analysts19
RecommendationStrong Buy (1.64)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$2.86 $2.72 $2.93 22.6% +0.0% 3↑ 16↓ $4.0B 27.2% 19
Next Q
2026-09-30
$3.09 $2.87 $3.37 33.2% +0.0% 10↑ 5↓ $4.1B 22.0% 19
Current FY
2026-12-31
$13.27 $12.68 $13.75 24.1% +0.1% 5↑ 4↓ $16.8B 22.0% 22
Next FY
2027-12-31
$14.86 $14.25 $15.45 12.0% +0.1% 5↑ 4↓ $18.4B 9.8% 22

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.858
7d ago$2.856+0.001
30d ago$2.856+0.001
60d ago$2.884-0.027
90d ago$2.899-0.042
13 analyst firms have rated this stock: 6 upgrades, 3 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 11, 2026 Jefferies UPGRADE Hold Buy
Jun 9, 2026 UBS UPGRADE Neutral Buy
May 21, 2026 Morgan Stanley MAINTAIN Overweight Overweight
May 6, 2026 Citigroup UPGRADE Neutral Buy
May 1, 2026 Truist Securities MAINTAIN Hold Hold
May 1, 2026 Piper Sandler MAINTAIN Neutral Neutral
May 1, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Apr 13, 2026 Mizuho MAINTAIN Outperform Outperform
Apr 9, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 8, 2026 Barclays MAINTAIN Overweight Overweight
Apr 7, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Mar 24, 2026 BMO Capital UPGRADE Market Perform Outperform
Mar 19, 2026 Wells Fargo MAINTAIN Overweight Overweight
Mar 18, 2026 Truist Securities MAINTAIN Hold Hold
Mar 11, 2026 Barclays UPGRADE Underweight Overweight
Feb 27, 2026 Mizuho UPGRADE Neutral Outperform
Feb 23, 2026 Piper Sandler MAINTAIN Neutral Neutral
Feb 2, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 2, 2026 UBS MAINTAIN Neutral Neutral
Feb 2, 2026 Jefferies MAINTAIN Hold Hold
Jan 30, 2026 Piper Sandler MAINTAIN Neutral Neutral
Jan 30, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 30, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Jan 14, 2026 Cantor Fitzgerald DOWNGRADE Overweight Neutral
Jan 13, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 13, 2026 BMO Capital DOWNGRADE Outperform Market Perform
Jan 8, 2026 Barclays MAINTAIN Underweight Underweight
Jan 7, 2026 Piper Sandler DOWNGRADE Overweight Neutral
Jan 6, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Dec 23, 2025 Wells Fargo MAINTAIN Overweight Overweight
Dec 22, 2025 Wells Fargo MAINTAIN Overweight Overweight
Dec 19, 2025 Morgan Stanley INITIATE Overweight
Dec 18, 2025 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Dec 17, 2025 UBS MAINTAIN Neutral Neutral
Dec 17, 2025 Evercore ISI Group MAINTAIN Outperform Outperform
Dec 17, 2025 Truist Securities MAINTAIN Hold Hold
Dec 16, 2025 Mizuho INITIATE Neutral
Dec 15, 2025 Piper Sandler MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202661580072%
May 1, 202661490069%
Apr 1, 202641590068%
Mar 1, 2026411111056%
Feb 1, 2026411111056%
Jan 1, 202641481067%
Strong BuyBuyHoldSellStrong Sell
3 members of Congress traded this stock: 5 buys, 4 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 7, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000Arthur J. Gallagher & CoMay 11, 2026 (35d)
Apr 6, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000Arthur J. Gallagher & CoMay 11, 2026 (36d)
Mar 25, 2026Michael McCaulRHOUSEBUY$15,001 - $50,000Arthur J. Gallagher & CoApr 10, 2026 (17d)
Mar 12, 2026Michael McCaulRHOUSEBUY$15,001 - $50,000Arthur J. Gallagher & CoApr 10, 2026 (30d)
Mar 8, 2026Kelly MorrisonDHOUSESELL$1,001 - $15,000Arthur J. Gallagher & CoMar 11, 2026 (4d)
Mar 8, 2026Kelly MorrisonDHOUSESELL$1,001 - $15,000Arthur J. Gallagher & CoMar 11, 2026 (4d)
Mar 8, 2026Kelly MorrisonDHOUSESELL$15,001 - $50,000Arthur J. Gallagher & CoMar 11, 2026 (4d)
Mar 4, 2026Michael McCaulRHOUSEBUY$15,001 - $50,000Arthur J. Gallagher & CoApr 10, 2026 (38d)
Feb 10, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000Arthur J. Gallagher & CoMar 10, 2026 (29d)

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 8, 2026
short_volume
Short Volume: AJG — 68.9% short (0.5M / 0.7M)
Short: 508,154 | Exempt: 33 | TRF Vol: 737,796 | Short Ratio: 68.9% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: AJG — 60.8% short (0.3M / 0.5M)
Short: 315,272 | Exempt: 0 | TRF Vol: 518,589 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: AJG — 59.3% short (0.4M / 0.6M)
Short: 381,961 | Exempt: 236 | TRF Vol: 644,053 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: AJG — 62.6% short (0.4M / 0.6M)
Short: 350,705 | Exempt: 164 | TRF Vol: 559,972 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: AJG — 65.0% short (0.4M / 0.6M)
Short: 398,486 | Exempt: 785 | TRF Vol: 613,435 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: AJG — 1.7M shares, 44,347 trades
Week starting 2026-05-18. Total ATS volume: 1,739,916 shares across 44,347 trades.
May 14, 2026
short_interest
FTD: AJG — 3,433 shares ($0.7M) failed to deliver
Settlement: 20260514, Price: $192.00, FTD Value: $659,136, GALLAGHER ARTHUR J.& CO
May 13, 2026
short_interest
FTD: AJG — 3,453 shares ($0.7M) failed to deliver
Settlement: 20260513, Price: $197.40, FTD Value: $681,622.2, GALLAGHER ARTHUR J.& CO
May 11, 2026
dark_pool
Dark Pool: AJG — 3.1M shares, 59,995 trades
Week starting 2026-05-11. Total ATS volume: 3,105,769 shares across 59,995 trades.
May 4, 2026
dark_pool
Dark Pool: AJG — 2.7M shares, 55,150 trades
Week starting 2026-05-04. Total ATS volume: 2,723,239 shares across 55,150 trades.
May 1, 2026
short_volume
Short Volume: AJG — 62.3% short (0.5M / 0.8M)
Short: 517,170 | Exempt: 2 | TRF Vol: 829,604 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
earnings_calendar
AJG Q1 2026 Earnings After Market Close — 2026-04-30
Apr 27, 2026
dark_pool
Dark Pool: AJG — 2.6M shares, 75,086 trades
Week starting 2026-04-27. Total ATS volume: 2,622,350 shares across 75,086 trades.
Apr 22, 2026
short_volume
Short Volume: AJG — 59.6% short (0.3M / 0.5M)
Short: 327,773 | Exempt: 0 | TRF Vol: 549,825 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: AJG — 1.8M shares, 49,252 trades
Week starting 2026-04-20. Total ATS volume: 1,751,577 shares across 49,252 trades.
Mar 27, 2026
Enforcement
Blakeney v. Arthur J. Gallagher & Co.
Court ruling from District Court, N.D. Illinois. Docket: 1:23-cv-16624