AJG

Arthur J. Gallagher & Co.

NYSE · Insurance Agents, Brokers & Service · Inc. DE · CIK 0000354190
$222.13 +2.34% $55.8B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)3 New Institutional PositionsCongressional Activity (3)
Vol
Market Cap$55.8B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (72%)
Inst. Holders12 funds
Inst. Value$17.4B
Inst. Activity3 buys / 1 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 $217.05

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 sold 236.536 shares
Director @ $206.10 ($48.8K)
Jun 1, 2026 Insider
Miskel Christopher C. sold 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

$262.53 +18.2% upside Buy
Current $222.13 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 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

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 21
Next FY $14.85 $14.25 — $15.45 12% YoY 21

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$8.1B
FMR LLC$3.9B
MORGAN STANLEY$2.0B
NORGES BANK$1.9BNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$528.9MNEW

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
12 institutional holders with $17.4B total value (67,281,788 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 3 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC31,390,446$8.1B46.7%
2FMR LLC15,110,682$3.9B22.5%
3MORGAN STANLEY7,773,808$2.0B11.6%
4NORGES BANK7,438,704$1.9B11.1%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,043,640$528.9M3.0%NEW
6BANK OF AMERICA CORP /DE/1,508,079$390.3M2.2%
7DODGE & COX880,585$227.9M1.3%NEW
8Mawer Investment Management Ltd.613,031$158.6M0.9%
9WELLS FARGO & COMPANY/MN501,532$129.8M0.7%
10ARIEL INVESTMENTS, LLC15,357$4.0M0.0%NEW
11RENAISSANCE TECHNOLOGIES LLC4,320$1.1M0.0%NEAR_EXIT -98.9%
12TWO SIGMA INVESTMENTS, LP1,604$415.1K0.0%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW7,438,704$1.9B2025-Q4
DODGE & COXNEW880,585$227.9M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT400,5004,320-98.9%$1.1M2025-Q4
TWO SIGMA INVESTMENTS, LPNEW1,604$415.1K2025-Q4
ARIEL INVESTMENTS, LLCNEW13,645$4.2M2025-Q3
NORGES BANKEXIT4,798,9190-100.0%$0.002025-Q3
TWO SIGMA INVESTMENTS, LPEXIT2,7000-100.0%$0.002025-Q3
NORGES BANKNEW4,798,919$1.5B2025-Q2
UBS Group AGTRIM1,149,467846,324-26.4%$270.9M2025-Q2
TWO SIGMA INVESTMENTS, LPNEW2,700$864.3K2025-Q2
RENAISSANCE TECHNOLOGIES LLCADD173,200319,000+84.2%$110.1M2025-Q1
CITADEL ADVISORS LLCNEAR_EXIT2,647,496113,492-95.7%$39.2M2025-Q1
NORGES BANKEXIT5,008,2480-100.0%$0.002025-Q1
TWO SIGMA INVESTMENTS, LPEXIT1,3460-100.0%$0.002025-Q1
CITADEL ADVISORS LLCDOUBLED200,5862,647,496+1219.9%$751.5M2024-Q4
UBS Group AGDOUBLED549,3251,148,148+109.0%$325.9M2024-Q4
RENAISSANCE TECHNOLOGIES LLCADD90,700173,200+91.0%$49.2M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,844,296$518.9M2024-Q3
20 unique insiders with 1 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 SDirectorA236.536$206.10$48.8K
Jun 1, 2026Miskel Christopher C.DirectorA194.081$206.10$40.0K
May 26, 2026GALLAGHER J PATRICK JRCEOG14,698$0.00$0.00
May 26, 2026Gallagher Patrick MurphyChief Operating OfficerG14,698$0.00$0.00
May 12, 2026ROSENTHAL NORMAN LDirectorA1,110$0.00$0.00
May 12, 2026NICOLETTI RALPH JDirectorA1,110$0.00$0.00
May 12, 2026Miskel Christopher C.DirectorA1,110$0.00$0.00
May 12, 2026JOHNSON DAVID SDirectorA1,110$0.00$0.00
May 12, 2026Harries Richard de Winton WilkinDirectorA1,110$0.00$0.00
May 12, 2026Coldman David JohnDirectorA1,110$0.00$0.00
May 12, 2026Clarke Teresa HillaryDirectorA1,110$0.00$0.00
May 12, 2026Caplan Deborah HDirectorA1,110$0.00$0.00
Mar 31, 2026Hudson Scott RVice PresidentM63.651$0.00$0.00
Mar 31, 2026Ziebell William FVICE PRESIDENTF50.921$215.95$11.0K
Mar 31, 2026Ziebell William FVICE PRESIDENTM50.921$215.95$11.0K
Mar 31, 2026Ziebell William FVICE PRESIDENTM50.921$0.00$0.00
Mar 31, 2026Jain VishalVICE PRESIDENTF50.921$215.95$11.0K
Mar 31, 2026Jain VishalVICE PRESIDENTM50.921$0.00$0.00
Mar 31, 2026Jain VishalVICE PRESIDENTM50.921$215.95$11.0K
Mar 31, 2026Hudson Scott RVice PresidentM63.651$215.95$13.7K
Mar 31, 2026Hudson Scott RVice PresidentF63.651$215.95$13.7K
Mar 31, 2026HOWELL DOUGLAS KVP & Chief Financial OfficerM76.382$215.95$16.5K
Mar 31, 2026HOWELL DOUGLAS KVP & Chief Financial OfficerF76.382$215.95$16.5K
Mar 31, 2026HOWELL DOUGLAS KVP & Chief Financial OfficerM76.382$0.00$0.00
Mar 31, 2026GALLAGHER THOMAS JOSEPHPresidentF76.382$215.95$16.5K
Mar 31, 2026GALLAGHER THOMAS JOSEPHPresidentM76.382$215.95$16.5K
Mar 31, 2026GALLAGHER THOMAS JOSEPHPresidentM76.382$0.00$0.00
Mar 31, 2026GALLAGHER J PATRICK JRCEOM5,345.903$215.95$1.2M
Mar 31, 2026GALLAGHER J PATRICK JRCEOF2,369$215.95$511.6K
Mar 31, 2026GALLAGHER J PATRICK JRCEOM5,345.903$0.00$0.00
Mar 31, 2026CARY RICHARD CController, CAOM471.698$215.95$101.9K
Mar 31, 2026CARY RICHARD CController, CAOF139$215.95$30.0K
Mar 31, 2026CARY RICHARD CController, CAOM471.698$0.00$0.00
Mar 31, 2026Bay Walter D.General CounselM1,415.092$215.95$305.6K
Mar 31, 2026Bay Walter D.General CounselF627$215.95$135.4K
Mar 31, 2026Bay Walter D.General CounselM1,415.092$0.00$0.00
Mar 23, 2026Gallagher Patrick MurphyChief Operating OfficerG704$0.00$0.00
Mar 23, 2026GALLAGHER THOMAS JOSEPHPresidentG264$0.00$0.00
Mar 20, 2026Gallagher Patrick MurphyChief Operating OfficerI1,444.731$214.82$310.4K
Mar 16, 2026Pesch Michael RobertVice PresidentF525$207.93$109.2K
Mar 16, 2026Jain VishalVICE PRESIDENTF501$207.93$104.2K
Mar 16, 2026Mead Christopher EVICE PRESIDENTF432$207.93$89.8K
Mar 16, 2026Gallagher Patrick MurphyChief Operating OfficerF525$207.93$109.2K
Mar 15, 2026Ziebell William FVICE PRESIDENTM6,930$0.00$0.00
Mar 15, 2026Ziebell William FVICE PRESIDENTF2,321$207.93$482.6K
Mar 15, 2026Ziebell William FVICE PRESIDENTA6,930$0.00$0.00
Mar 15, 2026Jain VishalVICE PRESIDENTA6,214$0.00$0.00
Mar 15, 2026Jain VishalVICE PRESIDENTF2,645$207.93$550.0K
Mar 15, 2026Pietrucha Susan EChief Human Resources OfficerF2,186$207.93$454.5K

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

$262.53 mean target +18.2% upside Buy (1.86)
$211.00 Low $388.00 High
MetricValue
Current Price$222.13
Target Low$211.00
Target Mean$262.53
Target Median$261.00
Target High$388.00
# Analysts19
RecommendationBuy (1.86)

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% -0.2% 3↑ 16↓ $4.0B 27.2% 19
Next Q
2026-09-30
$3.09 $2.87 $3.37 33.1% +0.3% 10↑ 5↓ $4.1B 22.0% 19
Current FY
2026-12-31
$13.27 $12.68 $13.75 24.1% +0.2% 11↑ 6↓ $16.8B 22.4% 21
Next FY
2027-12-31
$14.85 $14.25 $15.45 11.9% +0.1% 11↑ 6↓ $18.5B 9.8% 21

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.857
7d ago$2.856+0.000
30d ago$2.863-0.006
60d ago$2.884-0.028
90d ago$2.895-0.039
13 analyst firms have rated this stock: 5 upgrades, 3 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
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