Arthur J. Gallagher & Co. Stock (AJG) Opinions on Analyst Upgrades

UBS upgrade sparks optimism: Analysts at UBS recently lifted Arthur J. Gallagher & Co. to a Buy rating from Neutral, citing robust expectations for commercial reinsurance volumes. This move comes amid broader positive sentiment on the insurer's growth trajectory. Market observers note the upgrade aligns with sustained demand in key segments.

Jefferies boosts target: Jefferies also upgraded the stock to Buy from Hold and raised its price target to $265 from $235. Discussions highlight the firm's consistent share gains and operational resilience. Some participants view the revised outlook as a signal of strengthening fundamentals heading into the second half of the year.

Evercore highlights value: Evercore analysts pointed to AJG as standing out with a long track record amid potential margin pressures on peers. Sentiment remains largely positive as traders digest multiple rating improvements. Overall buzz centers on the stock's positioning for continued expansion.

Note: This discussion summary was generated from an AI condensation of post data.

Arthur J. Gallagher & Co. Insider Trading Activity

Arthur J. Gallagher & Co. insiders have traded $AJG stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.

Here’s a breakdown of recent trading of $AJG stock by insiders over the last 6 months:

J PATRICK JR GALLAGHER (CEO) sold 27,450 shares for an estimated $6,322,064
WALTER D. BAY (General Counsel) sold 15,850 shares for an estimated $4,041,750
CHRISTOPHER E MEAD (VICE PRESIDENT) has made 0 purchases and 2 sales selling 8,000 shares for an estimated $1,940,912.
DOUGLAS K HOWELL (VP & Chief Financial Officer) sold 5,000 shares for an estimated $1,290,242
SCOTT R HUDSON (Vice President) sold 3,800 shares for an estimated $864,766
RICHARD C CARY (Controller, CAO) sold 3,000 shares for an estimated $618,000

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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Arthur J. Gallagher & Co. Revenue

Arthur J. Gallagher & Co. had revenues of $4.8B in Q1 2026. This is an increase of 27.65% from the same period in the prior year.

You can track AJG financials on Quiver Quantitative's AJG stock page.

You can access data on AJG stock through the Quiver Quantitative API.

Arthur J. Gallagher & Co. Congressional Stock Trading

Members of Congress have traded $AJG stock 6 times in the past 6 months. Of those trades, 1 have been purchases and 5 have been sales.

Here’s a breakdown of recent trading of $AJG stock by members of Congress over the last 6 months:

REPRESENTATIVE KELLY MORRISON has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 03/08.
REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 12/19 and 1 sale worth up to $15,000 on 02/10.
REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 12/18.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

Arthur J. Gallagher & Co. Hedge Fund Activity

We have seen 566 institutional investors add shares of Arthur J. Gallagher & Co. stock to their portfolio, and 794 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

DODGE & COX added 6,474,330 shares (+735.2%) to their portfolio in Q1 2026, for an estimated $1,402,210,391
MORGAN STANLEY removed 3,717,633 shares (-47.8%) from their portfolio in Q1 2026, for an estimated $805,164,955
CAPITAL INTERNATIONAL INVESTORS removed 3,683,802 shares (-58.7%) from their portfolio in Q1 2026, for an estimated $797,837,837
EAGLE CAPITAL MANAGEMENT LLC added 2,665,572 shares (+inf%) to their portfolio in Q1 2026, for an estimated $577,309,583
NORGES BANK added 2,639,785 shares (+55.0%) to their portfolio in Q4 2025, for an estimated $683,149,960
GTCR LLC added 2,373,773 shares (+inf%) to their portfolio in Q1 2026, for an estimated $514,111,756
MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. removed 1,754,622 shares (-57.4%) from their portfolio in Q1 2026, for an estimated $380,016,032

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

Arthur J. Gallagher & Co. Government Contracts

We have seen $1,277,081 of award payments to $AJG over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

Arthur J. Gallagher & Co. Analyst Ratings

Wall Street analysts have issued reports on $AJG in the last several months. We have seen 4 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

UBS issued a "Buy" rating on 06/09/2026
Mizuho issued a "Outperform" rating on 02/27/2026
Wells Fargo issued a "Overweight" rating on 01/30/2026
Barclays issued a "Underweight" rating on 01/08/2026
Morgan Stanley issued a "Overweight" rating on 12/19/2025

To track analyst ratings and price targets for Arthur J. Gallagher & Co., check out Quiver Quantitative's $AJG forecast page.

Arthur J. Gallagher & Co. Price Targets

Multiple analysts have issued price targets for $AJG recently. We have seen 13 analysts offer price targets for $AJG in the last 6 months, with a median target of $259.0.

Here are some recent targets:

Andrew Andersen from Jefferies set a target price of $265.0 on 06/11/2026
Weston Bloomer from UBS set a target price of $250.0 on 06/09/2026
Bob Huang from Morgan Stanley set a target price of $240.0 on 05/21/2026
Matthew Heimermann from Citigroup set a target price of $250.0 on 05/06/2026
Paul Newsome from Piper Sandler set a target price of $211.0 on 05/01/2026
Meyer Shields from Keefe, Bruyette & Woods set a target price of $235.0 on 05/01/2026
Mark Hughes from Truist Securities set a target price of $225.0 on 05/01/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.