Why Arthur J. Gallagher (AJG) Stock Is Up Today

Arthur J. Gallagher & Co. (AJG) is up 3.1% today. Here is some analysis on what might have caused this price movement.

Analysis: A single fresh catalyst is not obvious, but the move appears tied to continued optimism around Gallagher’s solid second-quarter execution, resilient organic growth outlook, and acquisition-driven expansion. This could also reflect investors responding to favorable analyst sentiment that followed the company’s recent results and outlook.

Details:

In its July 30 earnings release, Gallagher posted 24% combined revenue growth in its brokerage and risk management operations, with 6% organic growth across the company.

Management highlighted its 25th straight quarter of double-digit adjusted EBITDAC growth, reinforcing the view that the business is still compounding despite a moderating insurance pricing environment.

The company said integration of AssuredPartners was progressing with strong retention and collaboration, which may have supported expectations for future scale benefits and margin improvement.

Gallagher also remained active on the acquisition front, announcing the purchase of Apollo Insurance Solutions in early August, adding to the narrative that dealmaking can keep supporting growth.

Sources:

Arthur J. Gallagher & Co., SEC, Zacks Investment Research

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$AJG Insider Trading Activity

$AJG insiders have traded $AJG stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 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 12,000 shares for an estimated $3,240,972
CHRISTOPHER E MEAD (VICE PRESIDENT) has made 0 purchases and 2 sales selling 7,500 shares for an estimated $1,808,059.
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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$AJG Hedge Fund Activity

We have seen 612 institutional investors add shares of $AJG stock to their portfolio, and 732 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JPMORGAN CHASE & CO added 14,356,764 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,295,882,311
FMR LLC added 4,024,657 shares (+27.5%) to their portfolio in Q2 2026, for an estimated $923,940,507
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 2,698,507 shares (-70.7%) from their portfolio in Q2 2026, for an estimated $619,496,251
EAGLE CAPITAL MANAGEMENT LLC added 2,225,040 shares (+83.5%) to their portfolio in Q2 2026, for an estimated $510,802,432
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,156,506 shares (+inf%) to their portfolio in Q2 2026, for an estimated $495,069,082
DODGE & COX added 2,008,719 shares (+27.3%) to their portfolio in Q2 2026, for an estimated $461,141,620
MANUFACTURERS LIFE INSURANCE COMPANY, THE added 1,594,981 shares (+494.4%) to their portfolio in Q2 2026, for an estimated $366,159,788

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.

$AJG Government Contracts

We have seen $1,395,976 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.

$AJG Congressional Stock Trading

Members of Congress have traded $AJG stock 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.

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

SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
REPRESENTATIVE KELLY MORRISON has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 03/08.

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.

$AJG Analyst Ratings

Wall Street analysts have issued reports on $AJG in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

UBS issued a "Buy" rating on 06/09/2026

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

$AJG Price Targets

Multiple analysts have issued price targets for $AJG recently. We have seen 14 analysts offer price targets for $AJG in the last 6 months, with a median target of $263.0.

Here are some recent targets:

Yaron Kinar from Mizuho set a target price of $287.0 on 07/09/2026
Elyse Greenspan from Wells Fargo set a target price of $299.0 on 07/09/2026
Ryan Tunis from Cantor Fitzgerald set a target price of $300.0 on 07/09/2026
Meyer Shields from Keefe, Bruyette & Woods set a target price of $261.0 on 07/08/2026
Brian Meredith from UBS set a target price of $291.0 on 07/08/2026
Alex Scott from Barclays set a target price of $292.0 on 07/07/2026
Bob Huang from Morgan Stanley set a target price of $255.0 on 07/06/2026

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.