Arthur J. Gallagher & Co. (AJG) to Release Earnings on Thursday

28 Oct 2025, 05:38 by Tristan Rich · The Markets Daily

Arthur J. Gallagher & Co. (NYSE:AJG – Get Free Report) is anticipated to release its Q3 2025 results after the market closes on Thursday, October 30th. Analysts expect the company to announce earnings of $2.45 per share and revenue of $3.3361 billion for the quarter. Investors may visit the the company’s upcoming Q3 2025 earningresults page for the latest details on the call scheduled for Thursday, October 30, 2025 at 5:30 PM ET.

Arthur J. Gallagher & Co. (NYSE:AJG – Get Free Report) last posted its quarterly earnings data on Thursday, July 31st. The financial services provider reported $2.33 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.36 by ($0.03). Arthur J. Gallagher & Co. had a return on equity of 13.17% and a net margin of 14.54%.The firm had revenue of $3.18 billion for the quarter, compared to analyst estimates of $3.20 billion. During the same period in the prior year, the company posted $2.29 EPS. The firm’s quarterly revenue was up 16.0% compared to the same quarter last year. On average, analysts expect Arthur J. Gallagher & Co. to post $12 EPS for the current fiscal year and $13 EPS for the next fiscal year.

Arthur J. Gallagher & Co. Stock Performance

AJG stock opened at $279.14 on Tuesday. The business’s fifty day moving average is $298.10 and its 200-day moving average is $312.14. The company has a quick ratio of 1.36, a current ratio of 1.36 and a debt-to-equity ratio of 0.52. The company has a market cap of $71.57 billion, a P/E ratio of 39.65 and a beta of 0.73. Arthur J. Gallagher & Co. has a twelve month low of $275.56 and a twelve month high of $351.23.

Arthur J. Gallagher & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, September 19th. Investors of record on Friday, September 5th were given a $0.65 dividend. The ex-dividend date was Friday, September 5th. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.9%. Arthur J. Gallagher & Co.’s dividend payout ratio is currently 36.93%.

Analysts Set New Price Targets

AJG has been the subject of a number of recent research reports. The Goldman Sachs Group began coverage on shares of Arthur J. Gallagher & Co. in a research note on Wednesday, September 3rd. They set a “buy” rating and a $344.00 price objective for the company. Citigroup began coverage on shares of Arthur J. Gallagher & Co. in a research note on Wednesday, August 13th. They issued a “neutral” rating and a $317.00 target price for the company. Wells Fargo & Company raised their target price on shares of Arthur J. Gallagher & Co. from $365.00 to $366.00 and gave the company an “overweight” rating in a research note on Wednesday, October 8th. Weiss Ratings restated a “buy (b-)” rating on shares of Arthur J. Gallagher & Co. in a research report on Wednesday, October 8th. Finally, Keefe, Bruyette & Woods raised their price objective on shares of Arthur J. Gallagher & Co. from $288.00 to $298.00 and gave the stock a “market perform” rating in a research report on Friday, September 19th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $331.43.

Get Our Latest Stock Analysis on Arthur J. Gallagher & Co.

Insiders Place Their Bets

In other news, CFO Douglas K. Howell sold 8,000 shares of Arthur J. Gallagher & Co. stock in a transaction on Monday, September 22nd. The shares were sold at an average price of $299.54, for a total transaction of $2,396,320.00. Following the transaction, the chief financial officer owned 100,777 shares in the company, valued at approximately $30,186,742.58. The trade was a 7.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Scott R. Hudson sold 12,855 shares of Arthur J. Gallagher & Co. stock in a transaction on Monday, September 8th. The stock was sold at an average price of $297.60, for a total transaction of $3,825,648.00. Following the transaction, the vice president owned 85,920 shares in the company, valued at approximately $25,569,792. This trade represents a 13.01% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 29,855 shares of company stock worth $8,916,928. Insiders own 1.30% of the company’s stock.

Hedge Funds Weigh In On Arthur J. Gallagher & Co.

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Viking Global Investors LP increased its stake in Arthur J. Gallagher & Co. by 8.9% in the second quarter. Viking Global Investors LP now owns 725,795 shares of the financial services provider’s stock valued at $232,341,000 after purchasing an additional 59,243 shares in the last quarter. California State Teachers Retirement System increased its position in shares of Arthur J. Gallagher & Co. by 11.0% during the second quarter. California State Teachers Retirement System now owns 389,897 shares of the financial services provider’s stock worth $124,814,000 after acquiring an additional 38,758 shares in the last quarter. BNP Paribas Financial Markets increased its position in shares of Arthur J. Gallagher & Co. by 3.1% during the second quarter. BNP Paribas Financial Markets now owns 362,333 shares of the financial services provider’s stock worth $115,990,000 after acquiring an additional 10,797 shares in the last quarter. CANADA LIFE ASSURANCE Co increased its position in shares of Arthur J. Gallagher & Co. by 9.2% during the second quarter. CANADA LIFE ASSURANCE Co now owns 262,869 shares of the financial services provider’s stock worth $84,237,000 after acquiring an additional 22,040 shares in the last quarter. Finally, MML Investors Services LLC increased its position in shares of Arthur J. Gallagher & Co. by 2.9% during the second quarter. MML Investors Services LLC now owns 182,774 shares of the financial services provider’s stock worth $58,510,000 after acquiring an additional 5,166 shares in the last quarter. Institutional investors and hedge funds own 85.53% of the company’s stock.

About Arthur J. Gallagher & Co.

(Get Free Report)

Arthur J. Gallagher & Co engages in the provision of insurance brokerage, reinsurance brokerage, consulting, and third-party claims settlement and administration services. It operates through the following segments: Brokerage, Risk Management, and Corporate. The Brokerage segment consists of retail and wholesale insurance brokerage operations.