Arthur J. Gallagher & Co. (AJG) is up 4.5% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver appears to be a positive read-through from the company’s June investor meeting and a fresh bullish analyst note. Investors seem to be reacting to reaffirmed 2026 brokerage organic growth guidance, stronger expected growth in risk management, and higher synergy expectations tied to the AssuredPartners integration.
Details:
Gallagher filed an 8-K on June 17, 2026 noting that presentation materials and updated CFO commentary were posted for its investor meeting, giving the market fresh guidance-related information.Recent analyst commentary kept a Buy rating on the shares and pointed to unchanged 2026 brokerage organic growth guidance of 5.5%.The same note highlighted improved expectations for the risk management segment and a higher synergy run-rate target from the AssuredPartners deal by 2028.Gallagher has also remained active on capital deployment and acquisitions this quarter, including share repurchases and the McKee Risk Management purchase, which may have supported sentiment around execution.Sources:
SEC, Arthur J. Gallagher & Co., Investing.com
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 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 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
- CHRISTOPHER E MEAD (VICE PRESIDENT) sold 4,000 shares for an estimated $908,472
- 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 503 institutional investors add shares of $AJG stock to their portfolio, and 592 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
- 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
- FRANKLIN RESOURCES INC added 1,563,789 shares (+400.7%) to their portfolio in Q1 2026, for an estimated $338,685,421
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 $1,277,081 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.
$AJG Congressional Stock Trading
Members of Congress have traded $AJG stock 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $AJG stock by members of Congress over the last 6 months:
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 3 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
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 13 analysts offer price targets for $AJG in the last 6 months, with a median target of $259.0.
Here are some recent targets:
- Meyer Shields from Keefe, Bruyette & Woods set a target price of $242.0 on 06/18/2026
- 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
- 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.
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Why Arthur J. Gallagher & Co. (AJG) Stock Is Up Today
Arthur J. Gallagher & Co. (AJG) is up 4.5% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver appears to be a positive read-through from the company’s June investor meeting and a fresh bullish analyst note. Investors seem to be reacting to reaffirmed 2026 brokerage organic growth guidance, stronger expected growth in risk management, and higher synergy expectations tied to the AssuredPartners integration.
Details:
Sources:
SEC, Arthur J. Gallagher & Co., Investing.com
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 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $AJG stock by insiders over the last 6 months:
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.
$AJG Hedge Fund Activity
We have seen 503 institutional investors add shares of $AJG stock to their portfolio, and 592 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
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 $1,277,081 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.
$AJG Congressional Stock Trading
Members of Congress have traded $AJG stock 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $AJG stock by members of Congress over the last 6 months:
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 3 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
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 13 analysts offer price targets for $AJG in the last 6 months, with a median target of $259.0.
Here are some recent targets:
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.
Read full article here »