Arthur J. Gallagher & Co. (NYSE: AJG) is experiencing significant adjustments in analyst ratings and price targets as of December 2025. Several financial institutions have recently updated their evaluations of the company, reflecting a mix of reassessments of its market performance.
Recent Analyst Ratings and Price Target Changes
On December 22, 2025, Weiss Ratings reaffirmed its “hold (C+)” rating for Arthur J. Gallagher & Co. In the same week, Wells Fargo & Company lowered its price target from $344.00 to $328.00 while maintaining an “overweight” rating. Earlier in December, Morgan Stanley set a new price target of $300.00 for the company, also assigning an “overweight” rating.
Additional adjustments came from Needham & Company LLC, which established a price target at $272.00 on December 18, 2025. That same day, analysts at UBS Group AG reduced their target from $329.00 to $285.00 and assigned a “neutral” rating.
Multiple institutions, including The Goldman Sachs Group, Inc. and Wolfe Research, also issued new target prices of $293.00 and $289.00, respectively, with Wolfe Research maintaining an “outperform” rating.
In December, the trend continued as Evercore ISI lowered its price target from $353.00 to $334.00 while still holding an “outperform” rating. Truist Financial Corporation adjusted its target from $290.00 to $280.00, reaffirming a “hold” rating.
Dividend Announcement and Insider Activity
In other corporate news, Arthur J. Gallagher & Co. announced a quarterly dividend of $0.65 per share, which was distributed on December 19, 2025. Shareholders of record on December 5 received this dividend, marking an annualized total of $2.60 and a dividend yield of 1.0%. The company has a payout ratio of 38.86%.
Insider trading activity also garnered attention, with Vice President Christopher E. Mead selling 1,250 shares on November 21, 2025, for a total of $313,425.00. Following this transaction, Mead held 17,327 shares valued at approximately $4,344,571.98, representing a 6.73% decrease in his position.
On December 19, General Counsel Walter D. Bay sold 15,850 shares at an average price of $255.00, totaling $4,041,750.00. After this sale, Bay owned 79,549 shares valued at about $20,284,995, reflecting a 16.61% decline in his holdings. Over the past ninety days, insiders have sold 23,100 shares worth a total of $5,921,175, with insiders owning 1.60% of the company’s stock.
Arthur J. Gallagher & Co., headquartered in Rolling Meadows, Illinois, is a global insurance brokerage and risk management firm. Founded in 1927 by Arthur J. Gallagher, the company has expanded from a regional broker into an international organization providing insurance, consulting, and risk-transfer solutions to a diverse clientele, including commercial, industrial, public sector, and individual clients. Its primary services include property and casualty insurance brokerage, employee benefits consulting, and risk management services.
