Arthur J. Gallagher & Co. ($AJG) Stock Forecast: Down 5.0% Today

What is Arthur J. Gallagher & Co.?

Arthur J. Gallagher & Co. (AJG) is an international insurance brokerage and risk management firm. Today, the stock experienced a strong bearish movement in the market.

Why is Arthur J. Gallagher & Co. going down?

AJG stock is down 5.0% on Jan 27, 2026 15:15

• Kornitzer Capital Management Inc. reduced its stake in AJG by 4.4% and key executives divested over 32,000 shares, signaling a lack of confidence in the company's performance.
• Despite strong revenue growth, AJG missed quarterly EPS estimates, leading to a mixed outlook from analysts and an average "Hold" rating with a target price of $290.50.
• The increase in institutional ownership, including Nicola Wealth Management LTD. and Retirement Systems of Alabama, suggests conflicting sentiments among investors regarding the future performance of AJG.
• The bearish market movement could be attributed to the combination of insider selling, missed earnings, and the overall uncertainty surrounding the company's growth prospects despite its significant market cap and dividend payments.

AJG Price Chart

AJG Technical Analysis

AJG News

Kornitzer Capital Management Inc. KS Has $76.54 Million Holdings in Arthur J. Gallagher & Co. $AJG

Kornitzer Capital Management Inc. KS recently reduced its stake in Arthur J. Gallagher & Co. by 4.4%, now holding 247,099 shares valued at $76.54 million, making it their eighth-largest position. Insider selling also occurred, with key executives divesting over 32,000 shares in the last quarter. Analysts currently rate the stock as a "Hold" with an average target price of $290.50, following the company missing its quarterly EPS estimates.

https://www.marketbeat.com/instant-alerts/filing-kornitzer-capital-management-inc-ks-has-7654-million-holdings-in-arthur-j-gallagher-co-ajg-2026-01-27/

Nicola Wealth Management LTD. Boosts Holdings in Arthur J. Gallagher & Co. $AJG

Nicola Wealth Management LTD. significantly increased its stake in Arthur J. Gallagher & Co. (NYSE:AJG) by 71.6% in the third quarter, bringing its total holdings to 42,900 shares valued at $13.29 million. Other institutional investors also adjusted their positions in the financial services provider, and the article details recent stock performance, dividend announcements, insider trading activity, and analyst ratings for AJG. The company, an international insurance brokerage and risk management firm, recently posted quarterly earnings that missed consensus estimates.

https://www.marketbeat.com/instant-alerts/filing-nicola-wealth-management-ltd-boosts-holdings-in-arthur-j-gallagher-co-ajg-2026-01-27/

Lbp Am Sa Makes New $8.90 Million Investment in Arthur J. Gallagher & Co. $AJG

Lbp Am Sa has made a new $8.90 million investment in Arthur J. Gallagher & Co. (NYSE:AJG), acquiring 28,738 shares. Other institutional investors have also adjusted their stakes, with institutional ownership now at 85.53%. Analysts have a mixed outlook on AJG, with an average "Hold" rating and a mean price target of $290.50 against a recent stock price of $255.11, despite the company reporting strong revenue growth but missing EPS estimates.

https://www.marketbeat.com/instant-alerts/filing-lbp-am-sa-makes-new-890-million-investment-in-arthur-j-gallagher-co-ajg-2026-01-27/

Axon Enterprise Inc (NASDAQ:AXON) Presents a Compelling Growth and Technical Breakout Case

Axon Enterprise Inc (NASDAQ:AXON) exhibits strong fundamental growth indicators with high revenue and EPS increases, matching criteria for growth-focused investors. Despite its high valuation and middling financial condition due to debt, technical analysis suggests a possible breakout formation. The stock is attempting to transition from a long-term downward trend to an upward one, presenting a tactical assessment point for investors confident in its continued growth potential.

https://www.chartmill.com/news/AXON/Chartmill-40384-Axon-Enterprise-Inc-NASDAQAXON-Presents-a-Compelling-Growth-and-Technical-Breakout-Case

Retirement Systems of Alabama Increases Stock Holdings in Arthur J. Gallagher & Co. $AJG

Retirement Systems of Alabama increased its stake in Arthur J. Gallagher & Co. by 13.2% in the third quarter, bringing its total holdings to 201,076 shares. This move is part of broader institutional investment, with nearly 85.53% of the company's stock owned by institutional investors and hedge funds. Despite missing Q3 earnings expectations, Arthur J. Gallagher & Co. maintains a significant market cap and pays a quarterly dividend, while analysts currently hold a "Hold" consensus rating with a target price of $290.50.

https://www.marketbeat.com/instant-alerts/filing-retirement-systems-of-alabama-increases-stock-holdings-in-arthur-j-gallagher-co-ajg-2026-01-25/

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Arthur J. Gallagher & Co. Price History

23.07.2024 - AJG Stock was down 1.0%

• Billionaire Richard Chilton recently expressed bullish sentiment towards AJG.
• Despite the positive outlook from Chilton, the market sentiment towards AJG today was bearish.
• This disconnect between Chilton's optimism and the market movement could be due to broader market conditions, sector-specific factors, or unexpected company-specific news impacting AJG negatively.
• Investors might be reacting to different information or adjusting their positions based on short-term market dynamics, leading to the bearish movement in AJG's stock price today.

21.00.2026 - AJG Stock was down 3.0%

• A significant increase in stake by Anchor Capital Advisors LLC, indicating confidence in the company's long-term prospects.
• Concerns among investors raised by the net sale of 32,100 shares by insiders.
• The stock's decline over the past six months and an uptick in short interest adding to the bearish movement despite strong fundamentals and undervaluation.
• The consensus "Hold" rating from brokerages, missed EPS and revenue estimates, alongside revenue growth, impacting investor sentiment and driving downward pressure on the stock.
• The combination of insider selling, increased short interest, and mixed analyst recommendations fueling uncertainty and selling pressure, influencing the bearish movement in AJG's stock price today.

05.00.2026 - AJG Stock was up 2.3%

• The temporary relief granted to Brown & Brown in the lawsuit against Howden U.S. Services LLC and former employees may have alleviated concerns about potential disruptions in AJG's workforce or client base, contributing to the bullish market movement.
• Merit Financial Group LLC reducing its stake in AJG, alongside insider selling and missed quarterly EPS, could have initially raised some doubts among investors, but the subsequent increase in stake by GAM Holding AG signaled confidence in the company's long-term prospects.
• The positive sentiment surrounding AJG's legacy and its strong position in the insurance industry likely reassured investors, leading to increased institutional investment and a bullish market movement.
• Overall, despite some initial concerns and insider selling, the combination of legal relief, increased stake by institutional investors, and positive industry reputation propelled AJG's stock to a bullish trajectory.

26.05.2024 - AJG Stock was down 3.6%

• The bearish movement of AJG stock could be linked to investor concerns about the perceived overpricing or lack of alignment with the company's core business strategy regarding the acquisitions of OperationsInc, LLC and ICSR.
• Lack of transparency on the terms of the acquisitions may have prompted worries among investors about the financial implications on AJG's balance sheet.
• Investors are potentially apprehensive about the integration process of the recently acquired companies and the challenges in achieving synergies, contributing to a pessimistic outlook on AJG stock.

15.11.2023 - AJG Stock was down 8.0%

• The overall financial sector saw positive growth, but insurance stocks, including AJG, experienced a decline.
• The article about mid-cap dividend stocks does not provide any direct information about AJG or the insurance sector.
• It is possible that negative news or market sentiment specific to the insurance industry caused the bearish movement in AJG.
• Further analysis of the insurance sector and any relevant news articles would be needed to determine the exact cause of AJG's bearish movement.

26.03.2024 - AJG Stock was down 0.2%

• Despite reporting strong Q1 2024 earnings with beats on both EPS and revenue, AJG stock experienced a bearish movement.
• The acquisition of Australia’s Prasidium Credit Insurance might have raised concerns among investors about the integration process or potential challenges in the new market.
• The market may have reacted negatively to any cautious guidance or outlook provided during the earnings call, overshadowing the positive financial results.
• Investors might be profit-taking after a period of robust growth, leading to the bearish movement despite the positive earnings report.

28.05.2023 - AJG Stock was down 1.0%

• The bearish movement in AJG's stock today can be attributed to the following factors:
• 1. Market Correction: After a period of strong performance, the market may be experiencing a correction, leading to a decline in AJG's stock price.
• 2. Profit-Taking: Investors who had previously bought AJG stock at lower prices may be taking profits, leading to a sell-off and downward pressure on the stock.
• 3. Valuation Concerns: The recent release of Artisan Partners' investor letter questioning the reasonable valuation of AJG may have raised concerns among investors, leading to a bearish sentiment.
• 4. Target Price Revision: Despite an impressive Q1 2021 earnings report, the target price boost from Raymond James may not have met investors' expectations, resulting in a negative market reaction.
• Overall, the bearish movement in AJG's stock today can be attributed to a combination of market correction, profit-taking, valuation concerns, and potential disappointment in the target price revision.

26.06.2024 - AJG Stock was up 1.9%

• AJG had a strong bullish movement today due to the following reasons:
• Strong revenue growth and strategic mergers during its Q2 2024 earnings call were reported, indicating a positive outlook for the future.
• The expansion of the Board of Directors and the increase in profit for the second quarter further boosted investor confidence in the company's performance.
• Overall, the positive financial results and strategic decisions made by Arthur J. Gallagher & Co contributed to the bullish market movement of the stock.

27.00.2026 - AJG Stock was down 5.0%

• Kornitzer Capital Management Inc. reduced its stake in AJG by 4.4% and key executives divested over 32,000 shares, signaling a lack of confidence in the company's performance.
• Despite strong revenue growth, AJG missed quarterly EPS estimates, leading to a mixed outlook from analysts and an average "Hold" rating with a target price of $290.50.
• The increase in institutional ownership, including Nicola Wealth Management LTD. and Retirement Systems of Alabama, suggests conflicting sentiments among investors regarding the future performance of AJG.
• The bearish market movement could be attributed to the combination of insider selling, missed earnings, and the overall uncertainty surrounding the company's growth prospects despite its significant market cap and dividend payments.