Insider Trades and Analyst Views Shape Arthur J. Gallagher & Co (AJG) Outlook

Investors often look to insider transactions to gauge confidence in a company’s future performance. On November 3, 2025, Pesch Michael Robert purchased 4,000 shares of Arthur J. Gallagher & Co [NYSE: AJG] at $247.12 per share, totaling $988,488. Following this acquisition, his holdings rose to 41,849 shares, valued at approximately $10.38 million.

Conversely, HOWELL DOUGLAS K, the company’s VP and Chief Financial Officer, sold 8,000 shares at $299.54 each, securing $2.39 million in proceeds. After this transaction, he retained 100,777 shares. Prior to that, Howell had sold 6,000 shares at $299.27 per share, worth $1.79 million, reducing his holdings to 6,000 shares valued around $26.98 million.

Analyst Ratings Update

Recent analyst actions indicate a mixed perspective on AJG stock.

• Citigroup initiated coverage in mid-August 2025 with a “Neutral” rating.
• Cantor Fitzgerald began coverage on August 13, 2025, with an “Overweight” stance.
• On July 23, 2025, Erste Group downgraded its rating from “Buy” to “Hold.”

Analyzing AJG Stock Performance

During the most recent trading session, Arthur J. Gallagher & Co (AJG) fell -1.45% to close at $248.05. The stock fluctuated between a low of $248.04 and a high of $253.00. Over the past five days, AJG has declined by -5.33%, and its year-to-date performance shows a -11.54% drop. The stock hit its 52-week high of $351.23 on June 3, 2025, and a 52-week low of $239.47 on November 3, 2025.

Support and Resistance Levels

Based on the 24-hour chart, support for AJG lies at $246.39, with a potential next level at $244.74 if breached. On the upside, resistance is seen at $251.35 and $254.66. The Relative Strength Index (RSI) stands at 25.47, signaling oversold conditions that could precede a rebound.

Short Interest and Market Sentiment

As of October 15, 2025, AJG’s short interest increased by 9.39% to 3.81 million shares, up from 3.45 million a month earlier. Although short positions represent only 2.92% of the float, the days-to-cover ratio also rose to 2.92, indicating a modest uptick in bearish sentiment.

Institutional Ownership and Price Targets

According to FactSet, analysts have set an average 12-month price target of $329, suggesting an upside of nearly 30.7% from the last close of $251.70. Forecasts for 2025 range from $295 on the low end to $365 on the high end.

Nine analysts currently rate AJG as a “Buy.” On March 25, 2025, Redburn Atlantic initiated coverage with a “Neutral” stance and a $352 target price.

Summary

Insider trades at Arthur J. Gallagher & Co reveal both buying and selling activity, reflecting mixed insider sentiment. Analyst opinions also remain divided, though most maintain a positive long-term outlook. Despite recent price weakness and rising short interest, the majority of forecasts still anticipate significant upside potential for AJG stock in 2025.