Gamco Investors INC. ET AL Decreases Holdings in Arthur J. Gallagher & Co. $AJG

Posted by Brian Himes on May 24th, 2026

Gamco Investors INC. ET AL trimmed its holdings in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 95.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,268 shares of the financial services provider’s stock after selling 24,261 shares during the quarter. Gamco Investors INC. ET AL’s holdings in Arthur J. Gallagher & Co. were worth $328,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in AJG. Jump Financial LLC purchased a new stake in shares of Arthur J. Gallagher & Co. during the 2nd quarter valued at about $2,825,000. Qube Research & Technologies Ltd purchased a new stake in shares of Arthur J. Gallagher & Co. during the 2nd quarter valued at about $3,429,000. Treasurer of the State of North Carolina raised its position in shares of Arthur J. Gallagher & Co. by 5.3% during the 2nd quarter. Treasurer of the State of North Carolina now owns 118,467 shares of the financial services provider’s stock valued at $37,924,000 after buying an additional 5,947 shares in the last quarter. Peapack Gladstone Financial Corp raised its position in shares of Arthur J. Gallagher & Co. by 2,919.2% during the 2nd quarter. Peapack Gladstone Financial Corp now owns 19,987 shares of the financial services provider’s stock valued at $6,398,000 after buying an additional 19,325 shares in the last quarter. Finally, Armistice Capital LLC purchased a new stake in shares of Arthur J. Gallagher & Co. during the 2nd quarter valued at about $412,000. 85.53% of the stock is currently owned by hedge funds and other institutional investors.

Arthur J. Gallagher & Co. Price Performance

Shares of AJG stock opened at $204.89 on Friday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.06 and a quick ratio of 1.06. The company has a market capitalization of $52.64 billion, a P/E ratio of 33.15, a P/E/G ratio of 1.04 and a beta of 0.54. The company’s 50-day simple moving average is $211.64 and its two-hundred day simple moving average is $232.49. Arthur J. Gallagher & Co. has a one year low of $190.75 and a one year high of $351.23.

Arthur J. Gallagher & Co. (NYSE:AJG – Get Free Report) last issued its earnings results on Thursday, April 30th. The financial services provider reported $4.47 EPS for the quarter, topping analysts’ consensus estimates of $4.43 by $0.04. The business had revenue of $4.71 billion for the quarter, compared to the consensus estimate of $4.73 billion. Arthur J. Gallagher & Co. had a net margin of 10.76% and a return on equity of 12.83%. The company’s revenue for the quarter was up 29.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.67 EPS. As a group, equities analysts anticipate that Arthur J. Gallagher & Co. will post 13.22 EPS for the current year.

Arthur J. Gallagher & Co. Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, June 19th. Stockholders of record on Friday, June 5th will be paid a dividend of $0.70 per share. The ex-dividend date is Friday, June 5th. This represents a $2.80 dividend on an annualized basis and a dividend yield of 1.4%. Arthur J. Gallagher & Co.’s dividend payout ratio (DPR) is currently 45.31%.

Insider Buying and Selling

In other news, VP Christopher E. Mead sold 4,000 shares of the stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $227.12, for a total transaction of $908,480.00. Following the transaction, the vice president directly owned 19,306 shares in the company, valued at approximately $4,384,778.72. This trade represents a 17.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Scott R. Hudson sold 3,800 shares of the stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $227.57, for a total transaction of $864,766.00. Following the transaction, the vice president owned 85,920 shares in the company, valued at approximately $19,552,814.40. This represents a 4.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.40% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several equities analysts recently commented on AJG shares. Barclays upped their price target on shares of Arthur J. Gallagher & Co. from $262.00 to $275.00 and gave the company an “overweight” rating in a report on Wednesday, April 8th. Royal Bank Of Canada started coverage on shares of Arthur J. Gallagher & Co. in a report on Tuesday, March 17th. They set an “outperform” rating and a $260.00 price target on the stock. Morgan Stanley cut their price target on shares of Arthur J. Gallagher & Co. from $265.00 to $240.00 and set an “overweight” rating on the stock in a report on Thursday. UBS Group set a $240.00 price target on shares of Arthur J. Gallagher & Co. in a report on Thursday. Finally, Piper Sandler cut their price target on shares of Arthur J. Gallagher & Co. from $226.00 to $211.00 and set a “neutral” rating on the stock in a report on Friday, May 1st. Eleven research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $264.00.

Check Out Our Latest Stock Analysis on Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co. Profile

(Free Report)

Arthur J. Gallagher & Co is a global insurance brokerage and risk management firm headquartered in Rolling Meadows, Illinois. Founded in 1927 by Arthur J. Gallagher, the company has grown from a regional broker into an international professional services organization that arranges insurance, provides consulting and designs risk-transfer solutions for commercial, industrial, public sector and individual clients.

The company’s core activities include property and casualty insurance brokerage, employee benefits consulting and administration, and a range of risk management services.