Capital International Ltd. CA Grows Position in Arthur J. Gallagher & Co. $AJG

Posted by Geri Gentry on Jun 7th, 2026

Capital International Ltd. CA increased its position in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 44.8% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 81,007 shares of the financial services provider’s stock after buying an additional 25,074 shares during the quarter. Capital International Ltd. CA’s holdings in Arthur J. Gallagher & Co. were worth $20,964,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its position in Arthur J. Gallagher & Co. by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 31,390,446 shares of the financial services provider’s stock worth $8,123,534,000 after acquiring an additional 217,136 shares during the period. JPMorgan Chase & Co. lifted its position in Arthur J. Gallagher & Co. by 19.6% during the 3rd quarter. JPMorgan Chase & Co. now owns 20,338,533 shares of the financial services provider’s stock worth $6,299,674,000 after acquiring an additional 3,330,205 shares during the period. Capital World Investors lifted its position in Arthur J. Gallagher & Co. by 0.9% during the 3rd quarter. Capital World Investors now owns 11,783,119 shares of the financial services provider’s stock worth $3,649,477,000 after acquiring an additional 101,298 shares during the period. State Street Corp lifted its position in Arthur J. Gallagher & Co. by 1.4% during the 3rd quarter. State Street Corp now owns 10,891,080 shares of the financial services provider’s stock worth $3,373,403,000 after acquiring an additional 147,587 shares during the period. Finally, Norges Bank acquired a new stake in Arthur J. Gallagher & Co. during the 4th quarter worth approximately $1,925,062,000. 85.53% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the company. Wall Street Zen raised Arthur J. Gallagher & Co. from a “sell” rating to a “hold” rating in a research report on Saturday, February 21st. BMO Capital Markets raised Arthur J. Gallagher & Co. from a “market perform” rating to an “outperform” rating and raised their price target for the company from $275.00 to $278.00 in a report on Tuesday, March 24th. Keefe, Bruyette & Woods reduced their price target on Arthur J. Gallagher & Co. from $246.00 to $235.00 and set a “market perform” rating for the company in a report on Friday, May 1st. Royal Bank Of Canada began coverage on Arthur J. Gallagher & Co. in a report on Tuesday, March 17th. They issued an “outperform” rating and a $260.00 price target for the company. Finally, Mizuho reduced their price target on Arthur J. Gallagher & Co. from $260.00 to $259.00 and set an “outperform” rating for the company in a report on Monday, April 13th. Eleven equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $264.00.

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

Arthur J. Gallagher & Co. Stock Performance

Arthur J. Gallagher & Co. stock opened at $216.58 on Friday. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.06 and a current ratio of 1.06. The stock has a fifty day moving average of $210.49 and a two-hundred day moving average of $229.29. The company has a market capitalization of $55.64 billion, a price-to-earnings ratio of 35.05, a PEG ratio of 1.09 and a beta of 0.52. Arthur J. Gallagher & Co. has a fifty-two week low of $190.75 and a fifty-two week high of $330.78.

Arthur J. Gallagher & Co. (NYSE:AJG – Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The financial services provider reported $4.47 earnings per share for the quarter, topping the consensus estimate of $4.43 by $0.04. The company had revenue of $4.71 billion during the quarter, compared to the consensus estimate of $4.73 billion. Arthur J. Gallagher & Co. had a return on equity of 12.83% and a net margin of 10.76%.Arthur J. Gallagher & Co.’s revenue was up 29.0% compared to the same quarter last year. During the same quarter last year, the business posted $3.67 earnings per share. On average, analysts anticipate that Arthur J. Gallagher & Co. will post 13.27 EPS for the current fiscal year.

Arthur J. Gallagher & Co. Dividend Announcement

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 given a $0.70 dividend. The ex-dividend date of this dividend is Friday, June 5th. This represents a $2.80 dividend on an annualized basis and a dividend yield of 1.3%. Arthur J. Gallagher & Co.’s payout ratio is currently 45.31%.

Insider Activity at Arthur J. Gallagher & Co.

In other news, CAO Richard C. Cary sold 3,000 shares of Arthur J. Gallagher & Co. stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $206.00, for a total value of $618,000.00. Following the completion of the sale, the chief accounting officer owned 47,819 shares of the company’s stock, valued at $9,850,714. The trade was a 5.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 1.40% of the stock is currently owned by corporate insiders.

About Arthur J. Gallagher & Co.

(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.