Smithbridge Asset Management Inc. DE Sells 32,547 Shares of Arthur J. Gallagher & Co. $AJG

Posted by Brenda Bartman on Jul 2nd, 2026

Smithbridge Asset Management Inc. DE lessened its stake in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 50.0% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 32,547 shares of the financial services provider’s stock after selling 32,547 shares during the quarter. Smithbridge Asset Management Inc. DE’s holdings in Arthur J. Gallagher & Co. were worth $7,049,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of AJG. Balentine LLC bought a new stake in shares of Arthur J. Gallagher & Co. in the 1st quarter worth approximately $443,000. Fulton Bank N.A. boosted its stake in Arthur J. Gallagher & Co. by 8.9% during the first quarter. Fulton Bank N.A. now owns 1,415 shares of the financial services provider’s stock worth $306,000 after acquiring an additional 116 shares in the last quarter. USS Investment Management Ltd grew its stake in shares of Arthur J. Gallagher & Co. by 5.4% in the 1st quarter. USS Investment Management Ltd now owns 43,626 shares of the financial services provider’s stock worth $9,449,000 after buying an additional 2,233 shares during the last quarter. IFM Investors Pty Ltd grew its stake in shares of Arthur J. Gallagher & Co. by 5.2% in the first quarter. IFM Investors Pty Ltd now owns 50,353 shares of the financial services provider’s stock worth $10,905,000 after acquiring an additional 2,484 shares during the last quarter. Finally, Wendell David Associates Inc. grew its position in Arthur J. Gallagher & Co. by 8.0% during the 1st quarter. Wendell David Associates Inc. now owns 21,164 shares of the financial services provider’s stock valued at $4,584,000 after purchasing an additional 1,562 shares during the last quarter. 85.53% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of analysts have recently commented on the stock. Mizuho reduced their price target on shares of Arthur J. Gallagher & Co. from $260.00 to $259.00 and set an “outperform” rating for the company in a research note on Monday, April 13th. Truist Financial lowered their price objective on Arthur J. Gallagher & Co. from $235.00 to $225.00 and set a “hold” rating on the stock in a research report on Friday, May 1st. Keefe, Bruyette & Woods upped their target price on shares of Arthur J. Gallagher & Co. from $235.00 to $242.00 and gave the stock a “market perform” rating in a research report on Thursday, June 18th. Jefferies Financial Group upgraded Arthur J. Gallagher & Co. from a “hold” rating to a “buy” rating and raised their price target for the company from $235.00 to $265.00 in a report on Thursday, June 11th. Finally, Royal Bank Of Canada began coverage on shares of Arthur J. Gallagher & Co. in a report on Tuesday, March 17th. They issued an “outperform” rating and a $260.00 target price on the stock. Thirteen research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat, Arthur J. Gallagher & Co. currently has an average rating of “Moderate Buy” and a consensus price target of $264.12.

View Our Latest Research Report on AJG

Arthur J. Gallagher & Co. Trading Up 4.2%

Shares of AJG opened at $239.16 on Thursday. The company’s fifty day simple moving average is $211.04 and its 200-day simple moving average is $225.67. The company has a market cap of $61.44 billion, a P/E ratio of 38.70, a P/E/G ratio of 1.17 and a beta of 0.50. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 0.51. Arthur J. Gallagher & Co. has a twelve month low of $190.75 and a twelve month high of $320.00.

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 EPS for the quarter, topping analysts’ consensus estimates of $4.43 by $0.04. The firm had revenue of $4.71 billion during the quarter, compared to analysts’ expectations of $4.73 billion. Arthur J. Gallagher & Co. had a net margin of 10.76% and a return on equity of 12.83%. The firm’s revenue for the quarter was up 29.0% compared to the same quarter last year. During the same period in the previous year, the company earned $3.67 EPS. As a group, analysts expect that Arthur J. Gallagher & Co. will post 13.23 EPS for the current year.

Arthur J. Gallagher & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, June 19th. Shareholders of record on Friday, June 5th were given a dividend of $0.70 per share. This represents a $2.80 annualized dividend and a dividend yield of 1.2%. The ex-dividend date was Friday, June 5th. Arthur J. Gallagher & Co.’s payout ratio is 45.31%.

Insider Activity at Arthur J. Gallagher & Co.

In other news, CAO Richard C. Cary sold 3,000 shares of the company’s stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $206.00, for a total transaction of $618,000.00. Following the transaction, the chief accounting officer owned 47,819 shares of the company’s stock, valued at approximately $9,850,714. This represents a 5.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Corporate insiders own 1.40% of the company’s stock.

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.