Arthur J. Gallagher & Co. (NYSE:AJG) General Counsel Walter Bay Sells 12,000 Shares

Posted by Francis Steltz on Aug 27th, 2026

Arthur J. Gallagher & Co. (NYSE:AJG – Get Free Report) General Counsel Walter Bay sold 12,000 shares of the stock in a transaction on Monday, August 24th. The shares were sold at an average price of $270.08, for a total transaction of $3,240,960.00. Following the completion of the transaction, the general counsel directly owned 71,292 shares in the company, valued at $19,254,543.36. This trade represents a 14.41% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink.

Arthur J. Gallagher & Co. Price Performance

Shares of AJG opened at $266.16 on Thursday. Arthur J. Gallagher & Co. has a 1-year low of $190.75 and a 1-year high of $313.55. The company has a debt-to-equity ratio of 0.50, a current ratio of 1.05 and a quick ratio of 1.05. The stock has a market cap of $68.22 billion, a PE ratio of 44.14, a price-to-earnings-growth ratio of 1.64 and a beta of 0.50. The firm has a fifty day moving average price of $247.67 and a 200 day moving average price of $225.36.

Arthur J. Gallagher & Co. (NYSE:AJG – Get Free Report) last announced its earnings results on Thursday, July 30th. The financial services provider reported $2.84 EPS for the quarter, beating analysts’ consensus estimates of $2.81 by $0.03. Arthur J. Gallagher & Co. had a net margin of 9.96% and a return on equity of 13.28%. The business had revenue of $3.95 billion for the quarter, compared to analysts’ expectations of $4.01 billion. During the same period in the previous year, the company posted $2.33 EPS. The company’s quarterly revenue was up 24.3% on a year-over-year basis. As a group, sell-side analysts anticipate that Arthur J. Gallagher & Co. will post 13.27 EPS for the current year.

Arthur J. Gallagher & Co. Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 18th. Shareholders of record on Tuesday, September 8th will be paid a $0.70 dividend. The ex-dividend date is Tuesday, September 8th. This represents a $2.80 dividend on an annualized basis and a yield of 1.1%. Arthur J. Gallagher & Co.’s payout ratio is currently 46.43%.

Analysts Set New Price Targets

AJG has been the topic of several recent research reports. Mizuho boosted their price target on Arthur J. Gallagher & Co. from $287.00 to $300.00 and gave the company an “outperform” rating in a research report on Friday, July 31st. UBS Group increased their price objective on Arthur J. Gallagher & Co. from $291.00 to $299.00 and gave the stock a “buy” rating in a research report on Monday, August 3rd. Piper Sandler lifted their target price on Arthur J. Gallagher & Co. from $276.00 to $287.00 and gave the company an “overweight” rating in a research note on Friday, July 31st. Citigroup boosted their target price on Arthur J. Gallagher & Co. from $250.00 to $285.00 and gave the company a “buy” rating in a report on Tuesday, August 4th. Finally, Cantor Fitzgerald increased their price target on Arthur J. Gallagher & Co. from $285.00 to $300.00 and gave the stock a “neutral” rating in a report on Thursday, July 9th. Fourteen investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $290.28.

Check Out Our Latest Analysis on AJG

Institutional Trading of Arthur J. Gallagher & Co.

Several hedge funds and other institutional investors have recently made changes to their positions in AJG. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new position in Arthur J. Gallagher & Co. during the second quarter worth about $3,587,000. California State Teachers Retirement System lifted its position in shares of Arthur J. Gallagher & Co. by 23,248.0% during the 2nd quarter. California State Teachers Retirement System now owns 86,171,395 shares of the financial services provider’s stock valued at $19,782,367,000 after acquiring an additional 85,802,321 shares during the period. Wedmont Private Capital boosted its stake in shares of Arthur J. Gallagher & Co. by 94.4% during the 2nd quarter. Wedmont Private Capital now owns 6,696 shares of the financial services provider’s stock worth $1,695,000 after acquiring an additional 3,251 shares in the last quarter. HB Wealth Management LLC boosted its stake in shares of Arthur J. Gallagher & Co. by 25.4% during the 2nd quarter. HB Wealth Management LLC now owns 12,157 shares of the financial services provider’s stock worth $2,791,000 after acquiring an additional 2,465 shares in the last quarter. Finally, Saudi Central Bank grew its holdings in shares of Arthur J. Gallagher & Co. by 89.9% in the 2nd quarter. Saudi Central Bank now owns 17,997 shares of the financial services provider’s stock worth $4,132,000 after acquiring an additional 8,518 shares during the period. Institutional investors and hedge funds own 85.53% of the company’s stock.

Arthur J. Gallagher & Co. Company Profile

(Get 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.