Cardinal Capital Management Inc. Buys 7,334 Shares of Arthur J. Gallagher & Co. $AJG

Posted by Stanley Muller on Oct 17th, 2026

Cardinal Capital Management Inc. increased its position in Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 16.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 51,044 shares of the financial services provider’s stock after acquiring an additional 7,334 shares during the period. Cardinal Capital Management Inc.’s holdings in Arthur J. Gallagher & Co. were worth $11,644,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. NFSG Corp increased its position in Arthur J. Gallagher & Co. by 4,033.3% during the third quarter. NFSG Corp now owns 124 shares of the financial services provider’s stock worth $28,000 after buying an additional 121 shares in the last quarter. V Square Quantitative Management LLC raised its holdings in shares of Arthur J. Gallagher & Co. by 4.9% in the third quarter. V Square Quantitative Management LLC now owns 2,639 shares of the financial services provider’s stock worth $602,000 after acquiring an additional 124 shares during the last quarter. Assenagon Asset Management S.A. lifted its position in shares of Arthur J. Gallagher & Co. by 732.7% in the third quarter. Assenagon Asset Management S.A. now owns 279,869 shares of the financial services provider’s stock valued at $64,221,000 after acquiring an additional 246,259 shares in the last quarter. State of Alaska Department of Revenue lifted its holdings in Arthur J. Gallagher & Co. by 10.4% in the 3rd quarter. State of Alaska Department of Revenue now owns 49,405 shares of the financial services provider’s stock valued at $11,812,000 after purchasing an additional 4,663 shares in the last quarter. Finally, Mather Group LLC. boosted its stake in shares of Arthur J. Gallagher & Co. by 12.6% during the 3rd quarter. Mather Group LLC. now owns 3,896 shares of the financial services provider’s stock worth $922,000 after purchasing an additional 435 shares during the last quarter. 85.53% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages have recently commented on AJG. Argus lifted their price target on shares of Arthur J. Gallagher & Co. from $267.00 to $300.00 and gave the stock a “buy” rating in a report on Monday, August 17th. Royal Bank Of Canada reduced their price objective on shares of Arthur J. Gallagher & Co. from $310.00 to $290.00 and set an “outperform” rating on the stock in a research note on Thursday, September 24th. Oppenheimer began coverage on shares of Arthur J. Gallagher & Co. in a research report on Wednesday, October 7th. They set a “market perform” rating on the stock. UBS Group lifted their target price on shares of Arthur J. Gallagher & Co. from $291.00 to $299.00 and gave the stock a “buy” rating in a research note on Monday, August 3rd. Finally, Seaport Research Partners upgraded Arthur J. Gallagher & Co. to a “buy” rating in a report on Wednesday, October 7th. Sixteen equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $280.74.

View Our Latest Stock Analysis on AJG

Arthur J. Gallagher & Co. Trading Up 1.8%

Shares of AJG traded up $4.45 during mid-day trading on Friday, hitting $254.55. The company had a trading volume of 1,206,907 shares, compared to its average volume of 1,480,269. Arthur J. Gallagher & Co. has a 1-year low of $190.75 and a 1-year high of $284.33. The business’s 50-day simple moving average is $246.41 and its 200-day simple moving average is $232.18. The stock has a market cap of $65.24 billion, a PE ratio of 42.21, a P/E/G ratio of 1.43 and a beta of 0.55. The company has a quick ratio of 1.05, a current ratio of 1.05 and a debt-to-equity ratio of 0.50.

Arthur J. Gallagher & Co. (NYSE:AJG – Get Free Report) last issued its quarterly earnings results on Thursday, July 30th. The financial services provider reported $2.84 EPS for the quarter, topping the consensus estimate of $2.81 by $0.03. The firm had revenue of $3.95 billion during the quarter, compared to analyst estimates of $4.01 billion. Arthur J. Gallagher & Co. had a net margin of 9.96% and a return on equity of 13.28%. Arthur J. Gallagher & Co.’s revenue for the quarter was up 24.3% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.33 earnings per share. Sell-side analysts forecast that Arthur J. Gallagher & Co. will post 13.17 earnings per share for the current year.

Arthur J. Gallagher & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, September 18th. Stockholders of record on Tuesday, September 8th were paid a dividend of $0.70 per share. The ex-dividend date of this dividend was Tuesday, September 8th. This represents a $2.80 annualized dividend and a dividend yield of 1.1%. Arthur J. Gallagher & Co.’s payout ratio is currently 46.43%.

Insider Transactions at Arthur J. Gallagher & Co.

In other news, VP Scott Hudson sold 12,000 shares of the company’s stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $264.13, for a total transaction of $3,169,560.00. Following the completion of the sale, the vice president directly owned 90,262 shares in the company, valued at $23,840,902.06. This represents a 11.73% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, General Counsel Walter Bay sold 12,000 shares of the stock in a transaction on Monday, August 24th. The stock was sold at an average price of $270.08, for a total value 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 SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 28,500 shares of company stock valued at $7,562,950. Corporate insiders own 1.40% of the company’s stock.

Arthur J. Gallagher & Co. Company Profile

(Free Report)

Arthur J. Gallagher & Co is a global insurance brokerage, risk management and consulting company headquartered in Rolling Meadows, Illinois. The company helps businesses, public entities and individuals identify, manage and transfer risk through insurance brokerage, employee benefits consulting, risk management and related advisory services.

Gallagher operates through several businesses, including retail insurance brokerage, wholesale brokerage and reinsurance brokerage. Its Gallagher Re business provides reinsurance broking and advisory services, while Gallagher Bassett provides third-party claims administration and related risk management services.