Northwestern Mutual Wealth Management Co. Grows Position in Arthur J. Gallagher & Co. $AJG

Posted by Brian Himes on May 16th, 2026

Northwestern Mutual Wealth Management Co. increased its holdings in Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 9,244.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,053,636 shares of the financial services provider’s stock after acquiring an additional 1,042,361 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in Arthur J. Gallagher & Co. were worth $272,670,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Physician Wealth Advisors Inc. lifted its stake in Arthur J. Gallagher & Co. by 870.0% in the third quarter. Physician Wealth Advisors Inc. now owns 97 shares of the financial services provider’s stock worth $30,000 after acquiring an additional 87 shares during the period. Rakuten Securities Inc. lifted its stake in Arthur J. Gallagher & Co. by 650.0% in the second quarter. Rakuten Securities Inc. now owns 105 shares of the financial services provider’s stock worth $34,000 after acquiring an additional 91 shares during the period. Financial Life Planners purchased a new stake in Arthur J. Gallagher & Co. in the third quarter worth about $39,000. Westside Investment Management Inc. lifted its stake in Arthur J. Gallagher & Co. by 100.0% in the third quarter. Westside Investment Management Inc. now owns 136 shares of the financial services provider’s stock worth $42,000 after acquiring an additional 68 shares during the period. Finally, Thurston Springer Miller Herd & Titak Inc. lifted its stake in Arthur J. Gallagher & Co. by 668.2% in the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 169 shares of the financial services provider’s stock worth $44,000 after acquiring an additional 147 shares during the period. 85.53% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related 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 value of $908,480.00. Following the transaction, the vice president owned 19,306 shares in the company, valued at approximately $4,384,778.72. This represents a 17.16% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed 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 stock was sold at an average price of $227.57, for a total transaction of $864,766.00. Following the completion of the transaction, the vice president owned 85,920 shares in the company, valued at approximately $19,552,814.40. This trade represents a 4.24% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 1.40% of the company’s stock.

Arthur J. Gallagher & Co. Stock Performance

AJG opened at $199.81 on Friday. Arthur J. Gallagher & Co. has a 52-week low of $190.75 and a 52-week high of $351.23. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 0.51. The company has a market cap of $51.33 billion, a P/E ratio of 32.33, a price-to-earnings-growth ratio of 1.00 and a beta of 0.54. The firm’s 50-day moving average price is $213.06 and its 200-day moving average price is $234.54.

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

Arthur J. Gallagher & Co. Announces Dividend

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

Analyst Ratings Changes

A number of brokerages have commented on AJG. BMO Capital Markets upgraded shares of Arthur J. Gallagher & Co. from a “market perform” rating to an “outperform” rating and boosted their target price for the stock from $275.00 to $278.00 in a report on Tuesday, March 24th. Barclays boosted their target price on shares of Arthur J. Gallagher & Co. from $262.00 to $275.00 and gave the stock an “overweight” rating in a report on Wednesday, April 8th. Keefe, Bruyette & Woods reduced their target price on shares of 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. Truist Financial reduced their target price on shares of Arthur J. Gallagher & Co. from $235.00 to $225.00 and set a “hold” rating for the company in a report on Friday, May 1st. Finally, Wall Street Zen upgraded shares of Arthur J. Gallagher & Co. from a “sell” rating to a “hold” rating in a report on Saturday, February 21st. Eleven equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $268.00.

Check Out Our Latest Stock Analysis on AJG

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.