Payden & Rygel Lowers Stock Position in Arthur J. Gallagher & Co. $AJG

Posted by Brenda Bartman on May 19th, 2026

Payden & Rygel cut its stake in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 85.7% in the 4th quarter, HoldingsChannel reports. The firm owned 500 shares of the financial services provider’s stock after selling 3,000 shares during the period. Payden & Rygel’s holdings in Arthur J. Gallagher & Co. were worth $129,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in AJG. Vanguard Group Inc. lifted its holdings in shares of 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 last quarter. JPMorgan Chase & Co. increased its stake in Arthur J. Gallagher & Co. by 19.6% in the third quarter. JPMorgan Chase & Co. now owns 20,338,533 shares of the financial services provider’s stock valued at $6,299,674,000 after acquiring an additional 3,330,205 shares during the last quarter. Capital World Investors raised its position in Arthur J. Gallagher & Co. by 0.9% during the third quarter. Capital World Investors now owns 11,783,119 shares of the financial services provider’s stock valued at $3,649,477,000 after purchasing an additional 101,298 shares in the last quarter. State Street Corp boosted its holdings in shares of Arthur J. Gallagher & Co. by 1.4% in 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 purchasing an additional 147,587 shares in the last quarter. Finally, Capital International Investors increased its position in shares of Arthur J. Gallagher & Co. by 0.6% during the 3rd quarter. Capital International Investors now owns 7,194,743 shares of the financial services provider’s stock valued at $2,228,156,000 after purchasing an additional 45,256 shares during the last quarter. Institutional investors own 85.53% of the company’s stock.

Insider Buying and Selling

In other news, VP Scott R. Hudson sold 3,800 shares of the business’s 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 transaction, the vice president directly owned 85,920 shares of the company’s stock, valued at approximately $19,552,814.40. The trade was a 4.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Christopher E. Mead sold 4,000 shares of the company’s 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 of the company’s stock, valued at approximately $4,384,778.72. This represents a 17.16% decrease in their position. The SEC filing for this sale provides additional information. 1.40% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

AJG has been the subject of several research reports. Barclays upped their target price on Arthur J. Gallagher & Co. from $262.00 to $275.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 8th. Royal Bank Of Canada initiated coverage on shares of Arthur J. Gallagher & Co. in a research report on Tuesday, March 17th. They issued an “outperform” rating and a $260.00 target price on the stock. Wall Street Zen raised Arthur J. Gallagher & Co. from a “sell” rating to a “hold” rating in a research note on Saturday, February 21st. Piper Sandler decreased their price objective on Arthur J. Gallagher & Co. from $226.00 to $211.00 and set a “neutral” rating on the stock in a report on Friday, May 1st. Finally, UBS Group dropped their target price on Arthur J. Gallagher & Co. from $285.00 to $283.00 and set a “neutral” rating for the company in a report on Monday, February 2nd. Eleven analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $268.00.

View Our Latest Stock Report on Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co. Trading Up 3.7%

Shares of AJG opened at $207.30 on Tuesday. The stock has a market capitalization of $53.26 billion, a P/E ratio of 33.54, a PEG ratio of 1.02 and a beta of 0.54. Arthur J. Gallagher & Co. has a twelve month low of $190.75 and a twelve month 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 firm has a fifty day simple moving average of $212.61 and a two-hundred day simple moving average of $233.80.

Arthur J. Gallagher & Co. (NYSE:AJG – Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The financial services provider reported $4.47 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.43 by $0.04. The firm had revenue of $4.71 billion for 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 company’s revenue for the quarter was up 29.0% compared to the same quarter last year. During the same quarter in the previous year, the company earned $3.67 earnings per share. On average, research analysts anticipate that Arthur J. Gallagher & Co. will post 13.22 EPS for the current year.

Arthur J. Gallagher & Co. Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 19th. Shareholders of record on Friday, June 5th will be given a dividend of $0.70 per share. The ex-dividend date of this dividend is Friday, June 5th. This represents a $2.80 dividend on an annualized basis and a yield of 1.4%. Arthur J. Gallagher & Co.’s dividend payout ratio is presently 45.31%.

Arthur J. Gallagher & Co. Company Profile

(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.