Flputnam Investment Management Co. Cuts Holdings in Arthur J. Gallagher & Co. $AJG

Posted by Brian Himes on May 29th, 2026

Flputnam Investment Management Co. decreased its position in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 45.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,879 shares of the financial services provider’s stock after selling 8,138 shares during the period. Flputnam Investment Management Co.’s holdings in Arthur J. Gallagher & Co. were worth $2,557,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. IFP Advisors Inc grew its position in shares of Arthur J. Gallagher & Co. by 1.4% during the third quarter. IFP Advisors Inc now owns 3,064 shares of the financial services provider’s stock valued at $949,000 after purchasing an additional 41 shares in the last quarter. AMG National Trust Bank grew its position in shares of Arthur J. Gallagher & Co. by 2.7% during the third quarter. AMG National Trust Bank now owns 1,616 shares of the financial services provider’s stock valued at $501,000 after purchasing an additional 42 shares in the last quarter. Journey Strategic Wealth LLC grew its position in shares of Arthur J. Gallagher & Co. by 2.9% during the third quarter. Journey Strategic Wealth LLC now owns 1,551 shares of the financial services provider’s stock valued at $480,000 after purchasing an additional 43 shares in the last quarter. KCM Investment Advisors LLC grew its position in shares of Arthur J. Gallagher & Co. by 4.1% during the third quarter. KCM Investment Advisors LLC now owns 1,127 shares of the financial services provider’s stock valued at $349,000 after purchasing an additional 44 shares in the last quarter. Finally, Ritholtz Wealth Management grew its position in shares of Arthur J. Gallagher & Co. by 0.4% during the fourth quarter. Ritholtz Wealth Management now owns 10,061 shares of the financial services provider’s stock valued at $2,604,000 after purchasing an additional 45 shares in the last quarter. Hedge funds and other institutional investors own 85.53% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on AJG. BMO Capital Markets raised shares of Arthur J. Gallagher & Co. from a “market perform” rating to an “outperform” rating and increased their price target for the company from $275.00 to $278.00 in a report on Tuesday, March 24th. Keefe, Bruyette & Woods lowered their price target 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. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Arthur J. Gallagher & Co. in a report on Friday, January 30th. Jefferies Financial Group lowered their price target on shares of Arthur J. Gallagher & Co. from $283.00 to $280.00 and set a “hold” rating for the company in a report on Monday, February 2nd. Finally, Barclays increased their price target on shares of Arthur J. Gallagher & Co. from $262.00 to $275.00 and gave the company an “overweight” rating in a report on Wednesday, April 8th. Eleven research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. According to MarketBeat, Arthur J. Gallagher & Co. has an average rating of “Moderate Buy” and an average price target of $264.00.

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

Insider Activity

In other Arthur J. Gallagher & Co. news, VP Christopher E. Mead sold 4,000 shares of the firm’s stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $227.12, for a total value of $908,480.00. Following the completion of the sale, the vice president owned 19,306 shares of the company’s stock, valued at $4,384,778.72. This trade represents a 17.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Scott R. Hudson sold 3,800 shares of the firm’s stock in a transaction dated 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 sale, 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 position. Additional details regarding this sale are available in the official SEC disclosure. 1.40% of the stock is owned by company insiders.

Arthur J. Gallagher & Co. Stock Down 0.1%

Shares of NYSE AJG opened at $202.61 on Friday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.06 and a quick ratio of 1.06. The company has a market cap of $52.05 billion, a P/E ratio of 32.79, a PEG ratio of 1.03 and a beta of 0.54. Arthur J. Gallagher & Co. has a 1 year low of $190.75 and a 1 year high of $351.23. The firm has a 50-day simple moving average of $211.27 and a two-hundred day simple moving average of $231.15.

Arthur J. Gallagher & Co. (NYSE:AJG – Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The financial services provider reported $4.47 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.43 by $0.04. The business had revenue of $4.71 billion during the quarter, compared to the consensus estimate 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 quarterly revenue was up 29.0% compared to the same quarter last year. During the same quarter last year, the firm earned $3.67 earnings per share. Research analysts anticipate that Arthur J. Gallagher & Co. will post 13.26 earnings per share for the current year.

Arthur J. Gallagher & Co. Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, June 19th. Shareholders of record on Friday, June 5th will be paid a $0.70 dividend. The ex-dividend date of this dividend is Friday, June 5th. This represents a $2.80 annualized dividend and a yield of 1.4%. Arthur J. Gallagher & Co.’s dividend payout ratio (DPR) 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.