Sumitomo Mitsui Trust Group Inc. boosted its stake in Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 2.1% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 587,811 shares of the financial services provider’s stock after buying an additional 12,121 shares during the quarter. Sumitomo Mitsui Trust Group Inc.’s holdings in Arthur J. Gallagher & Co. were worth $127,308,000 as of its most recent SEC filing.
Other institutional investors have also recently made changes to their positions in the company. Dearborn Partners LLC increased its position in shares of Arthur J. Gallagher & Co. by 6.3% during the fourth quarter. Dearborn Partners LLC now owns 133,936 shares of the financial services provider’s stock valued at $34,661,000 after acquiring an additional 7,946 shares in the last quarter. Banco Bilbao Vizcaya Argentaria S.A. lifted its position in Arthur J. Gallagher & Co. by 10.2% in the 3rd quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 65,889 shares of the financial services provider’s stock valued at $20,398,000 after acquiring an additional 6,090 shares in the last quarter. Professional Advisory Services Inc. boosted its stake in Arthur J. Gallagher & Co. by 12.2% during the 4th quarter. Professional Advisory Services Inc. now owns 78,448 shares of the financial services provider’s stock valued at $20,302,000 after purchasing an additional 8,539 shares during the last quarter. Seizert Capital Partners LLC bought a new stake in shares of Arthur J. Gallagher & Co. in the 4th quarter worth $3,571,000. Finally, GuoLine Advisory Pte Ltd bought a new stake in shares of Arthur J. Gallagher & Co. in the 4th quarter worth $13,561,000. Institutional investors own 85.53% of the company’s stock.
Insider Activity
In related news, CAO Richard C. Cary sold 3,000 shares of the firm’s stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $206.00, for a total value of $618,000.00. Following the transaction, the chief accounting officer owned 47,819 shares of the company’s stock, valued at approximately $9,850,714. This trade represents a 5.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 1.40% of the company’s stock.
More Arthur J. Gallagher & Co. News
- Positive Sentiment: Wells Fargo raised its price target on Arthur J. Gallagher & Co. to $299 from $271 and kept an overweight rating, signaling confidence in further upside for the insurance broker. Benzinga article
- Positive Sentiment: Mizuho also lifted its target to $287 from $261 and maintained an outperform rating, reinforcing a constructive view on AJG’s growth prospects. Benzinga article
- Positive Sentiment: AJG announced the acquisition of Med James, Inc., adding to its long-running acquisition-driven expansion strategy. PR Newswire article
- Positive Sentiment: Management also announced the date for its second-quarter 2026 earnings release and conference call, keeping investors focused on upcoming results. PR Newswire article
- Neutral Sentiment: Zacks said AJG trades at a discount to the industry on a valuation basis, but noted the company still faces margin and leverage challenges despite solid organic growth and acquisition activity. Zacks article
- Neutral Sentiment: MarketWatch noted the stock underperformed peers in recent trading, suggesting AJG has lagged some competitors even as broader analyst sentiment remains mixed. MarketWatch article
- Negative Sentiment: Wolfe Research downgraded Arthur J. Gallagher & Co. to peer perform from outperform, which likely weighed on sentiment and helped offset the bullish target increases. Downgrade article
Arthur J. Gallagher & Co. Stock Performance
Shares of AJG traded down $0.60 during trading hours on Friday, hitting $253.16. The stock had a trading volume of 1,032,986 shares, compared to its average volume of 1,830,509. The firm has a market capitalization of $65.04 billion, a PE ratio of 40.96, a PEG ratio of 1.31 and a beta of 0.50. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.06 and a quick ratio of 1.06. Arthur J. Gallagher & Co. has a 12 month low of $190.75 and a 12 month high of $316.71. The stock has a fifty day moving average price of $216.10 and a 200 day moving average price of $225.86.
Arthur J. Gallagher & Co. (NYSE:AJG – Get Free Report) last posted its earnings results on Thursday, April 30th. The financial services provider reported $4.47 earnings per share for the quarter, beating analysts’ consensus estimates of $4.43 by $0.04. The company had revenue of $4.71 billion for the quarter, compared to the consensus estimate of $4.73 billion. Arthur J. Gallagher & Co. had a return on equity of 12.83% and a net margin of 10.76%.Arthur J. Gallagher & Co.’s revenue was up 29.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.67 earnings per share. Analysts anticipate that Arthur J. Gallagher & Co. will post 13.23 EPS for the current year.
Arthur J. Gallagher & Co. Dividend Announcement
The firm also recently disclosed a quarterly dividend, which was paid on Friday, June 19th. Stockholders of record on Friday, June 5th were paid a $0.70 dividend. This represents a $2.80 annualized dividend and a dividend yield of 1.1%. The ex-dividend date was Friday, June 5th. Arthur J. Gallagher & Co.’s dividend payout ratio is 45.31%.
Wall Street Analysts Forecast Growth
A number of research analysts have recently issued reports on AJG shares. Cantor Fitzgerald upped their price target on Arthur J. Gallagher & Co. from $285.00 to $300.00 and gave the company a “neutral” rating in a report on Thursday. Mizuho boosted their target price on Arthur J. Gallagher & Co. from $261.00 to $287.00 and gave the stock an “outperform” rating in a research report on Thursday. Barclays upped their target price on shares of Arthur J. Gallagher & Co. from $275.00 to $292.00 and gave the company an “overweight” rating in a research note on Tuesday. Truist Financial dropped their price target on shares of Arthur J. Gallagher & Co. from $235.00 to $225.00 and set a “hold” rating on the stock in a report on Friday, May 1st. Finally, Citigroup raised shares of Arthur J. Gallagher & Co. from a “neutral” rating to a “buy” rating and decreased their price objective for the company from $280.00 to $250.00 in a report on Wednesday, May 6th. Twelve analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $274.18.
Read Our Latest Analysis on AJG
Arthur J. Gallagher & Co. Company Profile
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.
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