PNC Financial Services Group Inc. Raises Stock Holdings in Arthur J. Gallagher & Co. $AJG

Posted by Brenda Bartman on Jul 25th, 2026

PNC Financial Services Group Inc. boosted its position in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 37.3% in the first quarter, HoldingsChannel.com reports. The fund owned 119,356 shares of the financial services provider’s stock after acquiring an additional 32,423 shares during the quarter. PNC Financial Services Group Inc.’s holdings in Arthur J. Gallagher & Co. were worth $25,850,000 as of its most recent filing with the SEC.

Several other large investors have also added to or reduced their stakes in AJG. Kemnay Advisory Services Inc. acquired a new stake in shares of Arthur J. Gallagher & Co. during the fourth quarter worth about $26,000. Rakuten Securities Inc. increased its holdings in Arthur J. Gallagher & Co. by 650.0% in the 2nd quarter. Rakuten Securities Inc. now owns 105 shares of the financial services provider’s stock worth $34,000 after buying an additional 91 shares during the period. MV Capital Management Inc. purchased a new position in Arthur J. Gallagher & Co. during the 4th quarter worth approximately $34,000. Cassaday & Co Wealth Management LLC acquired a new stake in Arthur J. Gallagher & Co. during the 1st quarter valued at approximately $29,000. Finally, Prosperity Bancshares Inc purchased a new stake in shares of Arthur J. Gallagher & Co. in the 4th quarter valued at $42,000. Hedge funds and other institutional investors own 85.53% of the company’s stock.

Insider Transactions at Arthur J. Gallagher & Co.

In other Arthur J. Gallagher & Co. news, CAO Richard C. Cary sold 3,000 shares of the firm’s stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $206.00, for a total value of $618,000.00. Following the sale, the chief accounting officer directly 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 1.40% of the company’s stock.

Analyst Ratings Changes

AJG has been the topic of a number of research reports. UBS Group increased their price objective on shares of Arthur J. Gallagher & Co. from $250.00 to $291.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. Jefferies Financial Group raised shares of Arthur J. Gallagher & Co. from a “hold” rating to a “buy” rating and upped their price target for the company from $235.00 to $265.00 in a report on Thursday, June 11th. Weiss Ratings raised Arthur J. Gallagher & Co. from a “hold (c-)” rating to a “hold (c)” rating in a research report on Monday, July 13th. Citigroup raised 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. Finally, Truist Financial lowered their target price on Arthur J. Gallagher & Co. from $235.00 to $225.00 and set a “hold” rating on the stock in a research note on Friday, May 1st. Thirteen research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, Arthur J. Gallagher & Co. has an average rating of “Moderate Buy” and a consensus target price of $280.35.

Get Our Latest Report on Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co. Stock Up 2.2%

AJG opened at $247.57 on Friday. The company has a fifty day moving average of $226.33 and a two-hundred day moving average of $225.22. The stock has a market capitalization of $63.60 billion, a price-to-earnings ratio of 40.06, a PEG ratio of 1.25 and a beta of 0.50. Arthur J. Gallagher & Co. has a fifty-two week low of $190.75 and a fifty-two week high of $315.48. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.06 and a current ratio of 1.06.

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 (EPS) for the quarter, topping 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 business had revenue of $4.71 billion for the quarter, compared to analyst estimates of $4.73 billion. During the same period in the prior year, the company posted $3.67 EPS. The company’s revenue for the quarter was up 29.0% on a year-over-year basis. On average, research analysts expect that Arthur J. Gallagher & Co. will post 13.22 earnings per share for the current year.

Arthur J. Gallagher & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, June 19th. Shareholders of record on Friday, June 5th were given a dividend of $0.70 per share. The ex-dividend date was Friday, June 5th. This represents a $2.80 dividend on an annualized basis and a yield of 1.1%. Arthur J. Gallagher & Co.’s dividend payout ratio is currently 45.31%.

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.