Arthur J. Gallagher & Co. $AJG Stock: Rakuten Investment Management Inc. Grows Stake

Posted by Brenda Bartman on Nov 6th, 2026

Rakuten Investment Management Inc. grew its stake in Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 9.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 46,042 shares of the financial services provider’s stock after acquiring an additional 4,012 shares during the quarter. Rakuten Investment Management Inc.’s holdings in Arthur J. Gallagher & Co. were worth $10,486,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Provenance Wealth Advisors LLC boosted its position in Arthur J. Gallagher & Co. by 17,971.4% during the third quarter. Provenance Wealth Advisors LLC now owns 1,265 shares of the financial services provider’s stock valued at $289,000 after purchasing an additional 1,258 shares in the last quarter. TrinityBridge Ltd raised its holdings in Arthur J. Gallagher & Co. by 4.0% in the third quarter. TrinityBridge Ltd now owns 1,181 shares of the financial services provider’s stock worth $270,000 after purchasing an additional 45 shares in the last quarter. Mountain Pacific Investment Advisers LLC raised its holdings in Arthur J. Gallagher & Co. by 1.4% in the third quarter. Mountain Pacific Investment Advisers LLC now owns 76,466 shares of the financial services provider’s stock worth $17,443,000 after purchasing an additional 1,058 shares in the last quarter. First Nebraska Trust Co purchased a new stake in shares of Arthur J. Gallagher & Co. during the third quarter valued at about $3,870,000. Finally, Garde Capital Inc. lifted its position in shares of Arthur J. Gallagher & Co. by 42.1% during the third quarter. Garde Capital Inc. now owns 3,039 shares of the financial services provider’s stock valued at $693,000 after buying an additional 900 shares during the last quarter. 85.53% of the stock is owned by institutional investors.

Key Headlines Impacting Arthur J. Gallagher & Co.

Here are the key news stories impacting Arthur J. Gallagher & Co. this week:

Positive Sentiment: Jefferies raised its price target to $319 from $295 and maintained a Buy rating, indicating potential upside. Jefferies analyst report
Neutral Sentiment: AJG’s latest reported quarter showed EPS of $3.00, slightly ahead of the $2.99 consensus, and revenue growth of 19.6% year over year. Revenue of $3.92 billion was below the $3.98 billion estimate.
Negative Sentiment: Dowling & Partners cut its FY2026 EPS forecast to $13.15 from $13.75, bringing it close to the broader consensus of about $13.16.
Negative Sentiment: BMO Capital Markets downgraded AJG to Market Perform from Outperform, citing profit-taking; Citigroup also cut its rating to Neutral, saying the risk-reward balance had shifted. These calls may temper near-term enthusiasm after the stock’s strong run. BMO downgrade report
Negative Sentiment: Several senior insiders sold shares: VP William Ziebell sold 23,510 shares, reducing his position by 32.45%; CFO Douglas Howell sold 30,996 shares, and VP Christopher Mead sold 7,590. Insider sales do not necessarily indicate a change in outlook, but the transactions could weigh on sentiment. Ziebell SEC filing Howell SEC filing Mead SEC filing

Insiders Place Their Bets

In related news, VP Christopher Mead sold 7,590 shares of the firm’s stock in a transaction dated Monday, November 2nd. The shares were sold at an average price of $279.72, for a total value of $2,123,074.80. Following the transaction, the vice president directly owned 22,287 shares of the company’s stock, valued at approximately $6,234,119.64. This trade represents a 25.40% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CAO Richard Cary sold 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, September 15th. The shares were sold at an average price of $252.86, for a total value of $252,860.00. Following the completion of the transaction, the chief accounting officer owned 46,819 shares in the company, valued at approximately $11,838,652.34. This trade represents a 2.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 90,596 shares of company stock valued at $24,953,010. 1.40% of the stock is owned by company insiders.

Arthur J. Gallagher & Co. Trading Up 0.0%

Shares of Arthur J. Gallagher & Co. stock opened at $288.49 on Friday. The stock has a market cap of $73.94 billion, a PE ratio of 44.11, a price-to-earnings-growth ratio of 1.66 and a beta of 0.47. The firm has a fifty day moving average price of $249.61 and a 200 day moving average price of $233.06. Arthur J. Gallagher & Co. has a 1 year low of $190.75 and a 1 year high of $294.53. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.05 and a quick ratio of 1.05.

Arthur J. Gallagher & Co. (NYSE:AJG – Get Free Report) last announced its quarterly earnings results on Thursday, October 29th. The financial services provider reported $3.00 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.99 by $0.01. Arthur J. Gallagher & Co. had a return on equity of 13.90% and a net margin of 10.39%. The company had revenue of $3.92 billion during the quarter, compared to the consensus estimate of $3.98 billion. During the same period in the previous year, the company posted $2.32 earnings per share. Arthur J. Gallagher & Co.’s revenue for the quarter was up 19.6% on a year-over-year basis. Equities research analysts predict that Arthur J. Gallagher & Co. will post 13.11 earnings per share for the current year.

Arthur J. Gallagher & Co. Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, December 18th. Shareholders of record on Monday, December 7th will be issued a dividend of $0.70 per share. This represents a $2.80 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Monday, December 7th. Arthur J. Gallagher & Co.’s dividend payout ratio (DPR) is presently 42.81%.

Analyst Ratings Changes

A number of brokerages have recently issued reports on AJG. Seaport Research Partners raised shares of Arthur J. Gallagher & Co. to a “buy” rating in a research report on Wednesday, October 7th. Cantor Fitzgerald decreased their target price on shares of Arthur J. Gallagher & Co. from $300.00 to $280.00 and set a “neutral” rating for the company in a research report on Wednesday, October 7th. Weiss Ratings restated a “hold (c)” rating on shares of Arthur J. Gallagher & Co. in a research note on Friday, October 9th. Wolfe Research lowered shares of Arthur J. Gallagher & Co. from an “outperform” rating to a “peer perform” rating in a report on Thursday, July 9th. Finally, Argus upped their price target on Arthur J. Gallagher & Co. from $267.00 to $300.00 and gave the stock a “buy” rating in a research report on Monday, August 17th. Thirteen equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $292.05.

Get Our Latest Stock Report on AJG

Arthur J. Gallagher & Co. Profile

(Free Report)

Arthur J. Gallagher & Co is a global insurance brokerage, risk management and consulting company. The firm helps businesses, public entities and individuals identify, manage and transfer risk through insurance and related services.

Its operations include retail insurance brokerage, employee benefits consulting, wholesale brokerage, reinsurance brokerage, claims administration and risk management consulting. Gallagher places commercial and personal insurance coverage and provides services related to property and casualty risks, health care, benefits, and other specialized insurance needs.

Founded in 1927 by Arthur J.