Rep. Gilbert Ray Cisneros, Jr. Buys Arthur J. Gallagher & Co. (NYSE:AJG) Stock

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Arthur J. Gallagher & Co. (NYSE:AJG). In a filing disclosed on January 12th, the Representative disclosed that they had bought between $1,001 and $15,000 in Arthur J. Gallagher & Co. stock on December 19th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Schneider Electric S.E. (OTCMKTS:SBGSF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 12/30/2025.
• Purchased $50,001 – $100,000 in shares of Campbell’s (NASDAQ:CPB) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 12/26/2025.
• Sold $1,001 – $15,000 in shares of Bloom Energy (NYSE:BE) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Arista Networks (NYSE:ANET) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Coinbase Global (NASDAQ:COIN) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Chevron (NYSE:CVX) on 12/24/2025.

Arthur J. Gallagher & Co. Trading Down 0.1%

Arthur J. Gallagher & Co. stock traded down $0.33 during midday trading on Thursday, reaching $256.66. 891,990 shares of the stock traded hands, compared to its average volume of 1,663,230. The firm has a market cap of $65.91 billion, a PE ratio of 38.37 and a beta of 0.67. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 0.52. The company has a 50-day simple moving average of $253.58 and a two-hundred day simple moving average of $281.75. Arthur J. Gallagher & Co. has a 12-month low of $236.34 and a 12-month high of $351.23.

Arthur J. Gallagher & Co. (NYSE:AJG) last announced its quarterly earnings data on Thursday, October 30th. The financial services provider reported $2.32 earnings per share for the quarter, missing analysts’ consensus estimates of $2.51 by ($0.19). The business had revenue of $3.33 billion during the quarter, compared to analyst estimates of $3.34 billion. Arthur J. Gallagher & Co. had a net margin of 13.58% and a return on equity of 11.98%. The company’s revenue for the quarter was up 20.2% on a year-over-year basis. During the same quarter last year, the firm posted $2.26 EPS. Research analysts expect that Arthur J. Gallagher & Co. will post 11.54 earnings per share for the current fiscal year.

Arthur J. Gallagher & Co. Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, December 19th. Investors of record on Friday, December 5th were paid a dividend of $0.65 per share. The ex-dividend date of this dividend was Friday, December 5th. This represents a $2.60 annualized dividend and a yield of 1.0%. Arthur J. Gallagher & Co.’s dividend payout ratio is presently 38.86%.

Insider Transactions at Arthur J. Gallagher & Co.

In other news, General Counsel Walter D. Bay sold 15,850 shares of Arthur J. Gallagher & Co. stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $255.00, for a total transaction of $4,041,750.00. Following the completion of the sale, the general counsel owned 79,549 shares in the company, valued at approximately $20,284,995. This trade represents a 16.61% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP Michael Robert Pesch acquired 4,000 shares of the firm’s stock in a transaction that occurred on Monday, November 3rd. The stock was bought at an average price of $247.12 per share, for a total transaction of $988,480.00. Following the completion of the transaction, the vice president owned 41,849 shares of the company’s stock, valued at $10,341,724.88. The trade was a 10.57% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last quarter, insiders have sold 32,100 shares of company stock valued at $8,243,865. Corporate insiders own 1.60% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the company. Piper Sandler lowered Arthur J. Gallagher & Co. from an “overweight” rating to a “neutral” rating and decreased their target price for the company from $276.00 to $272.00 in a report on Wednesday, January 7th. Wall Street Zen cut Arthur J. Gallagher & Co. from a “hold” rating to a “sell” rating in a research note on Saturday, November 1st. Citigroup cut their target price on shares of Arthur J. Gallagher & Co. from $330.00 to $277.00 and set a “neutral” rating on the stock in a research note on Monday, November 3rd. Barclays decreased their price target on shares of Arthur J. Gallagher & Co. from $250.00 to $247.00 and set an “underweight” rating for the company in a research note on Thursday, January 8th. Finally, Evercore ISI reduced their price objective on shares of Arthur J. Gallagher & Co. from $353.00 to $334.00 and set an “outperform” rating on the stock in a report on Wednesday, December 17th. Seven research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $290.50.

Institutional Investors Weigh In On Arthur J. Gallagher & Co.

Several institutional investors have recently made changes to their positions in AJG. Physician Wealth Advisors Inc. raised its stake in shares of Arthur J. Gallagher & Co. by 870.0% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 97 shares of the financial services provider’s stock valued at $30,000 after purchasing an additional 87 shares during the period. J.Safra Asset Management Corp lifted its holdings in shares of Arthur J. Gallagher & Co. by 209.1% in the second quarter. J.Safra Asset Management Corp now owns 102 shares of the financial services provider’s stock worth $32,000 after buying an additional 69 shares in the last quarter. Rakuten Securities Inc. grew its stake in Arthur J. Gallagher & Co. by 650.0% during the second quarter. Rakuten Securities Inc. now owns 105 shares of the financial services provider’s stock valued at $34,000 after acquiring an additional 91 shares in the last quarter. Steph & Co. bought a new stake in Arthur J. Gallagher & Co. during the 2nd quarter worth approximately $40,000. Finally, Financial Life Planners bought a new position in Arthur J. Gallagher & Co. in the 3rd quarter valued at $39,000. Hedge funds and other institutional investors own 85.53% of the company’s stock.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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.