Legal & General Group Plc Acquires 69,208 Shares of Arthur J. Gallagher & Co. $AJG

Legal & General Group Plc raised its stake in Arthur J. Gallagher & Co. (NYSE:AJG) by 5.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,385,702 shares of the financial services provider’s stock after buying an additional 69,208 shares during the period. Legal & General Group Plc’s holdings in Arthur J. Gallagher & Co. were worth $429,207,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of AJG. Physician Wealth Advisors Inc. raised its stake in shares of Arthur J. Gallagher & Co. by 870.0% during the third quarter. Physician Wealth Advisors Inc. now owns 97 shares of the financial services provider’s stock worth $30,000 after acquiring an additional 87 shares in the last quarter. Rakuten Securities Inc. boosted its holdings in shares of 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 worth $34,000 after purchasing an additional 91 shares during the period. Central Pacific Bank Trust Division increased its stake in shares of Arthur J. Gallagher & Co. by 40.6% during the third quarter. Central Pacific Bank Trust Division now owns 135 shares of the financial services provider’s stock valued at $42,000 after buying an additional 39 shares during the period. Westside Investment Management Inc. increased its position in Arthur J. Gallagher & Co. by 100.0% during the 3rd quarter. Westside Investment Management Inc. now owns 136 shares of the financial services provider’s stock valued at $42,000 after purchasing an additional 68 shares during the period. Finally, Steigerwald Gordon & Koch Inc. bought a new position in Arthur J. Gallagher & Co. in the third quarter worth about $62,000. 85.53% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on AJG. Piper Sandler dropped their price target on Arthur J. Gallagher & Co. from $249.00 to $226.00 and set a “neutral” rating on the stock in a research report on Monday, February 23rd. Truist Financial set a $271.00 price target on shares of Arthur J. Gallagher & Co. in a research note on Friday, January 30th. Weiss Ratings restated a “hold (c+)” rating on shares of Arthur J. Gallagher & Co. in a research note on Monday, December 29th. Wolfe Research set a $289.00 target price on Arthur J. Gallagher & Co. and gave the company an “outperform” rating in a research report on Wednesday, December 17th. Finally, Jefferies Financial Group dropped 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 research report on Monday, February 2nd. Seven investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Arthur J. Gallagher & Co. currently has an average rating of “Hold” and a consensus target price of $281.76.

Arthur J. Gallagher & Co. Stock Performance

AJG stock opened at $211.69 on Wednesday. The firm has a market cap of $54.42 billion, a price-to-earnings ratio of 34.42, a PEG ratio of 1.06 and a beta of 0.67. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 0.52. Arthur J. Gallagher & Co. has a twelve month low of $195.00 and a twelve month high of $351.23. The business’s fifty day simple moving average is $237.97 and its two-hundred day simple moving average is $261.90.

Arthur J. Gallagher & Co. (NYSE:AJG) last released its quarterly earnings data on Thursday, January 29th. The financial services provider reported $2.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.35 by $0.03. The firm had revenue of $3.57 billion for the quarter, compared to the consensus estimate of $3.61 billion. Arthur J. Gallagher & Co. had a net margin of 11.84% and a return on equity of 12.13%. The company’s quarterly revenue was up 33.9% on a year-over-year basis. During the same period last year, the firm earned $1.12 earnings per share. Analysts predict that Arthur J. Gallagher & Co. will post 11.54 earnings per share for the current year.

Arthur J. Gallagher & Co. Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Friday, March 6th will be paid a $0.70 dividend. The ex-dividend date is Friday, March 6th. This is a positive change from Arthur J. Gallagher & Co.’s previous quarterly dividend of $0.65. This represents a $2.80 annualized dividend and a dividend yield of 1.3%. Arthur J. Gallagher & Co.’s dividend payout ratio (DPR) is 45.53%.

Insider Buying and Selling at Arthur J. Gallagher & Co.

In other Arthur J. Gallagher & Co. news, CFO Douglas K. Howell sold 5,000 shares of Arthur J. Gallagher & Co. stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $258.05, for a total transaction of $1,290,250.00. Following the completion of the transaction, the chief financial officer owned 95,777 shares in the company, valued at approximately $24,715,254.85. This trade represents a 4.96% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, General Counsel Walter D. Bay sold 15,850 shares of the business’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $255.00, for a total transaction of $4,041,750.00. Following the completion of the transaction, the general counsel owned 79,549 shares of the company’s stock, valued at approximately $20,284,995. This represents a 16.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 32,650 shares of company stock valued at $8,137,686 over the last quarter. Insiders own 1.30% of the company’s stock.

Key Stories Impacting Arthur J. Gallagher & Co.

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

• Positive Sentiment: AJG completed a small strategic acquisition — S Philips Surety & Insurance Services — to expand its surety capabilities, supporting revenue growth and specialty product distribution. Arthur J. Gallagher & Co. Acquires S Philips Surety & Insurance Services, Inc.
• Positive Sentiment: Market commentary highlights a recent quarterly dividend increase to $0.70 (annualized $2.80) and continued institutional ownership — modestly supportive for income-focused holders and a sign of capital-return discipline. MarketBeat: Arthur J. Gallagher & Co. stock
• Positive Sentiment: Gallagher published its 2026 Employee Communications Report showing demand for change-management communications — a PR/insights piece that can help win consulting engagements in HR and benefits advisory. 61% of organizations have no formal change communication strategy despite ranking it as their most pressing need
• Neutral Sentiment: Analysts’ consensus is an overall “Hold” with a consensus target near $281.76, indicating limited near-term upside from current levels and mixed sell-side sentiment. Arthur J. Gallagher & Co. (NYSE:AJG) Receives Average Recommendation of “Hold” from Analysts
• Negative Sentiment: Seeking Alpha published a critical piece arguing AJG’s investment case is “cloudy” because AI could disrupt brokerage/advisory economics and justify a lower valuation — a thematic risk that can pressure sentiment and multiples. Arthur J. Gallagher: Cloudy Investment Case Due To AI Disruption Risk
• Negative Sentiment: Insider selling: VP Scott R. Hudson sold 3,800 shares (avg ~$227.57) on Mar. 6 — disclosed in an SEC filing — which can be interpreted negatively by traders watching insider activity. Arthur J. Gallagher & Co. (NYSE:AJG) VP Scott Hudson Sells 3,800 Shares
• Negative Sentiment: Another insider sale: VP Christopher E. Mead sold 4,000 shares (avg ~$227.12) on Mar. 5 — a sizable reduction in his holding that adds to negative insider-sentiment signals. Arthur J. Gallagher & Co. (NYSE:AJG) VP Christopher Mead Sells 4,000 Shares

About Arthur J. Gallagher & Co.

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.