Arthur J. Gallagher & Co. $AJG Shares Bought by Legacy Wealth Management LLC MS

Legacy Wealth Management LLC MS grew its stake in shares of Arthur J. Gallagher & Co. (NYSE:AJG) by 28.7% during the 4th quarter, Holdings Channel.com reports. The firm owned 13,491 shares of the financial services provider’s stock after acquiring an additional 3,008 shares during the period. Arthur J. Gallagher & Co. makes up approximately 0.9% of Legacy Wealth Management LLC MS’s portfolio, making the stock its 23rd largest position. Legacy Wealth Management LLC MS’s holdings in Arthur J. Gallagher & Co. were worth $3,491,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in AJG. AIA Group Ltd lifted its stake in shares of Arthur J. Gallagher & Co. by 23.2% in the third quarter. AIA Group Ltd now owns 26,309 shares of the financial services provider’s stock valued at $8,149,000 after purchasing an additional 4,950 shares during the period. Strategic Investment Advisors MI purchased a new position in Arthur J. Gallagher & Co. in the third quarter valued at about $354,000. Allworth Financial LP lifted its position in shares of Arthur J. Gallagher & Co. by 1.9% during the 3rd quarter. Allworth Financial LP now owns 11,063 shares of the financial services provider’s stock valued at $3,427,000 after acquiring an additional 208 shares during the period. IFP Advisors Inc boosted its stake in shares of Arthur J. Gallagher & Co. by 1.4% during the 3rd quarter. IFP Advisors Inc now owns 3,064 shares of the financial services provider’s stock worth $949,000 after acquiring an additional 41 shares in the last quarter. Finally, KERR FINANCIAL PLANNING Corp acquired a new stake in shares of Arthur J. Gallagher & Co. in the 3rd quarter worth approximately $296,000. Hedge funds and other institutional investors own 85.53% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently issued reports on the company. Citigroup lifted their price objective on Arthur J. Gallagher & Co. from $277.00 to $280.00 and gave the stock a “neutral” rating in a report on Monday, February 2nd. The Goldman Sachs Group restated a “buy” rating and issued a $292.00 price target on shares of Arthur J. Gallagher & Co. in a research report on Wednesday, January 7th. UBS Group cut their price target on Arthur J. Gallagher & Co. from $285.00 to $283.00 and set a “neutral” rating for the company in a research note on Monday, February 2nd. Truist Financial decreased their price objective on shares of Arthur J. Gallagher & Co. from $271.00 to $235.00 and set a “hold” rating on the stock in a research report on Wednesday. Finally, Piper Sandler dropped their target price on shares of Arthur J. Gallagher & Co. from $249.00 to $226.00 and set a “neutral” rating for the company in a report on Monday, February 23rd. Nine research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $278.00.

Key Headlines Impacting Arthur J. Gallagher & Co.

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

• Positive Sentiment: RBC Capital assigned an “Outperform” rating to AJG, signaling buy-side support from a major house and increasing positive analyst attention. RBC Capital Assigns Outperform
• Positive Sentiment: Wells Fargo lowered its price target to $273 but kept an “Overweight” rating — the new target still implies roughly 30% upside from current levels, providing continued analyst endorsement. Wells Fargo Lowers PT
• Positive Sentiment: Arthur J. Gallagher announced the acquisition of Asset Partners Private Wealth, expanding its private-wealth footprint — a strategic bolt-on that supports fee revenue diversification. Acquisition
• Positive Sentiment: Multiple press roundups (Globe and Mail) highlight analysts are bullish and offering constructive insights on AJG, reinforcing positive market narrative and investor attention. Analysts Are Bullish
• Positive Sentiment: Royal Bank of Canada began coverage on AJG (increased sell‑side visibility), which can boost liquidity and investor interest. RBC Begins Coverage
• Neutral Sentiment: Management discussed strategy, organic-growth outlook and AI initiatives in a recent investor meeting transcript — useful context for long-term thesis but no immediate financial revisions. Investor Meeting Transcript
• Neutral Sentiment: Piper Sandler reiterated its “Hold” rating, keeping a portion of the analyst community neutral on near-term upside. Piper Sandler Hold
• Neutral Sentiment: Coverage of AJG “reacting” to a Truist revision tied to S&P 500 adjustments is largely market-structure commentary rather than company fundamentals — watch volatility around index flows. Truist Revision Reaction
• Negative Sentiment: Truist lowered its price target from $271 to $235 and placed a “Hold” rating — a direct downward revision that may cap near-term analyst-driven upside. Truist Lowers PT

Insider Transactions at Arthur J. Gallagher & Co.

In other news, VP Scott R. Hudson sold 3,800 shares of the business’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $227.57, for a total value of $864,766.00. Following the completion of the transaction, the vice president owned 85,920 shares of the company’s stock, valued at $19,552,814.40. The trade was a 4.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, VP Christopher E. Mead sold 4,000 shares of the company’s stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $227.12, for a total transaction of $908,480.00. Following the transaction, the vice president directly owned 19,306 shares in the company, valued at $4,384,778.72. The trade was a 17.16% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 16,800 shares of company stock worth $4,095,936 over the last ninety days. 1.60% of the stock is currently owned by corporate insiders.

Arthur J. Gallagher & Co. Stock Performance

Arthur J. Gallagher & Co. stock opened at $209.60 on Friday. Arthur J. Gallagher & Co. has a fifty-two week low of $195.00 and a fifty-two week high of $351.23. The company has a market capitalization of $53.89 billion, a price-to-earnings ratio of 34.08, a PEG ratio of 1.02 and a beta of 0.67. The stock has a fifty day moving average of $230.75 and a two-hundred day moving average of $258.00. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.06 and a current ratio of 1.06.

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

Arthur J. Gallagher & Co. Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Friday, March 6th will be paid a dividend of $0.70 per share. The ex-dividend date of this dividend is Friday, March 6th. This represents a $2.80 annualized dividend and a dividend yield of 1.3%. This is an increase from Arthur J. Gallagher & Co.’s previous quarterly dividend of $0.65. Arthur J. Gallagher & Co.’s dividend payout ratio is 45.53%.

Arthur J. Gallagher & Co. 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.