Arthur J. Gallagher & Co. $AJG Shares Sold by Ferguson Wellman Capital Management Inc.

Ferguson Wellman Capital Management Inc. reduced its stake in Arthur J. Gallagher & Co. (NYSE:AJG) by 35.3% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 48,122 shares of the financial services provider’s stock after selling 26,224 shares during the quarter. Ferguson Wellman Capital Management Inc.’s holdings in Arthur J. Gallagher & Co. were worth $10,422,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in AJG. IFP Advisors Inc lifted its stake in shares of Arthur J. Gallagher & Co. by 1.4% in the third quarter. IFP Advisors Inc now owns 3,064 shares of the financial services provider’s stock valued at $949,000 after purchasing an additional 41 shares during the period. Ritholtz Wealth Management increased its stake in shares of Arthur J. Gallagher & Co. by 0.4% during the 4th quarter. Ritholtz Wealth Management now owns 10,061 shares of the financial services provider’s stock valued at $2,604,000 after acquiring an additional 45 shares during the last quarter. CYBER HORNET ETFs LLC increased its holdings in shares of Arthur J. Gallagher & Co. by 7.8% during the 4th quarter. CYBER HORNET ETFs LLC now owns 634 shares of the financial services provider’s stock worth $164,000 after buying an additional 46 shares during the last quarter. SC&H Financial Advisors Inc. raised its position in Arthur J. Gallagher & Co. by 5.8% in the fourth quarter. SC&H Financial Advisors Inc. now owns 862 shares of the financial services provider’s stock valued at $223,000 after purchasing an additional 47 shares during the period. Finally, Allen Capital Group LLC grew its holdings in Arthur J. Gallagher & Co. by 2.5% during the 4th quarter. Allen Capital Group LLC now owns 1,895 shares of the financial services provider’s stock valued at $490,000 after purchasing an additional 47 shares in the last quarter. 85.53% of the stock is currently owned by hedge funds and other institutional investors.

Arthur J. Gallagher & Co. Price Performance

Shares of AJG stock traded down $0.60 during trading hours on Friday, reaching $253.16. 1,032,986 shares of the company were exchanged, compared to its average volume of 1,830,509. The company has a market cap of $65.04 billion, a price-to-earnings ratio of 40.96, a P/E/G ratio of 1.31 and a beta of 0.50. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.06 and a quick ratio of 1.06. The stock’s fifty day moving average is $216.10 and its two-hundred day moving average is $225.86. Arthur J. Gallagher & Co. has a fifty-two week low of $190.75 and a fifty-two week high of $316.71.

Arthur J. Gallagher & Co. (NYSE:AJG) last posted its quarterly earnings results on Thursday, April 30th. The financial services provider reported $4.47 earnings per share for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $4.73 billion. During the same period in the previous year, the firm posted $3.67 earnings per share. Arthur J. Gallagher & Co.’s revenue for the quarter was up 29.0% compared to the same quarter last year. Sell-side analysts forecast that Arthur J. Gallagher & Co. will post 13.22 earnings per share for the current fiscal year.

Arthur J. Gallagher & Co. Dividend Announcement

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

More Arthur J. Gallagher & Co. News

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

• Positive Sentiment: Wells Fargo raised its price target on Arthur J. Gallagher & Co. to $299 from $271 and kept an overweight rating, signaling confidence in further upside for the insurance broker. Benzinga article
• Positive Sentiment: Mizuho also lifted its target to $287 from $261 and maintained an outperform rating, reinforcing a constructive view on AJG’s growth prospects. Benzinga article
• Positive Sentiment: AJG announced the acquisition of Med James, Inc., adding to its long-running acquisition-driven expansion strategy. PR Newswire article
• Positive Sentiment: Management also announced the date for its second-quarter 2026 earnings release and conference call, keeping investors focused on upcoming results. PR Newswire article
• Neutral Sentiment: Zacks said AJG trades at a discount to the industry on a valuation basis, but noted the company still faces margin and leverage challenges despite solid organic growth and acquisition activity. Zacks article
• Neutral Sentiment: MarketWatch noted the stock underperformed peers in recent trading, suggesting AJG has lagged some competitors even as broader analyst sentiment remains mixed. MarketWatch article
• Negative Sentiment: Wolfe Research downgraded Arthur J. Gallagher & Co. to peer perform from outperform, which likely weighed on sentiment and helped offset the bullish target increases. Downgrade article

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

In related news, CAO Richard C. Cary sold 3,000 shares of Arthur J. Gallagher & Co. stock in a transaction dated 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 owned 47,819 shares of the company’s stock, valued at approximately $9,850,714. The trade was a 5.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.40% of the stock is owned by insiders.

Wall Street Analyst Weigh In

AJG has been the topic of a number of research analyst reports. Wells Fargo & Company increased their target price on Arthur J. Gallagher & Co. from $271.00 to $299.00 and gave the stock an “overweight” rating in a report on Thursday. Barclays upped their price objective on Arthur J. Gallagher & Co. from $275.00 to $292.00 and gave the company an “overweight” rating in a report on Tuesday. Royal Bank Of Canada began coverage on shares of Arthur J. Gallagher & Co. in a report on Tuesday, March 17th. They set an “outperform” rating and a $260.00 target price for the company. Morgan Stanley raised their target price on Arthur J. Gallagher & Co. from $240.00 to $255.00 and gave the stock an “overweight” rating in a research report on Monday, July 6th. Finally, Jefferies Financial Group raised shares of Arthur J. Gallagher & Co. from a “hold” rating to a “buy” rating and boosted their price objective for the company from $235.00 to $265.00 in a research report on Thursday, June 11th. Twelve equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $274.18.

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.