Arthur J. Gallagher & Co. $AJG Shares Newly Acquired by State of Wyoming

State of Wyoming acquired a new stake in Arthur J. Gallagher & Co. (NYSE:AJG) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 4,018 shares of the financial services provider’s stock, valued at approximately $917,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Renaissance Investment Group LLC boosted its position in Arthur J. Gallagher & Co. by 4.4% during the third quarter. Renaissance Investment Group LLC now owns 45,771 shares of the financial services provider’s stock valued at $10,441,000 after purchasing an additional 1,927 shares during the last quarter. North Dakota State Investment Board increased its position in shares of Arthur J. Gallagher & Co. by 3.6% during the 3rd quarter. North Dakota State Investment Board now owns 7,809 shares of the financial services provider’s stock worth $1,781,000 after purchasing an additional 268 shares during the last quarter. Laurel Wealth Advisors LLC acquired a new position in shares of Arthur J. Gallagher & Co. during the 3rd quarter worth approximately $100,000. Conning Inc. raised its stake in shares of Arthur J. Gallagher & Co. by 4.4% during the 3rd quarter. Conning Inc. now owns 981 shares of the financial services provider’s stock worth $224,000 after purchasing an additional 41 shares in the last quarter. Finally, Sigma Investment Counselors Inc. raised its stake in shares of Arthur J. Gallagher & Co. by 16.7% during the 3rd quarter. Sigma Investment Counselors Inc. now owns 31,392 shares of the financial services provider’s stock worth $7,161,000 after purchasing an additional 4,490 shares in the last quarter. Institutional investors and hedge funds own 85.53% of the company’s stock.

Insider Activity at Arthur J. Gallagher & Co.

In other news, CAO Richard C. Cary sold 1,000 shares of the stock in a transaction dated Tuesday, September 15th. The shares were sold at an average price of $252.86, for a total value of $252,860.00. Following the transaction, the chief accounting officer directly owned 46,819 shares of the company’s stock, valued at $11,838,652.34. This represents a 2.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, General Counsel Walter D. Bay sold 12,000 shares of the firm’s stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $270.08, for a total transaction of $3,240,960.00. Following the sale, the general counsel owned 71,292 shares of the company’s stock, valued at approximately $19,254,543.36. This represents a 14.41% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 28,500 shares of company stock valued at $7,562,950. 1.40% of the stock is owned by company insiders.

Key Stories Impacting Arthur J. Gallagher & Co.

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

• Positive Sentiment: Strong quarterly growth: Third-quarter revenue rose approximately 19.6% to $3.92 billion, while reported earnings increased to $3.00 per share from $2.32 a year earlier. Brokerage and Risk Management revenue grew 18%, supported by acquisitions, organic growth and margin expansion. Arthur J. Gallagher Announces Third Quarter 2026 Financial Results
• Positive Sentiment: Acquisition strategy remains a catalyst: Gallagher completed five acquisitions during the quarter, representing approximately $102 million in annualized acquired revenue. Management also indicated it has roughly $12 billion of M&A capacity over the next two years, supporting expectations for continued expansion. Gallagher Signals $12 Billion M&A Capacity
• Positive Sentiment: Analysts raised targets: Mizuho lifted its target to $302 from $271 and kept an “outperform” rating. Royal Bank of Canada raised its target to $315 from $290 and also rated the stock “outperform,” reinforcing the bullish view on Gallagher’s long-term earnings and acquisition opportunities. Mizuho Adjusts Price Target on Arthur J. Gallagher
• Neutral Sentiment: Organic growth outlook maintained: Management held its 2026 organic-growth outlook near 6%, suggesting steady underlying demand even as acquisition activity remains central to the company’s growth model. AJG Q3 2026 Earnings Call Transcript
• Negative Sentiment: Revenue missed expectations: Quarterly revenue of about $3.92 billion was below the roughly $3.98 billion analyst estimate. Some reports also characterized adjusted EPS of $3.00 as narrowly below a $3.01 consensus, with lower interest income cited as a factor. AJG Q3 Earnings and Revenues Miss on Lower Interest Income
• Negative Sentiment: Valuation and leverage warrant monitoring: With the stock near its 52-week high, a forward-looking valuation above 45 times earnings and substantial borrowings, future performance may depend on Gallagher continuing to deliver acquisition synergies and organic growth.

Arthur J. Gallagher & Co. Stock Performance

AJG opened at $276.46 on Friday. The company has a quick ratio of 1.05, a current ratio of 1.05 and a debt-to-equity ratio of 0.50. Arthur J. Gallagher & Co. has a 12-month low of $190.75 and a 12-month high of $277.45. The business has a 50 day moving average of $248.41 and a 200-day moving average of $232.55. The stock has a market cap of $70.86 billion, a price-to-earnings ratio of 42.27, a PEG ratio of 1.53 and a beta of 0.55.

Arthur J. Gallagher & Co. (NYSE:AJG) last posted its earnings results on Thursday, October 29th. The financial services provider reported $3.00 earnings per share for the quarter, topping analysts’ consensus estimates of $2.99 by $0.01. The business had revenue of $3.92 billion for the quarter, compared to analyst estimates of $3.98 billion. Arthur J. Gallagher & Co. had a return on equity of 13.97% and a net margin of 10.39%. The firm’s revenue was up 19.6% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.32 EPS. On average, equities research analysts expect that Arthur J. Gallagher & Co. will post 13.16 earnings per share for the current year.

Arthur J. Gallagher & Co. Announces Dividend

The firm also recently declared 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. The ex-dividend date of this dividend is Monday, December 7th. This represents a $2.80 annualized dividend and a yield of 1.0%. Arthur J. Gallagher & Co.’s dividend payout ratio (DPR) is currently 46.43%.

Analyst Ratings Changes

Several research firms recently weighed in on AJG. Oppenheimer began coverage on shares of Arthur J. Gallagher & Co. in a research note on Wednesday, October 7th. They issued a “market perform” rating for the company. Royal Bank Of Canada upped their price target on shares of Arthur J. Gallagher & Co. from $290.00 to $315.00 and gave the stock an “outperform” rating in a research report on Friday. The Goldman Sachs Group reiterated a “buy” rating and issued a $296.00 price target on shares of Arthur J. Gallagher & Co. in a research note on Friday. BMO Capital Markets decreased their price objective on shares of Arthur J. Gallagher & Co. from $278.00 to $255.00 and set an “outperform” rating for the company in a research report on Thursday, October 1st. Finally, Mizuho boosted their price objective on shares of Arthur J. Gallagher & Co. from $271.00 to $302.00 and gave the stock an “outperform” rating in a research note on Friday. Fifteen analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $286.53.

Arthur J. Gallagher & Co. Profile

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.