Capital Research Global Investors Reduces Stake in Arthur J. Gallagher & Co. $AJG

Capital Research Global Investors reduced its stake in shares of Arthur J. Gallagher & Co. (NYSE:AJG) by 0.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,540,553 shares of the financial services provider’s stock after selling 4,261 shares during the quarter. Capital Research Global Investors’ holdings in Arthur J. Gallagher & Co. were worth $477,171,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Physician Wealth Advisors Inc. boosted its holdings in Arthur J. Gallagher & Co. by 870.0% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 97 shares of the financial services provider’s stock worth $30,000 after buying an additional 87 shares during the last quarter. Rakuten Securities Inc. boosted its position in shares of Arthur J. Gallagher & Co. by 650.0% during the 2nd 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 during the last quarter. Central Pacific Bank Trust Division grew its stake in shares of Arthur J. Gallagher & Co. by 40.6% in the 3rd 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 stake in Arthur J. Gallagher & Co. by 100.0% during the third quarter. Westside Investment Management Inc. now owns 136 shares of the financial services provider’s stock worth $42,000 after acquiring an additional 68 shares during the last quarter. Finally, Steigerwald Gordon & Koch Inc. purchased a new stake in Arthur J. Gallagher & Co. in the 3rd quarter valued at about $62,000. Institutional investors and hedge funds own 85.53% of the company’s stock.

Trending Headlines about 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

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 the company’s stock in a transaction that occurred on 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 sale, the chief financial officer directly owned 95,777 shares of the company’s stock, valued at $24,715,254.85. This represents a 4.96% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, General Counsel Walter D. Bay sold 15,850 shares of the 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 transaction, the general counsel directly owned 79,549 shares of the company’s stock, valued at $20,284,995. This represents a 16.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 32,650 shares of company stock valued at $8,137,686 over the last ninety days. 1.30% of the stock is currently owned by corporate insiders.

Arthur J. Gallagher & Co. Stock Down 2.8%

Shares of NYSE:AJG opened at $211.69 on Wednesday. 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 firm has a 50 day simple moving average of $237.97 and a 200-day simple moving average of $261.90. The company has a market capitalization of $54.42 billion, a PE ratio of 34.42, a P/E/G ratio of 1.06 and a beta of 0.67. Arthur J. Gallagher & Co. has a twelve month low of $195.00 and a twelve month high of $351.23.

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

Arthur J. Gallagher & Co. Increases Dividend

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

Analyst Upgrades and Downgrades

A number of brokerages recently commented on AJG. Weiss Ratings restated a “hold (c+)” rating on shares of Arthur J. Gallagher & Co. in a report on Monday, December 29th. Wolfe Research set a $289.00 target price on shares of Arthur J. Gallagher & Co. and gave the stock an “outperform” rating in a report on Wednesday, December 17th. Truist Financial set a $271.00 price target on shares of Arthur J. Gallagher & Co. in a research note on Friday, January 30th. Wells Fargo & Company reduced their price objective on Arthur J. Gallagher & Co. from $311.00 to $298.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. Finally, Morgan Stanley set a $300.00 target price on Arthur J. Gallagher & Co. in a research note on Friday, December 19th. Seven equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $281.76.

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.