Arthur J. Gallagher & Co. $AJG Shares Sold by Resona Asset Management Co. Ltd.

Resona Asset Management Co. Ltd. decreased its position in shares of Arthur J. Gallagher & Co. (NYSE:AJG) by 10.3% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 81,877 shares of the financial services provider’s stock after selling 9,446 shares during the quarter. Resona Asset Management Co. Ltd.’s holdings in Arthur J. Gallagher & Co. were worth $17,724,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the company. Kemnay Advisory Services Inc. purchased a new position in Arthur J. Gallagher & Co. during the 4th quarter worth approximately $26,000. MV Capital Management Inc. purchased a new stake in shares of Arthur J. Gallagher & Co. in the 4th quarter valued at $34,000. Rakuten Securities Inc. increased its stake in shares of Arthur J. Gallagher & Co. by 650.0% in the second quarter. Rakuten Securities Inc. now owns 105 shares of the financial services provider’s stock worth $34,000 after acquiring an additional 91 shares during the period. Financial Life Planners purchased a new position in shares of Arthur J. Gallagher & Co. during the third quarter worth $39,000. Finally, Prosperity Bancshares Inc acquired a new position in Arthur J. Gallagher & Co. during the fourth quarter valued at $42,000. Hedge funds and other institutional investors own 85.53% of the company’s stock.

Wall Street Analyst Weigh In

AJG has been the topic of several analyst reports. Truist Financial cut their price target on Arthur J. Gallagher & Co. from $235.00 to $225.00 and set a “hold” rating on the stock in a research report on Friday, May 1st. Piper Sandler lowered their target price on Arthur J. Gallagher & Co. from $226.00 to $211.00 and set a “neutral” rating on the stock in a research note on Friday, May 1st. Barclays raised their target price on Arthur J. Gallagher & Co. from $275.00 to $292.00 and gave the stock an “overweight” rating in a report on Tuesday. Keefe, Bruyette & Woods lifted their price target on Arthur J. Gallagher & Co. from $242.00 to $261.00 and gave the company a “market perform” rating in a research report on Wednesday. Finally, BMO Capital Markets upgraded Arthur J. Gallagher & Co. from a “market perform” rating to an “outperform” rating and upped their price objective for the stock from $275.00 to $278.00 in a research report on Tuesday, March 24th. Twelve equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, Arthur J. Gallagher & Co. has an average rating of “Moderate Buy” and a consensus target price of $274.18.

Key Stories Impacting Arthur J. Gallagher & Co.

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

• Positive Sentiment: Wells Fargo raised its price target on AJG to $299 from $271 and reiterated an overweight rating, signaling confidence in upside ahead. Benzinga report
• Positive Sentiment: Mizuho also increased its target to $287 from $261 and kept an outperform rating, adding to the bullish analyst momentum. Benzinga report
• Positive Sentiment: Arthur J. Gallagher announced the acquisition of Med James, Inc., which should expand its insurance brokerage footprint and support growth through more deal-driven expansion. PR Newswire article
• Positive Sentiment: The company also announced the date for its second-quarter 2026 earnings release and conference call, keeping investors focused on an upcoming catalyst. PR Newswire article
• Neutral Sentiment: AJG is expected to report results soon, and market commentary suggests Wall Street is looking for strong profit growth, but this is still only an earnings preview rather than confirmed results. Earnings preview
• Neutral Sentiment: Wolfe Research downgraded AJG to peer perform, which offsets some of the bullish sentiment but does not imply a major negative call. Finviz report

Arthur J. Gallagher & Co. Price Performance

Shares of Arthur J. Gallagher & Co. stock opened at $253.50 on Friday. The firm has a market cap of $65.12 billion, a PE ratio of 41.02, a P/E/G ratio of 1.30 and a beta of 0.50. Arthur J. Gallagher & Co. has a twelve month low of $190.75 and a twelve month high of $316.71. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 0.51. The business has a 50-day moving average price of $215.26 and a 200 day moving average price of $225.67.

Arthur J. Gallagher & Co. (NYSE:AJG) last issued its quarterly earnings results on Thursday, April 30th. The financial services provider reported $4.47 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.43 by $0.04. The company had revenue of $4.71 billion for the quarter, compared to the consensus estimate of $4.73 billion. Arthur J. Gallagher & Co. had a return on equity of 12.83% and a net margin of 10.76%.Arthur J. Gallagher & Co.’s revenue for the quarter was up 29.0% on a year-over-year basis. During the same quarter in the prior year, the business posted $3.67 earnings per share. Sell-side analysts predict that Arthur J. Gallagher & Co. will post 13.23 earnings per share for the current fiscal year.

Arthur J. Gallagher & Co. Announces Dividend

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

Insider Transactions at Arthur J. Gallagher & Co.

In related news, CAO Richard C. Cary sold 3,000 shares of the business’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $206.00, for a total value of $618,000.00. Following the completion of 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 1.40% of the company’s stock.

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.