Arthur J. Gallagher & Co. $AJG Shares Bought by AustralianSuper Pty Ltd

AustralianSuper Pty Ltd increased its stake in Arthur J. Gallagher & Co. (NYSE:AJG) by 181.7% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,913 shares of the financial services provider’s stock after acquiring an additional 2,524 shares during the quarter. AustralianSuper Pty Ltd’s holdings in Arthur J. Gallagher & Co. were worth $1,212,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. J.Safra Asset Management Corp raised its holdings in Arthur J. Gallagher & Co. by 209.1% during the 2nd quarter. J.Safra Asset Management Corp now owns 102 shares of the financial services provider’s stock worth $32,000 after buying an additional 69 shares during the period. Rakuten Securities Inc. raised its holdings in shares of Arthur J. Gallagher & Co. by 650.0% during the second 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 period. Central Pacific Bank Trust Division lifted its position 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 acquiring an additional 39 shares in the last quarter. Salomon & Ludwin LLC acquired a new position in Arthur J. Gallagher & Co. in the 2nd quarter worth approximately $45,000. Finally, Solstein Capital LLC purchased a new position in Arthur J. Gallagher & Co. during the 2nd quarter worth approximately $49,000. 85.53% of the stock is owned by hedge funds and other institutional investors.

Key Arthur J. Gallagher & Co. News

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

• Positive Sentiment: Q4 EPS beat and margin expansion — AJG reported $2.38 EPS (above estimates) with improving commissions/fees and Risk Management margin expansion, underpinning profit growth. Arthur J. Gallagher Q4 Earnings & Revenues Beat, Dividend Raised
• Positive Sentiment: Dividend increase — the company raised its quarterly dividend (7.7% increase), a cash-return signal that supports investor sentiment. Arthur J. Gallagher & Co. Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Analyst support — William Blair reiterated a Buy rating today, citing reaffirmed growth outlook and margin expansion that support upside. Arthur J. Gallagher & Co.: Reaffirmed Growth Outlook and Margin Expansion Support Buy Rating
• Positive Sentiment: Operational outlook — management is targeting ~5.5% organic brokerage growth for 2026 and cites accelerating integration synergies, supporting medium?term revenue expansion. Arthur J Gallagher targets 5.5% brokerage organic growth for 2026 as integration synergies accelerate
• Neutral Sentiment: Earnings call available — the full Q4 earnings call transcript and slide deck are posted, useful for investors who want details on segment performance and integration assumptions. Arthur J. Gallagher & Co. (AJG) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Analyst target cut — Keefe, Bruyette & Woods trimmed its price target to $249 and moved to Market Perform, introducing near-term selling pressure. Benzinga
• Negative Sentiment: Revenue shortfall vs. street — while EPS beat, some outlets report revenue missed consensus, which could temper enthusiasm until organic growth and integration gains prove durable. Arthur J Gallagher earnings missed by $1.77, revenue fell short of estimates

Insider Activity

In related news, VP Michael Robert Pesch purchased 4,000 shares of the stock in a transaction on Monday, November 3rd. The shares were bought at an average price of $247.12 per share, for a total transaction of $988,480.00. Following the completion of the acquisition, the vice president directly owned 41,849 shares in the company, valued at approximately $10,341,724.88. This trade represents a 10.57% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CAO Richard C. Cary sold 6,000 shares of the business’s stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $261.00, for a total transaction of $1,566,000.00. Following the completion of the sale, the chief accounting officer owned 50,668 shares of the company’s stock, valued at $13,224,348. The trade was a 10.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 32,100 shares of company stock valued at $8,243,865. Insiders own 1.60% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently commented on the company. Morgan Stanley set a $300.00 target price on Arthur J. Gallagher & Co. in a research report on Friday, December 19th. Truist Financial set a $271.00 price objective on Arthur J. Gallagher & Co. in a research report on Friday. Citigroup dropped their target price on Arthur J. Gallagher & Co. from $330.00 to $277.00 and set a “neutral” rating on the stock in a report on Monday, November 3rd. Barclays decreased their price target on shares of Arthur J. Gallagher & Co. from $250.00 to $247.00 and set an “underweight” rating for the company in a report on Thursday, January 8th. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $292.00 target price on shares of Arthur J. Gallagher & Co. in a research report on Wednesday, January 7th. Six research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $283.18.

Arthur J. Gallagher & Co. Stock Up 1.4%

Arthur J. Gallagher & Co. stock opened at $249.40 on Friday. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 0.52. Arthur J. Gallagher & Co. has a 1-year low of $236.34 and a 1-year high of $351.23. The firm’s fifty day simple moving average is $253.16 and its 200-day simple moving average is $276.61. The company has a market capitalization of $64.05 billion, a P/E ratio of 40.55, a P/E/G ratio of 1.32 and a beta of 0.67.

Arthur J. Gallagher & Co. (NYSE:AJG) last posted its earnings results on Thursday, January 29th. The financial services provider reported $2.38 EPS for the quarter, topping the consensus estimate of $2.35 by $0.03. Arthur J. Gallagher & Co. had a net margin of 11.84% and a return on equity of 12.19%. The firm had revenue of $3.57 billion for the quarter, compared to the consensus estimate of $3.61 billion. During the same period in the prior year, the business posted $1.12 earnings per share. The business’s quarterly revenue was up 33.9% on a year-over-year basis. Sell-side analysts forecast that Arthur J. Gallagher & Co. will post 11.54 earnings per share for the current fiscal year.

Arthur J. Gallagher & Co. Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Friday, March 6th will be paid a $0.70 dividend. This represents a $2.80 dividend on an annualized basis and a dividend yield of 1.1%. 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 (DPR) is 38.86%.

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.