Arthur J. Gallagher & Co. $AJG Stake Raised by Fulcrum Asset Management LLP

Fulcrum Asset Management LLP increased its position in shares of Arthur J. Gallagher & Co. (NYSE:AJG) by 11.0% during the third quarter, Holdings Channel reports. The institutional investor owned 27,281 shares of the financial services provider’s stock after purchasing an additional 2,698 shares during the quarter. Fulcrum Asset Management LLP’s holdings in Arthur J. Gallagher & Co. were worth $6,384,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Principal Financial Group Inc. raised its holdings in Arthur J. Gallagher & Co. by 14.4% in the 1st quarter. Principal Financial Group Inc. now owns 3,242,088 shares of the financial services provider’s stock valued at $702,182,000 after acquiring an additional 409,145 shares in the last quarter. Gtcr LLC acquired a new stake in shares of Arthur J. Gallagher & Co. during the 1st quarter worth approximately $514,112,000. Janus Henderson Group PLC grew its holdings in shares of Arthur J. Gallagher & Co. by 5.4% during the 1st quarter. Janus Henderson Group PLC now owns 1,970,990 shares of the financial services provider’s stock worth $426,887,000 after purchasing an additional 101,431 shares in the last quarter. Bank of America Corp DE increased its position in shares of Arthur J. Gallagher & Co. by 23.0% during the first quarter. Bank of America Corp DE now owns 1,854,488 shares of the financial services provider’s stock valued at $401,645,000 after purchasing an additional 346,409 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in shares of Arthur J. Gallagher & Co. by 0.3% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,453,774 shares of the financial services provider’s stock valued at $333,743,000 after purchasing an additional 3,905 shares during the period. 85.53% of the stock is currently owned by institutional investors.

Insider Transactions at Arthur J. Gallagher & Co.

In other Arthur J. Gallagher & Co. news, CAO Richard Cary sold 1,000 shares of the stock in a transaction on Tuesday, September 15th. The stock was sold at an average price of $252.86, for a total transaction of $252,860.00. Following the completion of the transaction, the chief accounting officer directly owned 46,819 shares in the company, valued at $11,838,652.34. This represents a 2.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP Christopher Mead sold 7,590 shares of Arthur J. Gallagher & Co. stock in a transaction on Monday, November 2nd. The shares were sold at an average price of $279.72, for a total value of $2,123,074.80. Following the transaction, the vice president directly owned 22,287 shares of the company’s stock, valued at approximately $6,234,119.64. The trade was a 25.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 90,596 shares of company stock valued at $24,953,010. 1.40% of the stock is owned by insiders.

Analyst Ratings Changes

AJG has been the subject of a number of recent research reports. The Goldman Sachs Group restated a “buy” rating and issued a $296.00 target price on shares of Arthur J. Gallagher & Co. in a research note on Friday, October 30th. Oppenheimer began coverage on shares of Arthur J. Gallagher & Co. in a research note on Wednesday, October 7th. They set a “market perform” rating on the stock. UBS Group boosted their price target on shares of Arthur J. Gallagher & Co. from $299.00 to $320.00 and gave the company a “buy” rating in a report on Monday, November 2nd. Morgan Stanley dropped their price objective on shares of Arthur J. Gallagher & Co. from $285.00 to $260.00 and set an “overweight” rating for the company in a research note on Tuesday, October 6th. Finally, Cantor Fitzgerald dropped their price objective on shares of Arthur J. Gallagher & Co. from $300.00 to $280.00 and set a “neutral” rating for the company in a research note on Wednesday, October 7th. Thirteen research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $292.05.

Trending Headlines about Arthur J. Gallagher & Co.

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

• Positive Sentiment: Jefferies raised its price target to $319 from $295 and maintained a Buy rating, signaling expected upside. Jefferies analyst report
• Negative Sentiment: BMO Capital Markets lowered its rating on AJG, while Dowling & Partners cut its 2026 EPS estimate to $13.15 from $13.75. These actions may weigh on sentiment by signaling less optimism about the stock or earnings outlook. BMO rating report
• Negative Sentiment: Multiple executives sold shares: CFO Douglas Howell sold 30,996, VP William Ziebell sold 23,510, and VP Christopher Mead sold 7,590. The transactions reduced their respective holdings by about 25%–32%; insider sales can concern investors, though they do not necessarily indicate a change in the company’s outlook. Howell SEC filing Ziebell SEC filing Mead SEC filing

Arthur J. Gallagher & Co. Stock Down 0.1%

NYSE AJG opened at $281.19 on Monday. Arthur J. Gallagher & Co. has a 1-year low of $190.75 and a 1-year high of $294.53. The company has a market capitalization of $72.07 billion, a price-to-earnings ratio of 43.00, a PEG ratio of 1.61 and a beta of 0.47. The stock’s 50 day moving average is $250.04 and its two-hundred day moving average is $233.19. The company has a current ratio of 1.05, a quick ratio of 1.05 and a debt-to-equity ratio of 0.49.

Arthur J. Gallagher & Co. (NYSE:AJG) last issued its earnings results on Thursday, October 29th. The financial services provider reported $3.00 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.99 by $0.01. The business had revenue of $3.92 billion during the quarter, compared to analysts’ expectations of $3.98 billion. Arthur J. Gallagher & Co. had a return on equity of 13.90% and a net margin of 10.39%. Arthur J. Gallagher & Co.’s quarterly revenue was up 19.6% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.32 EPS. Equities analysts forecast that Arthur J. Gallagher & Co. will post 13.13 earnings per share for the current fiscal year.

Arthur J. Gallagher & Co. Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, December 18th. Shareholders of record on Monday, December 7th will be given a $0.70 dividend. This represents a $2.80 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Monday, December 7th. Arthur J. Gallagher & Co.’s dividend payout ratio is 42.81%.

About Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co is a global insurance brokerage and risk management services firm. It helps businesses and other organizations assess and manage risk, arrange insurance coverage, and address employee benefits needs.

The company’s services include insurance brokerage, risk management consulting, employee benefits consulting, and claims and settlement services through its Gallagher Bassett business. It serves clients in the United States and internationally, including through a network of correspondent brokers.

Founded in 1927 by Arthur J.