Arthur J. Gallagher & Co. (NYSE:AJG) Stock: Insider William Ziebell Sells 23,510 Shares

Arthur J. Gallagher & Co. (NYSE:AJG) VP William Ziebell sold 23,510 shares of the company’s stock in a transaction that occurred on Wednesday, November 4th. The shares were sold at an average price of $286.62, for a total value of $6,738,436.20. Following the completion of the transaction, the vice president owned 48,942 shares in the company, valued at $14,027,756.04. This represents a 32.45% 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.

Arthur J. Gallagher & Co. Trading Up 0.0%

Arthur J. Gallagher & Co. stock traded up $0.11 during mid-day trading on Thursday, hitting $288.49. The company’s stock had a trading volume of 2,706,330 shares, compared to its average volume of 1,896,036. The stock’s fifty day moving average is $249.16 and its two-hundred day moving average is $232.91. The company has a current ratio of 1.05, a quick ratio of 1.05 and a debt-to-equity ratio of 0.49. The firm has a market capitalization of $73.94 billion, a PE ratio of 44.11, a price-to-earnings-growth ratio of 1.56 and a beta of 0.47. Arthur J. Gallagher & Co. has a 1 year low of $190.75 and a 1 year high of $294.53.

Arthur J. Gallagher & Co. (NYSE:AJG) last posted its earnings results on Thursday, October 29th. The financial services provider reported $3.00 EPS for the quarter, beating analysts’ consensus estimates of $2.99 by $0.01. Arthur J. Gallagher & Co. had a return on equity of 13.90% and a net margin of 10.39%. The company had revenue of $3.92 billion for the quarter, compared to the consensus estimate of $3.98 billion. During the same quarter in the previous year, the business earned $2.32 earnings per share. The company’s revenue for the quarter was up 19.6% on a year-over-year basis. On average, analysts anticipate that Arthur J. Gallagher & Co. will post 13.16 EPS for the current year.

Arthur J. Gallagher & Co. Dividend Announcement

The business also recently announced 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. The ex-dividend date of this dividend is Monday, December 7th. This represents a $2.80 dividend on an annualized basis and a yield of 1.0%. Arthur J. Gallagher & Co.’s dividend payout ratio is presently 42.81%.

Analysts Set New Price Targets

AJG has been the subject of a number of recent analyst reports. UBS Group lifted 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 research report on Monday. Citigroup lowered shares of Arthur J. Gallagher & Co. from a “buy” rating to a “neutral” rating and upped their price objective for the stock from $285.00 to $300.00 in a report on Monday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Arthur J. Gallagher & Co. in a research report on Friday, October 9th. Truist Financial lifted their target price on shares of Arthur J. Gallagher & Co. from $265.00 to $275.00 and gave the company a “hold” rating in a report on Friday, October 30th. Finally, Royal Bank Of Canada boosted their target price on Arthur J. Gallagher & Co. from $290.00 to $315.00 and gave the company an “outperform” rating in a research report on Friday, October 30th. Thirteen research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $292.05.

Hedge Funds Weigh In On Arthur J. Gallagher & Co.

Several institutional investors have recently bought and sold shares of the company. Axiom Investment Management LLC acquired a new stake in shares of Arthur J. Gallagher & Co. during the first quarter worth about $28,000. Triumph Capital Management grew its holdings in shares of Arthur J. Gallagher & Co. by 4,000.0% in the third quarter. Triumph Capital Management now owns 123 shares of the financial services provider’s stock valued at $28,000 after purchasing an additional 120 shares in the last quarter. NFSG Corp increased its stake in Arthur J. Gallagher & Co. by 4,033.3% during the 3rd quarter. NFSG Corp now owns 124 shares of the financial services provider’s stock worth $28,000 after buying an additional 121 shares during the period. Cassaday & Co Wealth Management LLC purchased a new stake in Arthur J. Gallagher & Co. during the 1st quarter worth approximately $29,000. Finally, Physician Wealth Advisors Inc. lifted its holdings in Arthur J. Gallagher & Co. by 57.4% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 148 shares of the financial services provider’s stock worth $34,000 after buying an additional 54 shares in the last quarter. 85.53% of the stock is owned by institutional investors and hedge funds.

Arthur J. Gallagher & Co. News Roundup

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

• Positive Sentiment: Jefferies sees further upside in AJG, maintaining a positive outlook; the accompanying report cites a price-target increase to $319 from $295. Jefferies outlook
• Neutral Sentiment: The company announced management changes, but the available report did not specify a financial impact. Management changes
• Negative Sentiment: BMO downgraded AJG to Market Perform from Outperform, describing its move as “taking profits,” while Citigroup also cut its rating to Neutral. The downgrades may signal reduced near-term upside after the stock’s recent gains. BMO downgrade Citigroup downgrade
• Negative Sentiment: Dowling & Partners cut its 2026 earnings-per-share estimate to $13.15 from $13.75, bringing its forecast close to the reported consensus of $13.16.
• Negative Sentiment: CFO Douglas Howell sold 30,996 shares, and VP Christopher Mead sold 7,590 shares; each sale reduced the executive’s holdings by about 25%. Insider sales can weigh on sentiment, though they do not necessarily indicate a weaker business outlook. CFO sale filing VP sale filing

About Arthur J. Gallagher & Co.

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.