Mirae Asset Global Investments Co. Ltd. Boosts Stock Position in Arthur J. Gallagher & Co. $AJG

Mirae Asset Global Investments Co. Ltd. grew its holdings in shares of Arthur J. Gallagher & Co. (NYSE:AJG) by 14.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 65,688 shares of the financial services provider’s stock after purchasing an additional 8,346 shares during the quarter. Mirae Asset Global Investments Co. Ltd.’s holdings in Arthur J. Gallagher & Co. were worth $20,346,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in AJG. J.Safra Asset Management Corp increased its holdings in Arthur J. Gallagher & Co. by 209.1% during the second 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 last quarter. Rakuten Securities Inc. increased its stake 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 worth $34,000 after purchasing an additional 91 shares during the last quarter. Central Pacific Bank Trust Division raised its holdings 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 worth $42,000 after purchasing an additional 39 shares during the period. Salomon & Ludwin LLC purchased a new position in Arthur J. Gallagher & Co. in the second quarter valued at approximately $45,000. Finally, Solstein Capital LLC bought a new position in Arthur J. Gallagher & Co. during the second quarter valued at $49,000. 85.53% of the stock is currently owned by institutional investors.

Arthur J. Gallagher & Co. Stock Performance

Arthur J. Gallagher & Co. stock opened at $245.62 on Friday. The firm’s 50 day simple moving average is $253.20 and its 200 day simple moving average is $277.07. 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 has a market capitalization of $63.08 billion, a PE ratio of 36.71, a price-to-earnings-growth ratio of 1.31 and a beta of 0.67.

Arthur J. Gallagher & Co. (NYSE:AJG) last announced its earnings results on Thursday, January 29th. The financial services provider reported $2.38 earnings per share for the quarter, topping analysts’ consensus estimates of $2.35 by $0.03. Arthur J. Gallagher & Co. had a return on equity of 11.98% and a net margin of 13.58%.The business had revenue of $3.57 billion for the quarter, compared to analyst estimates of $3.61 billion. As a group, analysts expect that Arthur J. Gallagher & Co. will post 11.54 earnings per share for the current fiscal year.

Arthur J. Gallagher & Co. Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Friday, March 6th will be given a $0.70 dividend. This represents a $2.80 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date 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 38.86%.

Arthur J. Gallagher & Co. News Summary

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

• Positive Sentiment: Board raised the quarterly cash dividend to $0.70 (7.7% increase), supporting income investors and signaling confidence in cash generation. Arthur J. Gallagher & Co. Increases Cash Dividend to $0.70 per Share
• Positive Sentiment: Adjusted profit rose strongly (Reuters: +24.5% in the fourth quarter) driven by commissions and fees, indicating healthy demand and margin drivers that investors favor. Arthur J Gallagher’s quarterly profit rises on fees, commission growth
• Positive Sentiment: Some outlets and market reactions framed the report as a beat, with shares described as jumping after the results — supporting short-term bullish momentum. Arthur J. Gallagher shares jump after beating Q4 expectations
• Neutral Sentiment: Reported EPS was $2.38; some services (Zacks) treated it as a beat versus their $2.35 consensus, showing year-over-year improvement from $2.13. This supports earnings momentum but depends on which consensus you reference. Arthur J. Gallagher (AJG) Q4 Earnings and Revenues Beat Estimates
• Neutral Sentiment: Company released full-quarter and FY-2025 results and hosted a conference call — useful for investors wanting management commentary on outlook, inorganic growth and expense trends. Arthur J. Gallagher & Co. Announces Fourth Quarter and Full Year 2025 Financial Results
• Negative Sentiment: Other reports show the quarter missed some street expectations: EPS was slightly below certain consensus figures (e.g., $2.42) and revenue came in below estimates (~$3.56B vs. ~$3.61B), which tempers the upbeat adjusted-profit headlines. Arthur J. Gallagher & Co. Q4 results (MarketBeat) Arthur J Gallagher earnings missed by $1.77, revenue fell short of estimates

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the company. BMO Capital Markets cut Arthur J. Gallagher & Co. from an “outperform” rating to a “market perform” rating and dropped their price target for the company from $289.00 to $275.00 in a research report on Tuesday, January 13th. Citigroup dropped their price objective on shares of 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. Keefe, Bruyette & Woods lifted their target price on shares of Arthur J. Gallagher & Co. from $272.00 to $279.00 and gave the stock a “market perform” rating in a research note on Tuesday, January 6th. UBS Group dropped their price target on shares of Arthur J. Gallagher & Co. from $329.00 to $285.00 and set a “neutral” rating on the stock in a research note on Wednesday, December 17th. Finally, Morgan Stanley set a $300.00 target price on shares of Arthur J. Gallagher & Co. in a report on Friday, December 19th. Seven research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $290.50.

Insiders Place Their Bets

In other Arthur J. Gallagher & Co. news, CAO Richard C. Cary sold 6,000 shares of the stock in a transaction that occurred on Tuesday, November 18th. The shares were sold at an average price of $261.00, for a total transaction of $1,566,000.00. Following the transaction, the chief accounting officer directly owned 50,668 shares in the company, valued at $13,224,348. This trade represents a 10.59% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Michael Robert Pesch acquired 4,000 shares of the stock in a transaction dated Monday, November 3rd. The stock was acquired at an average price of $247.12 per share, with a total value of $988,480.00. Following the completion of the acquisition, the vice president owned 41,849 shares in the company, valued at approximately $10,341,724.88. The trade was a 10.57% increase in their position. The SEC filing for this purchase provides additional information. Insiders have sold 32,100 shares of company stock valued at $8,243,865 over the last 90 days. Company insiders own 1.60% of the company’s stock.

About Arthur J. Gallagher & Co.

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.