Rep. Gilbert Ray Cisneros, Jr. Sells Arthur J. Gallagher & Co. (NYSE:AJG) Shares

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of Arthur J. Gallagher & Co. (NYSE:AJG). In a filing disclosed on March 09th, the Representative disclosed that they had sold between $1,001 and $15,000 in Arthur J. Gallagher & Co. stock on February 10th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Thermon Group (NYSE:THR) on 3/2/2026.
• Purchased $1,001 – $15,000 in shares of Federal Signal (NYSE:FSS) on 3/2/2026.
• Purchased $1,001 – $15,000 in shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Uber Technologies (NYSE:UBER) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Robinhood Markets (NASDAQ:HOOD) on 2/24/2026.
• Purchased $1,001 – $15,000 in shares of Micron Technology (NASDAQ:MU) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Oracle (NYSE:ORCL) on 2/24/2026.
• Purchased $1,001 – $15,000 in shares of Champion Homes (NYSE:SKY) on 2/23/2026.
• Sold $1,001 – $15,000 in shares of Tri Pointe Homes (NYSE:TPH) on 2/23/2026.
• Sold $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/20/2026.

Arthur J. Gallagher & Co. Price Performance

NYSE:AJG traded down $5.71 during mid-day trading on Thursday, reaching $204.13. 3,724,966 shares of the company were exchanged, compared to its average volume of 2,528,622. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 0.52. The stock has a market cap of $52.48 billion, a PE ratio of 33.19, a PEG ratio of 1.03 and a beta of 0.67. Arthur J. Gallagher & Co. has a 12 month low of $195.00 and a 12 month high of $351.23. The company has a fifty day moving average of $235.89 and a 200 day moving average of $261.13.

Arthur J. Gallagher & Co. (NYSE:AJG) last posted its quarterly earnings data on Thursday, January 29th. The financial services provider reported $2.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.35 by $0.03. The firm had revenue of $3.57 billion for the quarter, compared to the consensus estimate of $3.61 billion. Arthur J. Gallagher & Co. had a return on equity of 12.13% and a net margin of 11.84%.The business’s revenue for the quarter was up 33.9% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.12 EPS. On average, research analysts anticipate that Arthur J. Gallagher & Co. will post 11.54 EPS for the current fiscal year.

Arthur J. Gallagher & Co. Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Friday, March 6th will be given a dividend of $0.70 per share. This is a positive change from Arthur J. Gallagher & Co.’s previous quarterly dividend of $0.65. The ex-dividend date is Friday, March 6th. This represents a $2.80 annualized dividend and a yield of 1.4%. Arthur J. Gallagher & Co.’s dividend payout ratio is currently 45.53%.

Insider Activity at Arthur J. Gallagher & Co.

In related news, VP Christopher E. Mead sold 4,000 shares of the firm’s stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $227.12, for a total transaction of $908,480.00. Following the sale, the vice president directly owned 19,306 shares in the company, valued at $4,384,778.72. This trade represents a 17.16% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, General Counsel Walter D. Bay sold 15,850 shares of the company’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $255.00, for a total transaction of $4,041,750.00. Following the completion of the transaction, the general counsel directly owned 79,549 shares of the company’s stock, valued at approximately $20,284,995. The trade was a 16.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 32,650 shares of company stock valued at $8,137,686. Corporate insiders own 1.60% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the stock. The Goldman Sachs Group reissued a “buy” rating and set a $292.00 price target on shares of Arthur J. Gallagher & Co. in a research note on Wednesday, January 7th. Jefferies Financial Group lowered their target price on shares of Arthur J. Gallagher & Co. from $283.00 to $280.00 and set a “hold” rating for the company in a report on Monday, February 2nd. Morgan Stanley set a $300.00 price target on Arthur J. Gallagher & Co. in a research note on Friday, December 19th. Cantor Fitzgerald restated a “neutral” rating on shares of Arthur J. Gallagher & Co. in a research report on Friday, January 30th. Finally, Truist Financial set a $271.00 price objective on Arthur J. Gallagher & Co. in a report on Friday, January 30th. Eight analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $282.65.

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

Several institutional investors and hedge funds have recently made changes to their positions in the company. Physician Wealth Advisors Inc. grew its stake in Arthur J. Gallagher & Co. by 870.0% in the third quarter. Physician Wealth Advisors Inc. now owns 97 shares of the financial services provider’s stock valued at $30,000 after acquiring an additional 87 shares during the period. Kemnay Advisory Services Inc. acquired a new stake in shares of Arthur J. Gallagher & Co. during the fourth quarter worth about $26,000. Rakuten Securities Inc. lifted its holdings 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 valued at $34,000 after purchasing an additional 91 shares in the last quarter. Financial Life Planners acquired a new position in shares of Arthur J. Gallagher & Co. in the 3rd quarter valued at approximately $39,000. Finally, MV Capital Management Inc. bought a new stake in Arthur J. Gallagher & Co. during the 4th quarter worth approximately $34,000. Institutional investors and hedge funds own 85.53% of the company’s stock.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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.