Rep. Kelly Morrison Sells Arthur J. Gallagher & Co. (NYSE:AJG) Stock

Representative Kelly Morrison (Democratic-Minnesota) recently sold shares of Arthur J. Gallagher & Co. (NYSE:AJG). In a filing disclosed on March 10th, the Representative disclosed that they had sold between $15,001 and $50,000 in Arthur J. Gallagher & Co. stock on March 8th. The trade occurred in the Representative’s “TRUST 2” account.

Representative Kelly Morrison also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Arthur J. Gallagher & Co. (NYSE:AJG) on 3/8/2026.
• Sold $1,001 – $15,000 in shares of Magnum Ice Cream (NYSE:MICC) on 3/8/2026.

Arthur J. Gallagher & Co. Trading Down 1.2%

Shares of NYSE:AJG traded down $2.55 during midday trading on Tuesday, hitting $209.30. The company had a trading volume of 2,182,856 shares, compared to its average volume of 2,500,417. 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 12 month low of $195.00 and a 12 month high of $351.23. The firm has a fifty day simple moving average of $233.91 and a 200 day simple moving average of $259.34. The stock has a market cap of $53.81 billion, a price-to-earnings ratio of 34.03, a PEG ratio of 1.01 and a beta of 0.67.

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

Arthur J. Gallagher & Co. Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Friday, March 6th will be paid a $0.70 dividend. This is an increase from Arthur J. Gallagher & Co.’s previous quarterly dividend of $0.65. The ex-dividend date of this dividend is Friday, March 6th. This represents a $2.80 dividend on an annualized basis and a dividend yield of 1.3%. Arthur J. Gallagher & Co.’s dividend payout ratio (DPR) is currently 45.53%.

Insider Buying and Selling

In related news, General Counsel Walter D. Bay sold 15,850 shares of the firm’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $255.00, for a total value of $4,041,750.00. Following the transaction, the general counsel owned 79,549 shares in the company, valued at approximately $20,284,995. This trade represents a 16.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Christopher E. Mead sold 4,000 shares of the company’s stock in a transaction dated Thursday, March 5th. The stock was 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 of the company’s stock, valued at $4,384,778.72. This represents a 17.16% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 32,650 shares of company stock valued at $8,137,686. 1.60% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on AJG shares. Wall Street Zen raised shares of Arthur J. Gallagher & Co. from a “sell” rating to a “hold” rating in a research note on Saturday, February 21st. Needham & Company LLC set a $272.00 target price on shares of Arthur J. Gallagher & Co. in a report on Thursday, December 18th. Evercore decreased their price target on shares of Arthur J. Gallagher & Co. from $353.00 to $334.00 and set an “outperform” rating for the company in a report on Wednesday, December 17th. Keefe, Bruyette & Woods dropped their price objective on Arthur J. Gallagher & Co. from $279.00 to $249.00 and set a “market perform” rating on the stock in a research note on Friday, January 30th. Finally, Citigroup boosted their target price on Arthur J. Gallagher & Co. from $277.00 to $280.00 and gave the company a “neutral” rating in a research note on Monday, February 2nd. Nine research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $281.39.

Institutional Trading of Arthur J. Gallagher & Co.

Several hedge funds and other institutional investors have recently modified their holdings of the company. Parkside Financial Bank & Trust grew its position in shares of Arthur J. Gallagher & Co. by 6.5% in the 2nd quarter. Parkside Financial Bank & Trust now owns 570 shares of the financial services provider’s stock valued at $182,000 after acquiring an additional 35 shares during the period. Dorsey & Whitney Trust CO LLC grew its holdings in Arthur J. Gallagher & Co. by 1.4% in the 2nd quarter. Dorsey & Whitney Trust CO LLC now owns 2,623 shares of the financial services provider’s stock valued at $840,000 after buying an additional 35 shares in the last quarter. CX Institutional grew its stake in shares of Arthur J. Gallagher & Co. by 2.1% in the third quarter. CX Institutional now owns 1,782 shares of the financial services provider’s stock valued at $552,000 after acquiring an additional 36 shares in the last quarter. D.A. Davidson & CO. raised its stake in Arthur J. Gallagher & Co. by 1.3% in the 3rd quarter. D.A. Davidson & CO. now owns 2,930 shares of the financial services provider’s stock worth $908,000 after purchasing an additional 38 shares in the last quarter. Finally, Citizens Financial Group Inc. RI grew its position in shares of Arthur J. Gallagher & Co. by 1.0% during the 3rd quarter. Citizens Financial Group Inc. RI now owns 3,958 shares of the financial services provider’s stock worth $1,226,000 after purchasing an additional 38 shares in the last quarter. Institutional investors and hedge funds own 85.53% of the company’s stock.

About Representative Morrison

Kelly Morrison (Democratic Party) is a member of the U.S. House, representing Minnesota’s 3rd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Morrison (Democratic Party) is running for re-election to the U.S. House to represent Minnesota’s 3rd Congressional District. She declared candidacy for the 2026 election.

Kelly Morrison was born in Minneapolis, Minnesota, and lives in Deephaven. Morrison earned a B.A. in history from Yale University and an M.D. from Case Western Reserve University. She completed her residency in obstetrics and gynecology at Northwestern University. Morrison’s career experience includes working as a physician.

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.