Sequoia Financial Advisors LLC Raises Holdings in Arthur J. Gallagher & Co. $AJG

Sequoia Financial Advisors LLC boosted its holdings in shares of Arthur J. Gallagher & Co. (NYSE:AJG) by 5.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 139,833 shares of the financial services provider’s stock after acquiring an additional 7,239 shares during the quarter. Sequoia Financial Advisors LLC owned about 0.05% of Arthur J. Gallagher & Co. worth $30,285,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the business. Norges Bank acquired a new position in Arthur J. Gallagher & Co. during the fourth quarter worth $1,925,062,000. T. Rowe Price Investment Management Inc. raised its holdings in shares of Arthur J. Gallagher & Co. by 123.5% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 5,887,538 shares of the financial services provider’s stock valued at $1,523,636,000 after buying an additional 3,253,498 shares during the period. Northwestern Mutual Wealth Management Co. raised its holdings in shares of Arthur J. Gallagher & Co. by 9,244.9% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,053,636 shares of the financial services provider’s stock valued at $272,670,000 after buying an additional 1,042,361 shares during the period. Viking Global Investors LP acquired a new position in Arthur J. Gallagher & Co. during the 4th quarter worth about $269,394,000. Finally, Dodge & Cox purchased a new position in Arthur J. Gallagher & Co. during the 4th quarter valued at about $227,887,000. Institutional investors and hedge funds own 85.53% of the company’s stock.

Analysts Set New Price Targets

AJG has been the topic of a number of recent research reports. Wolfe Research lowered shares of Arthur J. Gallagher & Co. from an “outperform” rating to a “peer perform” rating in a research note on Thursday. Citigroup upgraded shares of Arthur J. Gallagher & Co. from a “neutral” rating to a “buy” rating and dropped their price objective for the company from $280.00 to $250.00 in a report on Wednesday, May 6th. Barclays increased their target price on shares of Arthur J. Gallagher & Co. from $275.00 to $292.00 and gave the stock an “overweight” rating in a report on Tuesday. Truist Financial dropped their price target on shares of Arthur J. Gallagher & Co. from $235.00 to $225.00 and set a “hold” rating for the company in a research note on Friday, May 1st. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of Arthur J. Gallagher & Co. in a research note on Monday, June 15th. Twelve equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, Arthur J. Gallagher & Co. has an average rating of “Moderate Buy” and a consensus target price of $274.18.

Arthur J. Gallagher & Co. News Roundup

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

• Positive Sentiment: Wells Fargo raised its price target on Arthur J. Gallagher & Co. to $299 from $271 and kept an overweight rating, signaling confidence in further upside for the insurance broker. Benzinga article
• Positive Sentiment: Mizuho also lifted its target to $287 from $261 and maintained an outperform rating, reinforcing a constructive view on AJG’s growth prospects. Benzinga article
• Positive Sentiment: AJG announced the acquisition of Med James, Inc., adding to its long-running acquisition-driven expansion strategy. PR Newswire article
• Positive Sentiment: Management also announced the date for its second-quarter 2026 earnings release and conference call, keeping investors focused on upcoming results. PR Newswire article
• Neutral Sentiment: Zacks said AJG trades at a discount to the industry on a valuation basis, but noted the company still faces margin and leverage challenges despite solid organic growth and acquisition activity. Zacks article
• Neutral Sentiment: MarketWatch noted the stock underperformed peers in recent trading, suggesting AJG has lagged some competitors even as broader analyst sentiment remains mixed. MarketWatch article
• Negative Sentiment: Wolfe Research downgraded Arthur J. Gallagher & Co. to peer perform from outperform, which likely weighed on sentiment and helped offset the bullish target increases. Downgrade article

Arthur J. Gallagher & Co. Stock Down 0.2%

Arthur J. Gallagher & Co. stock traded down $0.60 during trading on Friday, reaching $253.16. The stock had a trading volume of 1,032,986 shares, compared to its average volume of 1,830,509. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 0.51. Arthur J. Gallagher & Co. has a 52-week low of $190.75 and a 52-week high of $316.71. The stock has a market cap of $65.04 billion, a PE ratio of 40.96, a P/E/G ratio of 1.31 and a beta of 0.50. The business has a 50 day moving average price of $216.10 and a 200 day moving average price of $225.86.

Arthur J. Gallagher & Co. (NYSE:AJG) last announced its quarterly earnings data on Thursday, April 30th. The financial services provider reported $4.47 earnings per share for the quarter, beating analysts’ consensus estimates of $4.43 by $0.04. The business had revenue of $4.71 billion for the quarter, compared to analyst estimates of $4.73 billion. Arthur J. Gallagher & Co. had a net margin of 10.76% and a return on equity of 12.83%. The company’s revenue was up 29.0% on a year-over-year basis. During the same period last year, the business earned $3.67 EPS. On average, analysts predict that Arthur J. Gallagher & Co. will post 13.23 EPS for the current year.

Arthur J. Gallagher & Co. Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, June 19th. Stockholders of record on Friday, June 5th were issued a $0.70 dividend. The ex-dividend date was Friday, June 5th. This represents a $2.80 dividend on an annualized basis and a dividend yield of 1.1%. Arthur J. Gallagher & Co.’s dividend payout ratio is presently 45.31%.

Insider Buying and Selling at Arthur J. Gallagher & Co.

In related news, CAO Richard C. Cary sold 3,000 shares of the stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $206.00, for a total value of $618,000.00. Following the transaction, the chief accounting officer directly owned 47,819 shares of the company’s stock, valued at $9,850,714. This trade represents a 5.90% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Company insiders own 1.40% of the company’s stock.

Arthur J. Gallagher & Co. 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.