Rep. Julie Johnson Sells Off Shares of Arthur J. Gallagher & Co. (NYSE:AJG)

Posted by Trevor Kearing on Dec 18th, 2025

Representative Julie Johnson (D-Texas) recently sold shares of Arthur J. Gallagher & Co. (NYSE:AJG). In a filing disclosed on December 11th, the Representative disclosed that they had sold between $1,001 and $15,000 in Arthur J. Gallagher & Co. stock on November 13th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

Sold $1,001 – $15,000 in shares of Charles Schwab (NYSE:SCHW) on 11/13/2025.
Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 11/13/2025.
Sold $1,001 – $15,000 in shares of Cigna Group (NYSE:CI) on 11/13/2025.
Sold $1,001 – $15,000 in shares of Xcel Energy (NASDAQ:XEL) on 11/13/2025.
Sold $1,001 – $15,000 in shares of Capital One Financial (NYSE:COF) on 11/13/2025.
Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 11/13/2025.
Sold $1,001 – $15,000 in shares of Seagate Technology (NASDAQ:STX) on 11/13/2025.
Sold $1,001 – $15,000 in shares of Wells Fargo & Company (NYSE:WFC) on 11/13/2025.
Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 11/13/2025.
Sold $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 11/13/2025.

Arthur J. Gallagher & Co. Stock Performance

NYSE:AJG opened at $252.86 on Friday. The firm’s fifty day simple moving average is $259.26 and its 200-day simple moving average is $290.32. 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 $64.94 billion, a PE ratio of 37.80 and a beta of 0.69. Arthur J. Gallagher & Co. has a fifty-two week low of $236.34 and a fifty-two week high of $351.23.

Arthur J. Gallagher & Co. (NYSE:AJG – Get Free Report) last released its quarterly earnings data on Thursday, October 30th. The financial services provider reported $2.32 earnings per share for the quarter, missing the consensus estimate of $2.51 by ($0.19). The firm had revenue of $3.33 billion during the quarter, compared to analysts’ expectations of $3.34 billion. Arthur J. Gallagher & Co. had a net margin of 13.58% and a return on equity of 11.98%. The business’s revenue for the quarter was up 20.2% on a year-over-year basis. During the same period in the previous year, the business earned $2.26 earnings per share. Analysts expect that Arthur J. Gallagher & Co. will post 11.54 earnings per share for the current fiscal year.

Arthur J. Gallagher & Co. Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, December 19th. Shareholders of record on Friday, December 5th will be given a $0.65 dividend. The ex-dividend date is Friday, December 5th. This represents a $2.60 annualized dividend and a yield of 1.0%. Arthur J. Gallagher & Co.’s dividend payout ratio is presently 38.86%.

Insiders Place Their Bets

In other Arthur J. Gallagher & Co. news, VP Michael Robert Pesch bought 4,000 shares of Arthur J. Gallagher & Co. stock in a transaction dated Monday, November 3rd. The stock was bought at an average cost of $247.12 per share, for a total transaction of $988,480.00. Following the purchase, the vice president owned 41,849 shares in the company, valued at $10,341,724.88. This represents a 10.57% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CFO Douglas K. Howell sold 8,000 shares of Arthur J. Gallagher & Co. stock in a transaction on Monday, September 22nd. The stock was sold at an average price of $299.54, for a total transaction of $2,396,320.00. Following the completion of the sale, the chief financial officer owned 100,777 shares of the company’s stock, valued at approximately $30,186,742.58. This trade represents a 7.35% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 15,250 shares of company stock valued at $4,275,745. Company insiders own 1.60% of the company’s stock.

Institutional Investors Weigh In On Arthur J. Gallagher & Co.

Several institutional investors and hedge funds have recently modified their holdings of the stock. SouthState Corp acquired a new position in Arthur J. Gallagher & Co. during the 1st quarter worth approximately $39,000. Independent Advisor Alliance boosted its position in Arthur J. Gallagher & Co. by 3.0% in the 1st quarter. Independent Advisor Alliance now owns 4,176 shares of the financial services provider’s stock valued at $1,442,000 after buying an additional 122 shares during the last quarter. Trillium Asset Management LLC purchased a new stake in shares of Arthur J. Gallagher & Co. during the first quarter worth about $2,667,000. HighTower Advisors LLC lifted its stake in shares of Arthur J. Gallagher & Co. by 0.9% in the first quarter. HighTower Advisors LLC now owns 57,383 shares of the financial services provider’s stock worth $19,811,000 after acquiring an additional 531 shares in the last quarter. Finally, Prudential PLC boosted its holdings in Arthur J. Gallagher & Co. by 107.2% in the first quarter. Prudential PLC now owns 9,224 shares of the financial services provider’s stock valued at $3,184,000 after purchasing an additional 4,773 shares during the last quarter. Hedge funds and other institutional investors own 85.53% of the company’s stock.

Analysts Set New Price Targets

A number of analysts recently commented on AJG shares. Wolfe Research set a $289.00 price objective on Arthur J. Gallagher & Co. and gave the company an “outperform” rating in a research note on Wednesday. Morgan Stanley raised shares of Arthur J. Gallagher & Co. from an “equal weight” rating to an “overweight” rating in a research note on Thursday. Keefe, Bruyette & Woods reduced their price objective on shares of Arthur J. Gallagher & Co. from $275.00 to $272.00 and set a “market perform” rating on the stock in a research note on Thursday. Piper Sandler decreased their target price on shares of Arthur J. Gallagher & Co. from $295.00 to $280.00 and set an “overweight” rating on the stock in a research report on Monday. Finally, Needham & Company LLC set a $272.00 price target on Arthur J. Gallagher & Co. in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $303.29.

Get Our Latest Research Report on AJG

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

About Arthur J. Gallagher & Co.

(Get Free Report)

Arthur J. Gallagher & Co engages in the provision of insurance brokerage, reinsurance brokerage, consulting, and third-party claims settlement and administration services. It operates through the following segments: Brokerage, Risk Management, and Corporate. The Brokerage segment consists of retail and wholesale insurance brokerage operations.