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

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Arthur J. Gallagher & Co. (NYSE:AJG). In a filing disclosed on January 12th, the Representative disclosed that they had bought between $1,001 and $15,000 in Arthur J. Gallagher & Co. stock on December 19th. 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 Xiaomi (OTCMKTS:XIACF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Schneider Electric S.E. (OTCMKTS:SBGSF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 12/30/2025.
• Purchased $50,001 – $100,000 in shares of Campbell’s (NASDAQ:CPB) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 12/26/2025.
• Sold $1,001 – $15,000 in shares of Bloom Energy (NYSE:BE) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Arista Networks (NYSE:ANET) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Coinbase Global (NASDAQ:COIN) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Chevron (NYSE:CVX) on 12/24/2025.

Arthur J. Gallagher & Co. Trading Down 0.0%

Arthur J. Gallagher & Co. stock traded down $0.09 during trading on Wednesday, hitting $256.91. The company had a trading volume of 2,607,954 shares, compared to its average volume of 1,762,906. The stock has a market cap of $65.98 billion, a price-to-earnings ratio of 38.40 and a beta of 0.67. 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 company’s 50 day simple moving average is $253.58 and its 200-day simple moving average is $281.75.

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

Arthur J. Gallagher & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, December 19th. Investors of record on Friday, December 5th were given a dividend of $0.65 per share. The ex-dividend date of this dividend was Friday, December 5th. This represents a $2.60 dividend on an annualized basis and a dividend yield of 1.0%. Arthur J. Gallagher & Co.’s dividend payout ratio (DPR) is presently 38.86%.

Insiders Place Their Bets

In related news, CFO Douglas K. Howell sold 5,000 shares of Arthur J. Gallagher & Co. stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $258.05, for a total transaction of $1,290,250.00. Following the sale, the chief financial officer directly owned 95,777 shares in the company, valued at $24,715,254.85. This trade represents a 4.96% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, General Counsel Walter D. Bay sold 15,850 shares of the company’s stock in a transaction on Friday, December 19th. The shares were 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 owned 79,549 shares of the company’s stock, valued at $20,284,995. This represents a 16.61% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 32,100 shares of company stock worth $8,243,865. 1.30% of the stock is currently owned by company insiders.

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

A number of institutional investors and hedge funds have recently modified their holdings of AJG. Physician Wealth Advisors Inc. lifted its holdings in Arthur J. Gallagher & Co. by 870.0% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 97 shares of the financial services provider’s stock worth $30,000 after buying an additional 87 shares during the last quarter. J.Safra Asset Management Corp lifted its stake 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 purchasing an additional 69 shares during the last quarter. Rakuten Securities Inc. boosted its holdings in Arthur J. Gallagher & Co. by 650.0% in the second 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. Steph & Co. purchased a new position in Arthur J. Gallagher & Co. in the second quarter valued at approximately $40,000. Finally, Financial Life Planners acquired a new stake in Arthur J. Gallagher & Co. during the third quarter worth approximately $39,000. Institutional investors and hedge funds own 85.53% of the company’s stock.

Analyst Ratings Changes

A number of analysts have issued reports on AJG shares. Evercore ISI cut their price target on shares of Arthur J. Gallagher & Co. from $353.00 to $334.00 and set an “outperform” rating on the stock in a research note on Wednesday, December 17th. Wall Street Zen downgraded shares of Arthur J. Gallagher & Co. from a “hold” rating to a “sell” rating in a research note on Saturday, November 1st. BMO Capital Markets lowered shares of Arthur J. Gallagher & Co. from an “outperform” rating to a “market perform” rating and reduced their target price for the stock from $289.00 to $275.00 in a report on Tuesday. Barclays dropped their price target on shares of Arthur J. Gallagher & Co. from $250.00 to $247.00 and set an “underweight” rating for the company in a research note on Thursday, January 8th. Finally, Needham & Company LLC set a $272.00 price objective on Arthur J. Gallagher & Co. in a research note on Thursday, December 18th. Seven research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $290.50.

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.