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. Stock Performance

AJG traded down $5.71 during midday trading on Thursday, hitting $204.13. 3,724,966 shares of the company were exchanged, compared to its average volume of 2,664,610. The firm has a market capitalization of $52.48 billion, a price-to-earnings ratio of 33.19, a price-to-earnings-growth ratio of 1.02 and a beta of 0.67. The company’s 50 day simple moving average is $235.89 and its 200 day simple moving average is $261.13. 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 $195.00 and a 1-year high of $351.23.

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, beating the consensus estimate of $2.35 by $0.03. Arthur J. Gallagher & Co. had a net margin of 11.84% and a return on equity of 12.13%. The business had revenue of $3.57 billion for the quarter, compared to the consensus estimate of $3.61 billion. During the same period last year, the firm posted $1.12 earnings per share. The company’s revenue was up 33.9% compared to the same quarter last year. As a group, sell-side analysts predict that Arthur J. Gallagher & Co. will post 11.54 earnings per share for the current year.

Arthur J. Gallagher & Co. Increases Dividend

The firm also recently announced 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 boost from Arthur J. Gallagher & Co.’s previous quarterly dividend of $0.65. This represents a $2.80 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Friday, March 6th. Arthur J. Gallagher & Co.’s payout ratio is presently 45.53%.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on AJG shares. Needham & Company LLC set a $272.00 price target on shares of Arthur J. Gallagher & Co. in a research note on Thursday, December 18th. The Goldman Sachs Group reissued a “buy” rating and set a $292.00 price objective on shares of Arthur J. Gallagher & Co. in a research report on Wednesday, January 7th. UBS Group cut their price objective on Arthur J. Gallagher & Co. from $285.00 to $283.00 and set a “neutral” rating on the stock in a report on Monday, February 2nd. Keefe, Bruyette & Woods cut their target price on shares of 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, Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Arthur J. Gallagher & Co. in a research report on Friday, January 30th. Eight analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $282.65.

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

Large investors have recently added to or reduced their stakes in the business. Savant Capital LLC boosted its stake in shares of Arthur J. Gallagher & Co. by 5.0% during the 2nd quarter. Savant Capital LLC now owns 9,468 shares of the financial services provider’s stock valued at $3,031,000 after buying an additional 454 shares during the last quarter. Wedbush Securities Inc. boosted its position in shares of Arthur J. Gallagher & Co. by 5.1% during the second quarter. Wedbush Securities Inc. now owns 4,580 shares of the financial services provider’s stock worth $1,466,000 after buying an additional 223 shares during the period. AE Wealth Management LLC boosted its position in Arthur J. Gallagher & Co. by 0.8% during the 2nd quarter. AE Wealth Management LLC now owns 6,910 shares of the financial services provider’s stock worth $2,212,000 after acquiring an additional 58 shares during the period. Prospera Financial Services Inc boosted its holdings in shares of Arthur J. Gallagher & Co. by 2.7% in the second quarter. Prospera Financial Services Inc now owns 23,010 shares of the financial services provider’s stock valued at $7,366,000 after acquiring an additional 607 shares in the last quarter. Finally, Parkside Financial Bank & Trust lifted its holdings in shares of Arthur J. Gallagher & Co. by 6.5% in the second quarter. Parkside Financial Bank & Trust now owns 570 shares of the financial services provider’s stock valued at $182,000 after buying an additional 35 shares during the period. 85.53% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Arthur J. Gallagher & Co. news, VP Scott R. Hudson sold 3,800 shares of the firm’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $227.57, for a total transaction of $864,766.00. Following the completion of the sale, the vice president directly owned 85,920 shares in the company, valued at approximately $19,552,814.40. This trade represents a 4.24% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, General Counsel Walter D. Bay sold 15,850 shares of the company’s stock in a transaction that occurred 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 in the company, valued at approximately $20,284,995. This represents a 16.61% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 32,650 shares of company stock worth $8,137,686 over the last quarter. 1.60% of the stock is currently owned by insiders.

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.