Seizert Capital Partners LLC Invests $3.57 Million in Arthur J. Gallagher & Co. $AJG

Seizert Capital Partners LLC bought a new position in Arthur J. Gallagher & Co. (NYSE:AJG) during the fourth quarter, Holdings Channel reports. The firm bought 13,800 shares of the financial services provider’s stock, valued at approximately $3,571,000.

A number of other hedge funds have also added to or reduced their stakes in the stock. Physician Wealth Advisors Inc. increased 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 purchasing an additional 87 shares in the last quarter. Rakuten Securities Inc. boosted its position in shares of Arthur J. Gallagher & Co. by 650.0% during the second quarter. Rakuten Securities Inc. now owns 105 shares of the financial services provider’s stock valued at $34,000 after buying an additional 91 shares during the last quarter. Financial Life Planners purchased a new position in shares of Arthur J. Gallagher & Co. during the third quarter valued at approximately $39,000. Westside Investment Management Inc. grew its holdings in Arthur J. Gallagher & Co. by 100.0% during the third quarter. Westside Investment Management Inc. now owns 136 shares of the financial services provider’s stock worth $42,000 after buying an additional 68 shares in the last quarter. Finally, Thurston Springer Miller Herd & Titak Inc. raised its position in Arthur J. Gallagher & Co. by 668.2% in the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 169 shares of the financial services provider’s stock valued at $44,000 after buying an additional 147 shares during the last quarter. Institutional investors and hedge funds own 85.53% of the company’s stock.

Analyst Upgrades and Downgrades

AJG has been the topic of a number of analyst reports. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Arthur J. Gallagher & Co. in a report on Friday, January 30th. Citigroup raised their price target on shares of Arthur J. Gallagher & Co. from $277.00 to $280.00 and gave the company a “neutral” rating in a research report on Monday, February 2nd. Royal Bank Of Canada started coverage on shares of Arthur J. Gallagher & Co. in a report on Tuesday, March 17th. They set an “outperform” rating and a $260.00 price target on the stock. Jefferies Financial Group decreased their price objective on shares of Arthur J. Gallagher & Co. from $283.00 to $280.00 and set a “hold” rating for the company in a research note on Monday, February 2nd. Finally, Barclays lifted their target price on shares of Arthur J. Gallagher & Co. from $262.00 to $275.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 8th. Ten equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $271.82.

Insider Buying and Selling

In other Arthur J. Gallagher & Co. news, VP Scott R. Hudson sold 3,800 shares of the business’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $227.57, for a total value of $864,766.00. Following the sale, the vice president directly owned 85,920 shares in the company, valued at $19,552,814.40. The trade was a 4.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP Christopher E. Mead sold 4,000 shares of the company’s stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $227.12, for a total value of $908,480.00. Following the transaction, the vice president directly owned 19,306 shares in the company, valued at $4,384,778.72. This represents a 17.16% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 1.40% of the company’s stock.

Arthur J. Gallagher & Co. Trading Down 0.1%

NYSE AJG opened at $208.00 on Monday. The business’s fifty day moving average is $217.24 and its 200-day moving average is $239.52. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.06 and a quick ratio of 1.06. The stock has a market capitalization of $53.48 billion, a price-to-earnings ratio of 33.66, a PEG ratio of 1.04 and a beta of 0.54. Arthur J. Gallagher & Co. has a one year low of $195.00 and a one year high of $351.23.

Arthur J. Gallagher & Co. (NYSE:AJG) last posted its quarterly earnings results on Thursday, April 30th. The financial services provider reported $4.47 earnings per share for the quarter, beating the consensus estimate of $4.43 by $0.04. The company had revenue of $4.71 billion during 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 firm’s revenue for the quarter was up 29.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $3.67 earnings per share. Equities research analysts predict that Arthur J. Gallagher & Co. will post 13.19 EPS for the current year.

Arthur J. Gallagher & Co. Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, June 19th. Stockholders of record on Friday, June 5th will be paid a dividend of $0.70 per share. The ex-dividend date is Friday, June 5th. This represents a $2.80 annualized dividend and a dividend yield of 1.3%. Arthur J. Gallagher & Co.’s dividend payout ratio (DPR) is presently 45.31%.

Key Stories Impacting Arthur J. Gallagher & Co.

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

• Positive Sentiment: Q1 results: EPS of $4.47 beat the consensus ($4.43); revenue rose ~29% YoY and commissions & fees increased ~28%, with Risk Management margin expansion and eight closed deals. This supports earnings momentum. Arthur J. Gallagher Q1 Earnings Beat
• Positive Sentiment: Management guidance and M&A synergies: Gallagher reiterated ~6% organic growth for FY2026 and raised the AssuredPartners synergy target to $300M by early 2028 — a signal of expected cost/revenue benefits from recent deals. AssuredPartners synergy target rises
• Positive Sentiment: Dividend reaffirmed: Board declared a $0.70 quarterly dividend (record June 5, payable June 19), providing an income element that can support investor interest.
• Neutral Sentiment: Mixed beats vs. consensus: While EPS topped estimates, revenue was roughly in line or slightly below some street estimates (~$4.71B vs varying ~$4.73–4.8B forecasts), leaving some ambiguity on top‑line momentum. Q1 in line with expectations
• Neutral Sentiment: Earnings call/transcript available: Management commentary (on productivity, automation/AI plans and integration of recent acquisitions) will be key for near‑term sentiment; read the call transcript for details. Earnings call transcript
• Negative Sentiment: Analyst action: Keefe, Bruyette & Woods cut its price target from $246 to $235 and moved to a “market perform” rating, adding a note of caution despite upside to the new target. Keefe Bruyette price target cut
• Negative Sentiment: Pre‑earnings de‑risking and insider sales: The stock saw earlier intraday weakness as some investors trimmed positions ahead of the report; documented insider selling and large institutional rebalances may keep volatility elevated. Pre-earnings de-risking analysis

About Arthur J. Gallagher & Co.

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.