Capital Research Global Investors Has $477.17 Million Stake in Arthur J. Gallagher & Co. $AJG

Capital Research Global Investors lessened its holdings in shares of Arthur J. Gallagher & Co. (NYSE:AJG) by 0.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,540,553 shares of the financial services provider’s stock after selling 4,261 shares during the period. Capital Research Global Investors owned approximately 0.60% of Arthur J. Gallagher & Co. worth $477,171,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in AJG. Norges Bank bought a new position in shares of Arthur J. Gallagher & Co. during the 2nd quarter valued at approximately $1,536,230,000. JPMorgan Chase & Co. increased its position in shares of Arthur J. Gallagher & Co. by 19.6% in the third quarter. JPMorgan Chase & Co. now owns 20,338,533 shares of the financial services provider’s stock worth $6,299,674,000 after purchasing an additional 3,330,205 shares during the last quarter. Sands Capital Management LLC raised its position in shares of Arthur J. Gallagher & Co. by 453.3% during the 2nd quarter. Sands Capital Management LLC now owns 1,121,249 shares of the financial services provider’s stock valued at $358,934,000 after buying an additional 918,618 shares in the last quarter. Balyasny Asset Management L.P. lifted its position in Arthur J. Gallagher & Co. by 41,475.5% in the 2nd quarter. Balyasny Asset Management L.P. now owns 770,394 shares of the financial services provider’s stock worth $246,619,000 after buying an additional 768,541 shares during the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in Arthur J. Gallagher & Co. by 30.5% during the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 3,107,390 shares of the financial services provider’s stock valued at $962,483,000 after buying an additional 725,555 shares during the period. 85.53% of the stock is owned by institutional investors.

Arthur J. Gallagher & Co. Stock Performance

Shares of AJG stock opened at $211.69 on Wednesday. The company has a market capitalization of $54.42 billion, a price-to-earnings ratio of 34.42, a price-to-earnings-growth ratio of 1.06 and a beta of 0.67. The company’s 50-day moving average is $237.97 and its 200 day moving average is $261.90. Arthur J. Gallagher & Co. has a one year low of $195.00 and a one year high of $351.23. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.06 and a current ratio of 1.06.

Arthur J. Gallagher & Co. (NYSE:AJG) last released its quarterly earnings data on Thursday, January 29th. The financial services provider reported $2.38 earnings per share for the quarter, beating the consensus estimate of $2.35 by $0.03. The firm had revenue of $3.57 billion during the quarter, compared to analysts’ expectations of $3.61 billion. Arthur J. Gallagher & Co. had a net margin of 11.84% and a return on equity of 12.13%. The firm’s quarterly revenue was up 33.9% on a year-over-year basis. During the same period in the previous year, the company earned $1.12 earnings per share. Sell-side analysts expect that Arthur J. Gallagher & Co. will post 11.54 EPS for the current fiscal year.

Arthur J. Gallagher & Co. Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Friday, March 6th will be issued a dividend of $0.70 per share. The ex-dividend date is Friday, March 6th. This represents a $2.80 annualized dividend and a yield of 1.3%. This is a boost from Arthur J. Gallagher & Co.’s previous quarterly dividend of $0.65. Arthur J. Gallagher & Co.’s dividend payout ratio (DPR) is 45.53%.

Analyst Ratings Changes

Several analysts recently issued reports on AJG shares. Morgan Stanley set a $300.00 target price on Arthur J. Gallagher & Co. in a research note on Friday, December 19th. UBS Group dropped their target price on shares of Arthur J. Gallagher & Co. from $285.00 to $283.00 and set a “neutral” rating for the company in a research report on Monday, February 2nd. Needham & Company LLC set a $272.00 price target on shares of Arthur J. Gallagher & Co. in a research report on Thursday, December 18th. Weiss Ratings reissued a “hold (c+)” rating on shares of Arthur J. Gallagher & Co. in a research report on Monday, December 29th. Finally, Wolfe Research set a $289.00 price target on Arthur J. Gallagher & Co. and gave the company an “outperform” rating in a research report on Wednesday, December 17th. Seven research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Arthur J. Gallagher & Co. currently has a consensus rating of “Hold” and a consensus target price of $281.76.

Key Arthur J. Gallagher & Co. News

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

• Positive Sentiment: AJG completed a small strategic acquisition — S Philips Surety & Insurance Services — to expand its surety capabilities, supporting revenue growth and specialty product distribution. Arthur J. Gallagher & Co. Acquires S Philips Surety & Insurance Services, Inc.
• Positive Sentiment: Market commentary highlights a recent quarterly dividend increase to $0.70 (annualized $2.80) and continued institutional ownership — modestly supportive for income-focused holders and a sign of capital-return discipline. MarketBeat: Arthur J. Gallagher & Co. stock
• Positive Sentiment: Gallagher published its 2026 Employee Communications Report showing demand for change-management communications — a PR/insights piece that can help win consulting engagements in HR and benefits advisory. 61% of organizations have no formal change communication strategy despite ranking it as their most pressing need
• Neutral Sentiment: Analysts’ consensus is an overall “Hold” with a consensus target near $281.76, indicating limited near-term upside from current levels and mixed sell-side sentiment. Arthur J. Gallagher & Co. (NYSE:AJG) Receives Average Recommendation of “Hold” from Analysts
• Negative Sentiment: Seeking Alpha published a critical piece arguing AJG’s investment case is “cloudy” because AI could disrupt brokerage/advisory economics and justify a lower valuation — a thematic risk that can pressure sentiment and multiples. Arthur J. Gallagher: Cloudy Investment Case Due To AI Disruption Risk
• Negative Sentiment: Insider selling: VP Scott R. Hudson sold 3,800 shares (avg ~$227.57) on Mar. 6 — disclosed in an SEC filing — which can be interpreted negatively by traders watching insider activity. Arthur J. Gallagher & Co. (NYSE:AJG) VP Scott Hudson Sells 3,800 Shares
• Negative Sentiment: Another insider sale: VP Christopher E. Mead sold 4,000 shares (avg ~$227.12) on Mar. 5 — a sizable reduction in his holding that adds to negative insider-sentiment signals. Arthur J. Gallagher & Co. (NYSE:AJG) VP Christopher Mead Sells 4,000 Shares

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

In other Arthur J. Gallagher & Co. news, CFO Douglas K. Howell sold 5,000 shares of the company’s stock in a transaction that occurred on Monday, December 22nd. The stock was 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 represents a 4.96% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, General Counsel Walter D. Bay sold 15,850 shares of the stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $255.00, for a total transaction of $4,041,750.00. Following the completion of the sale, the general counsel directly owned 79,549 shares in the company, valued at $20,284,995. This trade represents a 16.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 32,650 shares of company stock valued at $8,137,686. Corporate insiders own 1.30% 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.