Arthur J. Gallagher & Co. $AJG Shares Purchased by Fifth Third Bancorp

Fifth Third Bancorp boosted its position in shares of Arthur J. Gallagher & Co. (NYSE:AJG) by 827.5% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 218,950 shares of the financial services provider’s stock after buying an additional 195,344 shares during the quarter. Fifth Third Bancorp’s holdings in Arthur J. Gallagher & Co. were worth $47,420,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in AJG. Jump Financial LLC purchased a new stake in shares of Arthur J. Gallagher & Co. during the 2nd quarter worth about $2,825,000. Qube Research & Technologies Ltd acquired a new position in Arthur J. Gallagher & Co. in the 2nd quarter worth about $3,429,000. Treasurer of the State of North Carolina boosted its position in Arthur J. Gallagher & Co. by 5.3% during the second quarter. Treasurer of the State of North Carolina now owns 118,467 shares of the financial services provider’s stock worth $37,924,000 after purchasing an additional 5,947 shares in the last quarter. Peapack Gladstone Financial Corp boosted its position in Arthur J. Gallagher & Co. by 2,919.2% during the second quarter. Peapack Gladstone Financial Corp now owns 19,987 shares of the financial services provider’s stock worth $6,398,000 after purchasing an additional 19,325 shares in the last quarter. Finally, Armistice Capital LLC acquired a new stake in Arthur J. Gallagher & Co. in the second quarter valued at approximately $412,000. Hedge funds and other institutional investors own 85.53% of the company’s stock.

Arthur J. Gallagher & Co. News Summary

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

• Positive Sentiment: Wells Fargo raised its price target on Arthur J. Gallagher & Co. to $299 from $271 and kept an overweight rating, signaling confidence in further upside for the insurance broker. Benzinga article
• Positive Sentiment: Mizuho also lifted its target to $287 from $261 and maintained an outperform rating, reinforcing a constructive view on AJG’s growth prospects. Benzinga article
• Positive Sentiment: AJG announced the acquisition of Med James, Inc., adding to its long-running acquisition-driven expansion strategy. PR Newswire article
• Positive Sentiment: Management also announced the date for its second-quarter 2026 earnings release and conference call, keeping investors focused on upcoming results. PR Newswire article
• Neutral Sentiment: Zacks said AJG trades at a discount to the industry on a valuation basis, but noted the company still faces margin and leverage challenges despite solid organic growth and acquisition activity. Zacks article
• Neutral Sentiment: MarketWatch noted the stock underperformed peers in recent trading, suggesting AJG has lagged some competitors even as broader analyst sentiment remains mixed. MarketWatch article
• Negative Sentiment: Wolfe Research downgraded Arthur J. Gallagher & Co. to peer perform from outperform, which likely weighed on sentiment and helped offset the bullish target increases. Downgrade article

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

In related news, CAO Richard C. Cary sold 3,000 shares of the company’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $206.00, for a total value of $618,000.00. Following the completion of the sale, the chief accounting officer owned 47,819 shares of the company’s stock, valued at approximately $9,850,714. This represents a 5.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Insiders own 1.40% of the company’s stock.

Arthur J. Gallagher & Co. Price Performance

NYSE:AJG opened at $253.16 on Monday. Arthur J. Gallagher & Co. has a one year low of $190.75 and a one year high of $316.71. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.06 and a current ratio of 1.06. The stock has a market cap of $65.04 billion, a PE ratio of 40.96, a P/E/G ratio of 1.31 and a beta of 0.50. The stock has a 50 day moving average price of $216.10 and a 200 day moving average price of $225.63.

Arthur J. Gallagher & Co. (NYSE:AJG) last released its quarterly earnings data on Thursday, April 30th. The financial services provider reported $4.47 earnings per share for the quarter, topping analysts’ consensus estimates of $4.43 by $0.04. The company had revenue of $4.71 billion for the quarter, compared to analyst estimates of $4.73 billion. Arthur J. Gallagher & Co. had a return on equity of 12.83% and a net margin of 10.76%.The firm’s revenue for the quarter was up 29.0% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.67 earnings per share. Equities research analysts expect that Arthur J. Gallagher & Co. will post 13.22 EPS for the current fiscal year.

Arthur J. Gallagher & Co. Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, June 19th. Stockholders of record on Friday, June 5th were given a dividend of $0.70 per share. The ex-dividend date of this dividend was Friday, June 5th. This represents a $2.80 annualized dividend and a dividend yield of 1.1%. Arthur J. Gallagher & Co.’s payout ratio is presently 45.31%.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on AJG shares. Jefferies Financial Group raised Arthur J. Gallagher & Co. from a “hold” rating to a “buy” rating and upped their target price for the stock from $235.00 to $265.00 in a research note on Thursday, June 11th. Keefe, Bruyette & Woods lifted their price target on shares of Arthur J. Gallagher & Co. from $242.00 to $261.00 and gave the company a “market perform” rating in a research note on Wednesday, July 8th. BMO Capital Markets raised shares of Arthur J. Gallagher & Co. from a “market perform” rating to an “outperform” rating and boosted their price target for the stock from $275.00 to $278.00 in a report on Tuesday, March 24th. UBS Group upped their price objective on shares of Arthur J. Gallagher & Co. from $250.00 to $291.00 and gave the stock a “buy” rating in a research report on Wednesday. Finally, Truist Financial decreased their price objective on shares of Arthur J. Gallagher & Co. from $235.00 to $225.00 and set a “hold” rating on the stock in a report on Friday, May 1st. Twelve research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $274.18.

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.