2,698 Arthur J. Gallagher & Co. $AJG Shares Bought by Fulcrum Asset Management LLP

Fulcrum Asset Management LLP lifted its holdings in shares of Arthur J. Gallagher & Co. (NYSE:AJG) by 11.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 27,281 shares of the financial services provider’s stock after purchasing an additional 2,698 shares during the quarter. Fulcrum Asset Management LLP’s holdings in Arthur J. Gallagher & Co. were worth $6,384,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Parkside Financial Bank & Trust lifted its stake in shares of Arthur J. Gallagher & Co. by 4.9% in the 2nd quarter. Parkside Financial Bank & Trust now owns 811 shares of the financial services provider’s stock valued at $186,000 after purchasing an additional 38 shares during the last quarter. Sowell Financial Services LLC increased its position in Arthur J. Gallagher & Co. by 3.4% during the third quarter. Sowell Financial Services LLC now owns 1,157 shares of the financial services provider’s stock worth $264,000 after buying an additional 38 shares during the last quarter. MGO One Seven LLC raised its holdings in Arthur J. Gallagher & Co. by 0.6% during the third quarter. MGO One Seven LLC now owns 6,989 shares of the financial services provider’s stock valued at $1,594,000 after buying an additional 39 shares in the last quarter. Conning Inc. raised its holdings in Arthur J. Gallagher & Co. by 4.4% during the third quarter. Conning Inc. now owns 981 shares of the financial services provider’s stock valued at $224,000 after buying an additional 41 shares in the last quarter. Finally, Archford Capital Strategies LLC lifted its position in shares of Arthur J. Gallagher & Co. by 2.4% in the second quarter. Archford Capital Strategies LLC now owns 1,871 shares of the financial services provider’s stock worth $430,000 after buying an additional 43 shares during the last quarter. Institutional investors own 85.53% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently issued reports on the company. Mizuho upped their price target on Arthur J. Gallagher & Co. from $271.00 to $302.00 and gave the stock an “outperform” rating in a research note on Friday, October 30th. Jefferies Financial Group raised their price objective on Arthur J. Gallagher & Co. from $295.00 to $319.00 and gave the company a “buy” rating in a research note on Tuesday, November 3rd. Royal Bank Of Canada boosted their target price on Arthur J. Gallagher & Co. from $290.00 to $315.00 and gave the stock an “outperform” rating in a report on Friday, October 30th. Truist Financial upped their target price on Arthur J. Gallagher & Co. from $265.00 to $275.00 and gave the stock a “hold” rating in a research report on Friday, October 30th. Finally, Oppenheimer initiated coverage on Arthur J. Gallagher & Co. in a research report on Wednesday, October 7th. They set a “market perform” rating for the company. Thirteen research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat, Arthur J. Gallagher & Co. presently has a consensus rating of “Moderate Buy” and a consensus target price of $292.05.

Insider Activity

In other Arthur J. Gallagher & Co. news, VP William F. Ziebell sold 23,510 shares of Arthur J. Gallagher & Co. stock in a transaction that occurred on Wednesday, November 4th. The stock was sold at an average price of $286.62, for a total value of $6,738,436.20. Following the transaction, the vice president directly owned 48,942 shares of the company’s stock, valued at $14,027,756.04. The trade was a 32.45% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, VP Christopher E. Mead sold 7,590 shares of the company’s stock in a transaction that occurred on Monday, November 2nd. The stock was sold at an average price of $279.72, for a total value of $2,123,074.80. Following the transaction, the vice president owned 22,287 shares of the company’s stock, valued at approximately $6,234,119.64. This trade represents a 25.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 90,596 shares of company stock worth $24,953,010 over the last 90 days. Company insiders own 1.40% of the company’s stock.

Key Headlines Impacting Arthur J. Gallagher & Co.

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

• Positive Sentiment: Jefferies raised its price target to $319 from $295 and maintained a Buy rating, signaling expected upside. Jefferies analyst report
• Negative Sentiment: BMO Capital Markets lowered its rating on AJG, while Dowling & Partners cut its 2026 EPS estimate to $13.15 from $13.75. These actions may weigh on sentiment by signaling less optimism about the stock or earnings outlook. BMO rating report
• Negative Sentiment: Multiple executives sold shares: CFO Douglas Howell sold 30,996, VP William Ziebell sold 23,510, and VP Christopher Mead sold 7,590. The transactions reduced their respective holdings by about 25%–32%; insider sales can concern investors, though they do not necessarily indicate a change in the company’s outlook. Howell SEC filing Ziebell SEC filing Mead SEC filing

Arthur J. Gallagher & Co. Stock Down 0.1%

Arthur J. Gallagher & Co. stock opened at $281.19 on Monday. The firm has a market cap of $72.07 billion, a price-to-earnings ratio of 43.00, a P/E/G ratio of 1.61 and a beta of 0.47. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.05 and a quick ratio of 1.05. Arthur J. Gallagher & Co. has a fifty-two week low of $190.75 and a fifty-two week high of $294.53. The firm has a fifty day moving average price of $250.04 and a two-hundred day moving average price of $233.19.

Arthur J. Gallagher & Co. (NYSE:AJG) last issued its quarterly earnings results on Thursday, October 29th. The financial services provider reported $3.00 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.99 by $0.01. The company had revenue of $3.92 billion for the quarter, compared to the consensus estimate of $3.98 billion. Arthur J. Gallagher & Co. had a return on equity of 13.90% and a net margin of 10.39%. The firm’s revenue was up 19.6% compared to the same quarter last year. During the same period last year, the business posted $2.32 earnings per share. As a group, analysts forecast that Arthur J. Gallagher & Co. will post 13.13 earnings per share for the current year.

Arthur J. Gallagher & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, December 18th. Investors of record on Monday, December 7th will be paid a dividend of $0.70 per share. The ex-dividend date is Monday, December 7th. This represents a $2.80 annualized dividend and a yield of 1.0%. Arthur J. Gallagher & Co.’s dividend payout ratio is presently 42.81%.

About Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co is a global insurance brokerage and risk management services firm. It helps businesses and other organizations assess and manage risk, arrange insurance coverage, and address employee benefits needs.

The company’s services include insurance brokerage, risk management consulting, employee benefits consulting, and claims and settlement services through its Gallagher Bassett business. It serves clients in the United States and internationally, including through a network of correspondent brokers.

Founded in 1927 by Arthur J.