Rep. Gilbert Ray Cisneros, Jr. Purchases Shares of Arthur J. Gallagher & Co. (NYSE:AJG)

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Arthur J. Gallagher & Co. (NYSE:AJG). In a filing disclosed on January 12th, the Representative disclosed that they had bought between $1,001 and $15,000 in Arthur J. Gallagher & Co. stock on December 19th. 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 Xiaomi (OTCMKTS:XIACF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Schneider Electric S.E. (OTCMKTS:SBGSF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 12/30/2025.
• Purchased $50,001 – $100,000 in shares of Campbell’s (NASDAQ:CPB) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 12/26/2025.
• Sold $1,001 – $15,000 in shares of Bloom Energy (NYSE:BE) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Arista Networks (NYSE:ANET) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Coinbase Global (NASDAQ:COIN) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Chevron (NYSE:CVX) on 12/24/2025.

Arthur J. Gallagher & Co. Price Performance

Shares of AJG stock traded down $1.06 on Thursday, reaching $255.92. 2,431,168 shares of the company were exchanged, compared to its average volume of 1,829,727. Arthur J. Gallagher & Co. has a 1 year low of $236.34 and a 1 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. The business has a 50-day moving average price of $253.79 and a 200 day moving average price of $281.57. The company has a market cap of $65.72 billion, a price-to-earnings ratio of 38.25 and a beta of 0.67.

Arthur J. Gallagher & Co. (NYSE:AJG) last posted its quarterly earnings data on Thursday, October 30th. The financial services provider reported $2.32 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.51 by ($0.19). Arthur J. Gallagher & Co. had a return on equity of 11.98% and a net margin of 13.58%.The firm had revenue of $3.33 billion during the quarter, compared to analyst estimates of $3.34 billion. During the same quarter in the previous year, the firm posted $2.26 earnings per share. The company’s quarterly revenue was up 20.2% on a year-over-year basis. Equities research analysts forecast that Arthur J. Gallagher & Co. will post 11.54 earnings per share for the current fiscal year.

Arthur J. Gallagher & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, December 19th. Stockholders of record on Friday, December 5th were given a $0.65 dividend. The ex-dividend date was Friday, December 5th. This represents a $2.60 annualized dividend and a dividend yield of 1.0%. Arthur J. Gallagher & Co.’s dividend payout ratio (DPR) is 38.86%.

Insiders Place Their Bets

In related news, CFO Douglas K. Howell sold 5,000 shares of Arthur J. Gallagher & Co. stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $258.05, for a total value of $1,290,250.00. Following the completion of the transaction, the chief financial officer owned 95,777 shares in the company, valued at approximately $24,715,254.85. The trade was a 4.96% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CAO Richard C. Cary sold 6,000 shares of the stock in a transaction that occurred on Tuesday, November 18th. The stock was sold at an average price of $261.00, for a total transaction of $1,566,000.00. Following the sale, the chief accounting officer owned 50,668 shares in the company, valued at approximately $13,224,348. This trade represents a 10.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 32,100 shares of company stock valued at $8,243,865. 1.60% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several research firms recently commented on AJG. Morgan Stanley set a $300.00 price objective on Arthur J. Gallagher & Co. in a research note on Friday, December 19th. Weiss Ratings reissued a “hold (c+)” rating on shares of Arthur J. Gallagher & Co. in a research note on Monday, December 29th. Keefe, Bruyette & Woods upped their price objective on shares of Arthur J. Gallagher & Co. from $272.00 to $279.00 and gave the company a “market perform” rating in a research note on Tuesday, January 6th. Piper Sandler lowered Arthur J. Gallagher & Co. from an “overweight” rating to a “neutral” rating and dropped their price target for the company from $276.00 to $272.00 in a research report on Wednesday, January 7th. Finally, Needham & Company LLC set a $272.00 price objective on Arthur J. Gallagher & Co. in a research report on Thursday, December 18th. Seven analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and an average target price of $290.50.

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

Several large investors have recently made changes to their positions in the stock. Physician Wealth Advisors Inc. raised its position in Arthur J. Gallagher & Co. by 870.0% in the third quarter. Physician Wealth Advisors Inc. now owns 97 shares of the financial services provider’s stock valued at $30,000 after purchasing an additional 87 shares during the period. J.Safra Asset Management Corp grew its stake in shares of Arthur J. Gallagher & Co. by 209.1% in the second quarter. J.Safra Asset Management Corp now owns 102 shares of the financial services provider’s stock valued at $32,000 after buying an additional 69 shares in the last quarter. Rakuten Securities Inc. raised its holdings in shares of Arthur J. Gallagher & Co. by 650.0% in the 2nd 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 period. Financial Life Planners acquired a new position in Arthur J. Gallagher & Co. in the 3rd quarter valued at about $39,000. Finally, Steph & Co. purchased a new stake in Arthur J. Gallagher & Co. during the second quarter worth about $40,000. 85.53% of the stock is currently owned by institutional investors and hedge funds.

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.