Rep. Julie Johnson Sells Arthur J. Gallagher & Co. (NYSE:AJG) Shares

Representative Julie Johnson (D-Texas) recently sold shares of Arthur J. Gallagher & Co. (NYSE:AJG). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in Arthur J. Gallagher & Co. stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

Arthur J. Gallagher & Co. Stock Performance

Shares of AJG stock traded up $2.17 during trading hours on Friday, hitting $258.32. 2,126,414 shares of the company were exchanged, compared to its average volume of 1,491,366. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 0.52. The stock has a market capitalization of $66.34 billion, a price-to-earnings ratio of 38.61 and a beta of 0.67. The firm has a fifty day simple moving average of $253.96 and a 200 day simple moving average of $280.62. Arthur J. Gallagher & Co. has a 52-week low of $236.34 and a 52-week high of $351.23.

Arthur J. Gallagher & Co. (NYSE:AJG) last released its earnings results on Thursday, October 30th. The financial services provider reported $2.32 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 analysts’ expectations of $3.34 billion. During the same period in the prior year, the business earned $2.26 earnings per share. The business’s quarterly revenue was up 20.2% compared to the same quarter last year. Research analysts predict 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 dividend of $0.65 per share. This represents a $2.60 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend was Friday, December 5th. Arthur J. Gallagher & Co.’s dividend payout ratio is currently 38.86%.

Insider Activity

In other news, CFO Douglas K. Howell sold 5,000 shares of the company’s stock in a transaction dated Monday, December 22nd. The stock was 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 directly owned 95,777 shares in the company, valued at approximately $24,715,254.85. This represents a 4.96% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, General Counsel Walter D. Bay sold 15,850 shares of the firm’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $255.00, for a total value of $4,041,750.00. Following the transaction, the general counsel directly owned 79,549 shares in the company, valued at approximately $20,284,995. This represents a 16.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 32,100 shares of company stock valued at $8,243,865. 1.60% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in AJG. Balboa Wealth Partners lifted its position in Arthur J. Gallagher & Co. by 6.9% during the fourth quarter. Balboa Wealth Partners now owns 2,033 shares of the financial services provider’s stock valued at $526,000 after purchasing an additional 132 shares during the last quarter. Rockland Trust Co. purchased a new stake in shares of Arthur J. Gallagher & Co. during the 4th quarter valued at $440,000. Allspring Global Investments Holdings LLC lifted its holdings in shares of Arthur J. Gallagher & Co. by 5.7% during the 4th quarter. Allspring Global Investments Holdings LLC now owns 11,174 shares of the financial services provider’s stock worth $2,861,000 after acquiring an additional 601 shares during the last quarter. Brookstone Capital Management grew its position in Arthur J. Gallagher & Co. by 31.7% in the fourth quarter. Brookstone Capital Management now owns 67,584 shares of the financial services provider’s stock worth $17,490,000 after acquiring an additional 16,268 shares in the last quarter. Finally, J. Safra Sarasin Holding AG increased its stake in Arthur J. Gallagher & Co. by 61.3% in the fourth quarter. J. Safra Sarasin Holding AG now owns 1,082 shares of the financial services provider’s stock valued at $280,000 after acquiring an additional 411 shares during the last quarter. 85.53% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages recently issued reports on AJG. Cowen restated a “buy” rating on shares of Arthur J. Gallagher & Co. in a research note on Friday, October 31st. Citigroup lowered their price target on shares of Arthur J. Gallagher & Co. from $330.00 to $277.00 and set a “neutral” rating on the stock in a research report on Monday, November 3rd. Wells Fargo & Company cut their price objective on shares of Arthur J. Gallagher & Co. from $328.00 to $311.00 and set an “overweight” rating for the company in a report on Tuesday, January 13th. Keefe, Bruyette & Woods boosted their target price on shares of Arthur J. Gallagher & Co. from $272.00 to $279.00 and gave the company a “market perform” rating in a report on Tuesday, January 6th. Finally, The Goldman Sachs Group restated a “buy” rating and set a $292.00 target price on shares of Arthur J. Gallagher & Co. in a research report on Wednesday, January 7th. Seven equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $290.50.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

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.