National Pension Service Acquires 7,281 Shares of Arthur J. Gallagher & Co. $AJG

National Pension Service grew its holdings in Arthur J. Gallagher & Co. (NYSE:AJG) by 1.5% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 477,628 shares of the financial services provider’s stock after purchasing an additional 7,281 shares during the quarter. National Pension Service’s holdings in Arthur J. Gallagher & Co. were worth $147,940,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Norges Bank purchased a new stake in Arthur J. Gallagher & Co. during the second quarter worth $1,536,230,000. Sands Capital Management LLC raised its position in shares of Arthur J. Gallagher & Co. by 453.3% in the 2nd quarter. Sands Capital Management LLC now owns 1,121,249 shares of the financial services provider’s stock worth $358,934,000 after acquiring an additional 918,618 shares in the last quarter. Balyasny Asset Management L.P. lifted its stake in shares of Arthur J. Gallagher & Co. by 41,475.5% during 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 purchasing an additional 768,541 shares during the last quarter. Vanguard Group Inc. boosted its position in Arthur J. Gallagher & Co. by 2.3% during the second quarter. Vanguard Group Inc. now owns 31,096,542 shares of the financial services provider’s stock valued at $9,954,625,000 after purchasing an additional 685,278 shares in the last quarter. Finally, Invesco Ltd. grew its stake in Arthur J. Gallagher & Co. by 27.2% in the second quarter. Invesco Ltd. now owns 2,354,632 shares of the financial services provider’s stock valued at $753,765,000 after purchasing an additional 503,205 shares during the last quarter. 85.53% of the stock is currently owned by institutional investors.

Arthur J. Gallagher & Co. Trading Up 1.4%

Shares of NYSE:AJG opened at $249.40 on Friday. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 0.52. Arthur J. Gallagher & Co. has a 52-week low of $236.34 and a 52-week high of $351.23. The stock has a market cap of $64.05 billion, a price-to-earnings ratio of 40.55, a PEG ratio of 1.32 and a beta of 0.67. The business has a 50-day moving average price of $253.16 and a 200-day moving average price of $276.39.

Arthur J. Gallagher & Co. (NYSE:AJG) last issued its quarterly earnings results on Thursday, January 29th. The financial services provider reported $2.38 earnings per share for the quarter, topping the consensus estimate of $2.35 by $0.03. Arthur J. Gallagher & Co. had a net margin of 11.84% and a return on equity of 12.19%. The company had revenue of $3.57 billion for the quarter, compared to the consensus estimate of $3.61 billion. During the same quarter in the prior year, the company earned $1.12 EPS. Arthur J. Gallagher & Co.’s quarterly revenue was up 33.9% on a year-over-year basis. Equities analysts predict that Arthur J. Gallagher & Co. will post 11.54 EPS for the current year.

Arthur J. Gallagher & Co. Increases Dividend

The firm 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 $0.70 dividend. The ex-dividend date of this dividend is Friday, March 6th. This is a positive change from Arthur J. Gallagher & Co.’s previous quarterly dividend of $0.65. This represents a $2.80 annualized dividend and a yield of 1.1%. Arthur J. Gallagher & Co.’s dividend payout ratio is currently 38.86%.

Trending Headlines about Arthur J. Gallagher & Co.

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

• Positive Sentiment: Q4 EPS beat and margin expansion — AJG reported $2.38 EPS (above estimates) with improving commissions/fees and Risk Management margin expansion, underpinning profit growth. Arthur J. Gallagher Q4 Earnings & Revenues Beat, Dividend Raised
• Positive Sentiment: Dividend increase — the company raised its quarterly dividend (7.7% increase), a cash-return signal that supports investor sentiment. Arthur J. Gallagher & Co. Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Analyst support — William Blair reiterated a Buy rating today, citing reaffirmed growth outlook and margin expansion that support upside. Arthur J. Gallagher & Co.: Reaffirmed Growth Outlook and Margin Expansion Support Buy Rating
• Positive Sentiment: Operational outlook — management is targeting ~5.5% organic brokerage growth for 2026 and cites accelerating integration synergies, supporting medium‑term revenue expansion. Arthur J Gallagher targets 5.5% brokerage organic growth for 2026 as integration synergies accelerate
• Neutral Sentiment: Earnings call available — the full Q4 earnings call transcript and slide deck are posted, useful for investors who want details on segment performance and integration assumptions. Arthur J. Gallagher & Co. (AJG) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Analyst target cut — Keefe, Bruyette & Woods trimmed its price target to $249 and moved to Market Perform, introducing near-term selling pressure. Benzinga
• Negative Sentiment: Revenue shortfall vs. street — while EPS beat, some outlets report revenue missed consensus, which could temper enthusiasm until organic growth and integration gains prove durable. Arthur J Gallagher earnings missed by $1.77, revenue fell short of estimates

Insider Activity at Arthur J. Gallagher & Co.

In related news, CFO Douglas K. Howell sold 5,000 shares of the firm’s stock in a transaction dated 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 of the company’s stock, valued at $24,715,254.85. This trade represents a 4.96% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, General Counsel Walter D. Bay sold 15,850 shares of Arthur J. Gallagher & Co. stock in a transaction that occurred on 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 owned 79,549 shares of the company’s stock, valued at approximately $20,284,995. This represents a 16.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 32,100 shares of company stock worth $8,243,865 in the last three months. Company insiders own 1.60% of the company’s stock.

Wall Street Analysts Forecast Growth

AJG has been the topic of a number of recent analyst reports. 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 report on Monday, November 3rd. Piper Sandler cut their price target on shares of Arthur J. Gallagher & Co. from $272.00 to $249.00 and set a “neutral” rating on the stock in a report on Friday. Wolfe Research set a $289.00 price objective on Arthur J. Gallagher & Co. and gave the company an “outperform” rating in a report on Wednesday, December 17th. Evercore ISI lowered their price objective on Arthur J. Gallagher & Co. from $353.00 to $334.00 and set an “outperform” rating for the company in a research report on Wednesday, December 17th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Arthur J. Gallagher & Co. in a research report on Monday, December 29th. Six equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Arthur J. Gallagher & Co. presently has an average rating of “Hold” and an average price target of $283.18.

About Arthur J. Gallagher & Co.

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.