Arthur J. Gallagher & Co. $AJG Shares Bought by Principle Wealth Partners LLC

Principle Wealth Partners LLC lifted its position in Arthur J. Gallagher & Co. (NYSE:AJG) by 343.6% in the third quarter, Holdings Channel.com reports. The institutional investor owned 5,274 shares of the financial services provider’s stock after purchasing an additional 4,085 shares during the period. Principle Wealth Partners LLC’s holdings in Arthur J. Gallagher & Co. were worth $1,203,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. Triumph Capital Management boosted its holdings in shares of Arthur J. Gallagher & Co. by 4,000.0% during the 3rd quarter. Triumph Capital Management now owns 123 shares of the financial services provider’s stock worth $28,000 after buying an additional 120 shares during the period. NFSG Corp raised its holdings in Arthur J. Gallagher & Co. by 4,033.3% in the 3rd quarter. NFSG Corp now owns 124 shares of the financial services provider’s stock worth $28,000 after acquiring an additional 121 shares during the period. Axiom Investment Management LLC bought a new position in Arthur J. Gallagher & Co. in the 1st quarter worth $28,000. Cassaday & Co Wealth Management LLC bought a new position in Arthur J. Gallagher & Co. in the 1st quarter worth $29,000. Finally, Physician Wealth Advisors Inc. lifted its position in Arthur J. Gallagher & Co. by 57.4% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 148 shares of the financial services provider’s stock worth $34,000 after acquiring an additional 54 shares during the last quarter. 85.53% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms have issued reports on AJG. The Goldman Sachs Group restated a “buy” rating and set a $296.00 price target on shares of Arthur J. Gallagher & Co. in a report on Friday, October 30th. Royal Bank Of Canada lifted their price objective on Arthur J. Gallagher & Co. from $290.00 to $315.00 and gave the stock an “outperform” rating in a research note on Friday, October 30th. Seaport Research Partners raised Arthur J. Gallagher & Co. to a “buy” rating in a research report on Wednesday, October 7th. Wells Fargo & Company increased their target price on Arthur J. Gallagher & Co. from $284.00 to $312.00 and gave the company an “overweight” rating in a research note on Monday, November 2nd. Finally, Piper Sandler reaffirmed an “overweight” rating on shares of Arthur J. Gallagher & Co. in a report on Thursday, September 24th. Thirteen investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $292.05.

Arthur J. Gallagher & Co. Stock Performance

AJG stock traded down $6.92 on Friday, reaching $281.19. 1,506,281 shares of the company were exchanged, compared to its average volume of 1,647,535. The firm has a market capitalization of $72.07 billion, a PE ratio of 43.00, a PEG ratio of 1.60 and a beta of 0.47. Arthur J. Gallagher & Co. has a 12 month low of $190.75 and a 12 month high of $294.53. The stock’s fifty day moving average price is $250.04 and its 200 day moving average price is $233.19. 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. (NYSE:AJG) last issued its quarterly earnings results on Thursday, October 29th. The financial services provider reported $3.00 earnings per share for the quarter, beating analysts’ consensus estimates of $2.99 by $0.01. The firm had revenue of $3.92 billion during the quarter, compared to the consensus estimate of $3.98 billion. Arthur J. Gallagher & Co. had a net margin of 10.39% and a return on equity of 13.90%. The business’s revenue was up 19.6% on a year-over-year basis. During the same period in the prior year, the firm earned $2.32 EPS. On average, research analysts anticipate that Arthur J. Gallagher & Co. will post 13.11 EPS for the current fiscal year.

Arthur J. Gallagher & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, December 18th. Stockholders of record on Monday, December 7th will be given a dividend of $0.70 per share. The ex-dividend date of this dividend is Monday, December 7th. This represents a $2.80 dividend on an annualized basis and a dividend yield of 1.0%. Arthur J. Gallagher & Co.’s dividend payout ratio is currently 42.81%.

Insiders Place Their Bets

In related news, VP Scott R. Hudson sold 12,000 shares of the business’s stock in a transaction dated Wednesday, September 2nd. The stock was sold at an average price of $264.13, for a total transaction of $3,169,560.00. Following the transaction, the vice president directly owned 90,262 shares in the company, valued at $23,840,902.06. The trade was a 11.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CAO Richard C. Cary sold 1,000 shares of the company’s stock in a transaction that occurred on Tuesday, September 15th. The shares were sold at an average price of $252.86, for a total value of $252,860.00. Following the completion of the transaction, the chief accounting officer directly owned 46,819 shares of the company’s stock, valued at approximately $11,838,652.34. This trade represents a 2.09% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 90,596 shares of company stock valued at $24,953,010 in the last quarter. 1.40% of the stock is currently owned by insiders.

Arthur J. Gallagher & Co. News Roundup

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

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.