4,018 Arthur J. Gallagher & Co. $AJG Shares Purchased by Balentine LLC

Balentine LLC lifted its holdings in shares of Arthur J. Gallagher & Co. (NYSE:AJG) by 114.7% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 7,522 shares of the financial services provider’s stock after acquiring an additional 4,018 shares during the quarter. Balentine LLC’s holdings in Arthur J. Gallagher & Co. were worth $1,716,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of the business. Parallel Advisors LLC raised its holdings in shares of Arthur J. Gallagher & Co. by 1.2% during the third quarter. Parallel Advisors LLC now owns 4,287 shares of the financial services provider’s stock valued at $978,000 after purchasing an additional 49 shares during the last quarter. United Advisor Group LLC bought a new position in Arthur J. Gallagher & Co. during the third quarter valued at approximately $217,000. Heritage Family Offices LLP bought a new position in Arthur J. Gallagher & Co. during the third quarter valued at approximately $151,000. Calamos Advisors LLC boosted its holdings in Arthur J. Gallagher & Co. by 2.1% in the third quarter. Calamos Advisors LLC now owns 85,701 shares of the financial services provider’s stock worth $19,549,000 after purchasing an additional 1,727 shares during the last quarter. Finally, Alta Advisers Ltd boosted its holdings in Arthur J. Gallagher & Co. by 96.2% in the third quarter. Alta Advisers Ltd now owns 1,919 shares of the financial services provider’s stock worth $438,000 after purchasing an additional 941 shares during the last quarter. 85.53% of the stock is currently owned by institutional investors.

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

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on AJG shares. Evercore boosted their target price on shares of Arthur J. Gallagher & Co. from $295.00 to $307.00 and gave the company an “outperform” rating in a research note on Thursday, October 8th. Citigroup lowered Arthur J. Gallagher & Co. from a “buy” rating to a “neutral” rating and lifted their price objective for the stock from $285.00 to $300.00 in a report on Monday, November 2nd. Oppenheimer initiated coverage on Arthur J. Gallagher & Co. in a report on Wednesday, October 7th. They issued a “market perform” rating for the company. The Goldman Sachs Group reiterated a “buy” rating and set a $296.00 price objective on shares of Arthur J. Gallagher & Co. in a research report on Friday, October 30th. Finally, UBS Group boosted their price target on Arthur J. Gallagher & Co. from $299.00 to $320.00 and gave the company a “buy” rating in a research note on Monday, November 2nd. Thirteen equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, Arthur J. Gallagher & Co. currently has an average rating of “Moderate Buy” and an average price target of $292.05.

Insider Buying and Selling at Arthur J. Gallagher & Co.

In other news, VP William F. Ziebell sold 23,510 shares of the firm’s stock in a transaction dated 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 owned 48,942 shares of the company’s stock, valued at $14,027,756.04. This trade represents a 32.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Christopher E. Mead sold 7,590 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the vice president directly owned 22,287 shares in the company, valued at $6,234,119.64. This trade represents a 25.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 90,596 shares of company stock valued at $24,953,010 in the last ninety days. 1.40% of the stock is currently owned by company insiders.

Arthur J. Gallagher & Co. Trading Down 2.4%

Shares of Arthur J. Gallagher & Co. stock opened at $281.19 on Friday. Arthur J. Gallagher & Co. has a 1-year low of $190.75 and a 1-year high of $294.53. The company’s fifty day simple moving average is $250.04 and its 200-day simple moving average 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. The stock has a market capitalization of $72.07 billion, a PE ratio of 43.00, a P/E/G ratio of 1.62 and a beta of 0.47.

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

Arthur J. Gallagher & Co. Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, December 18th. Investors of record on Monday, December 7th will be given 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 payout ratio is 42.81%.

Arthur J. Gallagher & Co. Profile

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.