Key Points
- VP William Ziebell sold 23,510 shares for about $6.74 million, reducing his direct stake by 32.45% to 48,942 shares.
- Arthur J. Gallagher reported quarterly EPS of $3.00, narrowly beating estimates, while revenue of $3.92 billion missed forecasts; revenue grew 19.6% year over year.
- Analyst views were mixed, with a consensus “Moderate Buy” rating and an average price target of $292.05. The company also declared a quarterly dividend of $0.70 per share.
Arthur J. Gallagher & Co. (NYSE:AJG - Get Free Report) VP William Ziebell sold 23,510 shares of Arthur J. Gallagher & Co. stock in a transaction that occurred on Wednesday, November 4th. The stock was sold at an average price of $286.62, for a total transaction of $6,738,436.20. Following the transaction, the vice president directly owned 48,942 shares in the company, valued at $14,027,756.04. The trade was a 32.45% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.
Arthur J. Gallagher & Co. Stock Up 0.0%
Shares of NYSE AJG opened at $288.49 on Friday. The stock has a market cap of $73.94 billion, a P/E ratio of 44.11, a P/E/G ratio of 1.66 and a beta of 0.47. The firm has a 50 day moving average price of $249.61 and a 200 day moving average price of $233.06. The company has a debt-to-equity ratio of 0.49, a quick ratio of 1.05 and a current ratio of 1.05. Arthur J. Gallagher & Co. has a 52-week low of $190.75 and a 52-week high of $294.53.
Arthur J. Gallagher & Co. (NYSE:AJG - Get Free Report) last posted its earnings results on Thursday, October 29th. The financial services provider reported $3.00 earnings per share for the quarter, topping the consensus estimate of $2.99 by $0.01. The company had revenue of $3.92 billion for the quarter, compared to analyst estimates 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 for the quarter was up 19.6% compared to the same quarter last year. During the same period last year, the business posted $2.32 earnings per share. Analysts expect that Arthur J. Gallagher & Co. will post 13.11 EPS for the current year.
Arthur J. Gallagher & Co. Dividend Announcement
The company also recently declared a quarterly dividend, which will be paid on Friday, December 18th. Stockholders of record on Monday, December 7th will be issued a $0.70 dividend. The ex-dividend date of this dividend is Monday, December 7th. This represents a $2.80 annualized dividend and a dividend yield of 1.0%. Arthur J. Gallagher & Co.'s payout ratio is 42.81%.
Analysts Set New Price Targets
AJG has been the topic of several research analyst reports. Seaport Research Partners raised Arthur J. Gallagher & Co. to a "buy" rating in a research note on Wednesday, October 7th. UBS Group boosted their target price on Arthur J. Gallagher & Co. from $299.00 to $320.00 and gave the company a "buy" rating in a research note on Monday. Keefe, Bruyette & Woods restated an "outperform" rating on shares of Arthur J. Gallagher & Co. in a report on Friday, October 30th. Truist Financial increased their price target on Arthur J. Gallagher & Co. from $265.00 to $275.00 and gave the stock a "hold" rating in a report on Friday, October 30th. Finally, Cantor Fitzgerald dropped their price target on Arthur J. Gallagher & Co. from $300.00 to $280.00 and set a "neutral" rating on the stock in a research report on Wednesday, October 7th. Thirteen equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, Arthur J. Gallagher & Co. presently has a consensus rating of "Moderate Buy" and an average price target of $292.05.
Get Our Latest Report on AJG
Institutional Inflows and Outflows
Several institutional investors and hedge funds have recently made changes to their positions in the stock. Gtcr LLC bought a new stake in Arthur J. Gallagher & Co. in the 1st quarter valued at $514,112,000. Bank of New York Mellon Corp acquired a new position in Arthur J. Gallagher & Co. in the 2nd quarter worth $289,484,000. Tidal Investments LLC boosted its stake in Arthur J. Gallagher & Co. by 303.7% in the 2nd quarter. Tidal Investments LLC now owns 638,601 shares of the financial services provider's stock worth $146,604,000 after purchasing an additional 480,413 shares during the period. Principal Financial Group Inc. raised its stake in shares of Arthur J. Gallagher & Co. by 14.4% in the 1st quarter. Principal Financial Group Inc. now owns 3,242,088 shares of the financial services provider's stock valued at $702,182,000 after purchasing an additional 409,145 shares during the period. Finally, Bank of America Corp DE lifted its holdings in shares of Arthur J. Gallagher & Co. by 23.0% in the first quarter. Bank of America Corp DE now owns 1,854,488 shares of the financial services provider's stock valued at $401,645,000 after purchasing an additional 346,409 shares in the last quarter. Institutional investors and hedge funds own 85.53% of the company's stock.
Key Headlines Impacting Arthur J. Gallagher & Co.
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, indicating potential upside. Jefferies analyst report
- Neutral Sentiment: AJG’s latest reported quarter showed EPS of $3.00, slightly ahead of the $2.99 consensus, and revenue growth of 19.6% year over year. Revenue of $3.92 billion was below the $3.98 billion estimate.
- Negative Sentiment: Dowling & Partners cut its FY2026 EPS forecast to $13.15 from $13.75, bringing it close to the broader consensus of about $13.16.
- Negative Sentiment: BMO Capital Markets downgraded AJG to Market Perform from Outperform, citing profit-taking; Citigroup also cut its rating to Neutral, saying the risk-reward balance had shifted. These calls may temper near-term enthusiasm after the stock’s strong run. BMO downgrade report
- Negative Sentiment: Several senior insiders sold shares: VP William Ziebell sold 23,510 shares, reducing his position by 32.45%; CFO Douglas Howell sold 30,996 shares, and VP Christopher Mead sold 7,590. Insider sales do not necessarily indicate a change in outlook, but the transactions could weigh on sentiment. Ziebell SEC filing Howell SEC filing Mead SEC filing
About Arthur J. Gallagher & Co.
(
Get Free Report)
Arthur J. Gallagher & Co is a global insurance brokerage, risk management and consulting company. The firm helps businesses, public entities and individuals identify, manage and transfer risk through insurance and related services.
Its operations include retail insurance brokerage, employee benefits consulting, wholesale brokerage, reinsurance brokerage, claims administration and risk management consulting. Gallagher places commercial and personal insurance coverage and provides services related to property and casualty risks, health care, benefits, and other specialized insurance needs.
Founded in 1927 by Arthur J.
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