Arthur J. Gallagher & Co. (NYSE:AJG) Stock: Insider Susan Pietrucha Sells 15,020 Shares

November 11, 2026 by InsiderTrades.com

Key Points

Insider Susan Pietrucha sold 15,020 shares for about $4.24 million at an average price of $282.30, reducing her stake by 47.22% to 16,791 shares.
Quarterly EPS of $3.00 slightly beat estimates, while revenue of $3.92 billion fell short of forecasts; revenue nevertheless grew 19.6% year over year.
Analysts give AJG a consensus “Moderate Buy” rating, with an average price target of $292.05; several firms recently raised their targets to $315–$320.

Arthur J. Gallagher & Co. (NYSE:AJG - Get Free Report) insider Susan Pietrucha sold 15,020 shares of the company's stock in a transaction dated Monday, November 9th. The shares were sold at an average price of $282.30, for a total transaction of $4,240,146.00. Following the completion of the transaction, the insider owned 16,791 shares in the company, valued at approximately $4,740,099.30. This trade represents a 47.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link.

Arthur J. Gallagher & Co. Price Performance

Arthur J. Gallagher & Co. stock opened at $282.86 on Wednesday. Arthur J. Gallagher & Co. has a 12-month low of $190.75 and a 12-month high of $294.53. The stock has a market capitalization of $72.53 billion, a P/E ratio of 43.25, a P/E/G ratio of 1.61 and a beta of 0.47. The firm's 50-day moving average is $250.71 and its two-hundred day moving average is $233.51. 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 - Get Free Report) last posted its quarterly earnings data 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 business had revenue of $3.92 billion during 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 company's revenue was up 19.6% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.32 earnings per share. Equities analysts predict that Arthur J. Gallagher & Co. will post 13.13 earnings per share for the current year.

Arthur J. Gallagher & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, December 18th. Shareholders of record on Monday, December 7th will be paid a $0.70 dividend. This represents a $2.80 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Monday, December 7th. Arthur J. Gallagher & Co.'s payout ratio is presently 42.81%.

Analyst Ratings Changes

Several research analysts have weighed in on AJG shares. Royal Bank Of Canada boosted their price target on Arthur J. Gallagher & Co. from $290.00 to $315.00 and gave the company an "outperform" rating in a report on Friday, October 30th. Jefferies Financial Group raised their price objective on Arthur J. Gallagher & Co. from $295.00 to $319.00 and gave the stock a "buy" rating in a report on Tuesday, November 3rd. Piper Sandler reaffirmed an "overweight" rating on shares of Arthur J. Gallagher & Co. in a research report on Thursday, September 24th. The Goldman Sachs Group reiterated a "buy" rating and issued a $296.00 target price on shares of Arthur J. Gallagher & Co. in a research note on Friday, October 30th. Finally, UBS Group increased their target price on Arthur J. Gallagher & Co. from $299.00 to $320.00 and gave the stock a "buy" rating in a research report on Monday, November 2nd. Thirteen investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, Arthur J. Gallagher & Co. currently has a consensus rating of "Moderate Buy" and an average target price of $292.05.

View Our Latest Stock Analysis on AJG

Institutional Investors Weigh In On Arthur J. Gallagher & Co.

Institutional investors have recently bought and sold shares of the stock. Gtcr LLC purchased a new position in Arthur J. Gallagher & Co. during the first quarter worth approximately $514,112,000. Bank of New York Mellon Corp purchased a new stake in shares of Arthur J. Gallagher & Co. during the 2nd quarter valued at $289,484,000. Tidal Investments LLC grew its stake in shares of Arthur J. Gallagher & Co. by 303.7% during the 2nd quarter. Tidal Investments LLC now owns 638,601 shares of the financial services provider's stock valued at $146,604,000 after buying an additional 480,413 shares during the period. Principal Financial Group Inc. grew its stake in shares of Arthur J. Gallagher & Co. by 14.4% during 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 buying an additional 409,145 shares during the period. Finally, Voya Investment Management LLC increased its holdings in shares of Arthur J. Gallagher & Co. by 249.8% during the 3rd quarter. Voya Investment Management LLC now owns 547,192 shares of the financial services provider's stock worth $124,820,000 after buying an additional 390,753 shares during the last quarter. 85.53% of the stock is currently owned by hedge funds and other institutional investors.

Arthur J. Gallagher & Co. Company Profile

(Get Free Report)

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.