Bank of New York Mellon Corp Cuts Holdings in Arthur J. Gallagher & Co. $AJG

Bank of New York Mellon Corp reduced its position in Arthur J. Gallagher & Co. (NYSE:AJG) by 2.2% during the third quarter, Holdings Channel.com reports. The institutional investor owned 1,360,869 shares of the financial services provider’s stock after selling 30,913 shares during the period. Bank of New York Mellon Corp’s holdings in Arthur J. Gallagher & Co. were worth $421,516,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in AJG. Vanguard Group Inc. boosted its position in shares of Arthur J. Gallagher & Co. by 2.3% during the 2nd quarter. Vanguard Group Inc. now owns 31,096,542 shares of the financial services provider’s stock valued at $9,954,625,000 after acquiring an additional 685,278 shares during the last quarter. State Street Corp grew its stake in shares of Arthur J. Gallagher & Co. by 1.1% in the 2nd quarter. State Street Corp now owns 10,743,493 shares of the financial services provider’s stock worth $3,439,207,000 after buying an additional 117,646 shares in the last quarter. Norges Bank bought a new stake in shares of Arthur J. Gallagher & Co. in the 2nd quarter worth about $1,536,230,000. WCM Investment Management LLC raised its position in Arthur J. Gallagher & Co. by 5.5% during the second quarter. WCM Investment Management LLC now owns 2,464,662 shares of the financial services provider’s stock valued at $783,097,000 after purchasing an additional 128,071 shares during the period. Finally, Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in shares of Arthur J. Gallagher & Co. by 4.2% in the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 2,381,835 shares of the financial services provider’s stock valued at $762,473,000 after purchasing an additional 94,940 shares during the last quarter. Hedge funds and other institutional investors own 85.53% of the company’s stock.

Analyst Ratings Changes

Several analysts recently weighed in on AJG shares. Barclays decreased their price target on Arthur J. Gallagher & Co. from $250.00 to $247.00 and set an “underweight” rating on the stock in a report on Thursday, January 8th. TD Cowen reissued a “buy” rating on shares of Arthur J. Gallagher & Co. in a research note on Friday, October 31st. Citigroup dropped their price target on shares of Arthur J. Gallagher & Co. from $330.00 to $277.00 and set a “neutral” rating for the company in a research note on Monday, November 3rd. Wolfe Research set a $289.00 price target on shares of Arthur J. Gallagher & Co. and gave the company an “outperform” rating in a report on Wednesday, December 17th. Finally, Needham & Company LLC set a $272.00 price objective on shares of Arthur J. Gallagher & Co. in a research note on Thursday, December 18th. Seven investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $290.50.

Arthur J. Gallagher & Co. Price Performance

Arthur J. Gallagher & Co. stock opened at $245.62 on Friday. The company has a debt-to-equity ratio of 0.52, a current ratio of 1.06 and a quick ratio of 1.06. The stock has a market cap of $63.08 billion, a price-to-earnings ratio of 36.71, a price-to-earnings-growth ratio of 1.31 and a beta of 0.67. The firm has a 50-day moving average of $253.20 and a two-hundred day moving average of $277.07. Arthur J. Gallagher & Co. has a 1 year low of $236.34 and a 1 year high of $351.23.

Arthur J. Gallagher & Co. (NYSE:AJG) last issued its earnings results on Thursday, January 29th. The financial services provider reported $2.38 EPS for the quarter, topping analysts’ consensus estimates of $2.35 by $0.03. The business had revenue of $3.57 billion for the quarter, compared to analyst estimates of $3.61 billion. Arthur J. Gallagher & Co. had a net margin of 13.58% and a return on equity of 11.98%. On average, research analysts forecast that Arthur J. Gallagher & Co. will post 11.54 earnings per share for the current year.

Arthur J. Gallagher & Co. Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Friday, March 6th will be given a dividend of $0.70 per share. This represents a $2.80 dividend on an annualized basis and a dividend yield of 1.1%. 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. Arthur J. Gallagher & Co.’s dividend payout ratio is currently 38.86%.

Insider Buying and Selling

In other news, General Counsel Walter D. Bay sold 15,850 shares of the business’s stock in a transaction dated 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 completion of the sale, the general counsel owned 79,549 shares in the company, valued at approximately $20,284,995. The trade was a 16.61% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Christopher E. Mead sold 4,000 shares of Arthur J. Gallagher & Co. stock in a transaction that occurred on Tuesday, December 23rd. The shares were sold at an average price of $258.11, for a total transaction of $1,032,440.00. Following the transaction, the vice president directly owned 17,327 shares in the company, valued at approximately $4,472,271.97. The trade was a 18.76% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 32,100 shares of company stock valued at $8,243,865 over the last quarter. 1.60% of the stock is owned by company insiders.

More Arthur J. Gallagher & Co. News

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

• Positive Sentiment: Board raised the quarterly cash dividend to $0.70 (7.7% increase), supporting income investors and signaling confidence in cash generation. Arthur J. Gallagher & Co. Increases Cash Dividend to $0.70 per Share
• Positive Sentiment: Adjusted profit rose strongly (Reuters: +24.5% in the fourth quarter) driven by commissions and fees, indicating healthy demand and margin drivers that investors favor. Arthur J Gallagher’s quarterly profit rises on fees, commission growth
• Positive Sentiment: Some outlets and market reactions framed the report as a beat, with shares described as jumping after the results — supporting short-term bullish momentum. Arthur J. Gallagher shares jump after beating Q4 expectations
• Neutral Sentiment: Reported EPS was $2.38; some services (Zacks) treated it as a beat versus their $2.35 consensus, showing year-over-year improvement from $2.13. This supports earnings momentum but depends on which consensus you reference. Arthur J. Gallagher (AJG) Q4 Earnings and Revenues Beat Estimates
• Neutral Sentiment: Company released full-quarter and FY-2025 results and hosted a conference call — useful for investors wanting management commentary on outlook, inorganic growth and expense trends. Arthur J. Gallagher & Co. Announces Fourth Quarter and Full Year 2025 Financial Results
• Negative Sentiment: Other reports show the quarter missed some street expectations: EPS was slightly below certain consensus figures (e.g., $2.42) and revenue came in below estimates (~$3.56B vs. ~$3.61B), which tempers the upbeat adjusted-profit headlines. Arthur J. Gallagher & Co. Q4 results (MarketBeat) Arthur J Gallagher earnings missed by $1.77, revenue fell short of estimates

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.