Principal Financial Group Inc. Has $887.98 Million Holdings in Arthur J. Gallagher & Co. $AJG

Principal Financial Group Inc. grew its holdings in Arthur J. Gallagher & Co. (NYSE:AJG) by 26.1% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,866,786 shares of the financial services provider’s stock after acquiring an additional 593,483 shares during the quarter. Principal Financial Group Inc. owned 1.12% of Arthur J. Gallagher & Co. worth $887,976,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. grew its stake in Arthur J. Gallagher & Co. by 2.3% during the second quarter. Vanguard Group Inc. now owns 31,096,542 shares of the financial services provider’s stock worth $9,954,625,000 after buying an additional 685,278 shares in the last quarter. State Street Corp boosted its position in Arthur J. Gallagher & Co. by 1.1% in the second quarter. State Street Corp now owns 10,743,493 shares of the financial services provider’s stock valued at $3,439,207,000 after buying an additional 117,646 shares in the last quarter. Norges Bank bought a new stake in Arthur J. Gallagher & Co. during the 2nd quarter worth $1,536,230,000. WCM Investment Management LLC grew its holdings in shares of 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 worth $783,097,000 after purchasing an additional 128,071 shares during the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. increased its position in 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 acquiring an additional 94,940 shares during the period. 85.53% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

AJG has been the topic of a number of recent analyst reports. TD Cowen restated a “buy” rating on shares of Arthur J. Gallagher & Co. in a research report on Friday, October 31st. UBS Group decreased their price objective on Arthur J. Gallagher & Co. from $329.00 to $285.00 and set a “neutral” rating for the company in a report on Wednesday, December 17th. Mizuho set a $277.00 target price on shares of Arthur J. Gallagher & Co. in a report on Wednesday, January 14th. Keefe, Bruyette & Woods lowered their price target on Arthur J. Gallagher & Co. from $279.00 to $249.00 and set a “market perform” rating for the company in a research report on Friday. Finally, Piper Sandler dropped their target price on shares of Arthur J. Gallagher & Co. from $272.00 to $249.00 and set a “neutral” rating on the stock in a research report on Friday. Six analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Arthur J. Gallagher & Co. presently has an average rating of “Hold” and a consensus target price of $283.18.

More Arthur J. Gallagher & Co. News

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

• Positive Sentiment: Q4 EPS beat and margin expansion — AJG reported $2.38 EPS (above estimates) with improving commissions/fees and Risk Management margin expansion, underpinning profit growth. Arthur J. Gallagher Q4 Earnings & Revenues Beat, Dividend Raised
• Positive Sentiment: Dividend increase — the company raised its quarterly dividend (7.7% increase), a cash-return signal that supports investor sentiment. Arthur J. Gallagher & Co. Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Analyst support — William Blair reiterated a Buy rating today, citing reaffirmed growth outlook and margin expansion that support upside. Arthur J. Gallagher & Co.: Reaffirmed Growth Outlook and Margin Expansion Support Buy Rating
• Positive Sentiment: Operational outlook — management is targeting ~5.5% organic brokerage growth for 2026 and cites accelerating integration synergies, supporting medium‑term revenue expansion. Arthur J Gallagher targets 5.5% brokerage organic growth for 2026 as integration synergies accelerate
• Neutral Sentiment: Earnings call available — the full Q4 earnings call transcript and slide deck are posted, useful for investors who want details on segment performance and integration assumptions. Arthur J. Gallagher & Co. (AJG) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Analyst target cut — Keefe, Bruyette & Woods trimmed its price target to $249 and moved to Market Perform, introducing near-term selling pressure. Benzinga
• Negative Sentiment: Revenue shortfall vs. street — while EPS beat, some outlets report revenue missed consensus, which could temper enthusiasm until organic growth and integration gains prove durable. Arthur J Gallagher earnings missed by $1.77, revenue fell short of estimates

Insiders Place Their Bets

In related news, VP Christopher E. Mead sold 4,000 shares of the firm’s stock in a transaction on Tuesday, December 23rd. The stock was sold at an average price of $258.11, for a total value of $1,032,440.00. Following the completion of the sale, the vice president owned 17,327 shares of the company’s stock, valued at $4,472,271.97. This trade represents a 18.76% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Douglas K. Howell sold 5,000 shares of the company’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $258.05, for a total value of $1,290,250.00. Following the transaction, the chief financial officer owned 95,777 shares in the company, valued at $24,715,254.85. This trade represents a 4.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 32,100 shares of company stock worth $8,243,865. Insiders own 1.60% of the company’s stock.

Arthur J. Gallagher & Co. Stock Up 1.4%

Shares of NYSE:AJG opened at $249.40 on Friday. Arthur J. Gallagher & Co. has a one year low of $236.34 and a one year high of $351.23. The firm has a fifty day moving average price of $253.16 and a two-hundred day moving average price of $276.39. 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 company has a market cap of $64.05 billion, a price-to-earnings ratio of 40.55, a PEG ratio of 1.32 and a beta of 0.67.

Arthur J. Gallagher & Co. (NYSE:AJG) last issued its quarterly 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 firm 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 11.84% and a return on equity of 12.19%. The business’s revenue for the quarter was up 33.9% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.12 EPS. Analysts anticipate that Arthur J. Gallagher & Co. will post 11.54 EPS for the current fiscal year.

Arthur J. Gallagher & Co. Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Friday, March 6th will be issued a dividend of $0.70 per share. This is an increase from Arthur J. Gallagher & Co.’s previous quarterly dividend of $0.65. This represents a $2.80 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Friday, March 6th. Arthur J. Gallagher & Co.’s dividend payout ratio (DPR) is currently 38.86%.

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.