CIBC Private Wealth Group LLC Has $84.76 Million Stock Holdings in Arthur J. Gallagher & Co. $AJG

CIBC Private Wealth Group LLC trimmed its holdings in Arthur J. Gallagher & Co. (NYSE:AJG) by 11.1% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 273,659 shares of the financial services provider’s stock after selling 34,013 shares during the quarter. CIBC Private Wealth Group LLC owned about 0.11% of Arthur J. Gallagher & Co. worth $84,763,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Physician Wealth Advisors Inc. grew its stake in shares of Arthur J. Gallagher & Co. by 870.0% during the third quarter. Physician Wealth Advisors Inc. now owns 97 shares of the financial services provider’s stock valued at $30,000 after purchasing an additional 87 shares during the last quarter. Rakuten Securities Inc. raised its position in Arthur J. Gallagher & Co. by 650.0% in the 2nd quarter. Rakuten Securities Inc. now owns 105 shares of the financial services provider’s stock worth $34,000 after purchasing an additional 91 shares during the last quarter. Financial Life Planners acquired a new position in Arthur J. Gallagher & Co. during the 3rd quarter worth $39,000. Central Pacific Bank Trust Division boosted its position in Arthur J. Gallagher & Co. by 40.6% in the 3rd quarter. Central Pacific Bank Trust Division now owns 135 shares of the financial services provider’s stock valued at $42,000 after buying an additional 39 shares during the last quarter. Finally, Westside Investment Management Inc. increased its stake in shares of Arthur J. Gallagher & Co. by 100.0% in the 3rd quarter. Westside Investment Management Inc. now owns 136 shares of the financial services provider’s stock valued at $42,000 after buying an additional 68 shares during the period. Institutional investors own 85.53% of the company’s stock.

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

In related news, VP Christopher E. Mead sold 4,000 shares of the company’s stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $227.12, for a total transaction of $908,480.00. Following the sale, the vice president owned 19,306 shares in the company, valued at approximately $4,384,778.72. This represents a 17.16% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Scott R. Hudson sold 3,800 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $227.57, for a total value of $864,766.00. Following the completion of the transaction, the vice president owned 85,920 shares of the company’s stock, valued at approximately $19,552,814.40. This represents a 4.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 32,650 shares of company stock valued at $8,137,686. Corporate insiders own 1.60% of the company’s stock.

Arthur J. Gallagher & Co. Price Performance

Shares of AJG opened at $209.78 on Thursday. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 0.52. Arthur J. Gallagher & Co. has a twelve month low of $195.00 and a twelve month high of $351.23. The stock has a market capitalization of $53.93 billion, a P/E ratio of 34.11, a P/E/G ratio of 1.02 and a beta of 0.67. The company has a 50 day moving average of $231.86 and a 200-day moving average of $258.34.

Arthur J. Gallagher & Co. (NYSE:AJG) last announced its quarterly earnings data 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. Arthur J. Gallagher & Co. had a net margin of 11.84% and a return on equity of 12.13%. The business had revenue of $3.57 billion for the quarter, compared to analyst estimates of $3.61 billion. During the same quarter in the previous year, the firm posted $1.12 earnings per share. The firm’s revenue for the quarter was up 33.9% on a year-over-year basis. As a group, equities research analysts forecast that Arthur J. Gallagher & Co. will post 11.54 EPS for the current fiscal year.

Arthur J. Gallagher & Co. Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Friday, March 6th will be given a dividend of $0.70 per share. This is a boost from Arthur J. Gallagher & Co.’s previous quarterly dividend of $0.65. The ex-dividend date of this dividend is Friday, March 6th. This represents a $2.80 annualized dividend and a yield of 1.3%. Arthur J. Gallagher & Co.’s payout ratio is presently 45.53%.

Key Stories Impacting Arthur J. Gallagher & Co.

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

• Positive Sentiment: RBC Capital assigned an Outperform rating on AJG and set a higher price target, signaling stronger analyst conviction that could attract buyers. Read More.
• Positive Sentiment: AJG completed the acquisition of Asset Partners Private Wealth (Australia), expanding its wealth-management footprint — a strategic tuck‑in that supports revenue diversification and long‑term organic growth. Read More.
• Neutral Sentiment: Management discussed strategy, organic growth outlook and AI initiatives in an investor meeting transcript — these initiatives could boost efficiency and underwriting/retention over time but are longer‑term in nature. Read More.
• Neutral Sentiment: Piper Sandler reiterated its Hold rating on AJG, maintaining a cautious view that limits upside from some institutional investors. Read More.
• Negative Sentiment: Truist lowered its price target on AJG from $271 to $235 and kept a Hold rating; the cut reduces near‑term analyst upside and may weigh on momentum. Read More.
• Negative Sentiment: Coverage notes and market commentary flagged AJG’s reaction to the Truist revision and its implications for S&P 500 composition, which added short‑term volatility and mixed investor signals. Read More.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. Wolfe Research set a $289.00 price target on Arthur J. Gallagher & Co. and gave the company an “outperform” rating in a research note on Wednesday, December 17th. BMO Capital Markets lowered Arthur J. Gallagher & Co. from an “outperform” rating to a “market perform” rating and cut their target price for the company from $289.00 to $275.00 in a research note on Tuesday, January 13th. Evercore reduced their price target on shares of Arthur J. Gallagher & Co. from $353.00 to $334.00 and set an “outperform” rating on the stock in a research report on Wednesday, December 17th. Wall Street Zen upgraded Arthur J. Gallagher & Co. from a “sell” rating to a “hold” rating in a report on Saturday, February 21st. Finally, Wells Fargo & Company lowered their price target on Arthur J. Gallagher & Co. from $311.00 to $298.00 and set an “overweight” rating for the company in a report on Friday, January 30th. Nine investment analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $279.39.

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.