Danske Bank A S Makes New $47.07 Million Investment in Arthur J. Gallagher & Co. $AJG

Danske Bank A S purchased a new stake in Arthur J. Gallagher & Co. (NYSE:AJG) during the 3rd quarter, HoldingsChannel reports. The fund purchased 151,970 shares of the financial services provider’s stock, valued at approximately $47,071,000.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Dorsey & Whitney Trust CO LLC grew its stake in Arthur J. Gallagher & Co. by 1.4% in the 2nd quarter. Dorsey & Whitney Trust CO LLC now owns 2,623 shares of the financial services provider’s stock valued at $840,000 after buying an additional 35 shares in the last quarter. CX Institutional lifted its position in shares of Arthur J. Gallagher & Co. by 2.1% during the third quarter. CX Institutional now owns 1,782 shares of the financial services provider’s stock worth $552,000 after acquiring an additional 36 shares in the last quarter. D.A. Davidson & CO. boosted its holdings in shares of Arthur J. Gallagher & Co. by 1.3% in the third quarter. D.A. Davidson & CO. now owns 2,930 shares of the financial services provider’s stock worth $908,000 after acquiring an additional 38 shares during the period. Citizens Financial Group Inc. RI boosted its holdings in shares of Arthur J. Gallagher & Co. by 1.0% in the third quarter. Citizens Financial Group Inc. RI now owns 3,958 shares of the financial services provider’s stock worth $1,226,000 after acquiring an additional 38 shares during the period. Finally, Central Pacific Bank Trust Division grew its position in shares of Arthur J. Gallagher & Co. by 40.6% in the third quarter. Central Pacific Bank Trust Division now owns 135 shares of the financial services provider’s stock valued at $42,000 after purchasing an additional 39 shares in the last quarter. 85.53% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on AJG. Wall Street Zen raised Arthur J. Gallagher & Co. from a “sell” rating to a “hold” rating in a report on Saturday, February 21st. UBS Group reduced their target price on Arthur J. Gallagher & Co. from $285.00 to $283.00 and set a “neutral” rating for the company in a report on Monday, February 2nd. Weiss Ratings reissued a “hold (c+)” rating on shares of Arthur J. Gallagher & Co. in a report on Monday, December 29th. Morgan Stanley set a $300.00 price objective on shares of Arthur J. Gallagher & Co. in a research report on Friday, December 19th. Finally, Barclays raised shares of Arthur J. Gallagher & Co. from an “underweight” rating to an “overweight” rating and upped their target price for the stock from $247.00 to $262.00 in a report on Wednesday, March 11th. Nine equities research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $279.39.

Arthur J. Gallagher & Co. Stock Performance

NYSE:AJG opened at $209.78 on Thursday. The stock has a market cap of $53.93 billion, a P/E ratio of 34.11, a PEG ratio of 1.02 and a beta of 0.67. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 0.52. The business’s 50-day moving average price is $231.86 and its two-hundred day moving average price is $258.34. Arthur J. Gallagher & Co. has a twelve month low of $195.00 and a twelve month high of $351.23.

Arthur J. Gallagher & Co. (NYSE:AJG) last issued its quarterly earnings data on Thursday, January 29th. The financial services provider reported $2.38 EPS for the quarter, topping the consensus estimate of $2.35 by $0.03. The company had revenue of $3.57 billion during the quarter, compared to analyst estimates of $3.61 billion. Arthur J. Gallagher & Co. had a return on equity of 12.13% and a net margin of 11.84%.Arthur J. Gallagher & Co.’s revenue was up 33.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.12 earnings per share. As a group, equities analysts predict that Arthur J. Gallagher & Co. will post 11.54 EPS for the current fiscal year.

Arthur J. Gallagher & Co. Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Friday, March 6th will be issued a $0.70 dividend. This represents a $2.80 dividend on an annualized basis and a dividend yield of 1.3%. 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 payout ratio is currently 45.53%.

Insider Activity at Arthur J. Gallagher & Co.

In related news, General Counsel Walter D. Bay sold 15,850 shares of the stock in a transaction on Friday, December 19th. The stock was sold at an average price of $255.00, for a total value of $4,041,750.00. Following the transaction, the general counsel owned 79,549 shares of the company’s stock, valued at $20,284,995. This represents a 16.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Douglas K. Howell sold 5,000 shares of the firm’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $258.05, for a total value of $1,290,250.00. Following the sale, the chief financial officer owned 95,777 shares in the company, valued at $24,715,254.85. The trade was a 4.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 32,650 shares of company stock worth $8,137,686. Corporate insiders own 1.60% 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: 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.

Arthur J. Gallagher & Co. Company Profile

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.