National Pension Service Purchases 7,281 Shares of Arthur J. Gallagher & Co. $AJG

National Pension Service increased its position in Arthur J. Gallagher & Co. (NYSE:AJG) by 1.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 477,628 shares of the financial services provider’s stock after acquiring an additional 7,281 shares during the period. National Pension Service owned about 0.19% of Arthur J. Gallagher & Co. worth $147,940,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vanguard Group Inc. raised its position in Arthur J. Gallagher & Co. by 2.3% in 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 acquiring an additional 685,278 shares during the period. State Street Corp increased 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 worth $3,439,207,000 after buying an additional 117,646 shares in the last quarter. Norges Bank bought a new position in shares of Arthur J. Gallagher & Co. in the second quarter worth about $1,536,230,000. WCM Investment Management LLC lifted its position in shares of Arthur J. Gallagher & Co. by 5.5% during the 2nd quarter. WCM Investment Management LLC now owns 2,464,662 shares of the financial services provider’s stock valued at $783,097,000 after buying an additional 128,071 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in shares of Arthur J. Gallagher & Co. by 4.2% during 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 owned by hedge funds and other institutional investors.

Arthur J. Gallagher & Co. Trading Up 1.4%

AJG opened at $249.40 on Friday. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.06 and a current ratio of 1.06. The stock’s 50 day moving average price is $253.16 and its 200-day moving average price is $276.39. Arthur J. Gallagher & Co. has a one year low of $236.34 and a one year high of $351.23. The stock has a market cap of $64.05 billion, a price-to-earnings ratio of 40.55, a P/E/G ratio of 1.32 and a beta of 0.67.

Arthur J. Gallagher & Co. (NYSE:AJG) last posted its quarterly earnings data on Thursday, January 29th. The financial services provider reported $2.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.35 by $0.03. Arthur J. Gallagher & Co. had a return on equity of 12.19% and a net margin of 11.84%.The company had revenue of $3.57 billion during the quarter, compared to analysts’ expectations of $3.61 billion. During the same quarter in the previous year, the business earned $1.12 EPS. Arthur J. Gallagher & Co.’s revenue was up 33.9% compared to the same quarter last year. On average, equities analysts forecast that Arthur J. Gallagher & Co. will post 11.54 EPS for the current year.

Arthur J. Gallagher & Co. Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Friday, March 6th will be paid a $0.70 dividend. The ex-dividend date of this dividend is Friday, March 6th. This represents a $2.80 annualized dividend and a yield of 1.1%. This is a boost from Arthur J. Gallagher & Co.’s previous quarterly dividend of $0.65. Arthur J. Gallagher & Co.’s payout ratio is 38.86%.

Key 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

Analyst Ratings Changes

Several equities analysts have weighed in on AJG shares. Needham & Company LLC set a $272.00 price target on shares of Arthur J. Gallagher & Co. in a report on Thursday, December 18th. BMO Capital Markets lowered Arthur J. Gallagher & Co. from an “outperform” rating to a “market perform” rating and dropped their price objective for the stock from $289.00 to $275.00 in a research note on Tuesday, January 13th. Barclays decreased their target price on Arthur J. Gallagher & Co. from $250.00 to $247.00 and set an “underweight” rating on the stock in a research note on Thursday, January 8th. The Goldman Sachs Group restated a “buy” rating and issued a $292.00 price target on shares of Arthur J. Gallagher & Co. in a research note on Wednesday, January 7th. Finally, Wells Fargo & Company reduced their price objective on shares of Arthur J. Gallagher & Co. from $311.00 to $298.00 and set an “overweight” rating on the stock in a research report on Friday. Six investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $283.18.

Insider Activity at Arthur J. Gallagher & Co.

In other news, VP Michael Robert Pesch purchased 4,000 shares of the stock in a transaction that occurred on Monday, November 3rd. The stock was purchased at an average price of $247.12 per share, for a total transaction of $988,480.00. Following the completion of the acquisition, the vice president owned 41,849 shares of the company’s stock, valued at approximately $10,341,724.88. This trade represents a 10.57% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, VP Christopher E. Mead sold 4,000 shares of Arthur J. Gallagher & Co. stock in a transaction on Tuesday, December 23rd. The shares were sold at an average price of $258.11, for a total value of $1,032,440.00. Following the sale, the vice president directly owned 17,327 shares of the company’s stock, valued at approximately $4,472,271.97. This trade represents a 18.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 32,100 shares of company stock worth $8,243,865 over the last ninety days. 1.60% of the stock is currently owned by company insiders.

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.