Arthur J. Gallagher & Co. $AJG Shares Sold by Pittenger & Anderson Inc.

Key Points

• Pittenger & Anderson Inc. trimmed its stake in Arthur J. Gallagher by 34.7% in Q4, selling 6,483 shares and leaving 12,190 shares worth about $3.16M; roughly 85.5% of AJG is owned by institutional investors.
• Two company VPs — Scott R. Hudson and Christopher E. Mead — sold 3,800 and 4,000 shares in early March at about $227 per share, representing notable insider selling.
• AJG reported Q1 EPS of $4.47 (beat by $0.04) with revenue up ~29% YoY to $4.71B, the board declared a $0.70 quarterly dividend, and management reiterated ~6% organic growth for FY2026 while raising AssuredPartners synergy targets to $300M by early 2028.

Pittenger & Anderson Inc. trimmed its position in Arthur J. Gallagher & Co. (NYSE:AJG - Free Report) by 34.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 12,190 shares of the financial services provider's stock after selling 6,483 shares during the period. Pittenger & Anderson Inc.'s holdings in Arthur J. Gallagher & Co. were worth $3,155,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Benjamin Edwards Inc. boosted its holdings in shares of Arthur J. Gallagher & Co. by 25.0% during the 4th quarter. Benjamin Edwards Inc. now owns 162,213 shares of the financial services provider's stock worth $41,988,000 after purchasing an additional 32,494 shares during the last quarter. Strs Ohio boosted its holdings in shares of Arthur J. Gallagher & Co. by 29.2% during the 4th quarter. Strs Ohio now owns 77,216 shares of the financial services provider's stock worth $19,983,000 after purchasing an additional 17,435 shares during the last quarter. Manhattan West Asset Management LLC boosted its holdings in shares of Arthur J. Gallagher & Co. by 0.7% during the 4th quarter. Manhattan West Asset Management LLC now owns 6,870 shares of the financial services provider's stock worth $1,778,000 after purchasing an additional 49 shares during the last quarter. Robertson Stephens Wealth Management LLC acquired a new position in shares of Arthur J. Gallagher & Co. during the 4th quarter worth approximately $481,000. Finally, Mutual Advisors LLC boosted its holdings in shares of Arthur J. Gallagher & Co. by 3.2% during the 4th quarter. Mutual Advisors LLC now owns 2,227 shares of the financial services provider's stock worth $576,000 after purchasing an additional 69 shares during the last quarter. 85.53% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, VP Scott R. Hudson sold 3,800 shares of the company's stock in a transaction on Friday, March 6th. The stock was sold at an average price of $227.57, for a total transaction of $864,766.00. Following the sale, 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Christopher E. Mead sold 4,000 shares of the company's stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $227.12, for a total value of $908,480.00. Following the sale, the vice president directly owned 19,306 shares in the company, valued at $4,384,778.72. This represents a 17.16% decrease in their position. The SEC filing for this sale provides additional information. 1.40% of the stock is owned by insiders.

Trending Headlines about Arthur J. Gallagher & Co.

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

• Positive Sentiment: Q1 results: EPS of $4.47 beat the consensus ($4.43); revenue rose ~29% YoY and commissions & fees increased ~28%, with Risk Management margin expansion and eight closed deals. This supports earnings momentum. Arthur J. Gallagher Q1 Earnings Beat
• Positive Sentiment: Management guidance and M&A synergies: Gallagher reiterated ~6% organic growth for FY2026 and raised the AssuredPartners synergy target to $300M by early 2028 — a signal of expected cost/revenue benefits from recent deals. AssuredPartners synergy target rises
• Positive Sentiment: Dividend reaffirmed: Board declared a $0.70 quarterly dividend (record June 5, payable June 19), providing an income element that can support investor interest.
• Neutral Sentiment: Mixed beats vs. consensus: While EPS topped estimates, revenue was roughly in line or slightly below some street estimates (~$4.71B vs varying ~$4.73–4.8B forecasts), leaving some ambiguity on top‑line momentum. Q1 in line with expectations
• Neutral Sentiment: Earnings call/transcript available: Management commentary (on productivity, automation/AI plans and integration of recent acquisitions) will be key for near‑term sentiment; read the call transcript for details. Earnings call transcript
• Negative Sentiment: Analyst action: Keefe, Bruyette & Woods cut its price target from $246 to $235 and moved to a "market perform" rating, adding a note of caution despite upside to the new target. Keefe Bruyette price target cut
• Negative Sentiment: Pre‑earnings de‑risking and insider sales: The stock saw earlier intraday weakness as some investors trimmed positions ahead of the report; documented insider selling and large institutional rebalances may keep volatility elevated. Pre-earnings de-risking analysis

Arthur J. Gallagher & Co. Stock Up 0.8%

Shares of NYSE AJG opened at $208.00 on Friday. The firm has a market cap of $53.48 billion, a price-to-earnings ratio of 33.66, a PEG ratio of 1.04 and a beta of 0.54. 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 52-week low of $195.00 and a 52-week high of $351.23. The business's 50 day moving average is $217.24 and its two-hundred day moving average is $239.97.

Arthur J. Gallagher & Co. (NYSE:AJG - Get Free Report) last announced its earnings results on Thursday, April 30th. The financial services provider reported $4.47 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.43 by $0.04. The company had revenue of $4.71 billion for the quarter, compared to analyst estimates of $4.73 billion. Arthur J. Gallagher & Co. had a return on equity of 12.91% and a net margin of 10.76%.The firm's quarterly revenue was up 29.0% compared to the same quarter last year. During the same quarter in the previous year, the company earned $3.67 earnings per share. Research analysts predict that Arthur J. Gallagher & Co. will post 13.19 EPS for the current year.

Arthur J. Gallagher & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, June 19th. Shareholders of record on Friday, June 5th will be given a $0.70 dividend. The ex-dividend date of this dividend is Friday, June 5th. This represents a $2.80 dividend on an annualized basis and a yield of 1.3%. Arthur J. Gallagher & Co.'s payout ratio is presently 45.53%.

Analyst Upgrades and Downgrades

AJG has been the topic of several recent research reports. Mizuho lowered their target price on Arthur J. Gallagher & Co. from $260.00 to $259.00 and set an "outperform" rating on the stock in a report on Monday, April 13th. Truist Financial reduced their price target on shares of Arthur J. Gallagher & Co. from $235.00 to $225.00 and set a "hold" rating on the stock in a research report on Friday. Jefferies Financial Group reduced their price target on shares of Arthur J. Gallagher & Co. from $283.00 to $280.00 and set a "hold" rating on the stock in a research report on Monday, February 2nd. Wall Street Zen raised shares of Arthur J. Gallagher & Co. from a "sell" rating to a "hold" rating in a research report on Saturday, February 21st. Finally, Royal Bank Of Canada initiated coverage on shares of Arthur J. Gallagher & Co. in a research report on Tuesday, March 17th. They set an "outperform" rating and a $260.00 price target on the stock. Ten analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company's stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $271.82.

Arthur J. Gallagher & Co. 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.

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