Arthur J. Gallagher & Co. $AJG Stock Acquired by Rakuten Investment Management Inc.

Key Points

• Rakuten Investment Management increased its AJG stake 9.5% in the third quarter, adding 4,012 shares to reach 46,042 shares valued at about $10.5 million. Institutional investors collectively own 85.53% of the stock.
• AJG reported quarterly EPS of $3.00, slightly above the $2.99 consensus, while revenue rose 19.6% year over year to $3.92 billion but missed the $3.98 billion estimate.
• Analyst sentiment is mixed: the consensus rating is “Moderate Buy” with a $292.05 price target, though Citigroup downgraded the stock to Neutral. Insiders have sold 90,596 shares worth about $25 million over the past 90 days.

Rakuten Investment Management Inc. grew its stake in shares of Arthur J. Gallagher & Co. (NYSE:AJG - Free Report) by 9.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 46,042 shares of the financial services provider's stock after buying an additional 4,012 shares during the period. Rakuten Investment Management Inc.'s holdings in Arthur J. Gallagher & Co. were worth $10,486,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of AJG. Provenance Wealth Advisors LLC raised its stake in Arthur J. Gallagher & Co. by 17,971.4% in the third quarter. Provenance Wealth Advisors LLC now owns 1,265 shares of the financial services provider's stock valued at $289,000 after purchasing an additional 1,258 shares in the last quarter. TrinityBridge Ltd grew its stake in Arthur J. Gallagher & Co. by 4.0% in the 3rd quarter. TrinityBridge Ltd now owns 1,181 shares of the financial services provider's stock worth $270,000 after buying an additional 45 shares in the last quarter. Mountain Pacific Investment Advisers LLC grew its stake in Arthur J. Gallagher & Co. by 1.4% in the 3rd quarter. Mountain Pacific Investment Advisers LLC now owns 76,466 shares of the financial services provider's stock worth $17,443,000 after buying an additional 1,058 shares in the last quarter. First Nebraska Trust Co bought a new position in shares of Arthur J. Gallagher & Co. in the 3rd quarter worth $3,870,000. Finally, Garde Capital Inc. increased its holdings in shares of Arthur J. Gallagher & Co. by 42.1% in the 3rd quarter. Garde Capital Inc. now owns 3,039 shares of the financial services provider's stock worth $693,000 after buying an additional 900 shares during the last quarter. 85.53% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

AJG has been the topic of several recent research reports. Citigroup lowered Arthur J. Gallagher & Co. from a "buy" rating to a "neutral" rating and increased their price objective for the company from $285.00 to $300.00 in a research report on Monday. UBS Group boosted their target price on Arthur J. Gallagher & Co. from $299.00 to $320.00 and gave the stock a "buy" rating in a research report on Monday. Mizuho upped their target price on Arthur J. Gallagher & Co. from $271.00 to $302.00 and gave the stock an "outperform" rating in a research note on Friday, October 30th. Wells Fargo & Company lifted their price target on shares of Arthur J. Gallagher & Co. from $284.00 to $312.00 and gave the stock an "overweight" rating in a research note on Monday. Finally, Wolfe Research lowered shares of Arthur J. Gallagher & Co. from an "outperform" rating to a "peer perform" rating in a report on Thursday, July 9th. Thirteen analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $292.05.

Key Arthur J. Gallagher & Co. News

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

• Positive Sentiment: Jefferies raised its price target to $319 from $295 and maintained a Buy rating, indicating potential upside. Jefferies analyst report
• Neutral Sentiment: AJG’s latest reported quarter showed EPS of $3.00, slightly ahead of the $2.99 consensus, and revenue growth of 19.6% year over year. Revenue of $3.92 billion was below the $3.98 billion estimate.
• Negative Sentiment: Dowling & Partners cut its FY2026 EPS forecast to $13.15 from $13.75, bringing it close to the broader consensus of about $13.16.
• Negative Sentiment: BMO Capital Markets downgraded AJG to Market Perform from Outperform, citing profit-taking; Citigroup also cut its rating to Neutral, saying the risk-reward balance had shifted. These calls may temper near-term enthusiasm after the stock’s strong run. BMO downgrade report
• Negative Sentiment: Several senior insiders sold shares: VP William Ziebell sold 23,510 shares, reducing his position by 32.45%; CFO Douglas Howell sold 30,996 shares, and VP Christopher Mead sold 7,590. Insider sales do not necessarily indicate a change in outlook, but the transactions could weigh on sentiment. Ziebell SEC filing Howell SEC filing Mead SEC filing

Insider Transactions at Arthur J. Gallagher & Co.

In other news, General Counsel Walter D. Bay sold 12,000 shares of the stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $270.08, for a total transaction of $3,240,960.00. Following the completion of the transaction, the general counsel directly owned 71,292 shares in the company, valued at approximately $19,254,543.36. This represents a 14.41% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP William F. Ziebell sold 23,510 shares of Arthur J. Gallagher & Co. stock in a transaction on Wednesday, November 4th. The stock was sold at an average price of $286.62, for a total transaction of $6,738,436.20. Following the completion of the transaction, the vice president directly owned 48,942 shares of the company's stock, valued at $14,027,756.04. The trade was a 32.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 90,596 shares of company stock valued at $24,953,010. 1.40% of the stock is owned by corporate insiders.

Arthur J. Gallagher & Co. Stock Performance

Shares of AJG stock opened at $288.49 on Friday. The firm has a market capitalization of $73.94 billion, a price-to-earnings ratio of 44.11, a PEG ratio of 1.66 and a beta of 0.47. The stock has a fifty day moving average of $249.61 and a 200 day moving average of $233.06. Arthur J. Gallagher & Co. has a 52 week low of $190.75 and a 52 week high of $294.53. The company has a quick ratio of 1.05, a current ratio of 1.05 and a debt-to-equity ratio of 0.49.

Arthur J. Gallagher & Co. (NYSE:AJG - Get Free Report) last issued its quarterly earnings results on Thursday, October 29th. The financial services provider reported $3.00 earnings per share for the quarter, topping the consensus estimate of $2.99 by $0.01. The company had revenue of $3.92 billion for the quarter, compared to analysts' expectations of $3.98 billion. Arthur J. Gallagher & Co. had a return on equity of 13.90% and a net margin of 10.39%. The firm's revenue for the quarter was up 19.6% on a year-over-year basis. During the same period in the prior year, the firm earned $2.32 earnings per share. As a group, research analysts expect that Arthur J. Gallagher & Co. will post 13.11 earnings per share for the current year.

Arthur J. Gallagher & Co. Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, December 18th. Stockholders of record on Monday, December 7th will be given a $0.70 dividend. This represents a $2.80 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Monday, December 7th. Arthur J. Gallagher & Co.'s payout ratio is presently 42.81%.

Arthur J. Gallagher & Co. Company Profile

Arthur J. Gallagher & Co is a global insurance brokerage, risk management and consulting company. The firm helps businesses, public entities and individuals identify, manage and transfer risk through insurance and related services.

Its operations include retail insurance brokerage, employee benefits consulting, wholesale brokerage, reinsurance brokerage, claims administration and risk management consulting. Gallagher places commercial and personal insurance coverage and provides services related to property and casualty risks, health care, benefits, and other specialized insurance needs.

Founded in 1927 by Arthur J.

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