Fifth Third Bancorp Purchases 195,344 Shares of Arthur J. Gallagher & Co. $AJG

Key Points

• Fifth Third Bancorp boosted its stake in Arthur J. Gallagher & Co. by 827.5% in the first quarter, buying 195,344 additional shares and bringing its total holding to 218,950 shares worth about $47.4 million.
• Institutional ownership remains very high, with hedge funds and other institutions holding 85.53% of AJG shares. Several other investors also increased positions, showing continued interest in the stock.
• Analyst sentiment is mixed but generally constructive: multiple firms raised price targets, and AJG carries an average “Moderate Buy” rating with a consensus target price of $274.18, even as one insider sold shares and a few firms issued more cautious ratings.

Fifth Third Bancorp increased its position in shares of Arthur J. Gallagher & Co. (NYSE:AJG - Free Report) by 827.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 218,950 shares of the financial services provider's stock after acquiring an additional 195,344 shares during the quarter. Fifth Third Bancorp owned about 0.09% of Arthur J. Gallagher & Co. worth $47,420,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of AJG. Kemnay Advisory Services Inc. acquired a new position in shares of Arthur J. Gallagher & Co. during the fourth quarter worth $26,000. Rakuten Securities Inc. lifted its holdings in shares of Arthur J. Gallagher & Co. by 650.0% during the 2nd quarter. Rakuten Securities Inc. now owns 105 shares of the financial services provider's stock valued at $34,000 after purchasing an additional 91 shares during the last quarter. MV Capital Management Inc. acquired a new stake in shares of Arthur J. Gallagher & Co. in the 4th quarter worth $34,000. Prosperity Bancshares Inc purchased a new position in Arthur J. Gallagher & Co. during the 4th quarter worth $42,000. Finally, Thurston Springer Miller Herd & Titak Inc. increased its position in Arthur J. Gallagher & Co. by 668.2% during the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 169 shares of the financial services provider's stock valued at $44,000 after buying an additional 147 shares in the last quarter. Hedge funds and other institutional investors own 85.53% of the company's stock.

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

In other news, CAO Richard C. Cary sold 3,000 shares of the business's stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $206.00, for a total value of $618,000.00. Following the completion of the transaction, the chief accounting officer owned 47,819 shares of the company's stock, valued at $9,850,714. The trade was a 5.90% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Insiders own 1.40% of the company's stock.

Analyst Upgrades and Downgrades

AJG has been the subject of a number of research analyst reports. Truist Financial decreased their price target on Arthur J. Gallagher & Co. from $235.00 to $225.00 and set a "hold" rating for the company in a research note on Friday, May 1st. BMO Capital Markets upgraded shares of Arthur J. Gallagher & Co. from a "market perform" rating to an "outperform" rating and upped their price objective for the company from $275.00 to $278.00 in a report on Tuesday, March 24th. Keefe, Bruyette & Woods increased their price objective on shares of Arthur J. Gallagher & Co. from $242.00 to $261.00 and gave the company a "market perform" rating in a research report on Wednesday, July 8th. Mizuho lifted their target price on shares of Arthur J. Gallagher & Co. from $261.00 to $287.00 and gave the stock an "outperform" rating in a research note on Thursday. Finally, Citigroup raised shares of Arthur J. Gallagher & Co. from a "neutral" rating to a "buy" rating and dropped their target price for the stock from $280.00 to $250.00 in a research report on Wednesday, May 6th. Twelve analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, Arthur J. Gallagher & Co. has an average rating of "Moderate Buy" and an average target price of $274.18.

More Arthur J. Gallagher & Co. News

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

• Positive Sentiment: Wells Fargo raised its price target on Arthur J. Gallagher & Co. to $299 from $271 and kept an overweight rating, signaling confidence in further upside for the insurance broker. Benzinga article
• Positive Sentiment: Mizuho also lifted its target to $287 from $261 and maintained an outperform rating, reinforcing a constructive view on AJG's growth prospects. Benzinga article
• Positive Sentiment: AJG announced the acquisition of Med James, Inc., adding to its long-running acquisition-driven expansion strategy. PR Newswire article
• Positive Sentiment: Management also announced the date for its second-quarter 2026 earnings release and conference call, keeping investors focused on upcoming results. PR Newswire article
• Neutral Sentiment: Zacks said AJG trades at a discount to the industry on a valuation basis, but noted the company still faces margin and leverage challenges despite solid organic growth and acquisition activity. Zacks article
• Neutral Sentiment: MarketWatch noted the stock underperformed peers in recent trading, suggesting AJG has lagged some competitors even as broader analyst sentiment remains mixed. MarketWatch article
• Negative Sentiment: Wolfe Research downgraded Arthur J. Gallagher & Co. to peer perform from outperform, which likely weighed on sentiment and helped offset the bullish target increases. Downgrade article

Arthur J. Gallagher & Co. Stock Performance

Shares of NYSE AJG opened at $253.16 on Monday. The company has a 50 day simple moving average of $216.10 and a two-hundred day simple moving average of $225.63. The stock has a market cap of $65.04 billion, a price-to-earnings ratio of 40.96, a PEG ratio of 1.31 and a beta of 0.50. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 0.51. Arthur J. Gallagher & Co. has a 12 month low of $190.75 and a 12 month high of $316.71.

Arthur J. Gallagher & Co. (NYSE:AJG - Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The financial services provider reported $4.47 earnings per share for the quarter, topping analysts' consensus estimates of $4.43 by $0.04. Arthur J. Gallagher & Co. had a net margin of 10.76% and a return on equity of 12.83%. The firm had revenue of $4.71 billion for the quarter, compared to analyst estimates of $4.73 billion. During the same quarter in the prior year, the business earned $3.67 earnings per share. The business's quarterly revenue was up 29.0% compared to the same quarter last year. As a group, analysts predict that Arthur J. Gallagher & Co. will post 13.22 earnings per share for the current year.

Arthur J. Gallagher & Co. Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, June 19th. Shareholders of record on Friday, June 5th were given a dividend of $0.70 per share. This represents a $2.80 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend was Friday, June 5th. Arthur J. Gallagher & Co.'s dividend payout ratio (DPR) is currently 45.31%.

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.

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