Seizert Capital Partners LLC Acquires New Shares in Arthur J. Gallagher & Co. $AJG

Key Points

• Seizert Capital Partners LLC bought a new stake of 13,800 shares in Arthur J. Gallagher & Co. during Q4, valued at about $3.57 million.
• Insider selling: Two vice presidents sold 4,000 and 3,800 shares in early March at roughly $227 per share, contributing to pre‑earnings de‑risking and reducing insider ownership to 1.40%.
• Company performance: AJG reported Q1 EPS of $4.47 (beat estimates by $0.04) and revenue of $4.71B (+29% YoY), reaffirmed a $0.70 quarterly dividend, and holds an average analyst rating of "Moderate Buy" with a $271.82 target.

Seizert Capital Partners LLC bought a new stake in Arthur J. Gallagher & Co. (NYSE:AJG - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 13,800 shares of the financial services provider's stock, valued at approximately $3,571,000.

Other institutional investors have also recently bought and sold shares of the company. CX Institutional grew its holdings in shares of Arthur J. Gallagher & Co. by 2.1% during the 3rd quarter. CX Institutional now owns 1,782 shares of the financial services provider's stock valued at $552,000 after purchasing an additional 36 shares during the last quarter. D.A. Davidson & CO. increased its stake 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 valued at $908,000 after buying an additional 38 shares during the period. Citizens Financial Group Inc. RI raised its holdings in Arthur J. Gallagher & Co. by 1.0% in the 3rd quarter. Citizens Financial Group Inc. RI now owns 3,958 shares of the financial services provider's stock valued at $1,226,000 after buying an additional 38 shares during the last quarter. IFP Advisors Inc boosted its position in Arthur J. Gallagher & Co. by 1.4% during the 3rd quarter. IFP Advisors Inc now owns 3,064 shares of the financial services provider's stock worth $949,000 after buying an additional 41 shares during the period. Finally, AMG National Trust Bank grew its holdings in Arthur J. Gallagher & Co. by 2.7% during the 3rd quarter. AMG National Trust Bank now owns 1,616 shares of the financial services provider's stock worth $501,000 after acquiring an additional 42 shares during the last quarter. Institutional investors and hedge funds own 85.53% of the company's stock.

Insider Activity at Arthur J. Gallagher & Co.

In related news, VP Christopher E. Mead sold 4,000 shares of the stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $227.12, for a total transaction of $908,480.00. Following the transaction, the vice president directly owned 19,306 shares of the company's stock, valued at $4,384,778.72. This represents a 17.16% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Scott R. Hudson sold 3,800 shares of the business's stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $227.57, for a total value of $864,766.00. Following the completion of the sale, the vice president directly owned 85,920 shares of the company's stock, valued at $19,552,814.40. The trade was a 4.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 1.40% of the company's stock.

Analyst Ratings Changes

Several research firms have recently issued reports on AJG. Barclays raised their price target on shares of Arthur J. Gallagher & Co. from $262.00 to $275.00 and gave the company an "overweight" rating in a research note on Wednesday, April 8th. Truist Financial decreased their price objective on Arthur J. Gallagher & Co. from $235.00 to $225.00 and set a "hold" rating for the company in a report on Friday. Mizuho lowered their target price on Arthur J. Gallagher & Co. from $260.00 to $259.00 and set an "outperform" rating for the company in a research report on Monday, April 13th. Wells Fargo & Company reduced their price target on Arthur J. Gallagher & Co. from $273.00 to $266.00 and set an "overweight" rating on the stock in a research report on Thursday, April 9th. Finally, Citigroup increased their price target on Arthur J. Gallagher & Co. from $277.00 to $280.00 and gave the company a "neutral" rating in a research note on Monday, February 2nd. Ten investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, Arthur J. Gallagher & Co. currently has an average rating of "Moderate Buy" and an average price target of $271.82.

More Arthur J. Gallagher & Co. News

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 Performance

Shares of Arthur J. Gallagher & Co. stock opened at $208.00 on Monday. The business has a 50-day moving average price of $217.24 and a two-hundred day moving average price of $239.52. Arthur J. Gallagher & Co. has a 1-year low of $195.00 and a 1-year high of $351.23. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 0.51. The company has a market cap of $53.48 billion, a P/E ratio of 33.66, a PEG ratio of 1.04 and a beta of 0.54.

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 EPS for the quarter, beating the consensus estimate of $4.43 by $0.04. Arthur J. Gallagher & Co. had a return on equity of 12.83% and a net margin of 10.76%.The company 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 company earned $3.67 EPS. The firm's revenue for the quarter was up 29.0% compared to the same quarter last year. As a group, analysts anticipate that Arthur J. Gallagher & Co. will post 13.19 EPS for the current year.

Arthur J. Gallagher & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 19th. Shareholders of record on Friday, June 5th will be issued a dividend of $0.70 per share. This represents a $2.80 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Friday, June 5th. Arthur J. Gallagher & Co.'s dividend payout ratio is presently 45.31%.

About Arthur J. Gallagher & Co.

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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