Strs Ohio Has $19.98 Million Position in Arthur J. Gallagher & Co. $AJG

Key Points

• Strs Ohio boosted its stake in Arthur J. Gallagher by 29.2% to 77,216 shares, valued at $19.98 million, with institutional investors owning about 85.53% of the stock.
• AJG beat Q1 EPS expectations with $4.47 per share and reported ~29% revenue growth year‑over‑year; management reiterated ~6% organic growth guidance and raised AssuredPartners synergy targets to $300M, signaling M&A-driven momentum.
• Analysts are mixed but the consensus rating is a Moderate Buy with a target near $271.82; meanwhile insiders have reduced holdings and the company declared a $0.70 quarterly dividend.

Strs Ohio boosted its holdings in shares of Arthur J. Gallagher & Co. (NYSE:AJG - Free Report) by 29.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 77,216 shares of the financial services provider's stock after buying an additional 17,435 shares during the period. Strs Ohio's holdings in Arthur J. Gallagher & Co. were worth $19,983,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of AJG. Physician Wealth Advisors Inc. boosted its stake in Arthur J. Gallagher & Co. by 870.0% during the third quarter. Physician Wealth Advisors Inc. now owns 97 shares of the financial services provider's stock worth $30,000 after buying an additional 87 shares in the last quarter. Rakuten Securities Inc. boosted its stake in Arthur J. Gallagher & Co. by 650.0% during the second quarter. Rakuten Securities Inc. now owns 105 shares of the financial services provider's stock worth $34,000 after buying an additional 91 shares in the last quarter. Financial Life Planners acquired a new stake in Arthur J. Gallagher & Co. during the third quarter worth $39,000. Westside Investment Management Inc. boosted its stake in shares of Arthur J. Gallagher & Co. by 100.0% in the 3rd quarter. Westside Investment Management Inc. now owns 136 shares of the financial services provider's stock valued at $42,000 after purchasing an additional 68 shares in the last quarter. Finally, Thurston Springer Miller Herd & Titak Inc. boosted its stake in shares of Arthur J. Gallagher & Co. by 668.2% in 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 purchasing an additional 147 shares in the last quarter. Institutional investors and hedge funds own 85.53% of the company's stock.

Analysts Set New Price Targets

Several equities research analysts have recently commented on the stock. UBS Group reduced their target price on shares of Arthur J. Gallagher & Co. from $285.00 to $283.00 and set a "neutral" rating on the stock in a research note on Monday, February 2nd. Piper Sandler reduced their target price on shares of Arthur J. Gallagher & Co. from $226.00 to $211.00 and set a "neutral" rating on the stock in a research note on Friday. The Goldman Sachs Group restated a "buy" rating and issued a $292.00 target price on shares of Arthur J. Gallagher & Co. in a research note on Wednesday, January 7th. BMO Capital Markets upgraded shares of Arthur J. Gallagher & Co. from a "market perform" rating to an "outperform" rating and boosted their target price for the company from $275.00 to $278.00 in a research note on Tuesday, March 24th. Finally, Mizuho reduced their target price on shares of Arthur J. Gallagher & Co. from $260.00 to $259.00 and set an "outperform" rating on the stock in a research note on Monday, April 13th. Ten investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat.com, Arthur J. Gallagher & Co. has a consensus rating of "Moderate Buy" and a consensus target price of $271.82.

Insider Transactions at Arthur J. Gallagher & Co.

In related news, VP Scott R. Hudson sold 3,800 shares of Arthur J. Gallagher & Co. stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $227.57, for a total value of $864,766.00. Following the completion of the transaction, 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 transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP Christopher E. Mead sold 4,000 shares of Arthur J. Gallagher & Co. stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $227.12, for a total value of $908,480.00. Following the completion of 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 SEC filing for this sale provides additional information. Insiders own 1.40% of the company's stock.

Arthur J. Gallagher & Co. Stock Performance

Arthur J. Gallagher & Co. stock opened at $208.00 on Monday. The stock has a 50-day simple moving average of $217.24 and a 200 day simple moving average of $239.52. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 0.51. Arthur J. Gallagher & Co. has a 12-month low of $195.00 and a 12-month high of $351.23. The stock has a market capitalization of $53.48 billion, a price-to-earnings ratio of 33.66, a P/E/G ratio of 1.04 and a beta of 0.54.

Arthur J. Gallagher & Co. (NYSE:AJG - Get Free Report) last released its quarterly 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. Arthur J. Gallagher & Co. had a return on equity of 12.83% and a net margin of 10.76%.The business had revenue of $4.71 billion during the quarter, compared to analysts' expectations of $4.73 billion. During the same period in the previous year, the business posted $3.67 earnings per share. The firm's revenue for the quarter was up 29.0% compared to the same quarter last year. On average, research analysts anticipate that Arthur J. Gallagher & Co. will post 13.19 earnings per share for the current fiscal year.

Arthur J. Gallagher & Co. Dividend Announcement

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

Arthur J. Gallagher & Co. News Roundup

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

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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