Arthur J. Gallagher & Co. (NYSE:AJG) Stock: Insider William Ziebell Sells 23,510 Shares

Key Points

• VP William Ziebell sold 23,510 shares for about $6.74 million at an average price of $286.62, reducing his holdings by 32.45% to 48,942 shares.
• Quarterly EPS of $3.00 narrowly beat estimates, while revenue of $3.92 billion fell short of forecasts; revenue still grew 19.6% year over year.
• Analyst views were mixed: Jefferies raised its price target to $319 and maintained a Buy rating, while BMO and Citigroup downgraded the stock.

Arthur J. Gallagher & Co. (NYSE:AJG - Get Free Report) VP William Ziebell sold 23,510 shares of Arthur J. Gallagher & Co. stock in a transaction dated Wednesday, November 4th. The shares were sold at an average price of $286.62, for a total value of $6,738,436.20. Following the completion of the sale, the vice president 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. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link.

Arthur J. Gallagher & Co. Stock Up 0.0%

Arthur J. Gallagher & Co. stock traded up $0.11 during midday trading on Thursday, hitting $288.49. 2,706,330 shares of the company's stock were exchanged, compared to its average volume of 1,896,036. The company has a debt-to-equity ratio of 0.49, a quick ratio of 1.05 and a current ratio of 1.05. The company has a market cap of $73.94 billion, a PE ratio of 44.11, a P/E/G ratio of 1.56 and a beta of 0.47. The firm has a 50-day moving average of $249.16 and a two-hundred day moving average of $232.91. Arthur J. Gallagher & Co. has a 12 month low of $190.75 and a 12 month high of $294.53.

Arthur J. Gallagher & Co. (NYSE:AJG - Get Free Report) last posted its quarterly earnings results on Thursday, October 29th. The financial services provider reported $3.00 EPS for the quarter, beating the consensus estimate of $2.99 by $0.01. The business had revenue of $3.92 billion during the quarter, compared to analyst estimates of $3.98 billion. Arthur J. Gallagher & Co. had a net margin of 10.39% and a return on equity of 13.90%. The company's quarterly revenue was up 19.6% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.32 EPS. As a group, analysts expect that Arthur J. Gallagher & Co. will post 13.16 earnings per share for the current fiscal year.

Arthur J. Gallagher & Co. Dividend Announcement

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

Key Headlines Impacting Arthur J. Gallagher & Co.

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

• Positive Sentiment: Jefferies sees further upside in AJG, maintaining a positive outlook; the accompanying report cites a price-target increase to $319 from $295. Jefferies outlook
• Neutral Sentiment: The company announced management changes, but the available report did not specify a financial impact. Management changes
• Negative Sentiment: BMO downgraded AJG to Market Perform from Outperform, describing its move as “taking profits,” while Citigroup also cut its rating to Neutral. The downgrades may signal reduced near-term upside after the stock’s recent gains. BMO downgrade Citigroup downgrade
• Negative Sentiment: Dowling & Partners cut its 2026 earnings-per-share estimate to $13.15 from $13.75, bringing its forecast close to the reported consensus of $13.16.
• Negative Sentiment: CFO Douglas Howell sold 30,996 shares, and VP Christopher Mead sold 7,590 shares; each sale reduced the executive’s holdings by about 25%. Insider sales can weigh on sentiment, though they do not necessarily indicate a weaker business outlook. CFO sale filing VP sale filing

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Ritholtz Wealth Management raised its holdings in shares of Arthur J. Gallagher & Co. by 96.1% during the 3rd quarter. Ritholtz Wealth Management now owns 3,403 shares of the financial services provider's stock worth $776,000 after acquiring an additional 1,668 shares during the period. Jacobi Capital Management LLC boosted its position in shares of Arthur J. Gallagher & Co. by 55.0% during the 3rd quarter. Jacobi Capital Management LLC now owns 5,178 shares of the financial services provider's stock valued at $1,181,000 after acquiring an additional 1,837 shares during the last quarter. First Command Advisory Services Inc. grew its holdings in shares of Arthur J. Gallagher & Co. by 402.6% in the third quarter. First Command Advisory Services Inc. now owns 1,176 shares of the financial services provider's stock valued at $268,000 after purchasing an additional 942 shares during the period. Bahl & Gaynor LLC increased its position in Arthur J. Gallagher & Co. by 63.5% during the third quarter. Bahl & Gaynor LLC now owns 45,719 shares of the financial services provider's stock worth $10,429,000 after purchasing an additional 17,750 shares during the last quarter. Finally, AMG National Trust Bank increased its position in Arthur J. Gallagher & Co. by 44.3% during the third quarter. AMG National Trust Bank now owns 2,175 shares of the financial services provider's stock worth $496,000 after purchasing an additional 668 shares during the last quarter. Hedge funds and other institutional investors own 85.53% of the company's stock.

Wall Street Analysts Forecast Growth

AJG has been the subject of a number of analyst reports. Jefferies Financial Group increased their target price on shares of Arthur J. Gallagher & Co. from $295.00 to $319.00 and gave the company a "buy" rating in a research report on Tuesday. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Arthur J. Gallagher & Co. in a research report on Friday, October 9th. Wells Fargo & Company increased their price objective on Arthur J. Gallagher & Co. from $284.00 to $312.00 and gave the company an "overweight" rating in a report on Monday. Wolfe Research cut Arthur J. Gallagher & Co. from an "outperform" rating to a "peer perform" rating in a research report on Thursday, July 9th. Finally, Seaport Research Partners upgraded Arthur J. Gallagher & Co. to a "buy" rating in a research note on Wednesday, October 7th. Thirteen investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $292.05.

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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