Rep. Julie Johnson Sells Arthur J. Gallagher & Co. (NYSE:AJG) Shares

Key Points

• Rep. Julie Johnson sold shares of Arthur J. Gallagher & Co. (NYSE:AJG) valued between $1,001 and $15,000 on August 14, 2025, as reported in a filing on September 11th.
• Arthur J. Gallagher & Co. reported net earnings of $2.33 per share, missing analysts' expectations and showing a 16% year-over-year increase in quarterly revenue to $3.18 billion.
• The company declared a quarterly dividend of $0.65 per share, with an ex-dividend date of September 5th, indicating an annualized yield of 0.9%.

Representative Julie Johnson (D-Texas) recently sold shares of Arthur J. Gallagher & Co. NYSE: AJG. In a filing disclosed on September 11th, the Representative disclosed that they had sold between $1,001 and $15,000 in Arthur J. Gallagher & Co. stock on August 14th. The trade occurred in the Representative's "CHASE BROKERAGE ACCOUNT (3935)" account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 - $15,000 in shares of McDonald's NYSE: MCD on 8/14/2025.
• Sold $1,001 - $15,000 in shares of Eli Lilly and Company NYSE: LLY on 8/14/2025.
• Sold $1,001 - $15,000 in shares of Parker-Hannifin NYSE: PH on 8/14/2025.
• Sold $1,001 - $15,000 in shares of Charles Schwab NYSE: SCHW on 8/14/2025.
• Sold $1,001 - $15,000 in shares of Fidelity National Information Services NYSE: FIS on 8/14/2025.
• Sold $1,001 - $15,000 in shares of ConocoPhillips NYSE: COP on 8/14/2025.
• Sold $1,001 - $15,000 in shares of Home Depot NYSE: HD on 8/14/2025.
• Sold $1,001 - $15,000 in shares of Dover NYSE: DOV on 8/14/2025.
• Sold $1,001 - $15,000 in shares of UnitedHealth Group NYSE: UNH on 8/14/2025.
• Sold $1,001 - $15,000 in shares of Texas Instruments NASDAQ: TXN on 8/14/2025.

Arthur J. Gallagher & Co. Stock Down 1.1%

Shares of NYSE:AJG traded down $3.34 on Friday, reaching $297.27. The company had a trading volume of 1,302,078 shares, compared to its average volume of 1,310,043. Arthur J. Gallagher & Co. has a twelve month low of $274.25 and a twelve month high of $351.23. The stock has a 50-day moving average price of $300.81 and a 200 day moving average price of $319.70. The stock has a market capitalization of $76.22 billion, a P/E ratio of 42.23 and a beta of 0.72. The company has a quick ratio of 1.36, a current ratio of 1.36 and a debt-to-equity ratio of 0.52.

Arthur J. Gallagher & Co. (NYSE:AJG - Get Free Report) last announced its quarterly earnings results on Thursday, July 31st. The financial services provider reported $2.33 earnings per share for the quarter, missing analysts' consensus estimates of $2.36 by ($0.03). Arthur J. Gallagher & Co. had a return on equity of 13.17% and a net margin of 14.54%.The company had revenue of $3.18 billion during the quarter, compared to analyst estimates of $3.20 billion. During the same period in the prior year, the firm earned $2.29 EPS. Arthur J. Gallagher & Co.'s quarterly revenue was up 16.0% on a year-over-year basis. On average, equities analysts expect that Arthur J. Gallagher & Co. will post 11.54 EPS for the current year.

Arthur J. Gallagher & Co. Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, September 19th. Shareholders of record on Friday, September 5th will be given a $0.65 dividend. The ex-dividend date of this dividend is Friday, September 5th. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.9%. Arthur J. Gallagher & Co.'s payout ratio is currently 36.93%.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on AJG. UBS Group reduced their price target on Arthur J. Gallagher & Co. from $345.00 to $322.00 and set a "neutral" rating for the company in a research report on Monday, August 4th. Barclays cut their price objective on Arthur J. Gallagher & Co. from $346.00 to $327.00 and set an "equal weight" rating for the company in a research report on Monday, July 7th. The Goldman Sachs Group started coverage on Arthur J. Gallagher & Co. in a research report on Wednesday, September 3rd. They set a "buy" rating and a $344.00 price objective for the company. Keefe, Bruyette & Woods boosted their price objective on Arthur J. Gallagher & Co. from $326.00 to $330.00 and gave the stock a "market perform" rating in a research report on Wednesday, July 9th. Finally, Wall Street Zen raised Arthur J. Gallagher & Co. from a "sell" rating to a "hold" rating in a research report on Friday, September 5th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average price target of $333.13.

Hedge Funds Weigh In On Arthur J. Gallagher & Co.

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. HWG Holdings LP bought a new position in Arthur J. Gallagher & Co. during the first quarter valued at about $25,000. AlphaQuest LLC bought a new position in Arthur J. Gallagher & Co. during the first quarter valued at about $33,000. Saudi Central Bank bought a new stake in shares of Arthur J. Gallagher & Co. in the 1st quarter valued at approximately $34,000. J.Safra Asset Management Corp grew its stake in shares of Arthur J. Gallagher & Co. by 209.1% in the 2nd quarter. J.Safra Asset Management Corp now owns 102 shares of the financial services provider's stock valued at $32,000 after purchasing an additional 69 shares during the period. Finally, Rakuten Securities Inc. grew its stake in shares of Arthur J. Gallagher & Co. by 650.0% in 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 period. 85.53% of the stock is currently owned by institutional investors.

Insider Activity at Arthur J. Gallagher & Co.

In other news, VP Scott R. Hudson sold 12,855 shares of the company's stock in a transaction that occurred on Monday, September 8th. The stock was sold at an average price of $297.60, for a total value of $3,825,648.00. Following the sale, the vice president directly owned 85,920 shares in the company, valued at approximately $25,569,792. This represents a 13.01% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, CFO Douglas K. Howell sold 3,000 shares of the company's stock in a transaction that occurred on Tuesday, September 9th. The shares were sold at an average price of $299.78, for a total value of $899,340.00. Following the completion of the sale, the chief financial officer owned 114,777 shares in the company, valued at approximately $34,407,849.06. This represents a 2.55% decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate insiders own 1.60% of the company's stock.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas' 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027. Johnson (Democratic Party) ran for election to the U.S. House to represent Texas' 32nd Congressional District. She won in the general election on November 5, 2024. Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson's career experience includes working as an attorney.

Arthur J. Gallagher & Co. Company Profile

Arthur J. Gallagher & Co engages in the provision of insurance brokerage, reinsurance brokerage, consulting, and third-party claims settlement and administration services. It operates through the following segments: Brokerage, Risk Management, and Corporate. The Brokerage segment consists of retail and wholesale insurance brokerage operations.

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