Rep. Kelly Morrison Sells Arthur J. Gallagher & Co. (NYSE:AJG) Shares

Key Points

• Rep. Kelly Morrison disclosed sales of Arthur J. Gallagher & Co. stock on March 8, 2026, with filings showing transactions in the ranges of $1,001–$15,000 and $15,001–$50,000 (noted in her "TRUST 8" account).
• Dividend increase: Arthur J. Gallagher raised its quarterly dividend to $0.70 (annualized $2.80), with an ex-dividend date of March 6 and payment on March 20, implying a yield of about 1.3%.
• Mixed Q4 and market backdrop: AJG reported Q4 EPS of $2.38 (beat by $0.03) but revenue slightly missed at $3.57B despite 33.9% YoY growth; analysts hold an average "Hold" rating with a $282.65 consensus target, and insiders have sold roughly 32,650 shares (~$8.14M) in the past 90 days.

Representative Kelly Morrison (Democratic-Minnesota) recently sold shares of Arthur J. Gallagher & Co. NYSE: AJG. In a filing disclosed on March 10th, the Representative disclosed that they had sold between $1,001 and $15,000 in Arthur J. Gallagher & Co. stock on March 8th. The trade occurred in the Representative's "TRUST 8" account.

Representative Kelly Morrison also recently made the following trade(s):

• Sold $15,001 - $50,000 in shares of Arthur J. Gallagher & Co. NYSE: AJG on 3/8/2026.
• Sold $1,001 - $15,000 in shares of Magnum Ice Cream NYSE: MICC on 3/8/2026.

Arthur J. Gallagher & Co. Stock Down 1.0%

AJG stock opened at $209.67 on Thursday. The stock has a market capitalization of $53.91 billion, a PE ratio of 34.09, a price-to-earnings-growth ratio of 1.03 and a beta of 0.67. Arthur J. Gallagher & Co. has a 52 week low of $195.00 and a 52 week high of $351.23. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 0.52. The firm has a 50 day moving average of $236.99 and a 200 day moving average of $261.53.

Arthur J. Gallagher & Co. (NYSE:AJG - Get Free Report) last issued its quarterly earnings results on Thursday, January 29th. The financial services provider reported $2.38 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.35 by $0.03. The business had revenue of $3.57 billion for the quarter, compared to analyst estimates of $3.61 billion. Arthur J. Gallagher & Co. had a net margin of 11.84% and a return on equity of 12.13%. Arthur J. Gallagher & Co.'s revenue for the quarter was up 33.9% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.12 EPS. Sell-side analysts forecast that Arthur J. Gallagher & Co. will post 11.54 earnings per share for the current year.

Arthur J. Gallagher & Co. Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Friday, March 6th will be given a $0.70 dividend. This represents a $2.80 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Friday, March 6th. This is an increase from Arthur J. Gallagher & Co.'s previous quarterly dividend of $0.65. Arthur J. Gallagher & Co.'s payout ratio is 45.53%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in AJG. Physician Wealth Advisors Inc. lifted its holdings in shares of Arthur J. Gallagher & Co. by 870.0% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 97 shares of the financial services provider's stock valued at $30,000 after buying an additional 87 shares during the period. Kemnay Advisory Services Inc. acquired a new stake in Arthur J. Gallagher & Co. during the fourth quarter worth about $26,000. Rakuten Securities Inc. raised its position 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 valued at $34,000 after acquiring an additional 91 shares in the last quarter. Financial Life Planners acquired a new position in Arthur J. Gallagher & Co. in the third quarter valued at approximately $39,000. Finally, MV Capital Management Inc. purchased a new stake in Arthur J. Gallagher & Co. in the 4th quarter worth approximately $34,000. 85.53% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, General Counsel Walter D. Bay sold 15,850 shares of Arthur J. Gallagher & Co. stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $255.00, for a total transaction of $4,041,750.00. Following the completion of the transaction, the general counsel directly owned 79,549 shares of the company's stock, valued at $20,284,995. The trade was a 16.61% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Scott R. Hudson sold 3,800 shares of the business's stock in a transaction on Friday, March 6th. The shares were sold at an average price of $227.57, for a total transaction of $864,766.00. Following the completion of the transaction, the vice president owned 85,920 shares of the company's stock, valued at approximately $19,552,814.40. This represents a 4.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 32,650 shares of company stock worth $8,137,686 over the last 90 days. Company insiders own 1.60% of the company's stock.

Analyst Ratings Changes

A number of brokerages have recently weighed in on AJG. Piper Sandler dropped their price objective on shares of Arthur J. Gallagher & Co. from $249.00 to $226.00 and set a "neutral" rating on the stock in a report on Monday, February 23rd. Morgan Stanley set a $300.00 price target on Arthur J. Gallagher & Co. in a research report on Friday, December 19th. The Goldman Sachs Group reiterated a "buy" rating and set a $292.00 price target on shares of Arthur J. Gallagher & Co. in a research note on Wednesday, January 7th. Barclays raised Arthur J. Gallagher & Co. from an "underweight" rating to an "overweight" rating and increased their price objective for the company from $247.00 to $262.00 in a report on Wednesday. Finally, Citigroup lifted their target price on Arthur J. Gallagher & Co. from $277.00 to $280.00 and gave the stock a "neutral" rating in a report on Monday, February 2nd. Eight analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of "Hold" and a consensus price target of $282.65.

More Arthur J. Gallagher & Co. News

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

• Positive Sentiment: Barclays upgraded AJG from "underweight" to "overweight" and raised its price target to $262, arguing AI disruption fears are overdone — a clear bullish catalyst that supports upside vs. current levels. AI Disruption Fears Overdone, Says Barclays — Upgrades Arthur J. Gallagher and Willis Towers Watson
• Positive Sentiment: Company news shows a raised quarterly dividend (now $0.70; $2.80 annualized), a direct return of capital that can support investor sentiment and income-oriented buying. Arthur J. Gallagher & Co. stock page
• Neutral Sentiment: Q4 recap pieces highlight mixed results: EPS modestly beat estimates while revenue slightly missed; the quarter showed strong year-over-year revenue growth but leaves some execution questions. Insurance brokers stocks Q4 highlights: Arthur J Gallagher NYSE: AJG
• Neutral Sentiment: Corporate PR (Gallagher’s employee communications report) and institutional flow notes are background positives for culture and long-term positioning but unlikely to move the stock materially in the near term. 61% of organizations have no formal change communication strategy
• Neutral Sentiment: Analyst mix remains centered on "Hold" with a consensus target near the high $200s — supportive but not uniformly bullish, leaving valuation-sensitive investors cautious. Arthur J. Gallagher & Co. Receives Average Recommendation of "Hold" from Analysts
• Negative Sentiment: A Seeking Alpha piece reiterates AI disruption risk for brokers, keeping a negative narrative alive that can pressure multiple-coverage stocks despite counterarguments from banks. Arthur J. Gallagher: Cloudy Investment Case Due To AI Disruption Risk
• Negative Sentiment: Recent insider selling (VP Scott Hudson and VP Christopher Mead sold shares) is being noted by the market; while not uncommon, disclosed sales at higher prices can add short-term selling pressure. SEC Form 4 disclosure

About Representative Morrison

Kelly Morrison (Democratic Party) is a member of the U.S. House, representing Minnesota's 3rd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027. Morrison (Democratic Party) is running for re-election to the U.S. House to represent Minnesota's 3rd Congressional District. She declared candidacy for the 2026 election. Kelly Morrison was born in Minneapolis, Minnesota, and lives in Deephaven. Morrison earned a B.A. in history from Yale University and an M.D. from Case Western Reserve University. She completed her residency in obstetrics and gynecology at Northwestern University. Morrison's career experience includes working as a physician.

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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