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

Representative Julie Johnson (D-Texas) recently sold shares of Arthur J. Gallagher & Co. (NYSE:AJG). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in Arthur J. Gallagher & Co. stock on December 18th. 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 Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

Arthur J. Gallagher & Co. Stock Performance

NYSE AJG opened at $258.32 on Friday. Arthur J. Gallagher & Co. has a 52-week low of $236.34 and a 52-week high of $351.23. The company has a fifty day moving average of $253.96 and a 200-day moving average of $280.87. The company has a market capitalization of $66.34 billion, a P/E ratio of 38.61 and a beta of 0.67. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.06 and a current ratio of 1.06.

Arthur J. Gallagher & Co. (NYSE:AJG) last released its earnings results on Thursday, October 30th. The financial services provider reported $2.32 EPS for the quarter, missing analysts’ consensus estimates of $2.51 by ($0.19). Arthur J. Gallagher & Co. had a net margin of 13.58% and a return on equity of 11.98%. The firm had revenue of $3.33 billion during the quarter, compared to the consensus estimate of $3.34 billion. During the same period in the prior year, the company earned $2.26 EPS. The firm’s revenue was up 20.2% compared to the same quarter last year. As a group, equities research analysts predict that Arthur J. Gallagher & Co. will post 11.54 EPS for the current fiscal year.

Arthur J. Gallagher & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, December 19th. Stockholders of record on Friday, December 5th were given a dividend of $0.65 per share. The ex-dividend date was Friday, December 5th. This represents a $2.60 annualized dividend and a dividend yield of 1.0%. Arthur J. Gallagher & Co.’s dividend payout ratio (DPR) is 38.86%.

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

A number of hedge funds have recently modified their holdings of AJG. Factory Mutual Insurance Co. boosted its stake in shares of Arthur J. Gallagher & Co. by 107.1% in the second quarter. Factory Mutual Insurance Co. now owns 14,500 shares of the financial services provider’s stock worth $4,642,000 after acquiring an additional 7,500 shares during the period. Fairfield Financial Advisors LTD lifted its holdings in Arthur J. Gallagher & Co. by 21.4% in the 2nd quarter. Fairfield Financial Advisors LTD now owns 9,961 shares of the financial services provider’s stock worth $3,189,000 after purchasing an additional 1,758 shares in the last quarter. Petra Financial Advisors Inc. bought a new position in Arthur J. Gallagher & Co. in the 2nd quarter worth approximately $812,000. Boston Partners grew its holdings in Arthur J. Gallagher & Co. by 0.4% during the 2nd quarter. Boston Partners now owns 735,759 shares of the financial services provider’s stock valued at $234,226,000 after buying an additional 2,806 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. raised its position in shares of Arthur J. Gallagher & Co. by 4.2% during the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 2,381,835 shares of the financial services provider’s stock valued at $762,473,000 after buying an additional 94,940 shares during the last quarter. Hedge funds and other institutional investors own 85.53% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently weighed in on the company. Evercore ISI dropped their target price on Arthur J. Gallagher & Co. from $353.00 to $334.00 and set an “outperform” rating for the company in a research report on Wednesday, December 17th. Cantor Fitzgerald lowered shares of Arthur J. Gallagher & Co. from an “overweight” rating to a “neutral” rating and lowered their price objective for the stock from $344.00 to $282.00 in a report on Wednesday. Barclays reduced their target price on shares of Arthur J. Gallagher & Co. from $250.00 to $247.00 and set an “underweight” rating on the stock in a report on Thursday, January 8th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Arthur J. Gallagher & Co. in a research report on Monday, December 29th. Finally, Wall Street Zen cut Arthur J. Gallagher & Co. from a “hold” rating to a “sell” rating in a research note on Saturday, November 1st. Seven research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Arthur J. Gallagher & Co. currently has an average rating of “Hold” and an average target price of $290.50.

Insider Activity

In other news, VP Christopher E. Mead sold 4,000 shares of the firm’s stock in a transaction dated Tuesday, December 23rd. The stock was sold at an average price of $258.11, for a total transaction of $1,032,440.00. Following the completion of the transaction, the vice president owned 17,327 shares in the company, valued at $4,472,271.97. This trade represents a 18.76% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CAO Richard C. Cary sold 6,000 shares of the stock in a transaction that occurred on Tuesday, November 18th. The shares were sold at an average price of $261.00, for a total value of $1,566,000.00. Following the transaction, the chief accounting officer directly owned 50,668 shares of the company’s stock, valued at approximately $13,224,348. The trade was a 10.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 32,100 shares of company stock valued at $8,243,865 in the last quarter. Company 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.

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.