Legal & General Group Plc Has $429.21 Million Stake in Arthur J. Gallagher & Co. $AJG

Legal & General Group Plc grew its stake in shares of Arthur J. Gallagher & Co. (NYSE:AJG) by 5.3% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 1,385,702 shares of the financial services provider’s stock after buying an additional 69,208 shares during the period. Legal & General Group Plc owned approximately 0.54% of Arthur J. Gallagher & Co. worth $429,207,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in AJG. Physician Wealth Advisors Inc. increased 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 valued at $30,000 after acquiring an additional 87 shares during the period. Rakuten Securities Inc. raised its stake in shares of Arthur J. Gallagher & Co. by 650.0% in the second quarter. Rakuten Securities Inc. now owns 105 shares of the financial services provider’s stock worth $34,000 after acquiring an additional 91 shares during the last quarter. Central Pacific Bank Trust Division boosted its stake in shares of Arthur J. Gallagher & Co. by 40.6% in the 3rd quarter. Central Pacific Bank Trust Division now owns 135 shares of the financial services provider’s stock valued at $42,000 after purchasing an additional 39 shares during the last quarter. Westside Investment Management Inc. grew its stake in shares of Arthur J. Gallagher & Co. by 100.0% during the third quarter. Westside Investment Management Inc. now owns 136 shares of the financial services provider’s stock worth $42,000 after purchasing an additional 68 shares during the period. Finally, Steigerwald Gordon & Koch Inc. acquired a new position in Arthur J. Gallagher & Co. during the third quarter valued at approximately $62,000. 85.53% of the stock is owned by institutional investors and hedge funds.

Arthur J. Gallagher & Co. News Roundup

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

• Positive Sentiment: AJG completed a small strategic acquisition — S Philips Surety & Insurance Services — to expand its surety capabilities, supporting revenue growth and specialty product distribution. Arthur J. Gallagher & Co. Acquires S Philips Surety & Insurance Services, Inc.
• Positive Sentiment: Market commentary highlights a recent quarterly dividend increase to $0.70 (annualized $2.80) and continued institutional ownership — modestly supportive for income-focused holders and a sign of capital-return discipline. MarketBeat: Arthur J. Gallagher & Co. stock
• Positive Sentiment: Gallagher published its 2026 Employee Communications Report showing demand for change-management communications — a PR/insights piece that can help win consulting engagements in HR and benefits advisory. 61% of organizations have no formal change communication strategy despite ranking it as their most pressing need
• Neutral Sentiment: Analysts’ consensus is an overall “Hold” with a consensus target near $281.76, indicating limited near-term upside from current levels and mixed sell-side sentiment. Arthur J. Gallagher & Co. (NYSE:AJG) Receives Average Recommendation of “Hold” from Analysts
• Negative Sentiment: Seeking Alpha published a critical piece arguing AJG’s investment case is “cloudy” because AI could disrupt brokerage/advisory economics and justify a lower valuation — a thematic risk that can pressure sentiment and multiples. Arthur J. Gallagher: Cloudy Investment Case Due To AI Disruption Risk
• Negative Sentiment: Insider selling: VP Scott R. Hudson sold 3,800 shares (avg ~$227.57) on Mar. 6 — disclosed in an SEC filing — which can be interpreted negatively by traders watching insider activity. Arthur J. Gallagher & Co. (NYSE:AJG) VP Scott Hudson Sells 3,800 Shares
• Negative Sentiment: Another insider sale: VP Christopher E. Mead sold 4,000 shares (avg ~$227.12) on Mar. 5 — a sizable reduction in his holding that adds to negative insider-sentiment signals. Arthur J. Gallagher & Co. (NYSE:AJG) VP Christopher Mead Sells 4,000 Shares

Insider Buying and Selling at Arthur J. Gallagher & Co.

In other Arthur J. Gallagher & Co. news, VP Christopher E. Mead sold 4,000 shares of the business’s stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $227.12, for a total transaction of $908,480.00. Following the completion of the sale, the vice president directly owned 19,306 shares of the company’s stock, valued at approximately $4,384,778.72. The trade was a 17.16% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Douglas K. Howell sold 5,000 shares of the stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $258.05, for a total transaction of $1,290,250.00. Following the completion of the sale, the chief financial officer owned 95,777 shares of the company’s stock, valued at approximately $24,715,254.85. This represents a 4.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 32,650 shares of company stock valued at $8,137,686. Insiders own 1.30% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have issued reports on the company. Evercore dropped their price target on Arthur J. Gallagher & Co. from $353.00 to $334.00 and set an “outperform” rating on the stock in a research note on Wednesday, December 17th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Arthur J. Gallagher & Co. in a research note on Monday, December 29th. Piper Sandler dropped their price target on Arthur J. Gallagher & Co. from $249.00 to $226.00 and set a “neutral” rating on the stock in a research note on Monday, February 23rd. Keefe, Bruyette & Woods lowered their price target on shares of Arthur J. Gallagher & Co. from $279.00 to $249.00 and set a “market perform” rating on the stock in a report on Friday, January 30th. Finally, Truist Financial set a $271.00 target price on Arthur J. Gallagher & Co. in a report on Friday, January 30th. Seven analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $281.76.

Arthur J. Gallagher & Co. Stock Down 2.8%

Shares of NYSE:AJG opened at $211.69 on Wednesday. The firm has a market cap of $54.42 billion, a P/E ratio of 34.42, a P/E/G ratio of 1.06 and a beta of 0.67. Arthur J. Gallagher & Co. has a 12-month low of $195.00 and a 12-month 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 business has a fifty day simple moving average of $237.97 and a 200 day simple moving average of $261.90.

Arthur J. Gallagher & Co. (NYSE:AJG) last released its earnings results on Thursday, January 29th. The financial services provider reported $2.38 earnings per share (EPS) for the quarter, beating the consensus estimate 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% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.12 earnings per share. Analysts predict that Arthur J. Gallagher & Co. will post 11.54 earnings per share for the current year.

Arthur J. Gallagher & Co. Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Friday, March 6th will be paid a dividend of $0.70 per share. This is a boost from Arthur J. Gallagher & Co.’s previous quarterly dividend of $0.65. The ex-dividend date is Friday, March 6th. This represents a $2.80 dividend on an annualized basis and a yield of 1.3%. Arthur J. Gallagher & Co.’s dividend payout ratio (DPR) is presently 45.53%.

Arthur J. Gallagher & Co. 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.