Mirae Asset Global Investments Co. Ltd. Grows Position in Arthur J. Gallagher & Co. $AJG

Mirae Asset Global Investments Co. Ltd. raised its position in shares of Arthur J. Gallagher & Co. (NYSE:AJG) by 14.6% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 65,688 shares of the financial services provider’s stock after purchasing an additional 8,346 shares during the quarter. Mirae Asset Global Investments Co. Ltd.’s holdings in Arthur J. Gallagher & Co. were worth $20,346,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Factory Mutual Insurance Co. boosted its stake in shares of Arthur J. Gallagher & Co. by 107.1% during the 2nd quarter. Factory Mutual Insurance Co. now owns 14,500 shares of the financial services provider’s stock valued at $4,642,000 after purchasing an additional 7,500 shares in the last quarter. Fairfield Financial Advisors LTD boosted its position in Arthur J. Gallagher & Co. by 21.4% during the 2nd quarter. Fairfield Financial Advisors LTD now owns 9,961 shares of the financial services provider’s stock valued at $3,189,000 after acquiring an additional 1,758 shares in the last quarter. Petra Financial Advisors Inc. purchased a new position in shares of Arthur J. Gallagher & Co. during the 2nd quarter worth approximately $812,000. Boston Partners raised its position in shares of Arthur J. Gallagher & Co. by 0.4% in the 2nd quarter. Boston Partners now owns 735,759 shares of the financial services provider’s stock worth $234,226,000 after acquiring an additional 2,806 shares in the last quarter. Finally, Winslow Capital Management LLC lifted its stake in shares of Arthur J. Gallagher & Co. by 0.6% in the 2nd quarter. Winslow Capital Management LLC now owns 828,466 shares of the financial services provider’s stock valued at $265,209,000 after purchasing an additional 4,844 shares during the period. 85.53% of the stock is currently owned by hedge funds and other institutional investors.

More Arthur J. Gallagher & Co. News

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

• Positive Sentiment: Board raised the quarterly cash dividend to $0.70 (7.7% increase), supporting income investors and signaling confidence in cash generation. Arthur J. Gallagher & Co. Increases Cash Dividend to $0.70 per Share
• Positive Sentiment: Adjusted profit rose strongly (Reuters: +24.5% in the fourth quarter) driven by commissions and fees, indicating healthy demand and margin drivers that investors favor. Arthur J Gallagher’s quarterly profit rises on fees, commission growth
• Positive Sentiment: Some outlets and market reactions framed the report as a beat, with shares described as jumping after the results — supporting short-term bullish momentum. Arthur J. Gallagher shares jump after beating Q4 expectations
• Neutral Sentiment: Reported EPS was $2.38; some services (Zacks) treated it as a beat versus their $2.35 consensus, showing year-over-year improvement from $2.13. This supports earnings momentum but depends on which consensus you reference. Arthur J. Gallagher (AJG) Q4 Earnings and Revenues Beat Estimates
• Neutral Sentiment: Company released full-quarter and FY-2025 results and hosted a conference call — useful for investors wanting management commentary on outlook, inorganic growth and expense trends. Arthur J. Gallagher & Co. Announces Fourth Quarter and Full Year 2025 Financial Results
• Negative Sentiment: Other reports show the quarter missed some street expectations: EPS was slightly below certain consensus figures (e.g., $2.42) and revenue came in below estimates (~$3.56B vs. ~$3.61B), which tempers the upbeat adjusted-profit headlines. Arthur J. Gallagher & Co. Q4 results (MarketBeat) Arthur J Gallagher earnings missed by $1.77, revenue fell short of estimates

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on AJG shares. Wall Street Zen downgraded Arthur J. Gallagher & Co. from a “hold” rating to a “sell” rating in a report on Saturday, November 1st. Weiss Ratings reiterated a “hold (c+)” rating on shares of Arthur J. Gallagher & Co. in a research note on Monday, December 29th. Wells Fargo & Company lowered their price target on shares of Arthur J. Gallagher & Co. from $328.00 to $311.00 and set an “overweight” rating for the company in a research report on Tuesday, January 13th. Cantor Fitzgerald cut shares of Arthur J. Gallagher & Co. from an “overweight” rating to a “neutral” rating and cut their price objective for the stock from $344.00 to $282.00 in a report on Wednesday, January 14th. Finally, Citigroup lowered their target price on shares of Arthur J. Gallagher & Co. from $330.00 to $277.00 and set a “neutral” rating for the company in a report on Monday, November 3rd. Seven investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $290.50.

Arthur J. Gallagher & Co. Stock Up 1.3%

Shares of Arthur J. Gallagher & Co. stock opened at $245.62 on Friday. The company has a 50-day simple moving average of $253.20 and a two-hundred day simple moving average of $277.07. The stock has a market capitalization of $63.08 billion, a PE ratio of 36.71, a price-to-earnings-growth ratio of 1.31 and a beta of 0.67. Arthur J. Gallagher & Co. has a 52-week low of $236.34 and a 52-week high of $351.23. 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 posted its quarterly earnings results on Thursday, January 29th. The financial services provider reported $2.38 EPS for the quarter, beating analysts’ consensus estimates of $2.35 by $0.03. Arthur J. Gallagher & Co. had a net margin of 13.58% and a return on equity of 11.98%. The firm had revenue of $3.57 billion for the quarter, compared to analysts’ expectations of $3.61 billion. On average, analysts anticipate that Arthur J. Gallagher & Co. will post 11.54 EPS for the current fiscal year.

Arthur J. Gallagher & Co. Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Friday, March 6th will be paid a $0.70 dividend. This is an increase from Arthur J. Gallagher & Co.’s previous quarterly dividend of $0.65. This represents a $2.80 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Friday, March 6th. Arthur J. Gallagher & Co.’s dividend payout ratio (DPR) is presently 38.86%.

Insider Activity

In related news, CAO Richard C. Cary sold 6,000 shares of the stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $261.00, for a total transaction of $1,566,000.00. Following the sale, the chief accounting officer directly owned 50,668 shares of the company’s stock, valued at $13,224,348. This trade represents a 10.59% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, VP Michael Robert Pesch bought 4,000 shares of the firm’s stock in a transaction on Monday, November 3rd. The stock was acquired at an average cost of $247.12 per share, with a total value of $988,480.00. Following the transaction, the vice president owned 41,849 shares in the company, valued at $10,341,724.88. The trade was a 10.57% increase in their position. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders sold 32,100 shares of company stock valued at $8,243,865. Corporate insiders own 1.60% of the company’s stock.

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.