Legacy Wealth Management LLC MS Raises Stock Position in Arthur J. Gallagher & Co. $AJG

Legacy Wealth Management LLC MS lifted its stake in Arthur J. Gallagher & Co. (NYSE:AJG) by 28.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,491 shares of the financial services provider’s stock after buying an additional 3,008 shares during the period. Arthur J. Gallagher & Co. makes up 0.9% of Legacy Wealth Management LLC MS’s investment portfolio, making the stock its 23rd largest holding. Legacy Wealth Management LLC MS’s holdings in Arthur J. Gallagher & Co. were worth $3,491,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently bought and sold shares of AJG. Physician Wealth Advisors Inc. boosted its stake in Arthur J. Gallagher & Co. by 870.0% in 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 in the last quarter. Rakuten Securities Inc. increased its position in shares of 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 worth $34,000 after purchasing an additional 91 shares in the last quarter. Financial Life Planners purchased a new stake in shares of Arthur J. Gallagher & Co. in the 3rd quarter valued at about $39,000. Central Pacific Bank Trust Division boosted its position 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 period. Finally, Westside Investment Management Inc. grew its stake in Arthur J. Gallagher & Co. by 100.0% during the 3rd quarter. Westside Investment Management Inc. now owns 136 shares of the financial services provider’s stock worth $42,000 after buying an additional 68 shares during the last quarter. 85.53% of the stock is currently owned by institutional investors and hedge funds.

More Arthur J. Gallagher & Co. News

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

• Positive Sentiment: RBC Capital assigned an “Outperform” rating to AJG, signaling buy-side support from a major house and increasing positive analyst attention. RBC Capital Assigns Outperform
• Positive Sentiment: Wells Fargo lowered its price target to $273 but kept an “Overweight” rating — the new target still implies roughly 30% upside from current levels, providing continued analyst endorsement. Wells Fargo Lowers PT
• Positive Sentiment: Arthur J. Gallagher announced the acquisition of Asset Partners Private Wealth, expanding its private-wealth footprint — a strategic bolt-on that supports fee revenue diversification. Acquisition
• Positive Sentiment: Multiple press roundups (Globe and Mail) highlight analysts are bullish and offering constructive insights on AJG, reinforcing positive market narrative and investor attention. Analysts Are Bullish
• Positive Sentiment: Royal Bank of Canada began coverage on AJG (increased sell‑side visibility), which can boost liquidity and investor interest. RBC Begins Coverage
• Neutral Sentiment: Management discussed strategy, organic-growth outlook and AI initiatives in a recent investor meeting transcript — useful context for long-term thesis but no immediate financial revisions. Investor Meeting Transcript
• Neutral Sentiment: Piper Sandler reiterated its “Hold” rating, keeping a portion of the analyst community neutral on near-term upside. Piper Sandler Hold
• Neutral Sentiment: Coverage of AJG “reacting” to a Truist revision tied to S&P 500 adjustments is largely market-structure commentary rather than company fundamentals — watch volatility around index flows. Truist Revision Reaction
• Negative Sentiment: Truist lowered its price target from $271 to $235 and placed a “Hold” rating — a direct downward revision that may cap near-term analyst-driven upside. Truist Lowers PT

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on AJG. Barclays upgraded Arthur J. Gallagher & Co. from an “underweight” rating to an “overweight” rating and boosted their price objective for the company from $247.00 to $262.00 in a research note on Wednesday, March 11th. Royal Bank Of Canada began coverage on shares of Arthur J. Gallagher & Co. in a report on Tuesday. They issued an “outperform” rating and a $260.00 target price on the stock. Needham & Company LLC set a $272.00 price target on shares of Arthur J. Gallagher & Co. in a research report on Thursday, December 18th. Wall Street Zen raised shares of Arthur J. Gallagher & Co. from a “sell” rating to a “hold” rating in a research report on Saturday, February 21st. Finally, Wolfe Research set a $289.00 price objective on shares of Arthur J. Gallagher & Co. and gave the company an “outperform” rating in a research note on Wednesday, December 17th. Nine analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Arthur J. Gallagher & Co. presently has an average rating of “Hold” and a consensus target price of $278.00.

Arthur J. Gallagher & Co. Trading Up 0.1%

NYSE:AJG opened at $209.60 on Friday. Arthur J. Gallagher & Co. has a 12-month low of $195.00 and a 12-month high of $351.23. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 0.52. The stock’s 50 day simple moving average is $230.75 and its 200-day simple moving average is $258.00. The firm has a market cap of $53.89 billion, a P/E ratio of 34.08, a PEG ratio of 1.02 and a beta of 0.67.

Arthur J. Gallagher & Co. (NYSE:AJG) last issued its quarterly earnings results on Thursday, January 29th. The financial services provider reported $2.38 earnings per share for the quarter, topping the consensus estimate of $2.35 by $0.03. The firm had revenue of $3.57 billion during the quarter, compared to the consensus estimate of $3.61 billion. Arthur J. Gallagher & Co. had a return on equity of 12.13% and a net margin of 11.84%.The company’s revenue for the quarter was up 33.9% on a year-over-year basis. During the same period last year, the company earned $1.12 earnings per share. Equities analysts anticipate that Arthur J. Gallagher & Co. will post 11.54 EPS for the current year.

Arthur J. Gallagher & Co. Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Friday, March 6th will be issued a $0.70 dividend. The ex-dividend date of this dividend is Friday, March 6th. This is a positive change from Arthur J. Gallagher & Co.’s previous quarterly dividend of $0.65. This represents a $2.80 annualized dividend and a dividend yield of 1.3%. Arthur J. Gallagher & Co.’s payout ratio is presently 45.53%.

Insider Activity

In other news, CFO Douglas K. Howell sold 5,000 shares of the business’s 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 transaction, the chief financial officer directly owned 95,777 shares in the company, valued at $24,715,254.85. The trade was a 4.96% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, VP Christopher E. Mead sold 4,000 shares of the stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $227.12, for a total transaction of $908,480.00. Following the transaction, the vice president directly owned 19,306 shares of the company’s stock, valued at $4,384,778.72. This represents a 17.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 16,800 shares of company stock valued at $4,095,936 over the last quarter. Corporate insiders own 1.60% of the company’s stock.

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.