Arthur J. Gallagher & Co. $AJG Shares Acquired by Renaissance Investment Group LLC

Renaissance Investment Group LLC grew its stake in Arthur J. Gallagher & Co. (NYSE:AJG) by 4.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 45,771 shares of the financial services provider’s stock after buying an additional 1,927 shares during the quarter. Arthur J. Gallagher & Co. makes up 2.1% of Renaissance Investment Group LLC’s portfolio, making the stock its 22nd biggest holding. Renaissance Investment Group LLC’s holdings in Arthur J. Gallagher & Co. were worth $10,441,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in the stock. North Dakota State Investment Board lifted its holdings in Arthur J. Gallagher & Co. by 3.6% during the third quarter. North Dakota State Investment Board now owns 7,809 shares of the financial services provider’s stock valued at $1,781,000 after purchasing an additional 268 shares in the last quarter. Laurel Wealth Advisors LLC purchased a new stake in shares of Arthur J. Gallagher & Co. in the third quarter worth $100,000. Conning Inc. increased its stake in shares of Arthur J. Gallagher & Co. by 4.4% in the third quarter. Conning Inc. now owns 981 shares of the financial services provider’s stock worth $224,000 after purchasing an additional 41 shares in the last quarter. Sigma Investment Counselors Inc. raised its position in shares of Arthur J. Gallagher & Co. by 16.7% during the 3rd quarter. Sigma Investment Counselors Inc. now owns 31,392 shares of the financial services provider’s stock valued at $7,161,000 after purchasing an additional 4,490 shares during the period. Finally, Victory Financial Group LLC bought a new stake in shares of Arthur J. Gallagher & Co. during the 3rd quarter valued at $203,000. Institutional investors own 85.53% of the company’s stock.

Insider Transactions at Arthur J. Gallagher & Co.

In related news, VP Scott Hudson sold 12,000 shares of the stock in a transaction that occurred on Wednesday, September 2nd. The stock was sold at an average price of $264.13, for a total transaction of $3,169,560.00. Following the completion of the transaction, the vice president directly owned 90,262 shares of the company’s stock, valued at approximately $23,840,902.06. This represents a 11.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, VP Christopher Mead sold 3,500 shares of the stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $257.02, for a total value of $899,570.00. Following the transaction, the vice president directly owned 22,223 shares of the company’s stock, valued at approximately $5,711,755.46. The trade was a 13.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 28,500 shares of company stock valued at $7,562,950 over the last three months. Corporate insiders own 1.40% of the company’s stock.

Arthur J. Gallagher & Co. Stock Performance

AJG opened at $276.46 on Friday. The stock has a market capitalization of $70.86 billion, a price-to-earnings ratio of 21.14, a PEG ratio of 1.53 and a beta of 0.55. The company has a fifty day moving average of $248.41 and a 200 day moving average of $232.55. Arthur J. Gallagher & Co. has a fifty-two week low of $190.75 and a fifty-two week high of $277.45. The company has a debt-to-equity ratio of 0.50, a quick ratio of 1.05 and a current ratio of 1.05.

Arthur J. Gallagher & Co. (NYSE:AJG) last announced its quarterly earnings results on Thursday, October 29th. The financial services provider reported $3.00 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.99 by $0.01. Arthur J. Gallagher & Co. had a net margin of 10.39% and a return on equity of 13.97%. The company had revenue of $3.92 billion for the quarter, compared to the consensus estimate of $3.98 billion. During the same period in the previous year, the firm posted $2.32 EPS. Arthur J. Gallagher & Co.’s revenue for the quarter was up 19.6% compared to the same quarter last year. As a group, sell-side analysts forecast that Arthur J. Gallagher & Co. will post 13.16 earnings per share for the current fiscal year.

Arthur J. Gallagher & Co. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, December 18th. Stockholders of record on Monday, December 7th will be issued a $0.70 dividend. This represents a $2.80 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Monday, December 7th. Arthur J. Gallagher & Co.’s payout ratio is 46.43%.

Arthur J. Gallagher & Co. News Summary

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

• Positive Sentiment: Strong quarterly growth: Third-quarter revenue rose approximately 19.6% to $3.92 billion, while reported earnings increased to $3.00 per share from $2.32 a year earlier. Brokerage and Risk Management revenue grew 18%, supported by acquisitions, organic growth and margin expansion. Arthur J. Gallagher Announces Third Quarter 2026 Financial Results
• Positive Sentiment: Acquisition strategy remains a catalyst: Gallagher completed five acquisitions during the quarter, representing approximately $102 million in annualized acquired revenue. Management also indicated it has roughly $12 billion of M&A capacity over the next two years, supporting expectations for continued expansion. Gallagher Signals $12 Billion M&A Capacity
• Positive Sentiment: Analysts raised targets: Mizuho lifted its target to $302 from $271 and kept an “outperform” rating. Royal Bank of Canada raised its target to $315 from $290 and also rated the stock “outperform,” reinforcing the bullish view on Gallagher’s long-term earnings and acquisition opportunities. Mizuho Adjusts Price Target on Arthur J. Gallagher
• Neutral Sentiment: Organic growth outlook maintained: Management held its 2026 organic-growth outlook near 6%, suggesting steady underlying demand even as acquisition activity remains central to the company’s growth model. AJG Q3 2026 Earnings Call Transcript
• Negative Sentiment: Revenue missed expectations: Quarterly revenue of about $3.92 billion was below the roughly $3.98 billion analyst estimate. Some reports also characterized adjusted EPS of $3.00 as narrowly below a $3.01 consensus, with lower interest income cited as a factor. AJG Q3 Earnings and Revenues Miss on Lower Interest Income
• Negative Sentiment: Valuation and leverage warrant monitoring: With the stock near its 52-week high, a forward-looking valuation above 45 times earnings and substantial borrowings, future performance may depend on Gallagher continuing to deliver acquisition synergies and organic growth.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on AJG shares. Wolfe Research downgraded shares of Arthur J. Gallagher & Co. from an “outperform” rating to a “peer perform” rating in a report on Thursday, July 9th. Keefe, Bruyette & Woods reissued an “outperform” rating on shares of Arthur J. Gallagher & Co. in a report on Friday. The Goldman Sachs Group restated a “buy” rating and issued a $296.00 price objective on shares of Arthur J. Gallagher & Co. in a research report on Friday. Truist Financial upped their price objective on Arthur J. Gallagher & Co. from $265.00 to $275.00 and gave the stock a “hold” rating in a research note on Friday. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Arthur J. Gallagher & Co. in a research note on Friday, October 9th. Fifteen analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, Arthur J. Gallagher & Co. presently has a consensus rating of “Moderate Buy” and an average price target of $286.53.

Arthur J. Gallagher & Co. Profile

Arthur J. Gallagher & Co is a global insurance brokerage, risk management and consulting company. The firm helps businesses, public entities and individuals identify, manage and transfer risk through insurance and related services.

Its operations include retail insurance brokerage, employee benefits consulting, wholesale brokerage, reinsurance brokerage, claims administration and risk management consulting. Gallagher places commercial and personal insurance coverage and provides services related to property and casualty risks, health care, benefits, and other specialized insurance needs.

Founded in 1927 by Arthur J.