Arthur J. Gallagher & Co. (NYSE:AJG) VP William Ziebell Sells 23,510 Shares of Company Stock

Arthur J. Gallagher & Co. (NYSE:AJG) VP William Ziebell sold 23,510 shares of the firm’s stock in a transaction on Wednesday, November 4th. The stock was sold at an average price of $286.62, for a total transaction of $6,738,436.20. Following the completion of the sale, the vice president owned 48,942 shares in the company, valued at approximately $14,027,756.04. The trade was a 32.45% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link.

Arthur J. Gallagher & Co. Price Performance

NYSE:AJG opened at $288.49 on Friday. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.05 and a quick ratio of 1.05. Arthur J. Gallagher & Co. has a one year low of $190.75 and a one year high of $294.53. The company has a fifty day moving average price of $249.61 and a 200 day moving average price of $233.06. The stock has a market cap of $73.94 billion, a P/E ratio of 44.11, a PEG ratio of 1.66 and a beta of 0.47.

Arthur J. Gallagher & Co. (NYSE:AJG) last posted its quarterly earnings results on Thursday, October 29th. The financial services provider reported $3.00 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.99 by $0.01. The company had revenue of $3.92 billion for the quarter, compared to analyst estimates of $3.98 billion. Arthur J. Gallagher & Co. had a net margin of 10.39% and a return on equity of 13.90%. The business’s quarterly revenue was up 19.6% on a year-over-year basis. During the same period last year, the business posted $2.32 EPS. Analysts anticipate that Arthur J. Gallagher & Co. will post 13.11 earnings per share for the current year.

Arthur J. Gallagher & Co. Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, December 18th. Investors of record on Monday, December 7th will be paid a dividend of $0.70 per share. This represents a $2.80 annualized dividend and a yield of 1.0%. The ex-dividend date is Monday, December 7th. Arthur J. Gallagher & Co.’s payout ratio is currently 42.81%.

Analyst Ratings Changes

A number of analysts have commented on the company. BMO Capital Markets downgraded Arthur J. Gallagher & Co. from an “outperform” rating to a “market perform” rating and set a $295.00 price objective for the company. in a research report on Tuesday. UBS Group lifted their price objective on Arthur J. Gallagher & Co. from $299.00 to $320.00 and gave the stock a “buy” rating in a report on Monday. Cantor Fitzgerald lowered their price objective on Arthur J. Gallagher & Co. from $300.00 to $280.00 and set a “neutral” rating on the stock in a research report on Wednesday, October 7th. Citigroup lowered Arthur J. Gallagher & Co. from a “buy” rating to a “neutral” rating and upped their target price for the company from $285.00 to $300.00 in a research note on Monday. Finally, Seaport Research Partners raised Arthur J. Gallagher & Co. to a “buy” rating in a research report on Wednesday, October 7th. Thirteen analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $292.05.

More Arthur J. Gallagher & Co. News

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

• Positive Sentiment: Jefferies raised its price target to $319 from $295 and maintained a Buy rating, indicating potential upside. Jefferies analyst report
• Neutral Sentiment: AJG’s latest reported quarter showed EPS of $3.00, slightly ahead of the $2.99 consensus, and revenue growth of 19.6% year over year. Revenue of $3.92 billion was below the $3.98 billion estimate.
• Negative Sentiment: Dowling & Partners cut its FY2026 EPS forecast to $13.15 from $13.75, bringing it close to the broader consensus of about $13.16.
• Negative Sentiment: BMO Capital Markets downgraded AJG to Market Perform from Outperform, citing profit-taking; Citigroup also cut its rating to Neutral, saying the risk-reward balance had shifted. These calls may temper near-term enthusiasm after the stock’s strong run. BMO downgrade report
• Negative Sentiment: Several senior insiders sold shares: VP William Ziebell sold 23,510 shares, reducing his position by 32.45%; CFO Douglas Howell sold 30,996 shares, and VP Christopher Mead sold 7,590. Insider sales do not necessarily indicate a change in outlook, but the transactions could weigh on sentiment. Ziebell SEC filing Howell SEC filing Mead SEC filing

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the business. Axiom Investment Management LLC acquired a new position in shares of Arthur J. Gallagher & Co. in the 1st quarter valued at $28,000. Triumph Capital Management boosted its position in shares of Arthur J. Gallagher & Co. by 4,000.0% in the 3rd quarter. Triumph Capital Management now owns 123 shares of the financial services provider’s stock worth $28,000 after purchasing an additional 120 shares during the last quarter. NFSG Corp boosted its position in shares of Arthur J. Gallagher & Co. by 4,033.3% in the 3rd quarter. NFSG Corp now owns 124 shares of the financial services provider’s stock worth $28,000 after purchasing an additional 121 shares during the last quarter. Cassaday & Co Wealth Management LLC acquired a new stake in shares of Arthur J. Gallagher & Co. during the first quarter worth $29,000. Finally, Physician Wealth Advisors Inc. grew its stake in shares of Arthur J. Gallagher & Co. by 57.4% during the third quarter. Physician Wealth Advisors Inc. now owns 148 shares of the financial services provider’s stock worth $34,000 after purchasing an additional 54 shares during the period. Institutional investors and hedge funds own 85.53% of the company’s stock.

About Arthur J. Gallagher & Co.

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.