Rep. Gilbert Ray Cisneros, Jr. Buys Arthur J. Gallagher & Co. (NYSE:AJG) Shares

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Arthur J. Gallagher & Co. (NYSE:AJG). In a filing disclosed on January 12th, the Representative disclosed that they had bought between $1,001 and $15,000 in Arthur J. Gallagher & Co. stock on December 19th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Schneider Electric S.E. (OTCMKTS:SBGSF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 12/30/2025.
• Purchased $50,001 – $100,000 in shares of Campbell’s (NASDAQ:CPB) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 12/26/2025.
• Sold $1,001 – $15,000 in shares of Bloom Energy (NYSE:BE) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Arista Networks (NYSE:ANET) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Coinbase Global (NASDAQ:COIN) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Chevron (NYSE:CVX) on 12/24/2025.

Arthur J. Gallagher & Co. Stock Performance

NYSE AJG traded down $1.06 on Thursday, hitting $255.92. 2,407,159 shares of the company’s stock were exchanged, compared to its average volume of 1,827,324. The firm has a market cap of $65.72 billion, a price-to-earnings ratio of 38.25 and a beta of 0.67. The firm’s 50-day moving average price is $253.58 and its two-hundred day moving average price is $281.75. Arthur J. Gallagher & Co. has a fifty-two week low of $236.34 and a fifty-two week high of $351.23. The company has a debt-to-equity ratio of 0.52, a current ratio of 1.06 and a quick ratio of 1.06.

Arthur J. Gallagher & Co. (NYSE:AJG) last posted its quarterly earnings results on Thursday, October 30th. The financial services provider reported $2.32 earnings per share for the quarter, missing analysts’ consensus estimates of $2.51 by ($0.19). Arthur J. Gallagher & Co. had a net margin of 13.58% and a return on equity of 11.98%. The business had revenue of $3.33 billion during the quarter, compared to analysts’ expectations of $3.34 billion. During the same quarter last year, the firm earned $2.26 earnings per share. The firm’s quarterly revenue was up 20.2% compared to the same quarter last year. On average, research analysts expect that Arthur J. Gallagher & Co. will post 11.54 EPS for the current year.

Arthur J. Gallagher & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, December 19th. Shareholders of record on Friday, December 5th were given a dividend of $0.65 per share. The ex-dividend date was Friday, December 5th. This represents a $2.60 annualized dividend and a yield of 1.0%. Arthur J. Gallagher & Co.’s payout ratio is presently 38.86%.

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

In other news, CAO Richard C. Cary sold 6,000 shares of the business’s stock in a transaction that occurred on Tuesday, November 18th. The shares were sold at an average price of $261.00, for a total value of $1,566,000.00. Following the completion of the transaction, the chief accounting officer owned 50,668 shares of the company’s stock, valued at $13,224,348. The trade was 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 Christopher E. Mead sold 4,000 shares of the firm’s stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $258.11, for a total transaction of $1,032,440.00. Following the sale, the vice president owned 17,327 shares in the company, valued at approximately $4,472,271.97. This trade represents a 18.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 32,100 shares of company stock valued at $8,243,865. Corporate insiders own 1.60% of the company’s stock.

Analysts Set New Price Targets

AJG has been the subject of a number of recent analyst reports. Keefe, Bruyette & Woods raised their target price on Arthur J. Gallagher & Co. from $272.00 to $279.00 and gave the company a “market perform” rating in a report on Tuesday, January 6th. Cantor Fitzgerald downgraded shares of Arthur J. Gallagher & Co. from an “overweight” rating to a “neutral” rating and cut their price target for the company from $344.00 to $282.00 in a report on Wednesday. Barclays decreased their price objective on shares of Arthur J. Gallagher & Co. from $250.00 to $247.00 and set an “underweight” rating on the stock in a report on Thursday, January 8th. Truist Financial dropped their target price on shares of Arthur J. Gallagher & Co. from $290.00 to $280.00 and set a “hold” rating for the company in a report on Tuesday, December 16th. Finally, Cowen reiterated a “buy” rating on shares of Arthur J. Gallagher & Co. in a research report on Friday, October 31st. 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 stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $290.50.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the business. Belpointe Asset Management LLC purchased a new position in Arthur J. Gallagher & Co. during the first quarter worth $602,000. Acadian Asset Management LLC boosted its stake in shares of Arthur J. Gallagher & Co. by 608.5% during the first quarter. Acadian Asset Management LLC now owns 4,513 shares of the financial services provider’s stock valued at $1,556,000 after acquiring an additional 3,876 shares during the last quarter. Jacobi Capital Management LLC purchased a new stake in Arthur J. Gallagher & Co. during the 1st quarter worth about $243,000. Swedbank AB raised its stake in Arthur J. Gallagher & Co. by 429.4% in the 1st quarter. Swedbank AB now owns 73,005 shares of the financial services provider’s stock valued at $25,204,000 after purchasing an additional 59,215 shares during the last quarter. Finally, Arlington Trust Co LLC lifted its holdings in Arthur J. Gallagher & Co. by 26.3% in the 2nd quarter. Arlington Trust Co LLC now owns 7,382 shares of the financial services provider’s stock valued at $2,363,000 after purchasing an additional 1,538 shares in the last quarter. 85.53% of the stock is owned by hedge funds and other institutional investors.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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.