State of Wyoming Acquires 4,018 Shares of Arthur J. Gallagher & Co. $AJG

State of Wyoming bought a new position in shares of Arthur J. Gallagher & Co. (NYSE:AJG) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 4,018 shares of the financial services provider’s stock, valued at approximately $917,000.

A number of other institutional investors also recently modified their holdings of the business. Robeco Institutional Asset Management B.V. grew its position in Arthur J. Gallagher & Co. by 208.2% during the third quarter. Robeco Institutional Asset Management B.V. now owns 9,022 shares of the financial services provider’s stock worth $2,058,000 after buying an additional 6,095 shares in the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new position in Arthur J. Gallagher & Co. in the 2nd quarter valued at $3,587,000. Sequoia Financial Advisors LLC raised its holdings in Arthur J. Gallagher & Co. by 7.1% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 149,799 shares of the financial services provider’s stock valued at $34,389,000 after acquiring an additional 9,966 shares in the last quarter. Gtcr LLC acquired a new position in Arthur J. Gallagher & Co. in the 1st quarter valued at $514,112,000. Finally, Nissay Asset Management Corp Japan lifted its position in shares of Arthur J. Gallagher & Co. by 13.0% during the 2nd quarter. Nissay Asset Management Corp Japan now owns 193,547 shares of the financial services provider’s stock valued at $44,433,000 after acquiring an additional 22,227 shares during the period. Institutional investors own 85.53% of the company’s stock.

More Arthur J. Gallagher & Co. News

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.

Insider Activity at Arthur J. Gallagher & Co.

In other Arthur J. Gallagher & Co. news, CAO Richard Cary sold 1,000 shares of the business’s stock in a transaction on Tuesday, September 15th. The shares were sold at an average price of $252.86, for a total transaction of $252,860.00. Following the sale, the chief accounting officer owned 46,819 shares of the company’s stock, valued at approximately $11,838,652.34. The trade was a 2.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, VP Scott Hudson sold 12,000 shares of the company’s stock in a transaction 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 transaction, the vice president owned 90,262 shares of the company’s stock, valued at $23,840,902.06. This trade represents a 11.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 28,500 shares of company stock worth $7,562,950. Corporate insiders own 1.40% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on AJG shares. Wolfe Research lowered Arthur J. Gallagher & Co. from an “outperform” rating to a “peer perform” rating in a report on Thursday, July 9th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $296.00 price target on shares of Arthur J. Gallagher & Co. in a research note on Friday. Oppenheimer began coverage on shares of Arthur J. Gallagher & Co. in a research report on Wednesday, October 7th. They set a “market perform” rating for the company. Citigroup increased their price objective on shares of Arthur J. Gallagher & Co. from $250.00 to $285.00 and gave the stock a “buy” rating in a research note on Tuesday, August 4th. Finally, Jefferies Financial Group decreased their target price on shares of Arthur J. Gallagher & Co. from $300.00 to $295.00 and set a “buy” rating on the stock in a report on Wednesday, September 30th. Fifteen investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $286.53.

Arthur J. Gallagher & Co. Stock Up 3.1%

AJG stock opened at $276.46 on Friday. The stock has a market capitalization of $70.86 billion, a P/E ratio of 42.27, a price-to-earnings-growth ratio of 1.53 and a beta of 0.55. The company has a current ratio of 1.05, a quick ratio of 1.05 and a debt-to-equity ratio of 0.50. Arthur J. Gallagher & Co. has a 12 month low of $190.75 and a 12 month high of $277.45. The firm has a 50-day moving average price of $248.41 and a 200-day moving average price of $232.55.

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 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 13.97%. The firm’s revenue was up 19.6% on a year-over-year basis. During the same period in the previous year, the firm posted $2.32 EPS. As a group, equities research analysts anticipate that Arthur J. Gallagher & Co. will post 13.16 EPS for the current fiscal year.

Arthur J. Gallagher & Co. Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, December 18th. Shareholders of record on Monday, December 7th will be given a $0.70 dividend. The ex-dividend date is Monday, December 7th. This represents a $2.80 dividend on an annualized basis and a yield of 1.0%. Arthur J. Gallagher & Co.’s dividend payout ratio (DPR) is currently 46.43%.

Arthur J. Gallagher & Co. Company 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.