Principle Wealth Partners LLC Purchases 4,085 Shares of Arthur J. Gallagher & Co. $AJG

Principle Wealth Partners LLC boosted its position in shares of Arthur J. Gallagher & Co. (NYSE:AJG) by 343.6% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,274 shares of the financial services provider’s stock after buying an additional 4,085 shares during the quarter. Principle Wealth Partners LLC’s holdings in Arthur J. Gallagher & Co. were worth $1,203,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of AJG. Kestra Advisory Services LLC lifted its stake in Arthur J. Gallagher & Co. by 25.3% during the third quarter. Kestra Advisory Services LLC now owns 53,729 shares of the financial services provider’s stock valued at $13,135,000 after purchasing an additional 10,848 shares during the last quarter. Quadcap Wealth Management LLC boosted its holdings in Arthur J. Gallagher & Co. by 5.7% during the third quarter. Quadcap Wealth Management LLC now owns 1,236 shares of the financial services provider’s stock worth $282,000 after buying an additional 67 shares in the last quarter. Commonwealth Equity Services LLC boosted its holdings in Arthur J. Gallagher & Co. by 120.6% during the third quarter. Commonwealth Equity Services LLC now owns 81,777 shares of the financial services provider’s stock worth $18,654,000 after buying an additional 44,703 shares in the last quarter. Chicago Partners Investment Group LLC grew its holdings in shares of Arthur J. Gallagher & Co. by 0.9% in the 3rd quarter. Chicago Partners Investment Group LLC now owns 21,672 shares of the financial services provider’s stock worth $5,809,000 after acquiring an additional 199 shares during the last quarter. Finally, Ascent Group LLC raised its holdings in Arthur J. Gallagher & Co. by 1.6% during the 3rd quarter. Ascent Group LLC now owns 7,741 shares of the financial services provider’s stock worth $1,766,000 after buying an additional 123 shares during the period. 85.53% of the stock is owned by institutional investors and hedge funds.

Arthur J. Gallagher & Co. News Roundup

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, signaling expected upside. Jefferies analyst report
• Negative Sentiment: BMO Capital Markets lowered its rating on AJG, while Dowling & Partners cut its 2026 EPS estimate to $13.15 from $13.75. These actions may weigh on sentiment by signaling less optimism about the stock or earnings outlook. BMO rating report
• Negative Sentiment: Multiple executives sold shares: CFO Douglas Howell sold 30,996, VP William Ziebell sold 23,510, and VP Christopher Mead sold 7,590. The transactions reduced their respective holdings by about 25%–32%; insider sales can concern investors, though they do not necessarily indicate a change in the company’s outlook. Howell SEC filing Ziebell SEC filing Mead SEC filing

Arthur J. Gallagher & Co. Stock Down 2.4%

NYSE:AJG traded down $6.92 during mid-day trading on Friday, reaching $281.19. The stock had a trading volume of 1,506,281 shares, compared to its average volume of 1,647,535. The business’s 50 day moving average is $250.04 and its 200 day moving average is $233.19. Arthur J. Gallagher & Co. has a fifty-two week low of $190.75 and a fifty-two week high of $294.53. The stock has a market cap of $72.07 billion, a P/E ratio of 43.00, a PEG ratio of 1.60 and a beta of 0.47. 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. (NYSE:AJG) last posted its 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. The firm had revenue of $3.92 billion during the quarter, compared to analysts’ expectations of $3.98 billion. Arthur J. Gallagher & Co. had a net margin of 10.39% and a return on equity of 13.90%. The company’s revenue was up 19.6% compared to the same quarter last year. During the same period in the previous year, the company earned $2.32 earnings per share. As a group, sell-side analysts predict that Arthur J. Gallagher & Co. will post 13.11 earnings per share for the current year.

Arthur J. Gallagher & Co. Announces Dividend

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

Insiders Place Their Bets

In related news, CFO Douglas Howell sold 30,996 shares of Arthur J. Gallagher & Co. stock in a transaction on Monday, November 2nd. The shares were sold at an average price of $275.15, for a total value of $8,528,549.40. Following the completion of the sale, the chief financial officer owned 92,961 shares of the company’s stock, valued at approximately $25,578,219.15. The trade was a 25.01% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP William Ziebell sold 23,510 shares of the company’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 of the company’s stock, valued at $14,027,756.04. This represents a 32.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 90,596 shares of company stock worth $24,953,010 in the last 90 days. 1.40% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

AJG has been the subject of several research analyst reports. The Goldman Sachs Group restated a “buy” rating and issued a $296.00 price target on shares of Arthur J. Gallagher & Co. in a research report on Friday, October 30th. Mizuho lifted their price objective on shares of Arthur J. Gallagher & Co. from $271.00 to $302.00 and gave the stock an “outperform” rating in a research report on Friday, October 30th. Truist Financial boosted their target price on shares of Arthur J. Gallagher & Co. from $265.00 to $275.00 and gave the company a “hold” rating in a research note on Friday, October 30th. Royal Bank Of Canada increased their target price on Arthur J. Gallagher & Co. from $290.00 to $315.00 and gave the company an “outperform” rating in a report on Friday, October 30th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Arthur J. Gallagher & Co. in a research report on Friday, October 9th. Thirteen equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, Arthur J. Gallagher & Co. presently has an average rating of “Moderate Buy” and a consensus price target of $292.05.

About Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co is a global insurance brokerage and risk management services firm. It helps businesses and other organizations assess and manage risk, arrange insurance coverage, and address employee benefits needs.

The company’s services include insurance brokerage, risk management consulting, employee benefits consulting, and claims and settlement services through its Gallagher Bassett business. It serves clients in the United States and internationally, including through a network of correspondent brokers.

Founded in 1927 by Arthur J.