Strs Ohio Purchases 17,435 Shares of Arthur J. Gallagher & Co. $AJG

Strs Ohio boosted its position in shares of Arthur J. Gallagher & Co. (NYSE:AJG) by 29.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 77,216 shares of the financial services provider’s stock after purchasing an additional 17,435 shares during the quarter. Strs Ohio’s holdings in Arthur J. Gallagher & Co. were worth $19,983,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Physician Wealth Advisors Inc. increased its stake in shares of Arthur J. Gallagher & Co. by 870.0% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 97 shares of the financial services provider’s stock valued at $30,000 after acquiring an additional 87 shares during the last quarter. Rakuten Securities Inc. increased its stake in shares of Arthur J. Gallagher & Co. by 650.0% in the 2nd quarter. Rakuten Securities Inc. now owns 105 shares of the financial services provider’s stock valued at $34,000 after acquiring an additional 91 shares during the last quarter. Financial Life Planners bought a new stake in shares of Arthur J. Gallagher & Co. in the 3rd quarter valued at about $39,000. Westside Investment Management Inc. increased its stake in shares of Arthur J. Gallagher & Co. by 100.0% in the 3rd quarter. Westside Investment Management Inc. now owns 136 shares of the financial services provider’s stock valued at $42,000 after acquiring an additional 68 shares during the last quarter. Finally, Thurston Springer Miller Herd & Titak Inc. increased its stake in shares of Arthur J. Gallagher & Co. by 668.2% in the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 169 shares of the financial services provider’s stock valued at $44,000 after acquiring an additional 147 shares during the last quarter. 85.53% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, VP Scott R. Hudson sold 3,800 shares of the company’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $227.57, for a total transaction of $864,766.00. Following the sale, the vice president owned 85,920 shares in the company, valued at $19,552,814.40. This represents a 4.24% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, VP Christopher E. Mead sold 4,000 shares of the company’s stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $227.12, for a total value of $908,480.00. Following the sale, the vice president owned 19,306 shares in the company, valued at approximately $4,384,778.72. This represents a 17.16% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 1.40% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on AJG. Jefferies Financial Group lowered their price target on Arthur J. Gallagher & Co. from $283.00 to $280.00 and set a “hold” rating for the company in a research note on Monday, February 2nd. BMO Capital Markets upgraded Arthur J. Gallagher & Co. from a “market perform” rating to an “outperform” rating and boosted their price objective for the company from $275.00 to $278.00 in a research report on Tuesday, March 24th. Barclays boosted their price objective on Arthur J. Gallagher & Co. from $262.00 to $275.00 and gave the company an “overweight” rating in a research report on Wednesday, April 8th. Citigroup boosted their price objective on Arthur J. Gallagher & Co. from $277.00 to $280.00 and gave the company a “neutral” rating in a research report on Monday, February 2nd. Finally, Mizuho decreased their price objective on Arthur J. Gallagher & Co. from $260.00 to $259.00 and set an “outperform” rating for the company in a research report on Monday, April 13th. Ten equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $271.82.

Arthur J. Gallagher & Co. Trading Down 0.1%

NYSE:AJG opened at $208.00 on Monday. Arthur J. Gallagher & Co. has a twelve month low of $195.00 and a twelve month high of $351.23. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 0.51. The business has a 50 day moving average price of $217.24 and a two-hundred day moving average price of $239.52. The company has a market cap of $53.48 billion, a P/E ratio of 33.66, a price-to-earnings-growth ratio of 1.04 and a beta of 0.54.

Arthur J. Gallagher & Co. (NYSE:AJG) last released its quarterly earnings results on Thursday, April 30th. The financial services provider reported $4.47 earnings per share for the quarter, topping analysts’ consensus estimates of $4.43 by $0.04. Arthur J. Gallagher & Co. had a return on equity of 12.83% and a net margin of 10.76%.The firm had revenue of $4.71 billion during the quarter, compared to the consensus estimate of $4.73 billion. During the same quarter in the prior year, the firm posted $3.67 EPS. The business’s revenue was up 29.0% on a year-over-year basis. As a group, analysts expect that Arthur J. Gallagher & Co. will post 13.19 EPS for the current fiscal year.

Arthur J. Gallagher & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, June 19th. Shareholders of record on Friday, June 5th will be given a dividend of $0.70 per share. The ex-dividend date of this dividend is Friday, June 5th. This represents a $2.80 dividend on an annualized basis and a yield of 1.3%. Arthur J. Gallagher & Co.’s dividend payout ratio is 45.31%.

Arthur J. Gallagher & Co. News Summary

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

• Positive Sentiment: Q1 results: EPS of $4.47 beat the consensus ($4.43); revenue rose ~29% YoY and commissions & fees increased ~28%, with Risk Management margin expansion and eight closed deals. This supports earnings momentum. Arthur J. Gallagher Q1 Earnings Beat
• Positive Sentiment: Management guidance and M&A synergies: Gallagher reiterated ~6% organic growth for FY2026 and raised the AssuredPartners synergy target to $300M by early 2028 — a signal of expected cost/revenue benefits from recent deals. AssuredPartners synergy target rises
• Positive Sentiment: Dividend reaffirmed: Board declared a $0.70 quarterly dividend (record June 5, payable June 19), providing an income element that can support investor interest.
• Neutral Sentiment: Mixed beats vs. consensus: While EPS topped estimates, revenue was roughly in line or slightly below some street estimates (~$4.71B vs varying ~$4.73–4.8B forecasts), leaving some ambiguity on top‑line momentum. Q1 in line with expectations
• Neutral Sentiment: Earnings call/transcript available: Management commentary (on productivity, automation/AI plans and integration of recent acquisitions) will be key for near‑term sentiment; read the call transcript for details. Earnings call transcript
• Negative Sentiment: Analyst action: Keefe, Bruyette & Woods cut its price target from $246 to $235 and moved to a “market perform” rating, adding a note of caution despite upside to the new target. Keefe Bruyette price target cut
• Negative Sentiment: Pre‑earnings de‑risking and insider sales: The stock saw earlier intraday weakness as some investors trimmed positions ahead of the report; documented insider selling and large institutional rebalances may keep volatility elevated. Pre-earnings de-risking analysis

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.