Y Intercept Hong Kong Ltd Purchases Shares of 8,580 Arthur J. Gallagher & Co. $AJG

Y Intercept Hong Kong Ltd acquired a new position in shares of Arthur J. Gallagher & Co. (NYSE:AJG) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 8,580 shares of the financial services provider’s stock, valued at approximately $1,858,000.

A number of other institutional investors also recently modified their holdings of the company. Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its holdings in shares of Arthur J. Gallagher & Co. by 19.6% in the 1st quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 90,874 shares of the financial services provider’s stock worth $19,681,000 after acquiring an additional 14,920 shares in the last quarter. Elevation Point Wealth Partners LLC acquired a new stake in Arthur J. Gallagher & Co. during the 1st quarter valued at $501,000. Keybank National Association OH raised its position in Arthur J. Gallagher & Co. by 26.2% in the 1st quarter. Keybank National Association OH now owns 7,468 shares of the financial services provider’s stock valued at $1,617,000 after purchasing an additional 1,550 shares during the last quarter. Balentine LLC acquired a new position in Arthur J. Gallagher & Co. in the first quarter worth $443,000. Finally, Fulton Bank N.A. grew its holdings in shares of Arthur J. Gallagher & Co. by 8.9% during the first quarter. Fulton Bank N.A. now owns 1,415 shares of the financial services provider’s stock worth $306,000 after purchasing an additional 116 shares during the last quarter. 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: Wells Fargo raised its price target on AJG to $299 from $271 and reiterated an overweight rating, signaling confidence in upside ahead. Benzinga report
• Positive Sentiment: Mizuho also increased its target to $287 from $261 and kept an outperform rating, adding to the bullish analyst momentum. Benzinga report
• Positive Sentiment: Arthur J. Gallagher announced the acquisition of Med James, Inc., which should expand its insurance brokerage footprint and support growth through more deal-driven expansion. PR Newswire article
• Positive Sentiment: The company also announced the date for its second-quarter 2026 earnings release and conference call, keeping investors focused on an upcoming catalyst. PR Newswire article
• Neutral Sentiment: AJG is expected to report results soon, and market commentary suggests Wall Street is looking for strong profit growth, but this is still only an earnings preview rather than confirmed results. Earnings preview
• Neutral Sentiment: Wolfe Research downgraded AJG to peer perform, which offsets some of the bullish sentiment but does not imply a major negative call. Finviz report

Wall Street Analysts Forecast Growth

AJG has been the subject of a number of research analyst reports. Truist Financial cut their price target on Arthur J. Gallagher & Co. from $235.00 to $225.00 and set a “hold” rating for the company in a report on Friday, May 1st. Morgan Stanley increased their price objective on shares of Arthur J. Gallagher & Co. from $240.00 to $255.00 and gave the stock an “overweight” rating in a report on Monday. Wells Fargo & Company raised their price objective on shares of Arthur J. Gallagher & Co. from $271.00 to $299.00 and gave the company an “overweight” rating in a research report on Thursday. Jefferies Financial Group raised shares of Arthur J. Gallagher & Co. from a “hold” rating to a “buy” rating and boosted their target price for the stock from $235.00 to $265.00 in a research note on Thursday, June 11th. Finally, Mizuho increased their price target on shares of Arthur J. Gallagher & Co. from $261.00 to $287.00 and gave the company an “outperform” rating in a research note on Thursday. Twelve analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, Arthur J. Gallagher & Co. currently has a consensus rating of “Moderate Buy” and an average target price of $274.18.

Insider Activity at Arthur J. Gallagher & Co.

In related news, CAO Richard C. Cary sold 3,000 shares of the business’s stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $206.00, for a total transaction of $618,000.00. Following the completion of the sale, the chief accounting officer directly owned 47,819 shares of the company’s stock, valued at $9,850,714. The trade was a 5.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. 1.40% of the stock is currently owned by corporate insiders.

Arthur J. Gallagher & Co. Trading Down 1.2%

Shares of AJG opened at $253.50 on Friday. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 0.51. Arthur J. Gallagher & Co. has a 12-month low of $190.75 and a 12-month high of $316.71. The firm has a market capitalization of $65.12 billion, a PE ratio of 41.02, a price-to-earnings-growth ratio of 1.30 and a beta of 0.50. The stock’s fifty day simple moving average is $215.26 and its 200-day simple moving average is $225.67.

Arthur J. Gallagher & Co. (NYSE:AJG) last announced its quarterly earnings data on Thursday, April 30th. The financial services provider reported $4.47 EPS for the quarter, topping analysts’ consensus estimates of $4.43 by $0.04. The firm had revenue of $4.71 billion during the quarter, compared to analyst estimates of $4.73 billion. Arthur J. Gallagher & Co. had a return on equity of 12.83% and a net margin of 10.76%.The company’s revenue was up 29.0% on a year-over-year basis. During the same period last year, the company earned $3.67 earnings per share. As a group, research analysts predict that Arthur J. Gallagher & Co. will post 13.23 earnings per share for the current year.

Arthur J. Gallagher & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, June 19th. Stockholders of record on Friday, June 5th were paid a $0.70 dividend. This represents a $2.80 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend was Friday, June 5th. Arthur J. Gallagher & Co.’s dividend payout ratio (DPR) is 45.31%.

Arthur J. Gallagher & Co. Company Profile

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.