Torray Investment Partners LLC Buys 5,855 Shares of Arthur J. Gallagher & Co. $AJG

Torray Investment Partners LLC increased its position in Arthur J. Gallagher & Co. (NYSE:AJG) by 25.3% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 29,035 shares of the financial services provider’s stock after purchasing an additional 5,855 shares during the quarter. Torray Investment Partners LLC’s holdings in Arthur J. Gallagher & Co. were worth $6,288,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in AJG. Vanguard Group Inc. increased its stake in Arthur J. Gallagher & Co. by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 31,390,446 shares of the financial services provider’s stock valued at $8,123,534,000 after purchasing an additional 217,136 shares in the last quarter. Capital World Investors grew its holdings in shares of Arthur J. Gallagher & Co. by 7.0% during the fourth quarter. Capital World Investors now owns 12,613,371 shares of the financial services provider’s stock valued at $3,264,359,000 after buying an additional 830,252 shares during the last quarter. State Street Corp increased its position in shares of Arthur J. Gallagher & Co. by 0.6% during the fourth quarter. State Street Corp now owns 10,953,598 shares of the financial services provider’s stock worth $2,834,682,000 after acquiring an additional 62,518 shares in the last quarter. Norges Bank bought a new stake in shares of Arthur J. Gallagher & Co. during the fourth quarter worth about $1,925,062,000. Finally, T. Rowe Price Investment Management Inc. lifted its position in Arthur J. Gallagher & Co. by 123.5% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 5,887,538 shares of the financial services provider’s stock valued at $1,523,636,000 after acquiring an additional 3,253,498 shares in the last quarter. 85.53% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. Piper Sandler cut their price target on Arthur J. Gallagher & Co. from $226.00 to $211.00 and set a “neutral” rating for the company in a research note on Friday, May 1st. Citigroup upgraded Arthur J. Gallagher & Co. from a “neutral” rating to a “buy” rating and dropped their target price for the company from $280.00 to $250.00 in a report on Wednesday, May 6th. BMO Capital Markets upgraded Arthur J. Gallagher & Co. from a “market perform” rating to an “outperform” rating and upped their price target for the stock from $275.00 to $278.00 in a report on Tuesday, March 24th. Jefferies Financial Group raised Arthur J. Gallagher & Co. from a “hold” rating to a “buy” rating and increased their price target for the company from $235.00 to $265.00 in a research report on Thursday, June 11th. Finally, Royal Bank Of Canada started coverage on Arthur J. Gallagher & Co. in a research note on Tuesday, March 17th. They set an “outperform” rating and a $260.00 price objective on the stock. Twelve research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat, Arthur J. Gallagher & Co. currently has a consensus rating of “Moderate Buy” and an average target price of $274.18.

Arthur J. Gallagher & Co. Stock Down 0.2%

NYSE:AJG traded down $0.60 on Friday, hitting $253.16. The stock had a trading volume of 1,032,986 shares, compared to its average volume of 1,830,509. Arthur J. Gallagher & Co. has a 1 year low of $190.75 and a 1 year high of $316.71. The firm’s fifty day simple moving average is $216.10 and its two-hundred day simple moving average is $225.86. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.06 and a current ratio of 1.06. The stock has a market cap of $65.04 billion, a P/E ratio of 40.96, a price-to-earnings-growth ratio of 1.31 and a beta of 0.50.

Arthur J. Gallagher & Co. (NYSE:AJG) last released its earnings results on Thursday, April 30th. The financial services provider reported $4.47 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.43 by $0.04. The company 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%.Arthur J. Gallagher & Co.’s quarterly revenue was up 29.0% on a year-over-year basis. During the same period in the prior year, the company posted $3.67 earnings per share. Analysts predict that Arthur J. Gallagher & Co. will post 13.23 earnings per share for the current year.

Arthur J. Gallagher & Co. Dividend Announcement

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

Insider Activity

In other news, CAO Richard C. Cary sold 3,000 shares of Arthur J. Gallagher & Co. stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $206.00, for a total transaction of $618,000.00. Following the sale, the chief accounting officer directly owned 47,819 shares in the company, valued at $9,850,714. The trade was a 5.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 1.40% of the stock is currently owned by corporate insiders.

Arthur J. Gallagher & Co. News Roundup

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

• Positive Sentiment: Wells Fargo raised its price target on Arthur J. Gallagher & Co. to $299 from $271 and kept an overweight rating, signaling confidence in further upside for the insurance broker. Benzinga article
• Positive Sentiment: Mizuho also lifted its target to $287 from $261 and maintained an outperform rating, reinforcing a constructive view on AJG’s growth prospects. Benzinga article
• Positive Sentiment: AJG announced the acquisition of Med James, Inc., adding to its long-running acquisition-driven expansion strategy. PR Newswire article
• Positive Sentiment: Management also announced the date for its second-quarter 2026 earnings release and conference call, keeping investors focused on upcoming results. PR Newswire article
• Neutral Sentiment: Zacks said AJG trades at a discount to the industry on a valuation basis, but noted the company still faces margin and leverage challenges despite solid organic growth and acquisition activity. Zacks article
• Neutral Sentiment: MarketWatch noted the stock underperformed peers in recent trading, suggesting AJG has lagged some competitors even as broader analyst sentiment remains mixed. MarketWatch article
• Negative Sentiment: Wolfe Research downgraded Arthur J. Gallagher & Co. to peer perform from outperform, which likely weighed on sentiment and helped offset the bullish target increases. Downgrade article

Arthur J. Gallagher & Co. 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.