Arthur J. Gallagher & Co. (NYSE:AJG) Stock Unloaded Rep. Julie Johnson

Representative Julie Johnson (D-Texas) recently sold shares of Arthur J. Gallagher & Co. (NYSE:AJG). In a filing disclosed on December 11th, the Representative disclosed that they had sold between $1,001 and $15,000 in Arthur J. Gallagher & Co. stock on November 13th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Charles Schwab (NYSE:SCHW) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Cigna Group (NYSE:CI) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Xcel Energy (NASDAQ:XEL) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Capital One Financial (NYSE:COF) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Seagate Technology (NASDAQ:STX) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Wells Fargo & Company (NYSE:WFC) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 11/13/2025.

Arthur J. Gallagher & Co. Trading Up 3.2%

Shares of AJG stock opened at $255.47 on Monday. The business’s fifty day moving average price is $263.57 and its 200 day moving average price is $292.14. The firm has a market capitalization of $65.60 billion, a PE ratio of 38.19 and a beta of 0.69. The company has a debt-to-equity ratio of 0.52, a current ratio of 1.06 and a quick ratio of 1.06. Arthur J. Gallagher & Co. has a 1-year low of $236.34 and a 1-year high of $351.23.

Arthur J. Gallagher & Co. (NYSE:AJG) last issued its earnings results on Thursday, October 30th. The financial services provider reported $2.32 EPS for the quarter, missing the consensus estimate of $2.51 by ($0.19). Arthur J. Gallagher & Co. had a return on equity of 11.98% and a net margin of 13.58%.The company had revenue of $3.33 billion for the quarter, compared to analysts’ expectations of $3.34 billion. During the same quarter in the previous year, the firm posted $2.26 earnings per share. Arthur J. Gallagher & Co.’s revenue for the quarter was up 20.2% on a year-over-year basis. As a group, sell-side analysts forecast that Arthur J. Gallagher & Co. will post 11.54 EPS for the current fiscal year.

Arthur J. Gallagher & Co. Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, December 19th. Investors of record on Friday, December 5th will be issued a dividend of $0.65 per share. This represents a $2.60 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Friday, December 5th. Arthur J. Gallagher & Co.’s dividend payout ratio is currently 38.86%.

Hedge Funds Weigh In On Arthur J. Gallagher & Co.

Hedge funds have recently bought and sold shares of the stock. Physician Wealth Advisors Inc. lifted its position in shares of Arthur J. Gallagher & Co. by 870.0% in the third 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 in the last quarter. J.Safra Asset Management Corp lifted its holdings in Arthur J. Gallagher & Co. by 209.1% in the 2nd quarter. J.Safra Asset Management Corp now owns 102 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 69 shares in the last quarter. AlphaQuest LLC acquired a new stake in shares of Arthur J. Gallagher & Co. during the 1st quarter worth about $33,000. Saudi Central Bank purchased a new stake in shares of Arthur J. Gallagher & Co. during the first quarter worth about $34,000. Finally, Rakuten Securities Inc. lifted its stake in shares of Arthur J. Gallagher & Co. by 650.0% during the second quarter. Rakuten Securities Inc. now owns 105 shares of the financial services provider’s stock valued at $34,000 after buying an additional 91 shares during the period. Hedge funds and other institutional investors own 85.53% of the company’s stock.

Insider Activity

In other news, CAO Richard C. Cary sold 6,000 shares of Arthur J. Gallagher & Co. stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $261.00, for a total value of $1,566,000.00. Following the completion of the sale, the chief accounting officer owned 50,668 shares of the company’s stock, valued at $13,224,348. The trade was a 10.59% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Douglas K. Howell sold 8,000 shares of the stock in a transaction dated Monday, September 22nd. The stock was sold at an average price of $299.54, for a total value of $2,396,320.00. Following the transaction, the chief financial officer owned 100,777 shares in the company, valued at $30,186,742.58. This trade represents a 7.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 21,250 shares of company stock valued at $6,071,365 over the last quarter. Insiders own 1.30% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently commented on the stock. Wall Street Zen downgraded shares of Arthur J. Gallagher & Co. from a “hold” rating to a “sell” rating in a report on Saturday, November 1st. Piper Sandler decreased their price target on Arthur J. Gallagher & Co. from $340.00 to $295.00 and set an “overweight” rating on the stock in a research note on Friday, October 31st. Wells Fargo & Company dropped their price objective on Arthur J. Gallagher & Co. from $362.00 to $344.00 and set an “overweight” rating for the company in a research note on Friday, December 5th. Citigroup decreased their target price on Arthur J. Gallagher & Co. from $330.00 to $277.00 and set a “neutral” rating on the stock in a research report on Monday, November 3rd. Finally, Keefe, Bruyette & Woods dropped their price target on Arthur J. Gallagher & Co. from $315.00 to $275.00 and set a “market perform” rating for the company in a research report on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $314.87.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

Arthur J. Gallagher & Co. Company Profile

Arthur J. Gallagher & Co engages in the provision of insurance brokerage, reinsurance brokerage, consulting, and third-party claims settlement and administration services. It operates through the following segments: Brokerage, Risk Management, and Corporate. The Brokerage segment consists of retail and wholesale insurance brokerage operations.