Bank of New York Mellon Corp Cuts Stock Holdings in Arthur J. Gallagher & Co. $AJG

Bank of New York Mellon Corp reduced its position in Arthur J. Gallagher & Co. (NYSE:AJG) by 2.2% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,360,869 shares of the financial services provider’s stock after selling 30,913 shares during the period. Bank of New York Mellon Corp owned about 0.53% of Arthur J. Gallagher & Co. worth $421,516,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in AJG. J.Safra Asset Management Corp lifted its holdings in shares of Arthur J. Gallagher & Co. by 209.1% during the second 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. Rakuten Securities Inc. lifted its stake in Arthur J. Gallagher & Co. by 650.0% during 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 period. Central Pacific Bank Trust Division lifted its stake in Arthur J. Gallagher & Co. by 40.6% during the 3rd quarter. Central Pacific Bank Trust Division now owns 135 shares of the financial services provider’s stock valued at $42,000 after acquiring an additional 39 shares during the period. Salomon & Ludwin LLC bought a new stake in shares of Arthur J. Gallagher & Co. in the second quarter worth approximately $45,000. Finally, Solstein Capital LLC purchased a new position in shares of Arthur J. Gallagher & Co. during the second quarter valued at approximately $49,000. 85.53% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on AJG shares. TD Cowen restated a “buy” rating on shares of Arthur J. Gallagher & Co. in a report on Friday, October 31st. Evercore ISI dropped their price target on Arthur J. Gallagher & Co. from $353.00 to $334.00 and set an “outperform” rating on the stock in a research note on Wednesday, December 17th. Keefe, Bruyette & Woods upped their price objective on Arthur J. Gallagher & Co. from $272.00 to $279.00 and gave the company a “market perform” rating in a research report on Tuesday, January 6th. BMO Capital Markets cut shares of Arthur J. Gallagher & Co. from an “outperform” rating to a “market perform” rating and lowered their price objective for the stock from $289.00 to $275.00 in a research note on Tuesday, January 13th. Finally, Truist Financial dropped their price objective on shares of Arthur J. Gallagher & Co. from $290.00 to $280.00 and set a “hold” rating on the stock in a report on Tuesday, December 16th. Seven equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average price target of $290.50.

Insiders Place Their Bets

In related news, VP Christopher E. Mead sold 4,000 shares of the stock in a transaction dated Tuesday, December 23rd. The stock was sold at an average price of $258.11, for a total transaction of $1,032,440.00. Following the completion of the sale, the vice president owned 17,327 shares in the company, valued at approximately $4,472,271.97. This trade represents a 18.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Douglas K. Howell sold 5,000 shares of Arthur J. Gallagher & Co. stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $258.05, for a total value of $1,290,250.00. Following the sale, the chief financial officer directly owned 95,777 shares in the company, valued at $24,715,254.85. This trade represents a 4.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 32,100 shares of company stock valued at $8,243,865. Insiders own 1.60% of the company’s stock.

Arthur J. Gallagher & Co. Trading Up 1.3%

Shares of NYSE:AJG opened at $245.62 on Friday. The stock has a 50 day moving average of $253.20 and a 200 day moving average of $277.07. The company has a market cap of $63.08 billion, a PE ratio of 36.71, a price-to-earnings-growth ratio of 1.31 and a beta of 0.67. Arthur J. Gallagher & Co. has a 12-month low of $236.34 and a 12-month high of $351.23. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 0.52.

Arthur J. Gallagher & Co. (NYSE:AJG) last issued its quarterly earnings results on Thursday, January 29th. The financial services provider reported $2.38 earnings per share for the quarter, beating the consensus estimate of $2.35 by $0.03. The business had revenue of $3.57 billion for the quarter, compared to the consensus estimate of $3.61 billion. Arthur J. Gallagher & Co. had a net margin of 13.58% and a return on equity of 11.98%. As a group, equities research analysts expect that Arthur J. Gallagher & Co. will post 11.54 EPS for the current year.

Arthur J. Gallagher & Co. Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Friday, March 6th will be issued a dividend of $0.70 per share. This is a boost from Arthur J. Gallagher & Co.’s previous quarterly dividend of $0.65. This represents a $2.80 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Friday, March 6th. Arthur J. Gallagher & Co.’s payout ratio is 38.86%.

Key Headlines Impacting Arthur J. Gallagher & Co.

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

• Positive Sentiment: Board raised the quarterly cash dividend to $0.70 (7.7% increase), supporting income investors and signaling confidence in cash generation. Arthur J. Gallagher & Co. Increases Cash Dividend to $0.70 per Share
• Positive Sentiment: Adjusted profit rose strongly (Reuters: +24.5% in the fourth quarter) driven by commissions and fees, indicating healthy demand and margin drivers that investors favor. Arthur J Gallagher’s quarterly profit rises on fees, commission growth
• Positive Sentiment: Some outlets and market reactions framed the report as a beat, with shares described as jumping after the results — supporting short-term bullish momentum. Arthur J. Gallagher shares jump after beating Q4 expectations
• Neutral Sentiment: Reported EPS was $2.38; some services (Zacks) treated it as a beat versus their $2.35 consensus, showing year-over-year improvement from $2.13. This supports earnings momentum but depends on which consensus you reference. Arthur J. Gallagher (AJG) Q4 Earnings and Revenues Beat Estimates
• Neutral Sentiment: Company released full-quarter and FY-2025 results and hosted a conference call — useful for investors wanting management commentary on outlook, inorganic growth and expense trends. Arthur J. Gallagher & Co. Announces Fourth Quarter and Full Year 2025 Financial Results
• Negative Sentiment: Other reports show the quarter missed some street expectations: EPS was slightly below certain consensus figures (e.g., $2.42) and revenue came in below estimates (~$3.56B vs. ~$3.61B), which tempers the upbeat adjusted-profit headlines. Arthur J. Gallagher & Co. Q4 results (MarketBeat) Arthur J Gallagher earnings missed by $1.77, revenue fell short of estimates

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.