151,970 Shares in Arthur J. Gallagher & Co. $AJG Acquired by Danske Bank A S

Danske Bank A S purchased a new stake in Arthur J. Gallagher & Co. (NYSE:AJG) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 151,970 shares of the financial services provider’s stock, valued at approximately $47,071,000. Danske Bank A S owned 0.06% of Arthur J. Gallagher & Co. as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently modified their holdings of AJG. Norges Bank bought a new stake in shares of Arthur J. Gallagher & Co. in the second quarter worth $1,536,230,000. JPMorgan Chase & Co. raised its position in Arthur J. Gallagher & Co. by 19.6% during the 3rd quarter. JPMorgan Chase & Co. now owns 20,338,533 shares of the financial services provider’s stock worth $6,299,674,000 after purchasing an additional 3,330,205 shares during the last quarter. Sands Capital Management LLC lifted its holdings in Arthur J. Gallagher & Co. by 453.3% during the 2nd quarter. Sands Capital Management LLC now owns 1,121,249 shares of the financial services provider’s stock worth $358,934,000 after buying an additional 918,618 shares during the period. Balyasny Asset Management L.P. grew its position in shares of Arthur J. Gallagher & Co. by 41,475.5% in the 2nd quarter. Balyasny Asset Management L.P. now owns 770,394 shares of the financial services provider’s stock valued at $246,619,000 after buying an additional 768,541 shares during the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in shares of Arthur J. Gallagher & Co. by 30.5% in the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 3,107,390 shares of the financial services provider’s stock valued at $962,483,000 after buying an additional 725,555 shares during the period. Institutional investors own 85.53% of the company’s stock.

Insider Activity at Arthur J. Gallagher & Co.

In other Arthur J. Gallagher & Co. news, VP Christopher E. Mead sold 4,000 shares of the stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $227.12, for a total transaction of $908,480.00. Following the completion of the transaction, the vice president directly owned 19,306 shares of the company’s stock, valued at approximately $4,384,778.72. This represents a 17.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Douglas K. Howell sold 5,000 shares of the firm’s stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $258.05, for a total value of $1,290,250.00. Following the completion of the sale, the chief financial officer directly owned 95,777 shares of the company’s stock, valued at $24,715,254.85. This represents a 4.96% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 32,650 shares of company stock worth $8,137,686. 1.60% of the stock is currently owned by company insiders.

Arthur J. Gallagher & Co. News Summary

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

• Positive Sentiment: RBC Capital assigned an Outperform rating on AJG and set a higher price target, signaling stronger analyst conviction that could attract buyers. Read More.
• Positive Sentiment: AJG completed the acquisition of Asset Partners Private Wealth (Australia), expanding its wealth-management footprint — a strategic tuck‑in that supports revenue diversification and long‑term organic growth. Read More.
• Neutral Sentiment: Management discussed strategy, organic growth outlook and AI initiatives in an investor meeting transcript — these initiatives could boost efficiency and underwriting/retention over time but are longer‑term in nature. Read More.
• Neutral Sentiment: Piper Sandler reiterated its Hold rating on AJG, maintaining a cautious view that limits upside from some institutional investors. Read More.
• Negative Sentiment: Truist lowered its price target on AJG from $271 to $235 and kept a Hold rating; the cut reduces near‑term analyst upside and may weigh on momentum. Read More.
• Negative Sentiment: Coverage notes and market commentary flagged AJG’s reaction to the Truist revision and its implications for S&P 500 composition, which added short‑term volatility and mixed investor signals. Read More.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on AJG shares. Wolfe Research set a $289.00 price objective on Arthur J. Gallagher & Co. and gave the stock an “outperform” rating in a research note on Wednesday, December 17th. Mizuho upgraded shares of Arthur J. Gallagher & Co. from a “neutral” rating to an “outperform” rating and set a $260.00 price target for the company in a report on Friday, February 27th. Barclays upgraded shares of Arthur J. Gallagher & Co. from an “underweight” rating to an “overweight” rating and boosted their price target for the stock from $247.00 to $262.00 in a research report on Wednesday, March 11th. Keefe, Bruyette & Woods decreased their price objective on shares of Arthur J. Gallagher & Co. from $279.00 to $249.00 and set a “market perform” rating for the company in a research report on Friday, January 30th. Finally, Cantor Fitzgerald reissued a “neutral” rating on shares of Arthur J. Gallagher & Co. in a research note on Friday, January 30th. Nine research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company. Based on data from MarketBeat, Arthur J. Gallagher & Co. presently has an average rating of “Hold” and an average target price of $279.39.

Arthur J. Gallagher & Co. Stock Up 0.3%

Shares of NYSE:AJG opened at $209.78 on Thursday. The company has a market capitalization of $53.93 billion, a PE ratio of 34.11, a price-to-earnings-growth ratio of 1.02 and a beta of 0.67. Arthur J. Gallagher & Co. has a 1 year low of $195.00 and a 1 year high of $351.23. The company has a debt-to-equity ratio of 0.52, a current ratio of 1.06 and a quick ratio of 1.06. The business has a fifty day moving average price of $231.86 and a two-hundred day moving average price of $258.34.

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, topping analysts’ consensus estimates of $2.35 by $0.03. Arthur J. Gallagher & Co. had a net margin of 11.84% and a return on equity of 12.13%. The company had revenue of $3.57 billion for the quarter, compared to the consensus estimate of $3.61 billion. During the same period in the previous year, the firm earned $1.12 EPS. The firm’s quarterly revenue was up 33.9% on a year-over-year basis. Analysts forecast that Arthur J. Gallagher & Co. will post 11.54 earnings per share for the current year.

Arthur J. Gallagher & Co. Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Friday, March 6th will be given a dividend of $0.70 per share. The ex-dividend date of this dividend is Friday, March 6th. This represents a $2.80 dividend on an annualized basis and a dividend yield of 1.3%. This is an increase from Arthur J. Gallagher & Co.’s previous quarterly dividend of $0.65. Arthur J. Gallagher & Co.’s payout ratio is currently 45.53%.

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.