Rep. Kelly Morrison Sells Off Shares of Arthur J. Gallagher & Co. (NYSE:AJG)

Posted by Defense World Staff on Mar 12th, 2026

Representative Kelly Morrison (Democratic-Minnesota) recently sold shares of Arthur J. Gallagher & Co. (NYSE:AJG). In a filing disclosed on March 10th, the Representative disclosed that they had sold between $15,001 and $50,000 in Arthur J. Gallagher & Co. stock on March 8th. The trade occurred in the Representative’s “TRUST 2” account.

Representative Kelly Morrison also recently made the following trade(s):

Sold $1,001 – $15,000 in shares of Arthur J. Gallagher & Co. (NYSE:AJG) on 3/8/2026.
Sold $1,001 – $15,000 in shares of Magnum Ice Cream (NYSE:MICC) on 3/8/2026.

Arthur J. Gallagher & Co. Stock Performance

NYSE:AJG opened at $209.67 on Thursday. The firm has a 50-day moving average of $236.99 and a two-hundred day moving average of $261.53. 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 stock has a market cap of $53.91 billion, a P/E ratio of 34.09, a PEG ratio of 1.03 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.

Arthur J. Gallagher & Co. (NYSE:AJG – Get Free Report) last announced its earnings results on Thursday, January 29th. The financial services provider reported $2.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.35 by $0.03. The business had revenue of $3.57 billion for the quarter, compared to analyst estimates of $3.61 billion. Arthur J. Gallagher & Co. had a return on equity of 12.13% and a net margin of 11.84%.The company’s revenue for the quarter was up 33.9% compared to the same quarter last year. During the same period in the previous year, the company earned $1.12 earnings per share. On average, research analysts expect that Arthur J. Gallagher & Co. will post 11.54 earnings per share for the current fiscal year.

Arthur J. Gallagher & Co. Increases Dividend

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

Analysts Set New Price Targets

Several research firms have issued reports on AJG. Wolfe Research set a $289.00 price objective on Arthur J. Gallagher & Co. and gave the stock an “outperform” rating in a report on Wednesday, December 17th. Mizuho upgraded Arthur J. Gallagher & Co. from a “neutral” rating to an “outperform” rating and set a $260.00 target price for the company in a research note on Friday, February 27th. Piper Sandler decreased their price target on shares of Arthur J. Gallagher & Co. from $249.00 to $226.00 and set a “neutral” rating for the company in a research report on Monday, February 23rd. Wall Street Zen upgraded shares of Arthur J. Gallagher & Co. from a “sell” rating to a “hold” rating in a research note on Saturday, February 21st. Finally, Wells Fargo & Company reduced their price objective on shares of Arthur J. Gallagher & Co. from $311.00 to $298.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. Eight analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $282.65.

Read Our Latest Report on Arthur J. Gallagher & Co.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of AJG. Kemnay Advisory Services Inc. bought a new stake in shares of Arthur J. Gallagher & Co. in the 4th quarter valued at approximately $26,000. Physician Wealth Advisors Inc. raised its position in shares of Arthur J. Gallagher & Co. by 870.0% during the 3rd 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. MV Capital Management Inc. bought a new position in Arthur J. Gallagher & Co. during the fourth quarter worth $34,000. Rakuten Securities Inc. boosted its holdings in Arthur J. Gallagher & Co. by 650.0% in the second quarter. Rakuten Securities Inc. now owns 105 shares of the financial services provider’s stock worth $34,000 after purchasing an additional 91 shares during the period. Finally, Financial Life Planners bought a new stake in Arthur J. Gallagher & Co. during the third quarter valued at $39,000. Institutional investors own 85.53% of the company’s stock.

Insider Buying and Selling at Arthur J. Gallagher & Co.

In other news, VP Christopher E. Mead sold 4,000 shares of the firm’s stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $227.12, for a total value of $908,480.00. Following the transaction, the vice president directly owned 19,306 shares in the company, valued at approximately $4,384,778.72. This trade represents a 17.16% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, VP Scott R. Hudson sold 3,800 shares of Arthur J. Gallagher & Co. stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $227.57, for a total transaction of $864,766.00. Following the completion of the transaction, the vice president directly owned 85,920 shares of the company’s stock, valued at $19,552,814.40. This trade represents a 4.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 32,650 shares of company stock valued at $8,137,686. Corporate insiders own 1.60% 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: Barclays upgraded AJG from “underweight” to “overweight” and raised its price target to $262, arguing AI disruption fears are overdone — a clear bullish catalyst that supports upside vs. current levels. AI Disruption Fears Overdone, Says Barclays — Upgrades Arthur J. Gallagher and Willis Towers Watson
Positive Sentiment: Company news shows a raised quarterly dividend (now $0.70; $2.80 annualized), a direct return of capital that can support investor sentiment and income-oriented buying. Arthur J. Gallagher & Co. stock page
Neutral Sentiment: Q4 recap pieces highlight mixed results: EPS modestly beat estimates while revenue slightly missed; the quarter showed strong year-over-year revenue growth but leaves some execution questions. Insurance brokers stocks Q4 highlights: Arthur J Gallagher (NYSE:AJG)
Neutral Sentiment: Corporate PR (Gallagher’s employee communications report) and institutional flow notes are background positives for culture and long-term positioning but unlikely to move the stock materially in the near term. 61% of organizations have no formal change communication strategy
Neutral Sentiment: Analyst mix remains centered on “Hold” with a consensus target near the high $200s — supportive but not uniformly bullish, leaving valuation-sensitive investors cautious. Arthur J. Gallagher & Co. Receives Average Recommendation of “Hold” from Analysts
Negative Sentiment: A Seeking Alpha piece reiterates AI disruption risk for brokers, keeping a negative narrative alive that can pressure multiple-coverage stocks despite counterarguments from banks. Arthur J. Gallagher: Cloudy Investment Case Due To AI Disruption Risk
Negative Sentiment: Recent insider selling (VP Scott Hudson and VP Christopher Mead sold shares) is being noted by the market; while not uncommon, disclosed sales at higher prices can add short-term selling pressure. SEC Form 4 disclosure

About Representative Morrison

Kelly Morrison (Democratic Party) is a member of the U.S. House, representing Minnesota’s 3rd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Morrison (Democratic Party) is running for re-election to the U.S. House to represent Minnesota’s 3rd Congressional District. She declared candidacy for the 2026 election.

Kelly Morrison was born in Minneapolis, Minnesota, and lives in Deephaven. Morrison earned a B.A. in history from Yale University and an M.D. from Case Western Reserve University. She completed her residency in obstetrics and gynecology at Northwestern University. Morrison’s career experience includes working as a physician.

Arthur J. Gallagher & Co. Company Profile

(Get Free Report)

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.