AIA Group Ltd Has $8.15 Million Stake in Arthur J. Gallagher & Co. $AJG

AIA Group Ltd boosted its stake in shares of Arthur J. Gallagher & Co. (NYSE:AJG) by 23.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,309 shares of the financial services provider’s stock after acquiring an additional 4,950 shares during the quarter. AIA Group Ltd’s holdings in Arthur J. Gallagher & Co. were worth $8,149,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Dorsey & Whitney Trust CO LLC grew its holdings in shares of Arthur J. Gallagher & Co. by 1.4% in the 2nd quarter. Dorsey & Whitney Trust CO LLC now owns 2,623 shares of the financial services provider’s stock worth $840,000 after purchasing an additional 35 shares during the last quarter. CX Institutional lifted its holdings in Arthur J. Gallagher & Co. by 2.1% during the 3rd quarter. CX Institutional now owns 1,782 shares of the financial services provider’s stock valued at $552,000 after purchasing an additional 36 shares during the last quarter. D.A. Davidson & CO. boosted its position in Arthur J. Gallagher & Co. by 1.3% in the third quarter. D.A. Davidson & CO. now owns 2,930 shares of the financial services provider’s stock valued at $908,000 after buying an additional 38 shares in the last quarter. Citizens Financial Group Inc. RI grew its stake in Arthur J. Gallagher & Co. by 1.0% during the third quarter. Citizens Financial Group Inc. RI now owns 3,958 shares of the financial services provider’s stock worth $1,226,000 after buying an additional 38 shares during the last quarter. Finally, Central Pacific Bank Trust Division increased its holdings in shares of Arthur J. Gallagher & Co. by 40.6% during the third quarter. Central Pacific Bank Trust Division now owns 135 shares of the financial services provider’s stock worth $42,000 after buying an additional 39 shares in the last quarter. Institutional investors and hedge funds own 85.53% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on AJG shares. Morgan Stanley set a $300.00 target price on shares of Arthur J. Gallagher & Co. in a research note on Friday, December 19th. BMO Capital Markets cut Arthur J. Gallagher & Co. from an “outperform” rating to a “market perform” rating and dropped their price target for the company from $289.00 to $275.00 in a report on Tuesday, January 13th. Mizuho raised Arthur J. Gallagher & Co. from a “neutral” rating to an “outperform” rating and set a $260.00 price objective on the stock in a research note on Friday, February 27th. The Goldman Sachs Group restated a “buy” rating and set a $292.00 target price on shares of Arthur J. Gallagher & Co. in a report on Wednesday, January 7th. Finally, Jefferies Financial Group lowered their target price on Arthur J. Gallagher & Co. from $283.00 to $280.00 and set a “hold” rating for the company in a research note on Monday, February 2nd. Nine equities research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $279.39.

Insider Buying and Selling

In other news, VP Scott R. Hudson sold 3,800 shares of the company’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $227.57, for a total value of $864,766.00. Following the completion of the sale, the vice president directly owned 85,920 shares of the company’s stock, valued at $19,552,814.40. This represents a 4.24% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, General Counsel Walter D. Bay sold 15,850 shares of the stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $255.00, for a total transaction of $4,041,750.00. Following the completion of the sale, the general counsel owned 79,549 shares in the company, valued at $20,284,995. This represents a 16.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 32,650 shares of company stock valued at $8,137,686 over the last 90 days. 1.60% of the stock is owned by corporate insiders.

Arthur J. Gallagher & Co. Trading Up 0.3%

Shares of AJG opened at $209.78 on Thursday. The stock’s fifty day simple moving average is $231.86 and its 200-day simple moving average is $258.34. The firm 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 12-month low of $195.00 and a 12-month high of $351.23. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 0.52.

Arthur J. Gallagher & Co. (NYSE:AJG) last announced its quarterly earnings data on Thursday, January 29th. The financial services provider reported $2.38 EPS for the quarter, topping analysts’ consensus estimates of $2.35 by $0.03. Arthur J. Gallagher & Co. had a return on equity of 12.13% and a net margin of 11.84%.The firm had revenue of $3.57 billion during the quarter, compared to analyst estimates of $3.61 billion. During the same period last year, the company earned $1.12 earnings per share. The company’s revenue was up 33.9% on a year-over-year basis. As a group, research analysts predict 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. Shareholders of record on Friday, March 6th will be issued a dividend of $0.70 per share. This represents a $2.80 dividend on an annualized basis and a yield of 1.3%. This is an increase from Arthur J. Gallagher & Co.’s previous quarterly dividend of $0.65. The ex-dividend date is Friday, March 6th. Arthur J. Gallagher & Co.’s dividend payout ratio (DPR) is 45.53%.

Key Headlines Impacting Arthur J. Gallagher & Co.

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.

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.