Arthur J. Gallagher & Co. $AJG Holdings Lowered by Trillium Asset Management LLC

13 Jun 2026, 10:18 by Michael Walen · The Markets Daily

Trillium Asset Management LLC reduced its holdings in Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 30.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,268 shares of the financial services provider’s stock after selling 14,552 shares during the quarter. Trillium Asset Management LLC’s holdings in Arthur J. Gallagher & Co. were worth $8,822,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. IFP Advisors Inc raised its holdings in shares of Arthur J. Gallagher & Co. by 1.4% in the 3rd quarter. IFP Advisors Inc now owns 3,064 shares of the financial services provider’s stock worth $949,000 after purchasing an additional 41 shares in the last quarter. AMG National Trust Bank raised its holdings in shares of Arthur J. Gallagher & Co. by 2.7% in the 3rd quarter. AMG National Trust Bank now owns 1,616 shares of the financial services provider’s stock worth $501,000 after purchasing an additional 42 shares in the last quarter. Journey Strategic Wealth LLC increased its position in shares of Arthur J. Gallagher & Co. by 2.9% in the third quarter. Journey Strategic Wealth LLC now owns 1,551 shares of the financial services provider’s stock worth $480,000 after acquiring an additional 43 shares in the last quarter. KCM Investment Advisors LLC increased its position in shares of Arthur J. Gallagher & Co. by 4.1% in the third quarter. KCM Investment Advisors LLC now owns 1,127 shares of the financial services provider’s stock worth $349,000 after acquiring an additional 44 shares in the last quarter. Finally, Ritholtz Wealth Management increased its position in shares of Arthur J. Gallagher & Co. by 0.4% in the fourth quarter. Ritholtz Wealth Management now owns 10,061 shares of the financial services provider’s stock worth $2,604,000 after acquiring an additional 45 shares in the last quarter. 85.53% of the stock is currently owned by institutional investors.

Arthur J. Gallagher & Co. Price Performance

NYSE AJG opened at $218.53 on Friday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.06 and a quick ratio of 1.06. The stock’s 50-day moving average is $210.97 and its two-hundred day moving average is $228.06. The firm has a market cap of $56.14 billion, a P/E ratio of 35.36, a price-to-earnings-growth ratio of 1.12 and a beta of 0.52. Arthur J. Gallagher & Co. has a fifty-two week low of $190.75 and a fifty-two week high of $327.34.

Arthur J. Gallagher & Co. (NYSE:AJG – Get Free Report) last announced its earnings results on Thursday, April 30th. The financial services provider reported $4.47 EPS for the quarter, topping the consensus estimate of $4.43 by $0.04. Arthur J. Gallagher & Co. had a net margin of 10.76% and a return on equity of 12.83%. The firm had revenue of $4.71 billion for the quarter, compared to the consensus estimate of $4.73 billion. During the same quarter last year, the firm posted $3.67 EPS. The business’s quarterly revenue was up 29.0% on a year-over-year basis. On average, analysts anticipate that Arthur J. Gallagher & Co. will post 13.27 earnings per share for the current fiscal year.

Arthur J. Gallagher & Co. Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, June 19th. Shareholders of record on Friday, June 5th 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%. The ex-dividend date is Friday, June 5th. Arthur J. Gallagher & Co.’s dividend payout ratio is 45.31%.

Insider Transactions at Arthur J. Gallagher & Co.

In other Arthur J. Gallagher & Co. news, CAO Richard C. Cary sold 3,000 shares of the company’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $206.00, for a total transaction of $618,000.00. Following the completion of the sale, the chief accounting officer directly owned 47,819 shares in the company, valued at $9,850,714. This represents a 5.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 1.40% of the stock is owned by company insiders.

Analyst Ratings Changes

AJG has been the topic of several analyst reports. Barclays lifted their target price on shares of Arthur J. Gallagher & Co. from $262.00 to $275.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 8th. Citigroup raised shares of Arthur J. Gallagher & Co. from a “neutral” rating to a “buy” rating and dropped their target price for the stock from $280.00 to $250.00 in a research report on Wednesday, May 6th. Mizuho dropped their target price on shares of Arthur J. Gallagher & Co. from $260.00 to $259.00 and set an “outperform” rating on the stock in a research report on Monday, April 13th. Keefe, Bruyette & Woods dropped their target price on shares of Arthur J. Gallagher & Co. from $246.00 to $235.00 and set a “market perform” rating on the stock in a research report on Friday, May 1st. Finally, BMO Capital Markets raised shares of Arthur J. Gallagher & Co. from a “market perform” rating to an “outperform” rating and lifted their target price for the stock from $275.00 to $278.00 in a research report on Tuesday, March 24th. Thirteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat.com, Arthur J. Gallagher & Co. presently has a consensus rating of “Moderate Buy” and a consensus price target of $263.71.

Check Out Our Latest Stock Report on Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co. Profile

(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.