AJG Arthur J Gallagher & Co

Generate Investment Management Ltd significantly increased its stake in Arthur J. Gallagher & Co. (NYSE:AJG) by 184.1% in the third quarter, now owning 50,000 shares valued at $15.487 million. Other institutional investors also adjusted their positions in the financial services provider. Despite recent analyst downgrades and a slight dip in share price, the company announced a quarterly dividend of $0.65 per share.

Fort Washington Investment Advisors Inc. OH increased its stake in Arthur J. Gallagher & Co. (NYSE:AJG) by 9.4% in Q3, now owning 145,220 shares valued at approximately $44.98 million. Despite missing Q3 earnings estimates, the company's revenue grew 20.2% year-over-year, and institutional investors collectively hold 85.53% of its stock. Analysts currently hold a "Moderate Buy" rating with an average target price of $302.22 for Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co. (NYSE:AJG) CFO Douglas Howell sold 5,000 shares of company stock on December 22nd, reducing his stake by 4.96%. The sale, valued at over $1.29 million, leaves Howell with 95,777 shares. The company's stock traded up 0.5% after the sale, with analysts giving it a "Moderate Buy" rating and an average target price of $302.22 despite a recent EPS miss.

Arthur J. Gallagher & Co. (NYSE:AJG) VP Christopher Mead recently sold 4,000 shares of the company stock for over $1 million, reducing his stake by nearly 19%. This insider sale occurred after the company missed quarterly earnings expectations, reporting an EPS of $2.32 against a consensus of $2.51. Despite this, the stock carries a "Moderate Buy" consensus rating with a target price of $302.22, although one analyst firm, Barclays, recently downgraded it to "underweight" with a target of $250.

Marsh McLennan will change its NYSE ticker from MMC to MRSH on January 14, 2026, aligning with a brand transition to Marsh. The company's stock traded at $187.23, and it is set to release its fourth-quarter earnings on January 29, 2026. While long-term returns remain solid, recent performance has lagged behind the S&P 500, making the upcoming earnings report significant for investors.

Annex Advisory Services LLC increased its stake in Arthur J. Gallagher & Co. (NYSE:AJG) by 23.6% in the third quarter, bringing their total holdings to 95,153 shares valued at $29.47 million. Several other institutional investors also adjusted their positions in the company, while insiders sold a total of 23,100 shares. The company recently announced a quarterly dividend of $0.65 per share and reported third-quarter earnings that missed analyst estimates.