Stifel Financial Reduces $2M in Arthur J. Gallagher & Co. ($AJG)
Stifel Financial cut its investment in Arthur J. Gallagher & Co. by 4.4%, as per its latest SEC filing.
Key Points
- Stifel Financial decreased its holdings in Arthur J. Gallagher & Co. by 4.4%, selling 8,100 shares to hold 174,354 shares worth $39.6 million.
- Arthur J. Gallagher & Co. has a market cap of $58.9 billion, a P/E ratio of 37.1, and traded near $227.03 on Wednesday.
- Recent insider activity includes sales by key executives, while analysts have set new price targets with a consensus 'buy' rating.
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Stifel Financial has reduced its stake in Arthur J. Gallagher & Co. (NYSE: AJG), according to its latest 13F filing with the SEC. The financial firm trimmed its holdings by 8,100 shares, a 4.4% decrease, leaving it with 174,354 shares valued at approximately $39.6 million as of the reporting period.
Stifel Financial vs. the S&P 500
Hypothetical, simulated performance of disclosed positions vs. the S&P 500. Not realized profit and not investment advice. Past performance does not indicate future results. Details.
What Changed in Stifel Financial's Arthur J. Gallagher & Co. Position
Stifel Financial cut its investment in Arthur J. Gallagher & Co. by 4.4%, reducing its holdings from 182,454 shares to 174,354 shares. This adjustment brought the total value of its position to about $39.6 million.
Other Institutional Activity in Arthur J. Gallagher & Co.
Several other major investors also adjusted their positions in Arthur J. Gallagher & Co. JPMorgan Chase & Co. reduced its stake by 745,202 shares, ending with 19,568,047 shares valued at approximately $4.23 billion. Meanwhile, BlackRock, Inc. increased its holdings by 68,175 shares, bringing its total to 19,307,796 shares worth about $4.18 billion. Vanguard Capital Management LLC opened a new position with 16,699,898 shares valued at roughly $3.62 billion. FMR LLC cut its stake by 489,719 shares, now holding 14,620,963 shares valued at $3.17 billion. Capital World Investors expanded its investment by 1,204,349 shares, totaling 13,817,720 shares worth around $2.99 billion.
Arthur J. Gallagher & Co. Stock Down 15.1%
Shares of Arthur J. Gallagher & Co. traded near $227.03 on Wednesday. The company has a market capitalization of $58.9 billion and a P/E ratio of 37.1. Its forward P/E is 15.4, and it has a beta of 0.533, indicating lower volatility compared to the market. The stock's 52-week range is between $190.75 and $323.25, with a 50-day moving average of $210.44 and a 200-day moving average of $240.84.
$AJG stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Arthur J. Gallagher & Co. reported revenue of $14.2 billion, reflecting a growth rate of 34.6%. The company posted an EPS of $6.18, with a net margin of 11.4% and a return on equity of 7.0%. Investors can look forward to the next earnings report scheduled for July 30, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
5 target cuts vs 0 raises.
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EPS & revenue
EPS met estimates. Revenue missed estimates by 0.5%.
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Profit surprise
EBITDA missed by 13 percent. Operating income missed by 27 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
1 upgrade, 5 target cuts.
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Earnings quality
Gross margin up 36.8 points. Operating margin down 2.5 points. Positive free cash flow.
Earnings Call Summary
Gallagher delivered a strong first quarter with 28 percent total revenue growth, driven by 5 percent organic growth plus 23 percent from the AssuredPartners acquisition. The company beat on EPS at 4.47 dollars per share versus 4.40 dollars expected, and expanded brokerage margins by 50 basis points. Management said their new business hit ratio improved to 45 percent from 32 percent historically using digital tools, and they are confident about durability even as property pricing moderates.
Guidance Management reaffirmed its full year outlook for organic growth of 6 percent and underlying margin expansion of 40 to 60 basis points. They expect second quarter brokerage organic growth of 5 percent and full year of 5.5 percent, with property pricing remaining down about 7 percent but offset by strength in casualty and benefits.
Severe negative reset. The report materially damaged the forward outlook and likely forces major downward revisions.
Dividend
The company offers an annual dividend rate of $2.80 per share, yielding 1.22%. The dividend payout ratio stands at 42.9%, providing a steady income stream for shareholders.
Insider Buying and Selling at Arthur J. Gallagher & Co.
Recent insider transactions at Arthur J. Gallagher & Co. include sales by VP & CFO Douglas Howell, who sold 12,954 shares at an average price of $209.08 on June 22, 2026. Controller Richard Cary sold 3,000 shares at $206.00 on June 2, 2026. On the buying side, Christopher Miskel, a company insider, purchased 194 shares at $206.10 on June 1, 2026, alongside David Johnson, who acquired 237 shares at the same price. CEO Patrick Gallagher Jr. sold 14,698 shares on May 26, 2026, while COO Patrick Murphy Gallagher purchased an identical amount on the same day.
Analysts Set New Price Targets
On June 18, 2026, Keefe, Bruyette & Woods maintained a hold rating with a price target of $242. Jefferies upgraded the stock to a buy with a target of $265 on June 11, 2026. UBS also upgraded to a buy, setting a target of $250 on June 9, 2026. Morgan Stanley maintained its buy rating with a target of $240 on May 21, 2026. The consensus among 19 analysts is a 'buy', with a mean price target of $264.74.
About Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co., headquartered in Rolling Meadows, Illinois, provides insurance and reinsurance brokerage, consulting, and claims settlement services. Its operations are divided into Brokerage and Risk Management segments, serving a diverse clientele worldwide. Led by CEO J. Patrick Gallagher Jr., the company employs over 72,000 people and has been a key player in the insurance brokerage industry since its founding in 1927.
Bottom Line
Stifel Financial's decision to trim its stake in Arthur J. Gallagher & Co. comes amid broader adjustments by institutional investors. The company's strong financial performance and analyst upgrades highlight its potential, although the 13F filing reflects past positions and may not indicate current holdings. Investors often track these filings to gauge institutional sentiment.
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