Tidal Investments Adds $35M in Arthur J. Gallagher & Co. ($AJG)
Tidal Investments boosts its position in Arthur J. Gallagher & Co. by over 2,688%, adding substantial shares.
Key Points
- Tidal Investments increased its holdings in Arthur J. Gallagher & Co. by 2,688.4%, adding 152,515 shares to reach a total of 158,188 shares valued at $35.2 million.
- Shares of Arthur J. Gallagher & Co. traded near $222.58 on Saturday with a market cap of $58.1 billion and a P/E ratio of 36.63.
- Analysts from Jefferies and UBS upgraded the stock to 'buy', with new price targets of $265 and $250 respectively.
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Tidal Investments has made a notable move by boosting its stake in Arthur J. Gallagher & Co. (NYSE: AJG) by a staggering 2,688.4%. The firm added 152,515 shares, bringing its total holdings to 158,188 shares, valued at approximately $35.2 million. This change was reported in the latest Form 13F filing with the SEC, reflecting positions as of the end of the reporting period.
Tidal Investments 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 Tidal Investments' Arthur J. Gallagher & Co. Position
Tidal Investments significantly increased its stake in Arthur J. Gallagher & Co., moving from 5,673 shares to 158,188 shares. This represents an addition of 152,515 shares. The value of Tidal's holdings in the company now stands at about $35.2 million.
Other Institutional Activity in Arthur J. Gallagher & Co.
Several other institutional investors have also adjusted their positions in Arthur J. Gallagher & Co. JPMorgan Chase & Co. reduced its holdings by 745,202 shares, leaving it with 19,568,047 shares valued at $4.23 billion, a 3.7% decrease. BlackRock, Inc. added 68,175 shares to its stake, now holding 19,307,796 shares worth approximately $4.18 billion, marking a 0.4% increase. Vanguard Capital Management LLC opened a new position with 16,699,898 shares valued at $3.62 billion. Meanwhile, FMR LLC trimmed its position by 489,719 shares, now holding 14,620,963 shares valued at $3.17 billion, a 3.2% decrease. Capital World Investors increased its stake by 1,204,349 shares, resulting in 13,817,720 shares valued at $2.99 billion, a 9.5% increase.
Arthur J. Gallagher & Co. Stock Down 15.1%
Shares of NYSE:AJG traded near $222.58 on Saturday. Arthur J. Gallagher & Co. boasts a market cap of approximately $58.1 billion, with a P/E ratio of 36.63 and a forward P/E of 15.20. The stock has a 52-week low of $190.75 and a high of $323.25. It maintains a 50-day moving average of $210.38 and a 200-day moving average of $241.17. The company's beta is 0.533, indicating lower volatility compared to the market, and it has a debt-to-equity ratio of 56.18.
$AJG stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
In its most recent earnings report, Arthur J. Gallagher & Co. recorded revenue of $14.2 billion, reflecting a growth rate of 34.6%. The company achieved a net margin of 11.35% and a return on equity of 7.01%. Earnings per share were reported at $6.17. The next earnings release is 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
Arthur J. Gallagher & Co. pays an annual dividend of $2.80 per share, yielding 1.24%. The company's dividend payout ratio stands at 42.88%.
Insider Buying and Selling at Arthur J. Gallagher & Co.
Insider activity at Arthur J. Gallagher & Co. included several transactions. On June 22, 2026, Douglas Howell, the VP & Chief Financial Officer, sold 12,954 shares at an average price of $209.08. On June 2, 2026, Richard Cary, the Controller and CAO, sold 3,000 shares at $206. Meanwhile, Christopher Miskel and David Johnson both bought 194 and 237 shares, respectively, at $206.10 on June 1, 2026. On May 26, 2026, CEO Patrick Gallagher Jr. and COO Patrick Murphy Gallagher made transactions involving 14,698 shares each.
Analysts Set New Price Targets
Recent analyst activity includes upgrades and maintained ratings for Arthur J. Gallagher & Co. On June 18, 2026, Keefe, Bruyette & Woods maintained a 'hold' rating with a $242 price target. Jefferies upgraded the stock to 'buy' on June 11, 2026, with a target of $265. UBS also upgraded to 'buy' on June 9, 2026, setting a $250 price target. The consensus rating is 'buy', with a mean price target of $264.74 among 19 analyst opinions.
About Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co., headquartered in Rolling Meadows, Illinois, is a global insurance brokerage and risk management services firm. It provides insurance and reinsurance brokerage, consulting, and third-party property/casualty claims settlement services. Operating through its Brokerage and Risk Management segments, the company serves a diverse clientele, including commercial, industrial, public, and nonprofit entities. Led by CEO J. Patrick Gallagher Jr., the company employs over 72,000 people worldwide.
Bottom Line
Tidal Investments' substantial increase in its stake in Arthur J. Gallagher & Co. highlights the fund's confidence in the company's future prospects. With a robust market position and positive analyst sentiment, Arthur J. Gallagher & Co. remains a key player in the insurance brokerage industry. Investors often track such filings for insights into institutional sentiment, though it's important to remember that 13F filings are backward-looking and may not reflect current positions.
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