Tompkins Financial Corp Trims Position in Arthur J. Gallagher & Co. $AJG

05 Oct 2026, 17:31 by Tristan Rich · The Markets Daily

Tompkins Financial Corp cut its holdings in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 17.0% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 39,342 shares of the financial services provider’s stock after selling 8,055 shares during the period. Tompkins Financial Corp’s holdings in Arthur J. Gallagher & Co. were worth $8,974,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Axiom Investment Management LLC bought a new stake in Arthur J. Gallagher & Co. during the 1st quarter worth approximately $28,000. Cassaday & Co Wealth Management LLC bought a new stake in shares of Arthur J. Gallagher & Co. in the first quarter valued at about $29,000. MV Capital Management Inc. acquired a new position in Arthur J. Gallagher & Co. during the 4th quarter worth approximately $34,000. Avalon Trust Co bought a new position in Arthur J. Gallagher & Co. in the first quarter valued at $40,000. Finally, Compass Financial Management LLC bought a new position in Arthur J. Gallagher & Co. in the second quarter valued at approximately $45,000. Institutional investors own 85.53% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have commented on AJG shares. Wells Fargo & Company cut their price target on shares of Arthur J. Gallagher & Co. from $296.00 to $291.00 and set an “overweight” rating for the company in a research note on Thursday, September 24th. Weiss Ratings raised Arthur J. Gallagher & Co. from a “hold (c-)” rating to a “hold (c)” rating in a research report on Monday, July 13th. Barclays increased their price target on Arthur J. Gallagher & Co. from $275.00 to $292.00 and gave the company an “overweight” rating in a research note on Tuesday, July 7th. Mizuho dropped their price objective on shares of Arthur J. Gallagher & Co. from $300.00 to $292.00 and set an “outperform” rating on the stock in a research report on Wednesday, September 16th. Finally, Truist Financial lifted their target price on shares of Arthur J. Gallagher & Co. from $225.00 to $265.00 and gave the stock a “hold” rating in a report on Friday, July 31st. Fourteen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, Arthur J. Gallagher & Co. presently has a consensus rating of “Moderate Buy” and a consensus price target of $288.17.

View Our Latest Research Report on AJG

Insider Buying and Selling

In other Arthur J. Gallagher & Co. news, CAO Richard C. Cary sold 1,000 shares of the firm’s stock in a transaction on Tuesday, September 15th. The stock was sold at an average price of $252.86, for a total value of $252,860.00. Following the sale, the chief accounting officer owned 46,819 shares of the company’s stock, valued at approximately $11,838,652.34. This trade represents a 2.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, VP Christopher E. Mead sold 3,500 shares of the business’s stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $257.02, for a total value of $899,570.00. Following the sale, the vice president owned 22,223 shares in the company, valued at $5,711,755.46. This represents a 13.61% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 28,500 shares of company stock worth $7,562,950 in the last ninety days. 1.40% of the stock is owned by company insiders.

Arthur J. Gallagher & Co. Stock Performance

Shares of AJG traded down $0.26 during midday trading on Monday, reaching $225.85. 394,191 shares of the stock were exchanged, compared to its average volume of 1,911,066. The stock’s 50 day simple moving average is $250.01 and its 200 day simple moving average is $230.62. The company has a market cap of $57.89 billion, a P/E ratio of 37.50, a PEG ratio of 1.37 and a beta of 0.55. Arthur J. Gallagher & Co. has a twelve month low of $190.75 and a twelve month high of $313.09. The company has a quick ratio of 1.05, a current ratio of 1.05 and a debt-to-equity ratio of 0.50.

Arthur J. Gallagher & Co. (NYSE:AJG – Get Free Report) last announced its earnings results on Thursday, July 30th. The financial services provider reported $2.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.81 by $0.03. Arthur J. Gallagher & Co. had a net margin of 9.96% and a return on equity of 13.28%. The firm had revenue of $3.95 billion for the quarter, compared to analyst estimates of $4.01 billion. During the same quarter in the prior year, the business posted $2.33 EPS. The business’s revenue was up 24.3% compared to the same quarter last year. On average, sell-side analysts expect that Arthur J. Gallagher & Co. will post 13.27 earnings per share for the current year.

Arthur J. Gallagher & Co. Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, September 18th. Stockholders of record on Tuesday, September 8th were issued a dividend of $0.70 per share. This represents a $2.80 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend was Tuesday, September 8th. Arthur J. Gallagher & Co.’s dividend payout ratio is 46.43%.

Arthur J. Gallagher & Co. Company Profile

(Free Report)

Arthur J. Gallagher & Co is a global insurance brokerage, risk management and consulting company headquartered in Rolling Meadows, Illinois. The company helps businesses, public entities and individuals identify, manage and transfer risk through insurance brokerage, employee benefits consulting, risk management and related advisory services.