West Oak Capital Has Raised Its Arthur J Gallagher&C (AJG) Position; Teacher Retirement System Of Texas Has Cut Its Lilly Eli & Co (LLY) Stake

Arthur J. Gallagher & Co. (NYSE:AJG) Logo

West Oak Capital Llc increased Arthur J Gallagher&C (AJG) stake by 7.65% reported in 2017Q4 SEC filing. West Oak Capital Llc acquired 100 shares as Arthur J Gallagher&C (AJG)’s stock rose 7.88%. The West Oak Capital Llc holds 1,408 shares with $89.10 million value, up from 1,308 last quarter. Arthur J Gallagher&C now has $12.46 billion valuation. The stock decreased 0.16% or $0.11 during the last trading session, reaching $68.45. About 847,073 shares traded. Arthur J. Gallagher & Co. (NYSE:AJG) has risen 19.44% since April 14, 2017 and is uptrending. It has outperformed by 7.89% the S&P500.

Teacher Retirement System Of Texas decreased Lilly Eli & Co (LLY) stake by 28.46% reported in 2017Q4 SEC filing. Teacher Retirement System Of Texas sold 188,088 shares as Lilly Eli & Co (LLY)’s stock declined 11.06%. The Teacher Retirement System Of Texas holds 472,881 shares with $39.94M value, down from 660,969 last quarter. Lilly Eli & Co now has $83.07B valuation. The stock increased 0.54% or $0.43 during the last trading session, reaching $79.72. About 2.65 million shares traded. Eli Lilly and Company (NYSE:LLY) has declined 10.19% since April 14, 2017 and is downtrending. It has underperformed by 21.74% the S&P500.

Investors sentiment increased to 1.21 in 2017 Q4. Its up 0.13, from 1.08 in 2017Q3. It improved, as 23 investors sold AJG shares while 166 reduced holdings. 77 funds opened positions while 151 raised stakes. 146.59 million shares or 1.84% more from 143.95 million shares in 2017Q3 were reported. Westpac Corporation invested in 11,174 shares. Of Toledo Na Oh stated it has 0.45% in Arthur J. Gallagher & Co. (NYSE:AJG). Guggenheim Limited Com reported 0.11% stake. Moreover, Bahl Gaynor Inc has 0.04% invested in Arthur J. Gallagher & Co. (NYSE:AJG) for 60,882 shares. Tdam Usa Inc stated it has 0.09% of its portfolio in Arthur J. Gallagher & Co. (NYSE:AJG). 3,550 are owned by Court Place Advsrs Limited Liability Corporation. Dynamic Advsrs Solutions Ltd Liability Co stated it has 7,839 shares or 0.16% of all its holdings. Somerset Trust reported 8,663 shares or 0.27% of all its holdings. Dearborn Limited Liability Co holds 201,767 shares. Clinton Group reported 16,258 shares stake. Envestnet Asset Management Inc invested in 0% or 17,706 shares. Raymond James & Associate invested in 378,149 shares. Laurion Cap Mgmt Lp holds 4,356 shares or 0% of its portfolio. 5,900 are held by Menta Limited Liability Corp. Jane Street Limited Liability Corporation has 0% invested in Arthur J. Gallagher & Co. (NYSE:AJG).

Since November 3, 2017, it had 0 insider buys, and 11 sales for $4.47 million activity. On Tuesday, February 27 the insider HOWELL DOUGLAS K sold $18,395. HAND ELBERT O also sold $98,163 worth of Arthur J. Gallagher & Co. (NYSE:AJG) shares. On Tuesday, February 27 Ziebell William F sold $619,529 worth of Arthur J. Gallagher & Co. (NYSE:AJG) or 8,900 shares. GALLAGHER THOMAS JOSEPH sold $802,700 worth of stock or 11,500 shares. Cavaness Joel D also sold $768,500 worth of Arthur J. Gallagher & Co. (NYSE:AJG) shares. The insider DURKIN JAMES W JR sold 11,670 shares worth $815,733. 600 shares valued at $38,226 were sold by English Frank E. Jr. on Friday, February 9.

Among 14 analysts covering Arthur J. Gallagher (NYSE:AJG), 8 have Buy rating, 1 Sell and 5 Hold. Therefore 57% are positive. Arthur J. Gallagher has $82 highest and $44 lowest target. $67.55’s average target is -1.31% below currents $68.45 stock price. Arthur J. Gallagher had 52 analyst reports since August 28, 2015 according to SRatingsIntel. The firm has “Outperform” rating given on Wednesday, October 14 by Wells Fargo. Sandler O’Neill maintained Arthur J. Gallagher & Co. (NYSE:AJG) on Thursday, March 15 with “Hold” rating. The stock of Arthur J. Gallagher & Co. (NYSE:AJG) earned “Neutral” rating by Citigroup on Monday, August 7. RBC Capital Markets maintained it with “Sector Perform” rating and $50 target in Thursday, October 29 report. The company was upgraded on Thursday, March 8 by William Blair. The rating was maintained by RBC Capital Markets with “Hold” on Friday, July 28. On Thursday, October 26 the stock rating was maintained by SunTrust with “Buy”. The stock of Arthur J. Gallagher & Co. (NYSE:AJG) earned “Buy” rating by Keefe Bruyette & Woods on Wednesday, June 7. SunTrust maintained the shares of AJG in report on Thursday, January 25 with “Buy” rating. The firm earned “Hold” rating on Wednesday, October 4 by Deutsche Bank.

West Oak Capital Llc decreased Becton Dickinson & Co (NYSE:BDX) stake by 100 shares to 2,461 valued at $526.80M in 2017Q4. It also reduced Phillips 66 (NYSE:PSX) stake by 50 shares and now owns 3,644 shares. Paycom Software Inc (NYSE:PAYC) was reduced too.

Teacher Retirement System Of Texas increased Cbre Group Inc (NYSE:CBG) stake by 127,474 shares to 319,887 valued at $13.85M in 2017Q4. It also upped Hain Celestial Group Inc (NASDAQ:HAIN) stake by 23,801 shares and now owns 32,355 shares. Liberty Ppty Tr (NYSE:LPT) was raised too.

Analysts await Eli Lilly and Company (NYSE:LLY) to report earnings on April, 24. They expect $1.13 EPS, up 15.31% or $0.15 from last year’s $0.98 per share. LLY’s profit will be $1.18 billion for 17.64 P/E if the $1.13 EPS becomes a reality. After $1.14 actual EPS reported by Eli Lilly and Company for the previous quarter, Wall Street now forecasts -0.88% negative EPS growth.

Among 21 analysts covering Eli Lilly and Company (NYSE:LLY), 12 have Buy rating, 2 Sell and 7 Hold. Therefore 57% are positive. Eli Lilly and Company has $125 highest and $64 lowest target. $93.55’s average target is 17.35% above currents $79.72 stock price. Eli Lilly and Company had 98 analyst reports since July 23, 2015 according to SRatingsIntel. BMO Capital Markets maintained the shares of LLY in report on Wednesday, July 19 with “Sell” rating. As per Thursday, August 31, the company rating was maintained by Piper Jaffray. Jefferies maintained Eli Lilly and Company (NYSE:LLY) on Friday, March 23 with “Buy” rating. BMO Capital Markets maintained the stock with “Sell” rating in Wednesday, August 30 report. The rating was initiated by Societe Generale with “Hold” on Wednesday, April 6. BMO Capital Markets maintained it with “Sell” rating and $73.0 target in Monday, November 13 report. Credit Suisse upgraded Eli Lilly and Company (NYSE:LLY) on Friday, October 9 to “Outperform” rating. The rating was maintained by SunTrust on Friday, October 27 with “Buy”. Argus Research upgraded Eli Lilly and Company (NYSE:LLY) on Friday, January 5 to “Buy” rating. The firm has “Underperform” rating by BMO Capital Markets given on Wednesday, September 6.

Since December 11, 2017, it had 0 insider buys, and 7 insider sales for $19.95 million activity. Another trade for 3,000 shares valued at $237,600 was sold by Smiley Joshua L. $1.08 million worth of Eli Lilly and Company (NYSE:LLY) shares were sold by Simmons Jeffrey N. $65,790 worth of stock was sold by Zakrowski Donald A on Thursday, March 1. 200,000 Eli Lilly and Company (NYSE:LLY) shares with value of $17.64 million were sold by LILLY ENDOWMENT INC.

Investors sentiment increased to 1.1 in Q4 2017. Its up 0.21, from 0.89 in 2017Q3. It is positive, as 42 investors sold LLY shares while 380 reduced holdings. 117 funds opened positions while 346 raised stakes. 827.08 million shares or 0.09% less from 827.83 million shares in 2017Q3 were reported. Canada Pension Plan Investment Board reported 2.34M shares or 0.37% of all its holdings. Buffington Mohr Mcneal owns 4,725 shares. Sandy Spring Bank & Trust holds 1,976 shares. Tru Invest Advisors has 2.51% invested in Eli Lilly and Company (NYSE:LLY). Confluence Wealth Mgmt Ltd Liability stated it has 0.22% of its portfolio in Eli Lilly and Company (NYSE:LLY). Motco invested in 0.1% or 11,689 shares. Swiss Bank & Trust invested in 0.38% or 4.17M shares. Missouri-based First Allied Advisory has invested 0.08% in Eli Lilly and Company (NYSE:LLY). Investec Asset Mgmt North America owns 23,198 shares or 0.31% of their US portfolio. 1St Source National Bank & Trust holds 0.32% or 46,467 shares. Partnervest Advisory Limited Liability Com reported 0.26% of its portfolio in Eli Lilly and Company (NYSE:LLY). Dixon Hubard Feinour And Brown Incorporated Va owns 27,290 shares or 0.62% of their US portfolio. 4,768 are owned by Rockefeller Fin Services. Wells Fargo & Mn accumulated 5.16 million shares. At Bank has invested 0.03% in Eli Lilly and Company (NYSE:LLY).

Arthur J. Gallagher & Co. (NYSE:AJG) Institutional Positions Chart