Ycg LLC Grows Position in Aon plc $AON

Ycg LLC raised its position in Aon plc (NYSE:AON) by 3.5% in the third quarter, Holdings Channel reports. The fund owned 151,264 shares of the financial services provider’s stock after buying an additional 5,072 shares during the period. AON makes up approximately 4.1% of Ycg LLC’s portfolio, making the stock its 11th biggest holding. Ycg LLC’s holdings in AON were worth $53,938,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in AON. Heartwood Wealth Advisors LLC acquired a new stake in shares of AON in the 3rd quarter valued at $29,000. Atlantic Union Bankshares Corp purchased a new position in AON in the second quarter valued at $31,000. Salomon & Ludwin LLC purchased a new stake in AON during the 3rd quarter worth about $31,000. Pinnacle Bancorp Inc. increased its holdings in shares of AON by 56.9% in the 2nd quarter. Pinnacle Bancorp Inc. now owns 91 shares of the financial services provider’s stock valued at $32,000 after acquiring an additional 33 shares during the last quarter. Finally, Trust Co. of Toledo NA OH acquired a new stake in shares of AON during the 2nd quarter worth about $32,000. Institutional investors and hedge funds own 86.14% of the company’s stock.

AON Stock Performance

Shares of AON stock opened at $343.74 on Friday. Aon plc has a 52-week low of $323.73 and a 52-week high of $412.97. The stock’s 50-day moving average price is $349.77 and its 200 day moving average price is $354.92. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 1.86. The stock has a market capitalization of $73.88 billion, a PE ratio of 27.54, a price-to-earnings-growth ratio of 1.75 and a beta of 0.84.

AON (NYSE:AON) last released its earnings results on Friday, October 31st. The financial services provider reported $3.05 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.91 by $0.14. AON had a return on equity of 48.88% and a net margin of 15.96%.The business had revenue of $4 billion for the quarter, compared to analyst estimates of $3.97 billion. During the same quarter in the previous year, the company posted $2.72 earnings per share. The company’s revenue for the quarter was up 7.4% compared to the same quarter last year. As a group, equities research analysts forecast that Aon plc will post 17.21 EPS for the current year.

AON Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Monday, February 2nd will be paid a $0.745 dividend. This represents a $2.98 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Monday, February 2nd. AON’s dividend payout ratio (DPR) is 23.88%.

Analyst Upgrades and Downgrades

AON has been the topic of several recent analyst reports. Cantor Fitzgerald dropped their price target on shares of AON from $450.00 to $393.00 and set an “overweight” rating on the stock in a research note on Wednesday. Morgan Stanley set a $400.00 price target on shares of AON in a research note on Tuesday, December 16th. JPMorgan Chase & Co. decreased their price objective on shares of AON from $433.00 to $406.00 and set an “overweight” rating for the company in a research note on Wednesday, January 7th. Barclays boosted their target price on AON from $379.00 to $381.00 and gave the company an “equal weight” rating in a report on Thursday, January 8th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of AON in a research note on Monday, December 29th. Twelve analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $408.47.

AON News Summary

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon and partners expanded data‑centre insurance capacity by about $1bn, strengthening Aon’s ability to place large technology risks and capture premiums in a sector with rising demand for tailored coverage. Aon increases data centre insurance programme capacity by $1BN
• Positive Sentiment: Aon Re hired Antonio Salcedo, formerly Axa XL’s LatAm reinsurance head — a targeted senior hire that could accelerate Aon’s Latin America reinsurance growth and client relationships. Axa XL LatAm reinsurance head Salcedo exits for Aon Re
• Positive Sentiment: Aon named Kulshaan Singh as Enterprise Client Leader for APAC, reinforcing regional sales and client coverage where firms are increasing risk-transfer and advisory spend. Aon names Kulshaan Singh as Enterprise Client Leader, APAC
• Neutral Sentiment: Aon launched its Resilience Quotient (developed with Gallup), a data‑driven tool that bundles Risk Capital and Human Capital insights to help clients prioritize resilience investments — a potential long‑term revenue driver in advisory and analytics. Aon’s Resilience Quotient Cuts Through Uncertainty and Volatility to Help Businesses Move from Risk to Resilience and Growth
• Neutral Sentiment: Aon Global Limited said it will redeem and delist its 2.875% senior notes due 2026 — a scheduled liability retirement that trims near‑term debt on subsidiary paper but has limited operational impact on Aon’s core business. Aon Global Limited Announces Redemption in Full and Delisting of 2.875% Senior Notes due 2026 from the New York Stock Exchange
• Neutral Sentiment: Aon published analysis showing long‑term GLP‑1 use can slow medical cost growth for employers, reinforcing Aon’s position in health‑benefits consulting and potentially supporting future advisory demand. Long-term GLP-1 use trims medical cost growth: Aon
• Negative Sentiment: Aon estimates Australian wildfire economic losses in the hundreds of millions — a reminder of rising catastrophe exposures that pressure insurers/reinsurers and could create short‑term volatility for risk markets and related brokerage flows. Aon pegs economic loss for Australian wildfires in hundreds of millions

AON Company Profile

Aon plc is a global professional services firm that provides a broad suite of risk, retirement and health solutions to corporations, institutions and individuals. The company operates primarily as an insurance broker and risk adviser, helping clients identify, quantify and transfer risk across property, casualty, cyber and other areas. Aon also offers reinsurance brokerage and capital market solutions that connect insurers, reinsurers and corporate buyers.

In addition to traditional brokerage activities, Aon delivers consulting and outsourcing services in areas such as human capital, benefits, and retirement plan design and administration.