AON (NYSE:AON) Director Lester Knight Buys 4,000 Shares

Aon plc (NYSE:AON) Director Lester Knight bought 4,000 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The stock was purchased at an average cost of $319.24 per share, with a total value of $1,276,960.00. Following the transaction, the director directly owned 143,000 shares in the company, valued at approximately $45,651,320. This represents a 2.88% increase in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website.

AON Trading Up 1.5%

NYSE AON opened at $314.52 on Friday. The stock’s 50 day moving average is $344.67 and its 200 day moving average is $352.14. The company has a quick ratio of 1.35, a current ratio of 2.03 and a debt-to-equity ratio of 1.55. The firm has a market capitalization of $67.60 billion, a PE ratio of 18.48, a P/E/G ratio of 1.59 and a beta of 0.83. Aon plc has a twelve month low of $304.59 and a twelve month high of $412.97.

AON (NYSE:AON) last announced its quarterly earnings data on Friday, January 30th. The financial services provider reported $4.85 EPS for the quarter, beating the consensus estimate of $4.75 by $0.10. The business had revenue of $4.30 billion during the quarter, compared to analyst estimates of $4.38 billion. AON had a return on equity of 45.23% and a net margin of 21.51%.The company’s revenue for the quarter was up 3.7% on a year-over-year basis. During the same quarter last year, the firm posted $4.42 earnings per share. Research analysts forecast that Aon plc will post 17.21 earnings per share for the current fiscal year.

AON Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Monday, February 2nd will be given a $0.745 dividend. This represents a $2.98 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Monday, February 2nd. AON’s payout ratio is currently 17.51%.

Wall Street Analyst Weigh In

AON has been the topic of several analyst reports. Cantor Fitzgerald boosted their target price on AON from $393.00 to $412.00 and gave the stock an “overweight” rating in a report on Monday, February 2nd. JPMorgan Chase & Co. decreased their target price on shares of AON from $433.00 to $406.00 and set an “overweight” rating for the company in a report on Wednesday, January 7th. Roth Mkm reiterated a “buy” rating and set a $390.00 price target on shares of AON in a report on Tuesday, November 4th. Barclays raised their price target on shares of AON from $379.00 to $381.00 and gave the company an “equal weight” rating in a research report on Thursday, January 8th. Finally, Jefferies Financial Group reiterated a “buy” rating and set a $408.00 target price on shares of AON in a research note on Monday, February 2nd. Twelve equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $409.75.

Institutional Investors Weigh In On AON

A number of institutional investors and hedge funds have recently added to or reduced their stakes in AON. Vanguard Group Inc. boosted its stake in AON by 2.6% in the 2nd quarter. Vanguard Group Inc. now owns 20,289,743 shares of the financial services provider’s stock worth $7,238,569,000 after purchasing an additional 511,292 shares during the period. Capital World Investors raised its position in shares of AON by 1.5% during the 4th quarter. Capital World Investors now owns 12,252,904 shares of the financial services provider’s stock valued at $4,323,850,000 after buying an additional 176,207 shares in the last quarter. State Street Corp lifted its holdings in shares of AON by 1.2% in the 3rd quarter. State Street Corp now owns 9,229,464 shares of the financial services provider’s stock valued at $3,291,048,000 after acquiring an additional 105,154 shares during the last quarter. Geode Capital Management LLC grew its position in AON by 3.2% in the second quarter. Geode Capital Management LLC now owns 5,588,279 shares of the financial services provider’s stock worth $1,987,961,000 after acquiring an additional 173,722 shares in the last quarter. Finally, Bank of New York Mellon Corp raised its position in AON by 5.9% during the third quarter. Bank of New York Mellon Corp now owns 3,715,346 shares of the financial services provider’s stock valued at $1,324,818,000 after purchasing an additional 207,690 shares during the period. Institutional investors own 86.14% of the company’s stock.

Trending Headlines about AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Director insider buy: Aon director Lester B. Knight purchased 4,000 shares at about $319.24, increasing his stake to ~143,000 shares—insider buying often signals confidence from management. Insider Purchase Filing
• Positive Sentiment: Leadership appointment: Aon named Joe Peiser CEO of Risk Capital to lead Commercial Risk and Reinsurance Solutions—this consolidates expertise in a high‑margin, capital‑intensive area and may improve execution across reinsurance and capacity solutions. Aon Appoints Joe Peiser
• Positive Sentiment: New business/product: Aon and KNIAZHA VIG launched a $25M war‑risk insurance facility with the U.S. DFC—adds fee revenue and differentiates Aon in geopolitical/war‑risk placements. War‑Risk Facility
• Neutral Sentiment: Analyst note coverage: Multiple outlets picked up on Wall Street views of Aon, summarizing analyst forecasts and commentary—keeps the stock in focus but provides no single decisive view. Analyst Coverage Summary
• Neutral Sentiment: Local hiring and industry moves: Announcements like a director appointment to Aon’s Leeds corporate team and broader industry personnel moves are operationally neutral but support regional franchise strength. Leeds Appointment
• Neutral Sentiment: Market research / thought leadership: Aon survey findings (e.g., cyber and supply‑chain risk in Japan) reinforce Aon’s advisory positioning but are unlikely to move near‑term earnings materially. Aon Survey
• Negative Sentiment: Mixed-to-slightly-lower estimates from Zacks: Zacks issued a series of small revisions—some quarterly upsides but multiple trims to Q1‑2026, Q3‑2026/Q3‑2027 and FY‑2026/FY‑2027 EPS estimates—suggests analysts see limited near‑term upside to consensus and slightly lower medium‑term earnings. Zacks Estimate Changes

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.