Illinois Municipal Retirement Fund Buys 1,755 Shares of Aon plc $AON

Illinois Municipal Retirement Fund raised its stake in Aon plc (NYSE:AON) by 15.0% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 13,481 shares of the financial services provider’s stock after purchasing an additional 1,755 shares during the quarter. Illinois Municipal Retirement Fund’s holdings in AON were worth $4,807,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in AON. Westside Investment Management Inc. increased its holdings in AON by 100.0% during the third quarter. Westside Investment Management Inc. now owns 70 shares of the financial services provider’s stock worth $25,000 after buying an additional 35 shares during the last quarter. Heartwood Wealth Advisors LLC bought a new position in shares of AON in the 3rd quarter valued at about $29,000. Salomon & Ludwin LLC acquired a new position in shares of AON during the 3rd quarter worth about $31,000. Atlantic Union Bankshares Corp bought a new stake in shares of AON in the 2nd quarter valued at about $31,000. Finally, Twin Peaks Wealth Advisors LLC acquired a new stake in AON in the 2nd quarter valued at about $37,000. Institutional investors own 86.14% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on AON. The Goldman Sachs Group set a $395.00 price target on AON in a research report on Wednesday, January 7th. Barclays lifted their target price on AON from $379.00 to $381.00 and gave the stock an “equal weight” rating in a research note on Thursday, January 8th. JPMorgan Chase & Co. dropped their price target on AON from $433.00 to $406.00 and set an “overweight” rating on the stock in a research note on Wednesday, January 7th. UBS Group reaffirmed a “neutral” rating and set a $385.00 price objective on shares of AON in a research report on Monday, February 2nd. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of AON in a research report on Monday, December 29th. Twelve research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $409.75.

AON Stock Performance

Shares of NYSE AON opened at $321.15 on Friday. The company has a debt-to-equity ratio of 1.55, a current ratio of 2.03 and a quick ratio of 1.35. The firm has a market cap of $69.03 billion, a price-to-earnings ratio of 18.87, a P/E/G ratio of 1.65 and a beta of 0.83. The stock’s fifty day moving average price is $344.20 and its two-hundred day moving average price is $351.79. Aon plc has a one year low of $304.59 and a one year high of $412.97.

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

AON Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Monday, February 2nd were given a dividend of $0.745 per share. This represents a $2.98 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date was Monday, February 2nd. AON’s dividend payout ratio is presently 17.51%.

Key AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Director insider buy — Aon director Lester B. Knight bought 4,000 shares at about $319.24, raising his stake and signaling management confidence in the stock. Insider Purchase Filing
• Positive Sentiment: Senior appointment — Aon appointed Joe Peiser as CEO of Risk Capital to lead its Commercial Risk and Reinsurance Solutions effort, strengthening leadership in a high‑margin, capital solutions business. Aon Appoints Joe Peiser
• Positive Sentiment: New product/transaction — Aon and KNIAZHA VIG launched a $25M war‑risk insurance facility backed by the U.S. DFC, which can generate fee income and differentiate Aon in geopolitical/war‑risk placements. War‑Risk Facility
• Neutral Sentiment: Dividend timing — Company announced a quarterly dividend paid mid‑February; supports yield‑oriented holders but is not a catalyst for large price moves. AON Dividend & Profile
• Neutral Sentiment: Analyst/coverage summaries — Multiple outlets are circulating analyst views and price targets, keeping the stock in focus but providing mixed signals rather than a single directional push. Analyst Coverage Summary
• Neutral Sentiment: Market research & regional hires — Aon surveys (e.g., on cyber/supply‑chain risk in Japan) and local hires (Leeds) reinforce advisory positioning and execution depth but are unlikely to move near‑term earnings materially. Aon Survey
• Negative Sentiment: Mixed analyst estimate revisions — Zacks issued several small trims to Q1‑2026, parts of FY‑2026/FY‑2027 and some quarter estimates while boosting a few others, signaling modest downward pressure on near‑to‑medium‑term EPS expectations. Zacks Estimate Changes

Insider Activity at AON

In other AON news, Director Lester B. Knight purchased 4,000 shares of the company’s stock in a transaction dated Tuesday, February 10th. The stock was bought at an average cost of $319.24 per share, for a total transaction of $1,276,960.00. Following the completion of the transaction, the director owned 143,000 shares in the company, valued at approximately $45,651,320. This represents a 2.88% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is available through this link. Corporate insiders own 1.10% of the company’s stock.

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.