State of New Jersey Common Pension Fund D Purchases 6,506 Shares of Aon plc $AON

State of New Jersey Common Pension Fund D grew its position in Aon plc (NYSE:AON) by 9.9% during the third quarter, Holdings Channel reports. The institutional investor owned 72,125 shares of the financial services provider’s stock after acquiring an additional 6,506 shares during the quarter. State of New Jersey Common Pension Fund D’s holdings in AON were worth $25,718,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the company. Norges Bank acquired a new stake in AON in the second quarter valued at approximately $754,671,000. Vanguard Group Inc. boosted its position in shares of 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 in the last quarter. Bank of New York Mellon Corp grew its stake in AON by 15.6% during the 2nd quarter. Bank of New York Mellon Corp now owns 3,507,656 shares of the financial services provider’s stock worth $1,251,391,000 after buying an additional 473,594 shares during the last quarter. Altrinsic Global Advisors LLC increased its position in AON by 193.2% during the 2nd quarter. Altrinsic Global Advisors LLC now owns 692,633 shares of the financial services provider’s stock valued at $247,104,000 after buying an additional 456,399 shares in the last quarter. Finally, Vontobel Holding Ltd. raised its stake in AON by 92.9% in the third quarter. Vontobel Holding Ltd. now owns 889,332 shares of the financial services provider’s stock valued at $317,118,000 after buying an additional 428,361 shares during the last quarter. Institutional investors own 86.14% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on AON shares. Citigroup boosted their price target on AON from $402.00 to $412.00 and gave the stock a “buy” rating in a research note on Tuesday, February 3rd. Morgan Stanley set a $400.00 price target on shares of AON in a research note on Tuesday, December 16th. Keefe, Bruyette & Woods lifted their price objective on shares of AON from $410.00 to $416.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. TD Cowen cut their target price on AON from $419.00 to $416.00 and set a “buy” rating on the stock in a research report on Monday, November 3rd. Finally, Barclays lifted their price target on AON from $379.00 to $381.00 and gave the stock an “equal weight” rating in a research report on Thursday, January 8th. Twelve investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, AON presently has an average rating of “Moderate Buy” and an average target price of $409.75.

Key Stories Impacting AON

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

AON Price Performance

NYSE:AON opened at $321.15 on Monday. 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 company has a 50 day moving average price of $344.20 and a 200-day moving average price of $351.77. Aon plc has a 1-year low of $304.59 and a 1-year high of $412.97. The firm has a market cap of $69.03 billion, a price-to-earnings ratio of 18.87, a price-to-earnings-growth ratio of 1.65 and a beta of 0.83.

AON (NYSE:AON) last released its quarterly earnings results 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 company had revenue of $4.30 billion for the quarter, compared to analyst estimates of $4.38 billion. AON had a net margin of 21.51% and a return on equity of 45.23%. The firm’s revenue was up 3.7% on a year-over-year basis. During the same quarter last year, the business earned $4.42 earnings per share. Equities research analysts forecast that Aon plc will post 17.21 EPS for the current year.

AON Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Monday, February 2nd were issued a $0.745 dividend. This represents a $2.98 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Monday, February 2nd. AON’s dividend payout ratio (DPR) is presently 17.51%.

Insider Activity at AON

In related news, Director Lester B. Knight purchased 4,000 shares of the company’s stock in a transaction that occurred on Tuesday, February 10th. The shares were purchased at an average price of $319.24 per share, with a total value of $1,276,960.00. Following the purchase, the director owned 143,000 shares of the company’s stock, valued at $45,651,320. The trade was a 2.88% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 1.10% of the stock is owned by company insiders.

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.