GC Wealth Management RIA LLC Trims Holdings in Aon plc $AON

GC Wealth Management RIA LLC reduced its holdings in shares of Aon plc (NYSE:AON) by 65.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 932 shares of the financial services provider’s stock after selling 1,750 shares during the quarter. GC Wealth Management RIA LLC’s holdings in AON were worth $329,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Murphy Middleton Hinkle & Parker Inc. acquired a new stake in shares of AON during the fourth quarter worth approximately $4,305,000. Callan Family Office LLC boosted its holdings in shares of AON by 220.7% during the third quarter. Callan Family Office LLC now owns 11,675 shares of the financial services provider’s stock worth $4,163,000 after purchasing an additional 8,034 shares during the period. Caprock Group LLC acquired a new stake in AON in the third quarter valued at approximately $1,752,000. Veritas Asset Management LLP lifted its stake in AON by 19.3% in the third quarter. Veritas Asset Management LLP now owns 2,053,673 shares of the financial services provider’s stock valued at $732,299,000 after acquiring an additional 332,685 shares during the last quarter. Finally, Savant Capital LLC lifted its stake in AON by 64.9% in the third quarter. Savant Capital LLC now owns 19,092 shares of the financial services provider’s stock valued at $6,808,000 after acquiring an additional 7,512 shares during the last quarter. 86.14% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other AON news, General Counsel Darren Zeidel sold 5,040 shares of AON stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $325.79, for a total transaction of $1,641,981.60. Following the sale, the general counsel owned 20,254 shares in the company, valued at $6,598,550.66. The trade was a 19.93% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Lester B. Knight purchased 4,000 shares of the firm’s stock in a transaction on Tuesday, February 10th. The shares were acquired at an average price of $319.24 per share, for a total transaction of $1,276,960.00. Following the purchase, the director directly owned 143,000 shares of the company’s stock, valued at approximately $45,651,320. This represents a 2.88% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 1.10% of the stock is owned by insiders.

AON Trading Up 0.2%

Shares of AON stock opened at $312.26 on Friday. Aon plc has a 1 year low of $304.59 and a 1 year high of $381.00. The firm’s fifty day simple moving average is $325.41 and its 200 day simple moving average is $337.41. The firm has a market capitalization of $66.69 billion, a P/E ratio of 18.35, a price-to-earnings-growth ratio of 1.70 and a beta of 0.72. The company has a current ratio of 2.03, a quick ratio of 2.03 and a debt-to-equity ratio of 1.55.

AON (NYSE:AON) last announced its earnings results on Friday, May 1st. The financial services provider reported $6.48 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.37 by $0.11. AON had a net margin of 21.51% and a return on equity of 45.23%. The business had revenue of $5.03 billion for the quarter, compared to analyst estimates of $4.97 billion. During the same quarter in the previous year, the firm posted $5.67 earnings per share. AON’s revenue was up 6.4% compared to the same quarter last year. As a group, sell-side analysts predict that Aon plc will post 18.98 EPS for the current year.

AON Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, May 1st will be paid a dividend of $0.82 per share. This is an increase from AON’s previous quarterly dividend of $0.75. This represents a $3.28 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Friday, May 1st. AON’s dividend payout ratio is presently 17.51%.

AON News Roundup

Here are the key news stories impacting AON this week:

• Positive Sentiment: Earnings beat driven by Risk Capital strength and margin gains; management cited Risk Capital as a primary growth driver that helped offset other areas. Aon Q1 Earnings Beat Estimates on Strong Risk Capital Growth
• Positive Sentiment: Headline results: adjusted EPS $6.48 vs. consensus ~$6.33 and revenue $5.03B (≈6% Y/Y growth); strong ROE and net margin point to healthy profitability. Corporate release and slide deck provide the detail behind the beats. Aon Reports First-Quarter 2026 Results
• Neutral Sentiment: Full earnings call transcript is available for investors wanting management commentary on outlook, capital allocation and segment trends (useful for gauging forward guidance and margin assumptions). Aon Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Analyst coverage and institutional flows remain mixed — several firms maintain buy/outperform views and high median price targets, while some large holders rebalanced in Q4; monitor analyst notes and 13F moves for potential catalyst to sentiment. Aon slides 4.3% as investors de-risk ahead of May 1 earnings
• Neutral Sentiment: Operational/HR notes: Aon published a Human Capital Trends study highlighting an AI ambition vs. workforce investment gap and made targeted credit hires in Europe — items to watch for long-term capability but unlikely to move near-term EPS. Aon identifies gap between AI ambition and workforce investment
• Negative Sentiment: Wealth Solutions underperformed relative to Risk Capital, which partially offset the quarter’s gains — this segment will be watched for signs of recovery or further drag on consolidated growth. Aon Q1 Earnings Beat Estimates on Strong Risk Capital Growth
• Negative Sentiment: Pre-earnings de-risking and an ex-dividend date produced short-term selling pressure and some insider sales were reported; these flows can amplify near-term volatility even after a beat. Aon slides 4.3% as investors de-risk ahead of May 1 earnings

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on the stock. Cantor Fitzgerald lifted their target price on shares of AON from $393.00 to $412.00 and gave the company an “overweight” rating in a research note on Monday, February 2nd. The Goldman Sachs Group set a $395.00 target price on shares of AON in a research note on Wednesday, January 7th. Barclays reduced their target price on shares of AON from $381.00 to $372.00 and set an “equal weight” rating for the company in a research note on Wednesday, April 8th. Evercore reiterated an “outperform” rating and issued a $436.00 target price on shares of AON in a research note on Wednesday, January 7th. Finally, Citigroup lifted their target price on shares of AON from $402.00 to $412.00 and gave the company a “buy” rating in a research note on Tuesday, February 3rd. Fourteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat, AON presently has a consensus rating of “Moderate Buy” and a consensus price target of $401.81.

About AON

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.