Strs Ohio Decreases Stock Holdings in Aon plc $AON

Strs Ohio reduced its position in shares of Aon plc (NYSE:AON) by 5.6% in the 4th quarter, Holdings Channel.com reports. The firm owned 65,582 shares of the financial services provider’s stock after selling 3,915 shares during the period. Strs Ohio’s holdings in AON were worth $23,143,000 as of its most recent SEC filing.

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

Wall Street Analyst Weigh In

Several brokerages recently issued reports on AON. Weiss Ratings reiterated a “hold (c)” rating on shares of AON in a report on Tuesday, April 21st. UBS Group reiterated a “neutral” rating and set a $385.00 price objective on shares of AON in a report on Monday, February 2nd. Bank of America upgraded AON from a “neutral” rating to an “outperform” rating and cut their price objective for the stock from $398.00 to $397.00 in a report on Friday, February 27th. Keefe, Bruyette & Woods cut their price objective on AON from $416.00 to $401.00 and set an “outperform” rating for the company in a report on Tuesday, April 7th. Finally, The Goldman Sachs Group set a $395.00 price objective on AON in a report on Wednesday, January 7th. Fourteen analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, AON presently has an average rating of “Moderate Buy” and an average price target of $401.81.

AON Trading Up 0.2%

Shares of NYSE:AON opened at $312.26 on Friday. The company has a market cap of $66.69 billion, a P/E ratio of 17.14, a P/E/G ratio of 1.70 and a beta of 0.72. The stock’s 50-day moving average is $325.41 and its 200-day moving average is $337.30. Aon plc has a 52-week low of $304.59 and a 52-week high of $381.00. The company has a debt-to-equity ratio of 1.55, a quick ratio of 2.03 and a current ratio of 2.03.

AON (NYSE:AON) last issued its quarterly earnings results on Friday, May 1st. The financial services provider reported $6.48 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.37 by $0.11. The company had revenue of $5.03 billion for the quarter, compared to the consensus estimate of $4.97 billion. AON had a return on equity of 45.23% and a net margin of 21.51%.The firm’s revenue was up 6.4% compared to the same quarter last year. During the same period last year, the business posted $5.67 earnings per share. Equities research analysts predict that Aon plc will post 18.98 earnings per share for the current year.

AON Increases Dividend

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

Insider Activity

In other news, Director Lester B. Knight bought 4,000 shares of the firm’s stock in a transaction that occurred on Tuesday, February 10th. The shares were acquired at an average cost of $319.24 per share, with a total value of $1,276,960.00. Following the completion of the transaction, the director directly owned 143,000 shares in the company, valued at $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 Securities & Exchange Commission, which is accessible through this hyperlink. Also, General Counsel Darren Zeidel sold 5,040 shares of AON stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $325.79, for a total value of $1,641,981.60. Following the sale, the general counsel directly owned 20,254 shares in the company, valued at approximately $6,598,550.66. This trade represents a 19.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 1.10% of the company’s stock.

Key Headlines Impacting AON

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

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.