Sequoia Financial Advisors LLC Raises Stake in Aon plc $AON

Sequoia Financial Advisors LLC raised its position in Aon plc (NYSE:AON) by 38.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 15,907 shares of the financial services provider’s stock after purchasing an additional 4,405 shares during the period. Sequoia Financial Advisors LLC’s holdings in AON were worth $5,134,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Sound View Wealth Advisors Group LLC increased its holdings in shares of AON by 1.5% in the 4th quarter. Sound View Wealth Advisors Group LLC now owns 1,935 shares of the financial services provider’s stock worth $683,000 after buying an additional 29 shares during the last quarter. Kathmere Capital Management LLC increased its holdings in shares of AON by 2.1% in the fourth quarter. Kathmere Capital Management LLC now owns 1,582 shares of the financial services provider’s stock worth $558,000 after buying an additional 32 shares during the period. City National Bank of Florida MSD raised its holdings in AON by 3.8% during the 4th quarter. City National Bank of Florida MSD now owns 867 shares of the financial services provider’s stock valued at $306,000 after buying an additional 32 shares during the last quarter. Capital Investment Advisors LLC boosted its holdings in shares of AON by 1.8% during the fourth quarter. Capital Investment Advisors LLC now owns 1,882 shares of the financial services provider’s stock worth $664,000 after purchasing an additional 33 shares during the period. Finally, Salomon & Ludwin LLC lifted its holdings in AON by 39.3% in the 4th quarter. Salomon & Ludwin LLC now owns 117 shares of the financial services provider’s stock worth $41,000 after buying an additional 33 shares during the period. 86.14% of the stock is currently owned by institutional investors.

AON Stock Down 0.0%

NYSE AON opened at $356.89 on Monday. The stock’s 50 day moving average is $327.08 and its 200 day moving average is $330.78. Aon plc has a 12 month low of $304.59 and a 12 month high of $381.00. The stock has a market cap of $76.22 billion, a PE ratio of 19.59, a P/E/G ratio of 1.88 and a beta of 0.71. The company has a current ratio of 1.95, a quick ratio of 1.95 and a debt-to-equity ratio of 1.36.

AON (NYSE:AON) last issued its quarterly earnings data on Saturday, May 2nd. The financial services provider reported $6.48 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.37 by $0.11. AON had a return on equity of 43.50% and a net margin of 22.54%.The business had revenue of $5.03 billion for the quarter, compared to analysts’ expectations of $4.97 billion. During the same period in the prior year, the firm earned $5.67 EPS. The company’s revenue for the quarter was up 6.4% on a year-over-year basis. Research analysts predict that Aon plc will post 19.09 EPS for the current fiscal year.

AON Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Monday, August 3rd will be paid a $0.82 dividend. The ex-dividend date of this dividend is Monday, August 3rd. This represents a $3.28 annualized dividend and a yield of 0.9%. AON’s dividend payout ratio (DPR) is presently 18.00%.

AON News Summary

Here are the key news stories impacting AON this week:

• Positive Sentiment: Mizuho raised its price target on Aon to $426 from $389 and reiterated an outperform rating, reinforcing expectations for further upside. Mizuho raises Aon price target
• Positive Sentiment: Wells Fargo maintained an overweight rating on Aon while setting a $406 target, signaling analysts still see attractive valuation and growth potential. Wells Fargo lowers Aon target
• Positive Sentiment: Aon declared a quarterly cash dividend of $0.820 per share, a shareholder-friendly move that can support investor confidence in the company’s cash generation. Aon announces quarterly cash dividend
• Positive Sentiment: Aon set its second-quarter 2026 earnings release for July 29, giving investors a near-term catalyst that could drive the stock if results and guidance are strong. Aon announces Q2 2026 earnings date
• Neutral Sentiment: UBS kept a hold rating on Aon, which suggests a more cautious view but does not materially change the overall analyst tone. UBS sticks to hold rating for Aon
• Negative Sentiment: Aon General Counsel Darren Zeidel sold 600 shares, a small insider sale that may be viewed as a mild negative signal, though it does not appear large enough to change the long-term story. SEC insider filing for Darren Zeidel sale

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on the stock. TD Cowen reissued a “buy” rating on shares of AON in a research note on Monday, March 16th. Mizuho upped their price target on shares of AON from $389.00 to $426.00 and gave the stock an “outperform” rating in a research note on Thursday. Wells Fargo & Company cut their target price on AON from $409.00 to $406.00 and set an “overweight” rating on the stock in a research note on Thursday. Barclays lifted their price target on shares of AON from $372.00 to $382.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 7th. Finally, Morgan Stanley increased their target price on AON from $370.00 to $380.00 and gave the company an “overweight” rating in a report on Monday, July 6th. Thirteen equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $402.19.

Insider Buying and Selling

In other AON news, General Counsel Darren Zeidel sold 600 shares of the stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $360.00, for a total value of $216,000.00. Following the sale, the general counsel owned 15,354 shares in the company, valued at $5,527,440. This trade represents a 3.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 1.00% of the stock is owned by company insiders.

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.