Aon plc $AON Shares Sold by Bowie Capital Management LLC

Bowie Capital Management LLC reduced its stake in shares of Aon plc (NYSE:AON) by 6.4% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 322,167 shares of the financial services provider’s stock after selling 21,982 shares during the period. AON comprises approximately 3.8% of Bowie Capital Management LLC’s portfolio, making the stock its 10th biggest position. Bowie Capital Management LLC’s holdings in AON were worth $103,989,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the stock. NewEdge Advisors LLC lifted its stake in AON by 28.4% during the 2nd quarter. NewEdge Advisors LLC now owns 14,704 shares of the financial services provider’s stock valued at $5,246,000 after acquiring an additional 3,253 shares in the last quarter. Treasurer of the State of North Carolina grew its stake in shares of AON by 9.1% in the 2nd quarter. Treasurer of the State of North Carolina now owns 98,084 shares of the financial services provider’s stock worth $34,992,000 after acquiring an additional 8,216 shares in the last quarter. Alliancebernstein L.P. raised its holdings in shares of AON by 35.2% in the second quarter. Alliancebernstein L.P. now owns 292,210 shares of the financial services provider’s stock valued at $104,249,000 after purchasing an additional 76,061 shares during the last quarter. Diversify Advisory Services LLC lifted its position in shares of AON by 27.1% during the second quarter. Diversify Advisory Services LLC now owns 2,734 shares of the financial services provider’s stock valued at $995,000 after purchasing an additional 583 shares in the last quarter. Finally, Quantinno Capital Management LP boosted its holdings in AON by 46.1% during the second quarter. Quantinno Capital Management LP now owns 40,044 shares of the financial services provider’s stock worth $14,286,000 after purchasing an additional 12,631 shares during the last quarter. Hedge funds and other institutional investors own 86.14% of the company’s stock.

Insider Activity

In related news, General Counsel Darren Zeidel sold 600 shares of the stock in a transaction dated Tuesday, July 7th. The stock was sold at an average price of $360.00, for a total transaction of $216,000.00. Following the sale, the general counsel owned 15,354 shares of the company’s stock, valued at approximately $5,527,440. This represents a 3.76% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 1.00% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on AON shares. Piper Sandler lowered shares of AON from an “overweight” rating to a “neutral” rating and increased their price objective for the company from $355.00 to $377.00 in a research note on Wednesday, July 15th. Citigroup boosted their target price on AON from $412.00 to $420.00 and gave the stock a “buy” rating in a research note on Wednesday, May 27th. UBS Group increased their price target on AON from $360.00 to $383.00 and gave the company a “neutral” rating in a research report on Wednesday, July 8th. JPMorgan Chase & Co. lifted their price target on AON from $396.00 to $412.00 and gave the stock an “overweight” rating in a report on Monday, July 13th. Finally, Wells Fargo & Company reduced their price target on shares of AON from $409.00 to $406.00 and set an “overweight” rating for the company in a research report on Thursday, July 9th. Twelve equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $404.56.

AON Stock Performance

NYSE AON opened at $352.46 on Thursday. The firm has a market cap of $75.28 billion, a P/E ratio of 19.34, a price-to-earnings-growth ratio of 1.88 and a beta of 0.71. The company has a quick ratio of 1.95, a current ratio of 1.95 and a debt-to-equity ratio of 1.36. The company’s 50 day moving average is $334.88 and its 200-day moving average is $331.10. Aon plc has a 12-month low of $304.59 and a 12-month high of $381.00.

AON (NYSE:AON) last released its quarterly earnings data on Saturday, May 2nd. The financial services provider reported $6.48 earnings per share for the quarter, beating analysts’ consensus estimates of $6.37 by $0.11. AON had a net margin of 22.54% and a return on equity of 43.50%. The business had revenue of $5.03 billion during the quarter, compared to analyst estimates of $4.97 billion. During the same period in the previous year, the business earned $5.67 EPS. AON’s revenue was up 6.4% compared to the same quarter last year. Sell-side analysts predict that Aon plc will post 19.09 earnings per share for the current year.

AON Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Stockholders of record on Monday, August 3rd will be given a $0.82 dividend. The ex-dividend date is Monday, August 3rd. This represents a $3.28 annualized dividend and a dividend yield of 0.9%. AON’s payout ratio is 18.00%.

More AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon expanded its data-center insurance platform by adding $5 billion in capacity, a sign it is capitalizing on fast-growing AI and hyperscale infrastructure demand. Aon adds $5bn in capacity to data center insurance offering, expands integrated risk solutions
• Positive Sentiment: The company said it expects stronger earnings ahead of next week’s report, with analysts noting Aon has traits that could support an earnings beat. Aon (AON) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release
• Positive Sentiment: Aon reported that global insured catastrophe losses reached about $47 billion in the first half of 2026, with U.S. severe convective storms driving losses higher; that backdrop can support pricing power and demand for insurance brokerage and risk services. Aon estimates global insured catastrophe losses at $47bn for H1 2026
• Positive Sentiment: Aon also highlighted that insurer rewards can encourage more climate-resilience spending, reinforcing the company’s positioning in advisory and risk-mitigation services. Insurer Rewards Can Boost Climate Resilience Spending, Aon Says
• Neutral Sentiment: Aon appointed Michael Mahoney as Northeast Region Leader and Co-Head of the U.S., a leadership move that is strategically important but not an immediate financial catalyst. Aon appoints Michael Mahoney as Northeast Region Leader and Co-Head of the US
• Negative Sentiment: The stock may also be reacting to caution ahead of earnings, since the next quarterly report is due soon and investors often trim positions before a catalyst when expectations are elevated. AON (AON) Expected to Announce Quarterly Earnings on Wednesday

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.