LFL Advisers LLC Acquires 34,009 Shares of Aon plc $AON

LFL Advisers LLC raised its position in shares of Aon plc (NYSE:AON) by 36.7% in the first quarter, Holdings Channel.com reports. The fund owned 126,666 shares of the financial services provider’s stock after buying an additional 34,009 shares during the quarter. AON comprises approximately 12.3% of LFL Advisers LLC’s holdings, making the stock its 4th largest position. LFL Advisers LLC’s holdings in AON were worth $40,885,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently modified their holdings of the company. Kathmere Capital Management LLC boosted its holdings in AON by 2.1% in the fourth quarter. Kathmere Capital Management LLC now owns 1,582 shares of the financial services provider’s stock valued at $558,000 after purchasing an additional 32 shares during the last quarter. City National Bank of Florida MSD boosted its holdings in shares of AON by 3.8% during the fourth quarter. City National Bank of Florida MSD now owns 867 shares of the financial services provider’s stock valued at $306,000 after acquiring an additional 32 shares during the period. Capital Investment Advisors LLC grew its holdings in AON by 1.8% in the 4th quarter. Capital Investment Advisors LLC now owns 1,882 shares of the financial services provider’s stock worth $664,000 after buying an additional 33 shares in the last quarter. Salomon & Ludwin LLC grew its position in AON by 39.3% in the 4th quarter. Salomon & Ludwin LLC now owns 117 shares of the financial services provider’s stock valued at $41,000 after buying an additional 33 shares in the last quarter. Finally, Mattern Capital Management LLC increased its position in shares of AON by 0.8% during the 4th quarter. Mattern Capital Management LLC now owns 3,974 shares of the financial services provider’s stock valued at $1,402,000 after purchasing an additional 33 shares during the period. Hedge funds and other institutional investors own 86.14% of the company’s stock.

Analysts Set New Price Targets

AON has been the topic of a number of recent analyst reports. Cantor Fitzgerald boosted their target price on AON from $416.00 to $445.00 and gave the stock an “overweight” rating in a research report on Thursday, July 9th. Keefe, Bruyette & Woods cut their price objective on AON from $404.00 to $400.00 and set an “outperform” rating on the stock in a research note on Wednesday, July 8th. JPMorgan Chase & Co. boosted their target price on shares of AON from $396.00 to $412.00 and gave the stock an “overweight” rating in a research report on Monday, July 13th. UBS Group increased their price objective on AON from $360.00 to $383.00 and gave the company a “neutral” rating in a research report on Wednesday, July 8th. Finally, Wells Fargo & Company decreased their target price on AON from $409.00 to $406.00 and set an “overweight” rating on the stock in a research report on Thursday, July 9th. Twelve investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, AON has an average rating of “Moderate Buy” and a consensus target price of $404.56.

AON News Roundup

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

AON Stock Performance

AON stock opened at $352.46 on Thursday. The company has a 50 day moving average price of $334.88 and a 200 day moving average price of $331.10. Aon plc has a fifty-two week low of $304.59 and a fifty-two week high of $381.00. The company has a debt-to-equity ratio of 1.36, a current ratio of 1.95 and a quick ratio of 1.95. The stock has a market capitalization of $75.28 billion, a PE ratio of 19.34, a price-to-earnings-growth ratio of 1.88 and a beta of 0.71.

AON (NYSE:AON) last announced its quarterly earnings data on Saturday, May 2nd. The financial services provider reported $6.48 earnings per share for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $4.97 billion. During the same period in the prior year, the business posted $5.67 earnings per share. AON’s revenue was up 6.4% compared to the same quarter last year. Analysts forecast that Aon plc will post 19.09 EPS for the current year.

AON Announces Dividend

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

Insider Buying and Selling at AON

In other AON news, General Counsel Darren Zeidel sold 600 shares of the company’s stock in a transaction that occurred on Tuesday, July 7th. The shares were sold at an average price of $360.00, for a total value of $216,000.00. Following the completion of 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 1.00% of the stock is owned by corporate insiders.

AON 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.