Aon plc $AON Holdings Decreased by Sustainable Growth Advisers LP

Sustainable Growth Advisers LP lowered its position in Aon plc (NYSE:AON) by 31.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 166,608 shares of the financial services provider’s stock after selling 75,676 shares during the quarter. Sustainable Growth Advisers LP’s holdings in AON were worth $46,112,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in the business. SJS Investment Consulting Inc. raised its holdings in AON by 258.3% in the 1st quarter. SJS Investment Consulting Inc. now owns 129 shares of the financial services provider’s stock valued at $42,000 after buying an additional 93 shares during the last quarter. Downshift Financial LLC grew its holdings in AON by 15,700.0% during the 3rd quarter. Downshift Financial LLC now owns 158 shares of the financial services provider’s stock worth $44,000 after acquiring an additional 157 shares during the last quarter. Cassaday & Co Wealth Management LLC bought a new stake in AON during the 1st quarter worth approximately $61,000. Reflection Asset Management acquired a new position in AON in the 4th quarter valued at approximately $72,000. Finally, Ashurst Perkins Coie Trust Co acquired a new position in AON in the 3rd quarter valued at approximately $60,000. Institutional investors own 86.14% of the company’s stock.

AON Price Performance

Shares of AON opened at $286.78 on Friday. The firm has a market cap of $60.83 billion, a PE ratio of 15.81, a price-to-earnings-growth ratio of 1.44 and a beta of 0.70. Aon plc has a 52-week low of $266.33 and a 52-week high of $382.34. The business’s 50 day moving average price is $312.18 and its two-hundred day moving average price is $326.33. The company has a debt-to-equity ratio of 1.34, a quick ratio of 1.54 and a current ratio of 1.54.

AON (NYSE:AON) last announced its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $3.81 EPS for the quarter, topping the consensus estimate of $3.80 by $0.01. The company had revenue of $4.25 billion during the quarter, compared to the consensus estimate of $4.28 billion. AON had a net margin of 22.27% and a return on equity of 42.13%. The company’s quarterly revenue was up 2.2% on a year-over-year basis. During the same quarter last year, the firm posted $3.49 EPS. On average, equities analysts anticipate that Aon plc will post 18.74 EPS for the current year.

AON Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Monday, November 2nd will be given a dividend of $0.82 per share. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Monday, November 2nd. AON’s payout ratio is presently 18.08%.

Key Headlines Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Ukraine war-risk facility expanded: Aon and the European Bank for Reconstruction and Development expanded their Ukraine war-risk reinsurance facility to €150 million, with MS Amlin participating. The initiative strengthens Aon’s role in an emerging specialty-insurance market and could create longer-term growth opportunities, although the near-term earnings impact is likely limited. Aon, EBRD expand Ukraine war risk reinsurance
• Positive Sentiment: Potential demand for advisory services: Aon’s report projects Indian salaries will rise 9.1% in fiscal 2026–27, while Australian medical-plan costs are expected to outpace inflation in 2027. These trends may support demand for Aon’s compensation, benefits and health consulting services. India salary outlook Australian medical plan costs
• Neutral Sentiment: Management changes: Aon appointed Leonora Siccardi as global chief execution officer for Risk Capital and Human Capital, named Rafferty chief integration officer and appointed Carleton to lead its Chicago operations. The moves may improve execution and integration, but no immediate financial impact was disclosed. Aon management appointments
• Neutral Sentiment: Earnings focus: Investors are awaiting Aon’s next quarterly report for evidence that revenue growth and margins are improving. The latest available quarter showed modest revenue growth and slightly better-than-expected EPS, but revenue missed consensus estimates. Aon earnings outlook
• Negative Sentiment: Multiple price-target cuts: Morgan Stanley reduced its target to $350, Cantor Fitzgerald lowered its target from $433 to $400, and Keefe Bruyette cut its target from $417 to $342. The revisions signal softer analyst expectations and are the clearest near-term pressure on AON sentiment. Cantor Fitzgerald target cut

Analyst Upgrades and Downgrades

AON has been the subject of several analyst reports. Morgan Stanley dropped their price target on shares of AON from $410.00 to $350.00 and set an “overweight” rating for the company in a research note on Tuesday, October 6th. Deutsche Bank Aktiengesellschaft reissued a “hold” rating on shares of AON in a research note on Tuesday, September 1st. Cantor Fitzgerald decreased their price objective on AON from $433.00 to $400.00 and set an “overweight” rating for the company in a report on Wednesday, October 7th. Barclays decreased their price objective on AON from $382.00 to $317.00 and set an “equal weight” rating for the company in a report on Wednesday, October 7th. Finally, BMO Capital Markets lowered their target price on AON from $360.00 to $286.00 and set a “market perform” rating for the company in a research report on Thursday, October 1st. Twelve analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $367.59.

Insider Buying and Selling at AON

In other AON news, General Counsel Darren Zeidel sold 1,900 shares of AON stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $377.76, for a total value of $717,744.00. Following the completion of the sale, the general counsel directly owned 11,504 shares of the company’s stock, valued at approximately $4,345,751.04. The trade was a 14.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Lester B. Knight purchased 20,000 shares of the firm’s stock in a transaction on Wednesday, September 2nd. The stock was bought at an average cost of $327.48 per share, with a total value of $6,549,600.00. Following the completion of the purchase, the director owned 163,000 shares of the company’s stock, valued at approximately $53,379,240. This represents a 13.99% increase in their position. The disclosure for this purchase is available in the SEC filing. 1.00% of the stock is owned by corporate insiders.

AON Company Profile

Aon plc is a global professional services firm that helps organizations manage risk, make better decisions and improve performance. Its services are organized around risk capital and human capital, combining advisory expertise, data, analytics and insurance-related solutions.

The company provides commercial risk brokerage and consulting, reinsurance brokerage, retirement and investment advisory services, health benefits consulting, talent and compensation consulting, and related technology and data products.