Obermeyer Wealth Partners Sells 92,534 Shares of Aon plc $AON

Obermeyer Wealth Partners decreased its holdings in shares of Aon plc (NYSE:AON) by 94.4% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 5,500 shares of the financial services provider’s stock after selling 92,534 shares during the period. Obermeyer Wealth Partners’ holdings in AON were worth $1,522,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. SJS Investment Consulting Inc. grew its stake in shares of AON by 258.3% in the first 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 in the last quarter. Downshift Financial LLC grew its position in AON by 15,700.0% in the third quarter. Downshift Financial LLC now owns 158 shares of the financial services provider’s stock valued at $44,000 after acquiring an additional 157 shares in the last quarter. Cassaday & Co Wealth Management LLC purchased a new stake in shares of AON during the first quarter valued at approximately $61,000. Ashurst Perkins Coie Trust Co purchased a new stake in shares of AON during the third quarter valued at approximately $60,000. Finally, Elevation Wealth Partners LLC lifted its position in shares of AON by 35.6% during the second quarter. Elevation Wealth Partners LLC now owns 221 shares of the financial services provider’s stock worth $73,000 after purchasing an additional 58 shares in the last quarter. 86.14% of the stock is owned by hedge funds and other institutional investors.

AON Trading Down 0.8%

NYSE:AON opened at $294.46 on Thursday. The company has a quick ratio of 1.54, a current ratio of 1.54 and a debt-to-equity ratio of 1.34. The business’s 50 day moving average is $307.21 and its two-hundred day moving average is $325.51. Aon plc has a 52 week low of $266.33 and a 52 week high of $382.34. The company has a market cap of $62.46 billion, a PE ratio of 16.23, a P/E/G ratio of 1.55 and a beta of 0.70.

AON (NYSE:AON) last issued its earnings results 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. AON had a return on equity of 42.13% and a net margin of 22.27%. The company had revenue of $4.25 billion during the quarter, compared to analyst estimates of $4.28 billion. During the same quarter last year, the firm earned $3.49 EPS. The business’s revenue was up 2.2% on a year-over-year basis. On average, analysts predict that Aon plc will post 18.73 EPS for the current year.

AON Announces Dividend

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

AON News Roundup

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon expects UK pension risk-transfer activity to rebound after a subdued start to 2026. A recovery in pension-risk settlements could support consulting, broking and transaction-related revenue. UK pension risk settlement activity to rebound after subdued start to 2026: Aon
• Positive Sentiment: Zacks raised its third-quarter EPS estimate for Aon to $3.38, providing a modestly favorable signal ahead of the earnings release. Longer-range Zacks projections call for $20.05 in fiscal 2027 EPS and $22.33 in fiscal 2028 EPS, above the current-year consensus of $18.73. Zacks lifts Aon plc stock estimate to USD 3.38 for third quarter
• Neutral Sentiment: Analysts’ published forecasts span $3.50 to $6.89 in quarterly EPS for fiscal 2027 and $3.89 to $7.63 for fiscal 2028, indicating expectations for continued earnings growth but also significant seasonal variation. Aon analyst earnings estimates
• Neutral Sentiment: Aon highlighted greater flexibility and efficiency in facultative reinsurance, reinforcing the product’s role in clients’ risk-transfer strategies. The update supports Aon’s industry positioning but does not provide a specific financial outlook. Aon facultative reinsurance update
• Negative Sentiment: Zacks said Aon does not have the necessary combination of factors for a likely earnings beat in its upcoming report. That raises the risk of a disappointing earnings surprise and is the clearest near-term pressure on the stock. Aon earnings expected to grow: Should you buy?
• Negative Sentiment: Aon warned that insurers’ traditional “cash cows” are coming under pressure, while its reinsurance team urged reinsurers to accept more risk. The comments point to a challenging market environment and could weigh on expectations for industry profitability. Aon warns insurers’ former cash cows are under pressure

Insiders Place Their Bets

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

Analyst Ratings Changes

Several research analysts have recently weighed in on the stock. Deutsche Bank Aktiengesellschaft restated a “hold” rating on shares of AON in a research note on Tuesday, September 1st. Weiss Ratings lowered shares of AON from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, September 17th. Evercore dropped their price target on shares of AON from $423.00 to $375.00 in a research note on Thursday, October 8th. JPMorgan Chase & Co. cut their price objective on shares of AON from $412.00 to $362.00 and set an “overweight” rating on the stock in a report on Thursday, October 1st. Finally, The Goldman Sachs Group boosted their price objective on shares of AON from $375.00 to $401.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Twelve investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $367.59.

AON Profile

Aon plc is a global professional services firm that helps organizations manage risk, make informed decisions and improve workforce outcomes. Its services span commercial risk, health, retirement and investments, and data and analytics.

The company provides insurance brokerage and risk-management services, including coverage placement, claims support, risk transfer and consulting. Through its reinsurance business, Aon also serves insurers and other organizations seeking to manage catastrophe, capital and underwriting risks.

Aon’s human capital offerings include employee benefits consulting, retirement advisory services, talent and compensation consulting, and health and workforce solutions.