Aon plc $AON Stock Bought by Brighton Jones LLC

Brighton Jones LLC increased its holdings in Aon plc (NYSE:AON) by 754.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 92,372 shares of the financial services provider’s stock after purchasing an additional 81,559 shares during the quarter. Brighton Jones LLC’s holdings in AON were worth $25,566,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in AON. Ethic Inc. raised its holdings in AON by 874.8% during the 3rd quarter. Ethic Inc. now owns 277,061 shares of the financial services provider’s stock worth $76,682,000 after buying an additional 248,640 shares during the period. StoneX Group Inc. purchased a new stake in AON during the third quarter valued at about $3,190,000. Kornitzer Capital Management Inc. KS boosted its holdings in shares of AON by 272.3% in the third quarter. Kornitzer Capital Management Inc. KS now owns 149,103 shares of the financial services provider’s stock worth $41,267,000 after buying an additional 109,053 shares during the period. Vestor Capital LLC increased its position in shares of AON by 1.9% in the third quarter. Vestor Capital LLC now owns 214,619 shares of the financial services provider’s stock worth $59,400,000 after acquiring an additional 4,002 shares in the last quarter. Finally, Pictet Asset Management Holding SA increased its position in shares of AON by 25.0% in the third quarter. Pictet Asset Management Holding SA now owns 113,015 shares of the financial services provider’s stock worth $31,279,000 after acquiring an additional 22,607 shares in the last quarter. 86.14% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on AON. Bank of America boosted their price target on shares of AON from $298.00 to $327.00 and gave the company an “underperform” rating in a report on Wednesday, July 15th. Keefe, Bruyette & Woods decreased their price objective on shares of AON from $417.00 to $342.00 and set an “outperform” rating for the company in a research note on Monday, October 12th. Citigroup began coverage on shares of AON in a research report on Monday, September 21st. They set a “buy” rating and a $435.00 price objective on the stock. Cantor Fitzgerald boosted their target price on shares of AON from $400.00 to $410.00 and gave the company an “overweight” rating in a research note on Monday, November 2nd. Finally, Wolfe Research lowered AON from a “hold” rating to a “strong sell” rating in a report on Friday, September 11th. Thirteen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average target price of $369.12.

AON Price Performance

Shares of NYSE:AON opened at $334.57 on Friday. The stock has a market capitalization of $70.98 billion, a P/E ratio of 18.32, a P/E/G ratio of 1.76 and a beta of 0.63. The business has a 50-day moving average of $300.47 and a two-hundred day moving average of $325.93. Aon plc has a fifty-two week low of $266.33 and a fifty-two week high of $382.34. The company has a debt-to-equity ratio of 2.58, a current ratio of 4.72 and a quick ratio of 4.72.

AON (NYSE:AON) last issued its quarterly earnings data on Wednesday, October 28th. The financial services provider reported $3.36 EPS for the quarter, beating analysts’ consensus estimates of $3.30 by $0.06. The business had revenue of $4.10 billion for the quarter, compared to analyst estimates of $4.08 billion. AON had a return on equity of 40.46% and a net margin of 22.24%. The firm’s revenue for the quarter was up 2.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $3.05 EPS. On average, equities research analysts predict that Aon plc will post 18.47 EPS for the current fiscal year.

AON Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Monday, November 2nd will be given a $0.82 dividend. This represents a $3.28 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Monday, November 2nd. AON’s dividend payout ratio is 17.96%.

Insider Activity

In other news, Director Lester Knight bought 20,000 shares of the company’s stock in a transaction that occurred on Wednesday, September 2nd. The stock was acquired at an average price of $327.48 per share, for a total transaction of $6,549,600.00. Following the transaction, the director directly owned 163,000 shares of the company’s stock, valued at $53,379,240. This trade represents a 13.99% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. 1.00% of the stock is owned by company insiders.

Key Headlines Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon and funds managed by Blackstone are launching Cortina, a Lloyd’s syndicate intended to provide dedicated, multi-year reinsurance capacity. The venture could broaden capital available to clients, and participating Aon clients may receive a dividend. Cortina is expected to start underwriting on January 1, 2027, subject to final approvals, with QBE as managing agent. Article
• Positive Sentiment: Aon is expanding its Lloyd’s-backed follow-form client treaty facility to cover 35% for 2027, up from 28.5%, and adding facultative capacity for Canadian insurers. The move may strengthen Aon’s reinsurance offering and client relationships, though the expanded capacity is forward-looking. Article
• Positive Sentiment: BMO Capital Markets upgraded its rating on AON, a supportive analyst signal. The linked report does not provide the revised rating or price target. Article
• Neutral Sentiment: An Aon report forecasts India’s medical-cost growth will slow to 10.1% in 2027. This may be useful to clients, but the report’s outlook alone has no clear, direct near-term earnings implication for Aon. Article
• Negative Sentiment: Dowling & Partners lowered its 2026 earnings-per-share estimate to $18.50 from $18.70. The reduction is modest and close to the cited consensus estimate of $18.47, but may weigh on sentiment. Article

About AON

Aon plc is a global professional services firm that helps organizations manage risk and make decisions about their people and finances. Its services include insurance brokerage, risk consulting, reinsurance solutions, employee benefits consulting and retirement and investment advisory services.

The company serves businesses and institutions across a broad range of industries and geographies. Aon was formed in 1982 as Ryan Insurance Group and adopted the Aon name in 1987. It is headquartered in Dublin, Ireland, and operates internationally.

Greg Case has served as Aon’s chief executive officer since 2005.