Legal & General Group Plc Boosts Stake in Aon plc $AON

Legal & General Group Plc grew its holdings in shares of Aon plc (NYSE:AON) by 7.9% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,410,342 shares of the financial services provider’s stock after buying an additional 103,427 shares during the quarter. Legal & General Group Plc owned 0.66% of AON worth $502,900,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Westside Investment Management Inc. increased its position in shares of AON by 100.0% during the third quarter. Westside Investment Management Inc. now owns 70 shares of the financial services provider’s stock worth $25,000 after acquiring an additional 35 shares during the period. Heartwood Wealth Advisors LLC purchased a new stake in shares of AON in the third quarter valued at approximately $29,000. Atlantic Union Bankshares Corp purchased a new position in AON during the 2nd quarter worth $31,000. Salomon & Ludwin LLC bought a new stake in AON during the 3rd quarter valued at $31,000. Finally, Twin Peaks Wealth Advisors LLC purchased a new stake in shares of AON in the 2nd quarter worth $37,000. Hedge funds and other institutional investors own 86.14% of the company’s stock.

Insider Buying and Selling

In other AON news, General Counsel Darren Zeidel sold 5,040 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $325.79, for a total value of $1,641,981.60. Following the transaction, the general counsel directly owned 20,254 shares of the company’s stock, valued at approximately $6,598,550.66. The trade was a 19.93% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Lester B. Knight bought 4,000 shares of AON stock in a transaction dated Tuesday, February 10th. The stock was purchased at an average price of $319.24 per share, with a total value of $1,276,960.00. Following the purchase, the director directly owned 143,000 shares in the company, valued at approximately $45,651,320. This trade represents a 2.88% increase in their position. The disclosure for this purchase is available in the SEC filing. 1.10% of the stock is currently owned by insiders.

Key Headlines Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon ran a proof‑of‑concept to accept insurance premiums in U.S. dollar stablecoins (USDC on Ethereum and PYUSD on Solana) with Coinbase and Paxos, highlighting potential for faster, cheaper fund flows and new product capabilities for clients. This could reduce friction in global premium settlements and open new revenue/efficiency paths. Aon Announces First Stablecoin Insurance Premium Payment
• Positive Sentiment: Aon signed a multi‑year engagement to implement VIPR Solutions’ delegated‑authority technology across its reinsurance platform to automate bordereaux management, improve data accuracy and speed-to-market—an operational investment that could lower costs and improve underwriting efficiency. VIPR Announces Strategic Engagement with Aon
• Neutral Sentiment: Leadership reshuffle in North America: Anne Corona named CEO of North America, Lori Goltermann elevated to Vice Chair (effective March 31) and Farheen Dam appointed CEO of Enterprise Clients & Chief Client Officer. Management continuity is maintained but investors may await commentary on strategy/compensation and any near-term costs tied to the transition. Aon Appoints Anne Corona as CEO of North America
• Neutral Sentiment: Recent fundamentals remain mixed: Aon’s January quarter beat EPS estimates but missed revenue consensus modestly — investors may be rotating out on valuation or waiting for clearer top‑line momentum despite strong margins and ROE. (Background: Q4 EPS beat, revenue slightly below estimates.)
• Negative Sentiment: Senior departure: Livy Dai, previously at Aon, has been appointed CEO of Lockton China. Loss of experienced regional leadership can create short‑term client/coverage continuity concerns in China, though impact on global results is likely limited. Lockton appoints Aon’s Livy Dai as China CEO

Analyst Ratings Changes

A number of research firms have recently issued reports on AON. Jefferies Financial Group reiterated a “buy” rating and set a $408.00 price objective on shares of AON in a research note on Monday, February 2nd. Evercore restated an “outperform” rating and set a $436.00 price target on shares of AON in a research note on Wednesday, January 7th. JPMorgan Chase & Co. decreased their target price on AON from $433.00 to $406.00 and set an “overweight” rating for the company in a report on Wednesday, January 7th. Morgan Stanley set a $400.00 target price on shares of AON in a research report on Tuesday, December 16th. Finally, Wells Fargo & Company lowered their price objective on AON from $448.00 to $443.00 and set an “overweight” rating on the stock in a research report on Sunday, February 1st. Fourteen research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, AON currently has an average rating of “Moderate Buy” and a consensus target price of $408.94.

AON Trading Down 3.6%

Shares of AON stock opened at $321.00 on Wednesday. The company has a debt-to-equity ratio of 1.55, a current ratio of 2.03 and a quick ratio of 2.03. The company has a 50-day moving average of $336.43 and a two-hundred day moving average of $347.35. Aon plc has a 1-year low of $304.59 and a 1-year high of $402.49. The firm has a market cap of $68.78 billion, a PE ratio of 18.86, a price-to-earnings-growth ratio of 1.76 and a beta of 0.82.

AON (NYSE:AON) last issued its quarterly earnings results on Friday, January 30th. The financial services provider reported $4.85 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.75 by $0.10. The company had revenue of $4.30 billion for the quarter, compared to analyst estimates of $4.38 billion. AON had a net margin of 21.51% and a return on equity of 45.23%. The business’s revenue for the quarter was up 3.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $4.42 earnings per share. On average, analysts predict that Aon plc will post 17.21 EPS for the current year.

AON Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Monday, February 2nd were issued a $0.745 dividend. This represents a $2.98 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend was Monday, February 2nd. AON’s payout ratio is presently 17.51%.

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.