Markel Group Inc. Boosts Holdings in Aon plc $AON

Markel Group Inc. grew its position in Aon plc (NYSE:AON) by 1.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 135,800 shares of the financial services provider’s stock after purchasing an additional 1,750 shares during the quarter. Markel Group Inc. owned about 0.06% of AON worth $43,834,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the business. Wealth Watch Advisors INC purchased a new position in AON during the 3rd quarter worth $25,000. University of Texas Texas AM Investment Management Co. purchased a new stake in AON in the fourth quarter valued at about $27,000. Kemnay Advisory Services Inc. acquired a new stake in AON in the fourth quarter worth about $29,000. Eagle Bay Advisors LLC acquired a new position in shares of AON during the fourth quarter valued at about $30,000. Finally, Strive Asset Management LLC purchased a new position in shares of AON in the 3rd quarter valued at approximately $35,000. 86.14% of the stock is owned by institutional investors and hedge funds.

AON Stock Performance

NYSE AON traded up $1.33 on Friday, reaching $356.89. 998,593 shares of the company’s stock traded hands, compared to its average volume of 1,609,336. The stock has a 50 day moving average price of $327.08 and a 200-day moving average price of $330.95. The firm has a market cap of $76.22 billion, a price-to-earnings ratio of 19.59, a P/E/G ratio of 1.88 and a beta of 0.71. The company has a debt-to-equity ratio of 1.36, a quick ratio of 1.95 and a current ratio of 1.95. Aon plc has a fifty-two week low of $304.59 and a fifty-two week high of $381.00.

AON (NYSE:AON) last released its quarterly earnings data on Saturday, May 2nd. The financial services provider reported $6.48 earnings per share for the quarter, beating analysts’ consensus estimates of $6.37 by $0.11. The business had revenue of $5.03 billion during the quarter, compared to analyst estimates of $4.97 billion. AON had a return on equity of 43.50% and a net margin of 22.54%.The company’s revenue was up 6.4% on a year-over-year basis. During the same quarter last year, the business posted $5.67 EPS. Equities research analysts predict that Aon plc will post 19.09 EPS for the current fiscal year.

Trending Headlines about AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Mizuho raised its price target on Aon to $426 from $389 and reiterated an outperform rating, reinforcing expectations for further upside. Mizuho raises Aon price target
• Positive Sentiment: Wells Fargo maintained an overweight rating on Aon while setting a $406 target, signaling analysts still see attractive valuation and growth potential. Wells Fargo lowers Aon target
• Positive Sentiment: Aon declared a quarterly cash dividend of $0.820 per share, a shareholder-friendly move that can support investor confidence in the company’s cash generation. Aon announces quarterly cash dividend
• Positive Sentiment: Aon set its second-quarter 2026 earnings release for July 29, giving investors a near-term catalyst that could drive the stock if results and guidance are strong. Aon announces Q2 2026 earnings date
• Neutral Sentiment: UBS kept a hold rating on Aon, which suggests a more cautious view but does not materially change the overall analyst tone. UBS sticks to hold rating for Aon
• Negative Sentiment: Aon General Counsel Darren Zeidel sold 600 shares, a small insider sale that may be viewed as a mild negative signal, though it does not appear large enough to change the long-term story. SEC insider filing for Darren Zeidel sale

Insiders Place Their Bets

In related news, General Counsel Darren Zeidel sold 600 shares of AON stock in a transaction that occurred on Tuesday, July 7th. The stock was sold at an average price of $360.00, for a total transaction of $216,000.00. Following the completion of the transaction, the general counsel directly owned 15,354 shares in the company, valued at approximately $5,527,440. This trade represents a 3.76% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 1.00% of the company’s stock.

Analysts Set New Price Targets

Several analysts have weighed in on the stock. Barclays boosted their target price on shares of AON from $372.00 to $382.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 7th. Mizuho lifted their price objective on shares of AON from $389.00 to $426.00 and gave the stock an “outperform” rating in a research note on Thursday. Keefe, Bruyette & Woods dropped their price objective on shares of AON from $404.00 to $400.00 and set an “outperform” rating on the stock in a report on Wednesday. Morgan Stanley upped their target price on AON from $370.00 to $380.00 and gave the company an “overweight” rating in a research report on Monday, July 6th. Finally, Piper Sandler lowered their price target on AON from $360.00 to $355.00 and set an “overweight” rating for the company in a research report on Monday, June 15th. Thirteen research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $402.19.

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.