Bull Harbor Capital LLC Buys Shares of 1,915 Aon plc $AON

Bull Harbor Capital LLC bought a new position in Aon plc (NYSE:AON) in the 1st quarter, Holdings Channel.com reports. The fund bought 1,915 shares of the financial services provider’s stock, valued at approximately $618,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. Ashton Thomas Securities LLC bought a new stake in AON in the first quarter worth $1,947,000. Arkadios Wealth Advisors lifted its position in shares of AON by 2.2% in the first quarter. Arkadios Wealth Advisors now owns 4,334 shares of the financial services provider’s stock worth $1,399,000 after buying an additional 94 shares during the last quarter. Amundi boosted its stake in shares of AON by 23.5% during the 1st quarter. Amundi now owns 1,502,890 shares of the financial services provider’s stock worth $485,103,000 after acquiring an additional 285,549 shares in the last quarter. EverSource Wealth Advisors LLC increased its holdings in shares of AON by 66.5% during the 1st quarter. EverSource Wealth Advisors LLC now owns 2,638 shares of the financial services provider’s stock valued at $851,000 after acquiring an additional 1,054 shares during the last quarter. Finally, Empowered Funds LLC raised its stake in shares of AON by 20.9% in the 1st quarter. Empowered Funds LLC now owns 22,496 shares of the financial services provider’s stock valued at $7,261,000 after acquiring an additional 3,892 shares in the last quarter. Institutional investors own 86.14% of the company’s stock.

Insider Activity at AON

In other news, General Counsel Darren Zeidel sold 1,900 shares of AON stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $377.76, for a total transaction of $717,744.00. Following the sale, the general counsel owned 11,504 shares of the company’s stock, valued at approximately $4,345,751.04. This trade represents a 14.17% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. In the last ninety days, insiders sold 4,450 shares of company stock valued at $1,659,242. 1.00% of the stock is currently owned by company insiders.

AON Price Performance

Shares of AON stock opened at $367.26 on Friday. The company has a debt-to-equity ratio of 1.34, a current ratio of 1.54 and a quick ratio of 1.95. The company has a market cap of $78.44 billion, a PE ratio of 20.25, a price-to-earnings-growth ratio of 1.97 and a beta of 0.71. The firm has a fifty day moving average price of $340.50 and a two-hundred day moving average price of $331.87. Aon plc has a fifty-two week low of $304.59 and a fifty-two week high of $382.34.

AON (NYSE:AON) last posted its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.80 by $0.01. AON had a net margin of 22.27% and a return on equity of 42.13%. The company had revenue of $4.25 billion for the quarter, compared to the consensus estimate of $4.28 billion. During the same quarter in the previous year, the firm posted $3.49 EPS. The business’s revenue was up 2.2% compared to the same quarter last year. Analysts expect that Aon plc will post 19.09 EPS for the current year.

AON Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Monday, August 3rd will be issued a $0.82 dividend. The ex-dividend date of this dividend is Monday, August 3rd. This represents a $3.28 annualized dividend and a yield of 0.9%. AON’s dividend payout ratio is 18.00%.

Key Stories Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon reported second-quarter adjusted EPS of $3.81, slightly above the $3.80 consensus and up from $3.49 a year earlier. Organic revenue growth was 5%, operating margins expanded, and client retention and new-business wins supported performance. Aon Reports Second-Quarter 2026 Results
• Positive Sentiment: Growth in reinsurance and property-and-casualty businesses, along with a record pace of share repurchases, provided additional support for the investment case. Aon also reaffirmed its full-year guidance, reducing concerns about a broader outlook deterioration. Aon buyback and Q2 growth article
• Positive Sentiment: Citigroup raised its price target to $435 from $420 and kept a Buy rating, while Wells Fargo lifted its target to $419 from $406 and maintained an Overweight rating. These revisions imply meaningful upside based on the cited current price.
• Neutral Sentiment: Aon’s quarterly revenue of $4.25 billion grew 2.2% year over year but fell short of the $4.28 billion analyst estimate. The narrow miss may keep investors focused on the pace of revenue acceleration even as margins improve.
• Negative Sentiment: General Counsel Darren Zeidel sold 1,900 shares for approximately $718,000, following additional sales earlier in July. He continues to hold a substantial position, but the insider selling may weigh modestly on sentiment.

Analyst Ratings Changes

A number of equities research analysts have issued reports on AON shares. Cantor Fitzgerald upped their target price on AON from $416.00 to $445.00 and gave the stock an “overweight” rating in a research report on Thursday, July 9th. Citigroup boosted their price objective on shares of AON from $420.00 to $435.00 and gave the stock a “buy” rating in a research note on Thursday. Mizuho upped their price objective on shares of AON from $389.00 to $426.00 and gave the stock an “outperform” rating in a report on Thursday, July 9th. Barclays lifted their target price on shares of AON from $372.00 to $382.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 7th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of AON in a research report on Friday, July 17th. Twelve investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $407.19.

AON Company 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.