Aon plc $AON Stock Acquired by Aire Advisors LLC

Aire Advisors LLC lifted its stake in Aon plc (NYSE:AON) by 98.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,504 shares of the financial services provider’s stock after purchasing an additional 6,217 shares during the period. Aire Advisors LLC’s holdings in AON were worth $3,461,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in AON. SJS Investment Consulting Inc. boosted its position 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 worth $42,000 after purchasing an additional 93 shares during the period. Downshift Financial LLC raised its stake in AON by 15,700.0% during the 3rd quarter. Downshift Financial LLC now owns 158 shares of the financial services provider’s stock valued at $44,000 after purchasing an additional 157 shares during the period. Cassaday & Co Wealth Management LLC bought a new stake in shares of AON during the first quarter valued at approximately $61,000. Ashurst Perkins Coie Trust Co purchased a new position in shares of AON in the third quarter worth $60,000. Finally, Elevation Wealth Partners LLC increased its holdings in AON by 35.6% in the 2nd quarter. Elevation Wealth Partners LLC now owns 221 shares of the financial services provider’s stock valued at $73,000 after acquiring an additional 58 shares during the last quarter. 86.14% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on AON. UBS Group reaffirmed a “neutral” rating on shares of AON in a research note on Monday, August 31st. The Goldman Sachs Group increased their target price on shares of AON from $375.00 to $401.00 and gave the company a “buy” rating in a research note on Friday, July 31st. TD Cowen raised their price target on AON from $416.00 to $420.00 and gave the stock a “buy” rating in a research note on Monday, September 14th. Weiss Ratings lowered shares of AON from a “hold (c+)” rating to a “hold (c)” rating in a research note on Thursday, September 17th. Finally, Evercore lowered their price objective on shares of AON from $423.00 to $375.00 in a research report on Thursday, October 8th. Twelve research analysts have rated the stock with a Buy rating, six have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $367.59.

AON Stock Down 0.8%

Shares of AON stock opened at $294.46 on Thursday. The company has a debt-to-equity ratio of 1.34, a quick ratio of 1.54 and a current ratio of 1.54. Aon plc has a fifty-two week low of $266.33 and a fifty-two week high of $382.34. The firm has a market capitalization of $62.46 billion, a PE ratio of 16.23, a P/E/G ratio of 1.55 and a beta of 0.70. The stock’s 50-day simple moving average is $307.21 and its 200-day simple moving average is $325.51.

AON (NYSE:AON) last posted 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. The firm had revenue of $4.25 billion for the quarter, compared to analyst estimates of $4.28 billion. AON had a return on equity of 42.13% and a net margin of 22.27%. AON’s revenue for the quarter was up 2.2% compared to the same quarter last year. During the same period last year, the company earned $3.49 earnings per share. Equities analysts expect that Aon plc will post 18.73 earnings per share for the current year.

AON Announces Dividend

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

Insider Transactions at AON

In other news, Director Lester Knight acquired 20,000 shares of the business’s stock in a transaction on Wednesday, September 2nd. The stock was bought at an average cost of $327.48 per share, for a total transaction of $6,549,600.00. Following the purchase, the director owned 163,000 shares in the company, valued at approximately $53,379,240. This represents a 13.99% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, General Counsel Darren Zeidel sold 1,900 shares of the firm’s stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $377.76, for a total value of $717,744.00. Following the completion of the transaction, the general counsel owned 11,504 shares in the company, valued at approximately $4,345,751.04. This trade represents a 14.17% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.00% of the company’s stock.

Key AON News

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

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.