Aon plc $AON Shares Acquired by Beverly Hills Private Wealth LLC

Beverly Hills Private Wealth LLC increased its position in shares of Aon plc (NYSE:AON) by 256.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,549 shares of the financial services provider’s stock after buying an additional 7,592 shares during the period. Beverly Hills Private Wealth LLC’s holdings in AON were worth $2,920,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in AON. Robeco Institutional Asset Management B.V. boosted its position in AON by 11,179.6% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 4,026,135 shares of the financial services provider’s stock valued at $1,114,313,000 after buying an additional 3,990,441 shares during the last quarter. Bank of America Corp DE grew its stake in shares of AON by 16.3% during the first quarter. Bank of America Corp DE now owns 1,582,680 shares of the financial services provider’s stock valued at $510,857,000 after acquiring an additional 222,092 shares in the last quarter. Amundi increased its position in shares of AON by 23.5% during the first 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 during the last quarter. Dimensional Fund Advisors LP increased its position in shares of AON by 20.5% during the first quarter. Dimensional Fund Advisors LP now owns 1,253,769 shares of the financial services provider’s stock worth $404,709,000 after acquiring an additional 213,051 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its stake in shares of AON by 74.7% in the first quarter. Arrowstreet Capital Limited Partnership now owns 797,418 shares of the financial services provider’s stock worth $257,391,000 after acquiring an additional 340,866 shares in the last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.

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 shares were purchased at an average price of $327.48 per share, for a total transaction of $6,549,600.00. Following the completion of the purchase, the director directly owned 163,000 shares of the company’s stock, valued at $53,379,240. This represents a 13.99% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. 1.00% of the stock is owned by insiders.

AON Price Performance

AON opened at $334.57 on Monday. The company has a 50-day moving average of $300.47 and a 200-day moving average of $325.93. The company has a market capitalization of $70.98 billion, a P/E ratio of 18.32, a PEG ratio of 1.76 and a beta of 0.63. Aon plc has a 1-year low of $266.33 and a 1-year high of $382.34. The company has a debt-to-equity ratio of 2.58, a quick ratio of 4.72 and a current ratio of 4.72.

AON (NYSE:AON) last issued its quarterly earnings results on Wednesday, October 28th. The financial services provider reported $3.36 EPS for the quarter, topping the consensus estimate of $3.30 by $0.06. AON had a net margin of 22.24% and a return on equity of 40.46%. The business had revenue of $4.10 billion for the quarter, compared to analysts’ expectations of $4.08 billion. During the same quarter last year, the company posted $3.05 earnings per share. The company’s quarterly revenue was up 2.6% compared to the same quarter last year. Equities analysts expect that Aon plc will post 18.47 EPS for the current fiscal year.

AON Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Monday, November 2nd will be issued 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 payout ratio is currently 17.96%.

Wall Street Analyst Weigh In

A number of brokerages recently commented on AON. The Goldman Sachs Group increased their price target on AON from $375.00 to $401.00 and gave the company a “buy” rating in a report on Friday, July 31st. TD Cowen lifted their price objective on AON from $416.00 to $420.00 and gave the stock a “buy” rating in a report on Monday, September 14th. Citigroup began coverage on AON in a research report on Monday, September 21st. They issued a “buy” rating and a $435.00 target price on the stock. Wolfe Research lowered AON from a “hold” rating to a “strong sell” rating in a research report on Friday, September 11th. Finally, Wells Fargo & Company increased their target price on AON from $323.00 to $364.00 and gave the company an “overweight” rating in a research note on Monday, November 2nd. Thirteen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, AON has an average rating of “Hold” and an average price target of $369.12.

More AON News

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

AON Profile

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.