Aon plc $AON Shares Sold by California State Teachers Retirement System

California State Teachers Retirement System lowered its position in shares of Aon plc (NYSE:AON) by 2.9% in the 1st quarter, Holdings Channel reports. The fund owned 308,973 shares of the financial services provider’s stock after selling 9,368 shares during the period. California State Teachers Retirement System’s holdings in AON were worth $99,730,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in AON by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 20,171,049 shares of the financial services provider’s stock valued at $7,117,960,000 after purchasing an additional 191,658 shares during the period. Capital World Investors raised its holdings in shares of AON by 1.5% during the fourth quarter. Capital World Investors now owns 12,252,904 shares of the financial services provider’s stock valued at $4,323,850,000 after buying an additional 176,207 shares during the last quarter. State Street Corp boosted its position in shares of AON by 1.2% during the third quarter. State Street Corp now owns 9,229,464 shares of the financial services provider’s stock worth $3,291,048,000 after buying an additional 105,154 shares during the period. Dodge & Cox grew its holdings in AON by 126.6% in the 4th quarter. Dodge & Cox now owns 7,852,456 shares of the financial services provider’s stock worth $2,770,975,000 after buying an additional 4,387,773 shares in the last quarter. Finally, Geode Capital Management LLC grew its holdings in AON by 0.5% in the 4th quarter. Geode Capital Management LLC now owns 5,141,363 shares of the financial services provider’s stock worth $1,810,726,000 after buying an additional 28,066 shares in the last quarter. 86.14% of the stock is currently owned by institutional investors.

AON Price Performance

NYSE AON opened at $376.30 on Thursday. Aon plc has a 1 year low of $304.59 and a 1 year high of $382.34. The business’s fifty day moving average is $339.64 and its two-hundred day moving average is $331.76. The stock has a market capitalization of $80.37 billion, a P/E ratio of 20.65, a P/E/G ratio of 2.00 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 (NYSE:AON) last announced its earnings results on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.80 by $0.01. AON had a return on equity of 43.50% and a net margin of 22.54%.The company had revenue of $4.25 billion for the quarter, compared to analyst estimates of $4.28 billion. During the same period in the previous year, the firm earned $3.49 earnings per share. AON’s revenue for the quarter was up 2.2% compared to the same quarter last year. On average, research analysts forecast that Aon plc will post 19.09 earnings per share for the current fiscal year.

AON Announces Dividend

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

Wall Street Analyst Weigh In

AON has been the subject of several research analyst reports. Wells Fargo & Company reduced their price objective on shares of AON from $409.00 to $406.00 and set an “overweight” rating for the company in a report on Thursday, July 9th. Citigroup raised their target price on shares of AON from $412.00 to $420.00 and gave the company a “buy” rating in a research note on Wednesday, May 27th. Keefe, Bruyette & Woods reduced their price target on shares of AON from $404.00 to $400.00 and set an “outperform” rating for the company in a research note on Wednesday, July 8th. JPMorgan Chase & Co. increased their price objective on shares of AON from $396.00 to $412.00 and gave the company an “overweight” rating in a report on Monday, July 13th. Finally, Cantor Fitzgerald raised their price objective on shares of AON from $416.00 to $445.00 and gave the company an “overweight” rating in a research note on Thursday, July 9th. Twelve investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $404.56.

Insider Transactions at AON

In other AON news, General Counsel Darren Zeidel sold 1,950 shares of the company’s stock in a transaction dated Friday, July 17th. The shares were sold at an average price of $372.05, for a total transaction of $725,497.50. Following the completion of the sale, the general counsel directly owned 13,404 shares of the company’s stock, valued at approximately $4,986,958.20. This represents a 12.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 1.00% of the company’s stock.

Key Headlines Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Underlying growth and profitability remained healthy. Aon reported second-quarter earnings of $3.81 per share, above the $3.77–$3.80 consensus range and up from $3.49 a year earlier. Total revenue increased 2% year over year, organic revenue grew 5%, and operating margins expanded. Aon Reports Second-Quarter 2026 Results
• Positive Sentiment: Commercial risk management and new business wins supported results. Strong client retention, organic growth and demand for commercial risk solutions helped offset softer-than-expected reported revenue. The performance suggests Aon continues to benefit from pricing, account expansion and resilient demand for insurance and risk advisory services. Aon quarterly profit jumps on commercial risk management strength
• Positive Sentiment: Analyst sentiment and shareholder returns remain supportive. Several analysts recently raised their price targets, and the average target cited by MarketBeat is $404.56 versus recent trading levels. Aon also declared a quarterly dividend of $0.82, equivalent to a $3.28 annualized payout and an approximately 0.9% yield.
• Neutral Sentiment: Aon launched an AI Risk Diagnostic. The new offering could create opportunities in the expanding market for artificial-intelligence risk consulting, although its near-term financial contribution is not yet clear. Aon launches AI Risk Diagnostic
• Negative Sentiment: Revenue missed expectations. Quarterly revenue was $4.25 billion versus the $4.28 billion consensus estimate. With the earnings beat only slightly above forecasts, investors may view the results as good but not strong enough to justify the stock’s elevated valuation near its 52-week high.
• Negative Sentiment: Insider selling adds a minor cautionary signal. General Counsel Darren Zeidel sold 1,950 shares for approximately $725,500, reducing his holdings by 12.7%. The transaction is small relative to Aon’s market value and does not necessarily indicate a change in business outlook. Darren Zeidel Sells AON Shares

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.