AON (NYSE:AON) Director Lester Knight Purchases 20,000 Shares

Aon plc (NYSE:AON) Director Lester Knight acquired 20,000 shares of the stock in a transaction that occurred on Wednesday, September 2nd. The shares were bought at an average price of $327.48 per share, for a total transaction of $6,549,600.00. Following the purchase, the director directly owned 163,000 shares of the company’s stock, valued at approximately $53,379,240. This trade represents a 13.99% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink.

AON Price Performance

NYSE:AON traded down $3.31 during midday trading on Thursday, hitting $327.57. 1,465,066 shares of the stock were exchanged, compared to its average volume of 964,366. The company has a market capitalization of $69.48 billion, a price-to-earnings ratio of 18.06, a P/E/G ratio of 1.75 and a beta of 0.66. The company has a current ratio of 1.54, a quick ratio of 1.54 and a debt-to-equity ratio of 1.34. Aon plc has a one year low of $304.59 and a one year high of $382.34. The business has a 50-day moving average price of $353.69 and a two-hundred day moving average price of $334.23.

AON (NYSE:AON) last issued its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.80 by $0.01. AON had a return on equity of 42.13% and a net margin of 22.27%.The firm had revenue of $4.25 billion during the quarter, compared to analyst estimates of $4.28 billion. During the same period last year, the company posted $3.49 EPS. The firm’s quarterly revenue was up 2.2% on a year-over-year basis. Sell-side analysts predict that Aon plc will post 18.99 EPS for the current year.

AON Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, August 14th. Shareholders of record on Monday, August 3rd were issued a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend was Monday, August 3rd. AON’s dividend payout ratio is presently 18.08%.

Wall Street Analyst Weigh In

A number of analysts recently commented on AON shares. Piper Sandler dropped their target price on shares of AON from $391.00 to $349.00 and set a “neutral” rating on the stock in a report on Tuesday. Mizuho reduced their target price on shares of AON from $437.00 to $398.00 and set an “outperform” rating for the company in a report on Tuesday. TD Cowen restated a “buy” rating on shares of AON in a research report on Tuesday. Citigroup increased their price objective on AON from $420.00 to $435.00 and gave the company a “buy” rating in a research report on Thursday, July 30th. Finally, Weiss Ratings raised AON from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, August 19th. Twelve investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $399.12.

More AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon said its earnings are “comfortably” above its cost of capital and expects the reinsurance market to become more flexible in 2027 as available capital approaches $800 billion. Greater market capacity could support transaction activity and Aon’s advisory and brokerage businesses. Aon: More flexible reinsurance marketplace ahead as earnings comfortably exceed cost of capital
• Positive Sentiment: Aon launched a defined-benefit “run-on” service for smaller pension schemes, expanding its retirement consulting opportunity and potentially creating a new source of recurring revenue. Aon launches DB run-on service aimed at smaller schemes
• Positive Sentiment: Analyst commentary said brokerage organic growth remains resilient as insurance pricing softens, with underlying business activity becoming a more important growth driver. 3 Insurance Brokerage Stocks Find New Growth Drivers as Rates Fade
• Positive Sentiment: Keefe, Bruyette & Woods reportedly expects AON shares to rise, providing a favorable counterpoint to more cautious analyst views. AON Stock Price Expected to Rise, Keefe, Bruyette & Woods Analyst Says
• Neutral Sentiment: CEO Greg Case is scheduled to speak at the KBW Insurance Conference on September 10. Investors may look for updates on growth, reinsurance conditions and capital allocation. Aon to Speak at the KBW Insurance Conference
• Neutral Sentiment: Aon Securities estimated the reinsurance sidecar market will reach a record $23 billion in 2026, highlighting a sizable market opportunity but also increased competition for capital. Reinsurance sidecar market estimated at record $23bn in 2026
• Neutral Sentiment: Aon introduced underwriting analytics focused on digital infrastructure concentration risks, which could strengthen risk-management demand while underscoring potential exposure in the sector. Aon flags digital infrastructure concentration risks with Underwriting Analytics launch
• Negative Sentiment: Mizuho issued a pessimistic forecast for AON’s stock, adding near-term valuation pressure and offsetting the more constructive KBW view. Mizuho Issues Pessimistic Forecast for AON Stock Price

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the company. Corient Private Wealth LP raised its holdings in shares of AON by 80.0% during the second quarter. Corient Private Wealth LP now owns 73,158 shares of the financial services provider’s stock valued at $24,266,000 after acquiring an additional 32,505 shares during the period. Groupe la Francaise acquired a new position in AON in the 2nd quarter worth approximately $108,000. CYBER HORNET ETFs LLC grew its position in AON by 4,903.4% during the 2nd quarter. CYBER HORNET ETFs LLC now owns 29,470 shares of the financial services provider’s stock worth $9,775,000 after purchasing an additional 28,881 shares in the last quarter. California State Teachers Retirement System raised its stake in AON by 32,835.5% during the 2nd quarter. California State Teachers Retirement System now owns 101,761,829 shares of the financial services provider’s stock valued at $33,753,381,000 after purchasing an additional 101,452,856 shares during the period. Finally, Ameritas Advisory Services LLC purchased a new stake in shares of AON in the second quarter valued at $220,000. 86.14% of the stock is owned by hedge funds and other institutional investors.

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.