Aire Advisors LLC Purchases 6,217 Shares of Aon plc $AON

Aire Advisors LLC grew its holdings in shares of Aon plc (NYSE:AON) by 98.9% during the third quarter, Holdings Channel reports. The firm owned 12,504 shares of the financial services provider’s stock after purchasing an additional 6,217 shares during the quarter. Aire Advisors LLC’s holdings in AON were worth $3,461,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in AON. Robeco Institutional Asset Management B.V. boosted its holdings in AON by 11,179.6% in the third 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 purchasing an additional 3,990,441 shares during the period. Bank of America Corp DE boosted its position in shares of AON by 16.3% during the 1st quarter. Bank of America Corp DE now owns 1,582,680 shares of the financial services provider’s stock worth $510,857,000 after acquiring an additional 222,092 shares in the last quarter. Amundi increased its holdings in shares of AON by 23.5% in the 1st quarter. Amundi now owns 1,502,890 shares of the financial services provider’s stock valued at $485,103,000 after acquiring an additional 285,549 shares during the last quarter. Dimensional Fund Advisors LP increased its holdings in shares of AON by 20.5% in the 1st quarter. Dimensional Fund Advisors LP now owns 1,253,769 shares of the financial services provider’s stock valued at $404,709,000 after acquiring an additional 213,051 shares during the last quarter. Finally, Ninety One UK Ltd boosted its holdings in AON by 419.8% in the third quarter. Ninety One UK Ltd now owns 836,932 shares of the financial services provider’s stock valued at $231,638,000 after purchasing an additional 675,919 shares in the last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.

AON Stock Down 0.8%

Shares of NYSE AON opened at $294.46 on Thursday. The firm’s 50-day moving average is $307.21 and its two-hundred day moving average is $325.51. The company has a market capitalization of $62.46 billion, a PE ratio of 16.23, a price-to-earnings-growth ratio of 1.55 and a beta of 0.70. Aon plc has a 12-month low of $266.33 and a 12-month high of $382.34. The company has a debt-to-equity ratio of 1.34, a current ratio of 1.54 and a quick ratio of 1.54.

AON (NYSE:AON) last released 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 during the quarter, compared to analysts’ expectations of $4.28 billion. AON had a net margin of 22.27% and a return on equity of 42.13%. AON’s revenue for the quarter was up 2.2% on a year-over-year basis. During the same period in the previous year, the company earned $3.49 EPS. Equities analysts anticipate that Aon plc will post 18.73 EPS for the current fiscal year.

AON Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Monday, November 2nd will be issued a dividend of $0.82 per share. The ex-dividend date is Monday, November 2nd. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.1%. AON’s payout ratio is presently 18.08%.

Insider Buying and Selling

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

More 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

Analysts Set New Price Targets

A number of research analysts recently commented on AON shares. Jefferies Financial Group dropped their target price on shares of AON from $387.00 to $383.00 and set a “buy” rating on the stock in a research report on Wednesday, September 30th. Evercore dropped their price objective on shares of AON from $423.00 to $375.00 in a research note on Thursday, October 8th. Mizuho decreased their price objective on AON from $366.00 to $324.00 and set an “outperform” rating for the company in a research report on Wednesday, October 7th. Weiss Ratings cut shares of AON from a “hold (c+)” rating to a “hold (c)” rating in a research note on Thursday, September 17th. Finally, Roth Capital set a $380.00 price target on AON and gave the company a “buy” rating in a report on Tuesday, September 1st. Twelve investment analysts have rated the stock with a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $367.59.

About AON

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.