Aon plc $AON Shares Purchased by SBI Securities Co. Ltd.

SBI Securities Co. Ltd. lifted its stake in Aon plc (NYSE:AON) by 173,947.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 36,550 shares of the financial services provider’s stock after acquiring an additional 36,529 shares during the period. SBI Securities Co. Ltd.’s holdings in AON were worth $10,116,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the stock. Robeco Institutional Asset Management B.V. boosted its position in AON by 11,179.6% during 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 in the last quarter. Bank of America Corp DE raised its holdings in AON by 16.3% in the first quarter. Bank of America Corp DE now owns 1,582,680 shares of the financial services provider’s stock worth $510,857,000 after purchasing an additional 222,092 shares in the last quarter. Amundi raised its holdings in AON by 23.5% in the first quarter. Amundi now owns 1,502,890 shares of the financial services provider’s stock worth $485,103,000 after purchasing an additional 285,549 shares in the last quarter. Dimensional Fund Advisors LP lifted 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 valued at $404,709,000 after buying an additional 213,051 shares during the last quarter. Finally, Ninety One UK Ltd lifted its position in shares of AON by 419.8% during 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 buying an additional 675,919 shares during the last quarter. 86.14% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the stock. Barclays lowered their price target on shares of AON from $382.00 to $317.00 and set an “equal weight” rating on the stock in a report on Wednesday, October 7th. Morgan Stanley reduced their price objective on shares of AON from $410.00 to $350.00 and set an “overweight” rating for the company in a research note on Tuesday, October 6th. JPMorgan Chase & Co. decreased their target price on shares of AON from $412.00 to $362.00 and set an “overweight” rating for the company in a research report on Thursday, October 1st. Weiss Ratings downgraded shares of AON from a “hold (c+)” rating to a “hold (c)” rating in a research note on Thursday, September 17th. Finally, UBS Group restated a “neutral” rating on shares of AON in a research note on Monday, August 31st. Twelve analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $367.59.

AON News Roundup

Here are the key news stories impacting AON this week:

• Positive Sentiment: Investors are positioning ahead of Aon’s October 28 earnings release. Recent expectations call for third-quarter earnings growth, while Zacks raised its earnings estimate to $3.38 per share. Aon results are due October 28 Zacks raises Aon estimate
• Positive Sentiment: Aon’s Australian broking channel reportedly manages approximately $35.6 billion in premiums, and an Aon broker won a national industry title. The recognition may reinforce the strength of Aon’s distribution platform and client relationships. Aon broker wins national title
• Positive Sentiment: QBE Re is reportedly set to partner with Aon on its Cortina initiative, supporting Aon’s efforts to expand underwriting and risk-transfer solutions. QBE Re partnership for Cortina
• Positive Sentiment: Aon expects UK pension risk settlement activity to rebound after a subdued start to 2026, potentially supporting its retirement and risk-settlement advisory business. UK pension risk settlement outlook
• Neutral Sentiment: Reports highlighting Aon’s facultative reinsurance capabilities and efficiency point to strategic strengths, but provide limited new financial information ahead of earnings. Aon facultative reinsurance strategy
• Negative Sentiment: Bank of America reduced its price target for AON to $322 from $339, signaling more limited upside. Zacks also cautioned that Aon lacks the typical combination of factors associated with an earnings beat, increasing pre-report uncertainty. BofA cuts Aon price target Zacks earnings outlook

Insider Transactions at AON

In other news, General Counsel Darren Zeidel sold 1,900 shares of the stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $377.76, for a total value of $717,744.00. Following the transaction, the general counsel directly owned 11,504 shares of the company’s stock, valued at approximately $4,345,751.04. This represents a 14.17% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Lester Knight bought 20,000 shares of the company’s stock in a transaction that occurred on Wednesday, September 2nd. The stock was purchased at an average price of $327.48 per share, for a total transaction of $6,549,600.00. Following the transaction, the director owned 163,000 shares of the company’s stock, valued at $53,379,240. The trade was a 13.99% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 1.00% of the stock is currently owned by corporate insiders.

AON Trading Up 4.2%

AON stock opened at $306.59 on Friday. The company has a debt-to-equity ratio of 1.34, a quick ratio of 1.54 and a current ratio of 1.54. The stock has a market cap of $65.03 billion, a PE ratio of 16.90, a price-to-earnings-growth ratio of 1.54 and a beta of 0.70. The stock has a 50-day moving average of $306.20 and a two-hundred day moving average of $325.39. Aon plc has a one year low of $266.33 and a one year high of $382.34.

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. The business had revenue of $4.25 billion for the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same quarter in the prior year, the business posted $3.49 EPS. On average, research analysts anticipate that Aon plc will post 18.73 EPS for the current fiscal year.

AON Announces Dividend

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

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.