14,519 Aon plc $AON Shares Acquired by Waldron Private Wealth LLC

Waldron Private Wealth LLC boosted its holdings in Aon plc (NYSE:AON) by 1,049.8% during the third quarter, HoldingsChannel.com reports. The fund owned 15,902 shares of the financial services provider’s stock after acquiring an additional 14,519 shares during the period. Waldron Private Wealth LLC’s holdings in AON were worth $4,401,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently bought and sold shares of the company. Diversify Advisory Services LLC lifted its holdings in shares of AON by 5,225.7% in the 3rd quarter. Diversify Advisory Services LLC now owns 194,070 shares of the financial services provider’s stock worth $53,713,000 after purchasing an additional 190,426 shares during the last quarter. NBT Bank N.A. bought a new position in AON during the 3rd quarter worth $10,117,000. Wellington Management Group LLP grew its stake in AON by 16.4% during the 2nd quarter. Wellington Management Group LLP now owns 106,370 shares of the financial services provider’s stock worth $35,282,000 after buying an additional 14,996 shares during the last quarter. Farmers & Merchants Investments Inc. increased its position in AON by 76,726.4% in the third quarter. Farmers & Merchants Investments Inc. now owns 113,703 shares of the financial services provider’s stock worth $31,470,000 after buying an additional 113,555 shares during the period. Finally, Salem Investment Counselors Inc. increased its position in AON by 638.1% in the third quarter. Salem Investment Counselors Inc. now owns 5,639 shares of the financial services provider’s stock worth $1,561,000 after buying an additional 4,875 shares during the period. Institutional investors own 86.14% of the company’s stock.

AON Stock Performance

AON traded down $9.83 during trading hours on Friday, hitting $334.57. The company’s stock had a trading volume of 977,889 shares, compared to its average volume of 1,757,596. Aon plc has a fifty-two week low of $266.33 and a fifty-two week high of $382.34. The company has a current ratio of 4.72, a quick ratio of 4.72 and a debt-to-equity ratio of 2.58. The firm has a market capitalization of $70.98 billion, a PE ratio of 18.32, a PEG ratio of 1.75 and a beta of 0.63. The company has a 50-day simple moving average of $300.47 and a 200 day simple moving average of $325.93.

AON (NYSE:AON) last released its quarterly earnings results on Wednesday, October 28th. The financial services provider reported $3.36 EPS for the quarter, topping analysts’ consensus estimates of $3.30 by $0.06. AON had a net margin of 22.24% and a return on equity of 40.46%. The company had revenue of $4.10 billion for the quarter, compared to the consensus estimate of $4.08 billion. During the same period in the previous year, the firm earned $3.05 EPS. AON’s revenue was up 2.6% on a year-over-year basis. As a group, sell-side analysts expect that Aon plc will post 18.47 EPS for the current year.

AON Dividend Announcement

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 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Monday, November 2nd. AON’s dividend payout ratio (DPR) is presently 17.96%.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the company. Roth Capital set a $380.00 target price on AON and gave the company a “buy” rating in a research note on Tuesday, September 1st. Deutsche Bank Aktiengesellschaft restated a “hold” rating on shares of AON in a research report on Tuesday, September 1st. Wolfe Research cut shares of AON from a “hold” rating to a “strong sell” rating in a report on Friday, September 11th. Jefferies Financial Group cut their price objective 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. Finally, Wells Fargo & Company boosted their target price on shares of 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 assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $369.12.

Key Stories Impacting AON

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

Insider Transactions at AON

In other news, Director Lester Knight purchased 20,000 shares of the stock in a transaction dated Wednesday, September 2nd. The shares were bought at an average cost of $327.48 per share, for a total transaction of $6,549,600.00. Following the transaction, the director owned 163,000 shares in the company, valued at $53,379,240. This trade represents a 13.99% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 1.00% of the company’s stock.

AON Company 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.