Aon plc $AON Stock: Brighton Jones LLC Grows Stake

Brighton Jones LLC boosted its holdings in shares of Aon plc (NYSE:AON) by 754.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 92,372 shares of the financial services provider’s stock after acquiring an additional 81,559 shares during the period. Brighton Jones LLC’s holdings in AON were worth $25,566,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently modified their holdings of the company. Robeco Institutional Asset Management B.V. boosted its position in AON by 11,179.6% during the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 4,026,135 shares of the financial services provider’s stock worth $1,114,313,000 after acquiring an additional 3,990,441 shares during the last quarter. Bank of America Corp DE raised its holdings in shares of 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 valued at $510,857,000 after purchasing an additional 222,092 shares during the last quarter. Amundi raised its holdings in shares of AON by 23.5% in the first quarter. Amundi now owns 1,502,890 shares of the financial services provider’s stock valued at $485,103,000 after purchasing an additional 285,549 shares during the last quarter. Dimensional Fund Advisors LP lifted its position in shares of AON by 20.5% in the first quarter. Dimensional Fund Advisors LP now owns 1,253,769 shares of the financial services provider’s stock worth $404,709,000 after purchasing an additional 213,051 shares in the last quarter. Finally, Ninety One UK Ltd boosted its holdings in AON by 419.8% during the third quarter. Ninety One UK Ltd now owns 836,932 shares of the financial services provider’s stock worth $231,638,000 after purchasing an additional 675,919 shares during the last quarter. 86.14% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at AON

In other AON news, Director Lester Knight purchased 20,000 shares of the company’s stock in a transaction that occurred on Wednesday, September 2nd. The shares were acquired at an average price of $327.48 per share, for a total transaction of $6,549,600.00. Following the purchase, the director owned 163,000 shares in the company, valued at approximately $53,379,240. The trade was a 13.99% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this link. Insiders own 1.00% of the company’s stock.

Analyst Ratings Changes

AON has been the subject of a number of analyst reports. Mizuho decreased their target price on shares of AON from $366.00 to $324.00 and set an “outperform” rating for the company in a research report on Wednesday, October 7th. Jefferies Financial Group cut their price target 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. Roth Capital set a $380.00 price objective on shares of AON and gave the stock a “buy” rating in a research note on Tuesday, September 1st. 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. Finally, Zacks Research lowered AON from a “hold” rating to a “strong sell” rating in a research report on Monday, October 26th. Thirteen equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, AON presently has a consensus rating of “Hold” and a consensus price target of $369.12.

Key Headlines 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

AON Stock Performance

Shares of AON stock opened at $334.57 on Friday. The stock has a market cap of $70.98 billion, a P/E ratio of 18.32, a P/E/G ratio of 1.76 and a beta of 0.63. The company has a debt-to-equity ratio of 2.58, a current ratio of 4.72 and a quick ratio of 4.72. The company has a fifty day moving average price of $300.47 and a two-hundred day moving average price of $325.93. Aon plc has a one year low of $266.33 and a one year high of $382.34.

AON (NYSE:AON) last released its quarterly earnings data on Wednesday, October 28th. The financial services provider reported $3.36 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.30 by $0.06. AON had a return on equity of 40.46% and a net margin of 22.24%. The firm had revenue of $4.10 billion for the quarter, compared to analyst estimates of $4.08 billion. During the same quarter in the prior year, the company earned $3.05 earnings per share. The business’s revenue for the quarter was up 2.6% compared to the same quarter last year. As a group, equities analysts predict that Aon plc will post 18.47 EPS for the current year.

AON Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Monday, November 2nd will be issued a dividend of $0.82 per share. The ex-dividend date of this dividend is Monday, November 2nd. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.0%. AON’s payout ratio is presently 17.96%.

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.