Massachusetts Financial Services Co. MA Sells 194,325 Shares of Aon plc $AON

Massachusetts Financial Services Co. MA lowered its position in shares of Aon plc (NYSE:AON) by 2.2% in the third quarter, Holdings Channel reports. The firm owned 8,757,686 shares of the financial services provider’s stock after selling 194,325 shares during the period. AON accounts for 1.0% of Massachusetts Financial Services Co. MA’s investment portfolio, making the stock its 14th biggest holding. Massachusetts Financial Services Co. MA’s holdings in AON were worth $3,122,816,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Silver Lake Advisory LLC acquired a new stake in shares of AON in the third quarter valued at approximately $1,292,000. Nordea Investment Management AB grew its position in AON by 6.6% in the second quarter. Nordea Investment Management AB now owns 17,062 shares of the financial services provider’s stock valued at $6,051,000 after purchasing an additional 1,061 shares in the last quarter. Arrowroot Family Office LLC bought a new stake in AON during the 2nd quarter worth about $541,000. Arrowstreet Capital Limited Partnership boosted its stake in shares of AON by 368.0% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 78,753 shares of the financial services provider’s stock worth $28,096,000 after buying an additional 61,924 shares during the last quarter. Finally, First National Bank & Trust Co. of Newtown increased its position in shares of AON by 565.8% in the second quarter. First National Bank & Trust Co. of Newtown now owns 6,658 shares of the financial services provider’s stock valued at $2,375,000 after acquiring an additional 5,658 shares during the last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.

Trending Headlines about AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon and partners expanded data‑centre insurance capacity by about $1bn, strengthening Aon’s ability to place large technology risks and capture premiums in a sector with rising demand for tailored coverage. Aon increases data centre insurance programme capacity by $1BN
• Positive Sentiment: Aon Re hired Antonio Salcedo, formerly Axa XL’s LatAm reinsurance head — a targeted senior hire that could accelerate Aon’s Latin America reinsurance growth and client relationships. Axa XL LatAm reinsurance head Salcedo exits for Aon Re
• Positive Sentiment: Aon named Kulshaan Singh as Enterprise Client Leader for APAC, reinforcing regional sales and client coverage where firms are increasing risk-transfer and advisory spend. Aon names Kulshaan Singh as Enterprise Client Leader, APAC
• Neutral Sentiment: Aon launched its Resilience Quotient (developed with Gallup), a data‑driven tool that bundles Risk Capital and Human Capital insights to help clients prioritize resilience investments — a potential long‑term revenue driver in advisory and analytics. Aon’s Resilience Quotient Cuts Through Uncertainty and Volatility to Help Businesses Move from Risk to Resilience and Growth
• Neutral Sentiment: Aon Global Limited said it will redeem and delist its 2.875% senior notes due 2026 — a scheduled liability retirement that trims near‑term debt on subsidiary paper but has limited operational impact on Aon’s core business. Aon Global Limited Announces Redemption in Full and Delisting of 2.875% Senior Notes due 2026 from the New York Stock Exchange
• Neutral Sentiment: Aon published analysis showing long‑term GLP‑1 use can slow medical cost growth for employers, reinforcing Aon’s position in health‑benefits consulting and potentially supporting future advisory demand. Long-term GLP-1 use trims medical cost growth: Aon
• Negative Sentiment: Aon estimates Australian wildfire economic losses in the hundreds of millions — a reminder of rising catastrophe exposures that pressure insurers/reinsurers and could create short‑term volatility for risk markets and related brokerage flows. Aon pegs economic loss for Australian wildfires in hundreds of millions

AON Trading Down 0.3%

Shares of NYSE:AON opened at $343.74 on Friday. Aon plc has a 12-month low of $323.73 and a 12-month high of $412.97. The business has a 50 day moving average of $349.77 and a 200-day moving average of $354.90. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 1.86. The stock has a market cap of $73.88 billion, a PE ratio of 27.54, a P/E/G ratio of 1.74 and a beta of 0.84.

AON (NYSE:AON) last released its quarterly earnings results on Friday, October 31st. The financial services provider reported $3.05 earnings per share for the quarter, topping the consensus estimate of $2.91 by $0.14. AON had a return on equity of 48.88% and a net margin of 15.96%.The business had revenue of $4 billion during the quarter, compared to analysts’ expectations of $3.97 billion. During the same period last year, the firm posted $2.72 EPS. The firm’s revenue for the quarter was up 7.4% compared to the same quarter last year. As a group, equities research analysts forecast that Aon plc will post 17.21 earnings per share for the current year.

AON Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Monday, February 2nd will be given a dividend of $0.745 per share. This represents a $2.98 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Monday, February 2nd. AON’s dividend payout ratio is presently 23.88%.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the company. JPMorgan Chase & Co. dropped their price objective on AON from $433.00 to $406.00 and set an “overweight” rating on the stock in a research note on Wednesday, January 7th. Citigroup upgraded shares of AON from a “neutral” rating to a “buy” rating and set a $402.00 price target for the company in a research note on Monday, November 3rd. Roth Capital reaffirmed a “buy” rating and issued a $390.00 target price on shares of AON in a report on Tuesday, November 4th. Morgan Stanley set a $400.00 price target on AON in a research report on Tuesday, December 16th. Finally, Cantor Fitzgerald reduced their target price on AON from $450.00 to $393.00 and set an “overweight” rating for the company in a research note on Wednesday. Twelve equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $408.47.

AON 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.