Lester Knight Acquires 4,000 Shares of AON (NYSE:AON) Stock

Aon plc (NYSE:AON) Director Lester Knight purchased 4,000 shares of the company’s stock in a transaction on Tuesday, February 10th. The shares were purchased at an average cost of $319.24 per share, with a total value of $1,276,960.00. Following the purchase, the director owned 143,000 shares of the company’s stock, valued at approximately $45,651,320. The trade was a 2.88% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink.

AON Price Performance

Shares of AON stock opened at $321.15 on Friday. The firm has a market capitalization of $69.03 billion, a PE ratio of 18.87, a price-to-earnings-growth ratio of 1.61 and a beta of 0.83. The company has a current ratio of 2.03, a quick ratio of 1.35 and a debt-to-equity ratio of 1.55. Aon plc has a 12 month low of $304.59 and a 12 month high of $412.97. The business’s 50-day moving average price is $344.20 and its 200-day moving average price is $351.81.

AON (NYSE:AON) last released its earnings results on Friday, January 30th. The financial services provider reported $4.85 earnings per share for the quarter, topping analysts’ consensus estimates of $4.75 by $0.10. AON had a return on equity of 45.23% and a net margin of 21.51%.The company had revenue of $4.30 billion during the quarter, compared to the consensus estimate of $4.38 billion. During the same quarter in the previous year, the company posted $4.42 EPS. AON’s quarterly revenue was up 3.7% compared to the same quarter last year. Sell-side analysts forecast that Aon plc will post 17.21 EPS for the current fiscal year.

AON Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Monday, February 2nd were issued a dividend of $0.745 per share. The ex-dividend date of this dividend was Monday, February 2nd. This represents a $2.98 annualized dividend and a dividend yield of 0.9%. AON’s dividend payout ratio (DPR) is currently 17.51%.

Trending Headlines about AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Director insider buy — Aon director Lester B. Knight bought 4,000 shares at about $319.24, raising his stake and signaling management confidence in the stock. Insider Purchase Filing
• Positive Sentiment: Senior appointment — Aon appointed Joe Peiser as CEO of Risk Capital to lead its Commercial Risk and Reinsurance Solutions effort, strengthening leadership in a high‑margin, capital solutions business. Aon Appoints Joe Peiser
• Positive Sentiment: New product/transaction — Aon and KNIAZHA VIG launched a $25M war‑risk insurance facility backed by the U.S. DFC, which can generate fee income and differentiate Aon in geopolitical/war‑risk placements. War‑Risk Facility
• Neutral Sentiment: Dividend timing — Company announced a quarterly dividend paid mid‑February; supports yield‑oriented holders but is not a catalyst for large price moves. AON Dividend & Profile
• Neutral Sentiment: Analyst/coverage summaries — Multiple outlets are circulating analyst views and price targets, keeping the stock in focus but providing mixed signals rather than a single directional push. Analyst Coverage Summary
• Neutral Sentiment: Market research & regional hires — Aon surveys (e.g., on cyber/supply‑chain risk in Japan) and local hires (Leeds) reinforce advisory positioning and execution depth but are unlikely to move near‑term earnings materially. Aon Survey
• Negative Sentiment: Mixed analyst estimate revisions — Zacks issued several small trims to Q1‑2026, parts of FY‑2026/FY‑2027 and some quarter estimates while boosting a few others, signaling modest downward pressure on near‑to‑medium‑term EPS expectations. Zacks Estimate Changes

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on AON. Cantor Fitzgerald raised their price objective on AON from $393.00 to $412.00 and gave the company an “overweight” rating in a research note on Monday, February 2nd. UBS Group reaffirmed a “neutral” rating and issued a $385.00 price target on shares of AON in a research note on Monday, February 2nd. Roth Mkm reissued a “buy” rating and set a $390.00 price objective on shares of AON in a research note on Tuesday, November 4th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $408.00 target price on shares of AON in a research note on Monday, February 2nd. Finally, Evercore reissued an “outperform” rating and set a $436.00 price target on shares of AON in a research report on Wednesday, January 7th. Twelve analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $409.75.

Institutional Trading of AON

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Dodge & Cox increased its position in AON by 126.6% during the 4th quarter. Dodge & Cox now owns 7,852,456 shares of the financial services provider’s stock valued at $2,770,975,000 after purchasing an additional 4,387,773 shares during the period. Norges Bank bought a new stake in shares of AON during the 4th quarter valued at about $1,155,981,000. Viking Global Investors LP purchased a new position in shares of AON during the third quarter valued at about $504,424,000. Balyasny Asset Management L.P. raised its stake in AON by 40,219.8% in the third quarter. Balyasny Asset Management L.P. now owns 846,715 shares of the financial services provider’s stock worth $301,922,000 after buying an additional 844,615 shares in the last quarter. Finally, Independent Franchise Partners LLP lifted its holdings in AON by 41.6% in the third quarter. Independent Franchise Partners LLP now owns 2,096,486 shares of the financial services provider’s stock worth $747,565,000 after buying an additional 615,570 shares during the period. Hedge funds and other institutional investors own 86.14% of the company’s stock.

About AON

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.