Cetera Investment Advisers Boosts Stake in Aon plc $AON

Cetera Investment Advisers raised its stake in shares of Aon plc (NYSE:AON) by 32.5% during the 1st quarter, Holdings Channel reports. The fund owned 36,423 shares of the financial services provider’s stock after purchasing an additional 8,929 shares during the period. Cetera Investment Advisers’ holdings in AON were worth $11,757,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Wealth Watch Advisors INC purchased a new stake in shares of AON during the 3rd quarter worth $25,000. University of Texas Texas AM Investment Management Co. purchased a new position in AON in the fourth quarter valued at about $27,000. Kemnay Advisory Services Inc. bought a new position in AON in the fourth quarter worth about $29,000. Eagle Bay Advisors LLC purchased a new stake in shares of AON during the fourth quarter valued at about $30,000. Finally, Strive Asset Management LLC bought a new stake in shares of AON in the 3rd quarter valued at about $35,000. 86.14% of the stock is owned by institutional investors.

Insider Buying and Selling

In other AON news, General Counsel Darren Zeidel sold 1,950 shares of the business’s stock in a transaction dated Friday, July 17th. The stock was sold at an average price of $372.05, for a total transaction of $725,497.50. Following the sale, the general counsel owned 13,404 shares in the company, valued at approximately $4,986,958.20. The trade was a 12.70% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 1.00% of the company’s stock.

AON News Roundup

Here are the key news stories impacting AON this week:

• Positive Sentiment: Underlying growth and profitability remained healthy. Aon reported second-quarter earnings of $3.81 per share, above the $3.77–$3.80 consensus range and up from $3.49 a year earlier. Total revenue increased 2% year over year, organic revenue grew 5%, and operating margins expanded. Aon Reports Second-Quarter 2026 Results
• Positive Sentiment: Commercial risk management and new business wins supported results. Strong client retention, organic growth and demand for commercial risk solutions helped offset softer-than-expected reported revenue. The performance suggests Aon continues to benefit from pricing, account expansion and resilient demand for insurance and risk advisory services. Aon quarterly profit jumps on commercial risk management strength
• Positive Sentiment: Analyst sentiment and shareholder returns remain supportive. Several analysts recently raised their price targets, and the average target cited by MarketBeat is $404.56 versus recent trading levels. Aon also declared a quarterly dividend of $0.82, equivalent to a $3.28 annualized payout and an approximately 0.9% yield.
• Neutral Sentiment: Aon launched an AI Risk Diagnostic. The new offering could create opportunities in the expanding market for artificial-intelligence risk consulting, although its near-term financial contribution is not yet clear. Aon launches AI Risk Diagnostic
• Negative Sentiment: Revenue missed expectations. Quarterly revenue was $4.25 billion versus the $4.28 billion consensus estimate. With the earnings beat only slightly above forecasts, investors may view the results as good but not strong enough to justify the stock’s elevated valuation near its 52-week high.
• Negative Sentiment: Insider selling adds a minor cautionary signal. General Counsel Darren Zeidel sold 1,950 shares for approximately $725,500, reducing his holdings by 12.7%. The transaction is small relative to Aon’s market value and does not necessarily indicate a change in business outlook. Darren Zeidel Sells AON Shares

AON Stock Down 1.3%

AON stock opened at $376.30 on Thursday. The stock has a market capitalization of $80.37 billion, a PE ratio of 20.65, a price-to-earnings-growth ratio of 2.00 and a beta of 0.71. Aon plc has a 52 week low of $304.59 and a 52 week high of $382.34. The company has a quick ratio of 1.95, a current ratio of 1.95 and a debt-to-equity ratio of 1.36. The firm has a 50 day moving average of $339.64 and a 200 day moving average of $331.76.

AON (NYSE:AON) last posted its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.80 by $0.01. AON had a net margin of 22.54% and a return on equity of 43.50%. The business had revenue of $4.25 billion during the quarter, compared to analysts’ expectations of $4.28 billion. During the same quarter last year, the company posted $3.49 earnings per share. The business’s quarterly revenue was up 2.2% on a year-over-year basis. Sell-side analysts forecast that Aon plc will post 19.09 earnings per share for the current year.

AON Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Investors of record on Monday, August 3rd will be paid a $0.82 dividend. The ex-dividend date is Monday, August 3rd. This represents a $3.28 dividend on an annualized basis and a yield of 0.9%. AON’s dividend payout ratio (DPR) is 18.00%.

Wall Street Analyst Weigh In

Several research analysts recently commented on AON shares. Morgan Stanley boosted their price objective on shares of AON from $370.00 to $380.00 and gave the stock an “overweight” rating in a research note on Monday, July 6th. Citigroup lifted their price target on shares of AON from $412.00 to $420.00 and gave the stock a “buy” rating in a report on Wednesday, May 27th. Mizuho upped their price target on AON from $389.00 to $426.00 and gave the stock an “outperform” rating in a research report on Thursday, July 9th. Keefe, Bruyette & Woods lowered their price objective on AON from $404.00 to $400.00 and set an “outperform” rating for the company in a research report on Wednesday, July 8th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of AON in a research note on Friday, July 17th. Twelve equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, AON has a consensus rating of “Moderate Buy” and an average target price of $404.56.

AON Company 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.