Aon plc $AON Stock Acquired by Sowell Financial Services LLC

Sowell Financial Services LLC grew its position in Aon plc (NYSE:AON) by 12,855.3% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 141,861 shares of the financial services provider’s stock after purchasing an additional 140,766 shares during the period. AON makes up 1.1% of Sowell Financial Services LLC’s holdings, making the stock its 15th largest position. Sowell Financial Services LLC’s holdings in AON were worth $39,263,000 at the end of the most recent quarter.

Several other institutional investors have also recently modified their holdings of the company. Physician Wealth Advisors Inc. lifted its holdings in AON by 838.5% in the third quarter. Physician Wealth Advisors Inc. now owns 854 shares of the financial services provider’s stock valued at $236,000 after acquiring an additional 763 shares during the period. Pinnacle Associates Ltd. grew its stake in shares of AON by 5,002.9% during the 3rd quarter. Pinnacle Associates Ltd. now owns 104,966 shares of the financial services provider’s stock worth $29,051,000 after purchasing an additional 102,909 shares during the period. Robeco Institutional Asset Management B.V. grew its stake in shares of 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 purchasing an additional 3,990,441 shares during the period. Diversify Advisory Services LLC increased its holdings in shares of AON by 5,225.7% during the 3rd quarter. Diversify Advisory Services LLC now owns 194,070 shares of the financial services provider’s stock valued at $53,713,000 after purchasing an additional 190,426 shares in the last quarter. Finally, Lakeshore Capital Group Inc. purchased a new position in shares of AON during the 3rd quarter valued at approximately $207,000. 86.14% of the stock is currently owned by hedge funds and other institutional investors.

AON Stock Up 2.5%

AON stock opened at $296.95 on Wednesday. The company has a current ratio of 1.54, a quick ratio of 1.54 and a debt-to-equity ratio of 1.34. The firm has a 50-day moving average of $308.36 and a two-hundred day moving average of $325.71. Aon plc has a 12 month low of $266.33 and a 12 month high of $382.34. The company has a market cap of $62.99 billion, a price-to-earnings ratio of 16.37, a PEG ratio of 1.52 and a beta of 0.70.

AON (NYSE:AON) last issued its 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 return on equity of 42.13% and a net margin of 22.27%. The business had revenue of $4.25 billion during the quarter, compared to the consensus estimate of $4.28 billion. During the same period last year, the company earned $3.49 EPS. The company’s revenue for the quarter was up 2.2% on a year-over-year basis. As a group, analysts forecast that Aon plc will post 18.73 earnings per share for the current fiscal year.

AON Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, November 13th. Shareholders of record on Monday, November 2nd will be given a $0.82 dividend. The ex-dividend date of this dividend is Monday, November 2nd. This represents a $3.28 dividend on an annualized basis and a yield of 1.1%. AON’s payout ratio is presently 18.08%.

Insider Buying and Selling

In related news, Director Lester B. Knight acquired 20,000 shares of the business’s stock in a transaction dated Wednesday, September 2nd. The shares were acquired at an average price of $327.48 per share, with a total value of $6,549,600.00. Following the completion of the transaction, the director owned 163,000 shares of the company’s stock, valued at $53,379,240. The trade was a 13.99% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, General Counsel Darren Zeidel sold 1,900 shares of the firm’s stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $377.76, for a total transaction of $717,744.00. Following the completion of the sale, the general counsel directly owned 11,504 shares in the company, valued at approximately $4,345,751.04. This trade represents a 14.17% decrease in their position. The SEC filing for this sale provides additional information. 1.00% of the stock is owned by insiders.

Key AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Long-term earnings outlook remains favorable. Zacks Research projects EPS of $20.05 for fiscal 2027 and $22.33 for fiscal 2028, above the current-year consensus of $18.73, suggesting continued earnings growth for Aon. Zacks Research earnings estimates
• Positive Sentiment: Insurance demand trends appear constructive in selected markets. Aon said facultative reinsurance is becoming more flexible and efficient, supporting its role in clients’ risk-transfer strategies. The company also reported that Canada’s property-and-casualty market is creating more favorable conditions for businesses entering 2027. Facultative reinsurance article Canadian insurance market article
• Neutral Sentiment: Industry commentary highlights both opportunity and risk. Aon executives said reinsurers may need to take more risk, while warning that historically profitable insurance segments are facing pressure from cyber exposure, artificial intelligence and other changes. A $10,000 donation to a college foundation is unlikely to affect valuation. Reinsurance risk article
• Negative Sentiment: Analyst caution and USI deal scrutiny are weighing on sentiment. Morgan Stanley reduced its Aon price target to $350, and investors continue to question the price tag and integration risks associated with Aon’s USI acquisition. Aon also warned that US litigation risks remain a challenge for Canadian businesses, potentially limiting commercial-insurance momentum. Morgan Stanley target reduction USI deal scrutiny

Wall Street Analyst Weigh In

A number of analysts recently issued reports on AON shares. Evercore lowered their price target on shares of AON from $423.00 to $375.00 in a report on Thursday, October 8th. Piper Sandler cut their price objective on shares of AON from $391.00 to $349.00 and set a “neutral” rating for the company in a report on Tuesday, September 1st. Morgan Stanley decreased their price objective on shares of AON from $410.00 to $350.00 and set an “overweight” rating for the company in a research report on Tuesday, October 6th. BMO Capital Markets lowered their target price on shares of AON from $360.00 to $286.00 and set a “market perform” rating on the stock in a research note on Thursday, October 1st. Finally, Cantor Fitzgerald lowered their target price on shares of AON from $433.00 to $400.00 and set an “overweight” rating on the stock in a research note on Wednesday, October 7th. Twelve equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $367.59.

AON Company Profile

Aon plc is a global professional services firm that helps organizations manage risk, make informed decisions and improve workforce outcomes. Its services span commercial risk, health, retirement and investments, and data and analytics.

The company provides insurance brokerage and risk-management services, including coverage placement, claims support, risk transfer and consulting. Through its reinsurance business, Aon also serves insurers and other organizations seeking to manage catastrophe, capital and underwriting risks.

Aon’s human capital offerings include employee benefits consulting, retirement advisory services, talent and compensation consulting, and health and workforce solutions.