NBT Bank N.A. Acquires New Shares in Aon plc $AON

NBT Bank N.A. acquired a new position in shares of Aon plc (NYSE:AON) during the third quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 36,555 shares of the financial services provider’s stock, valued at approximately $10,117,000.

Several other institutional investors have also recently made changes to their positions in the company. Robeco Institutional Asset Management B.V. lifted its stake in shares of AON by 11,179.6% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 4,026,135 shares of the financial services provider’s stock valued at $1,114,313,000 after purchasing an additional 3,990,441 shares during the period. Bank of America Corp DE boosted its holdings in AON by 16.3% during the first quarter. Bank of America Corp DE now owns 1,582,680 shares of the financial services provider’s stock worth $510,857,000 after buying an additional 222,092 shares in the last quarter. Amundi boosted its holdings in AON by 23.5% during the first quarter. Amundi now owns 1,502,890 shares of the financial services provider’s stock worth $485,103,000 after buying an additional 285,549 shares in the last quarter. Dimensional Fund Advisors LP grew its position in AON by 20.5% during the first quarter. Dimensional Fund Advisors LP now owns 1,253,769 shares of the financial services provider’s stock valued at $404,709,000 after buying an additional 213,051 shares during the period. Finally, Arrowstreet Capital Limited Partnership grew its position in AON by 74.7% during the first quarter. Arrowstreet Capital Limited Partnership now owns 797,418 shares of the financial services provider’s stock valued at $257,391,000 after buying an additional 340,866 shares during the period. 86.14% of the stock is owned by hedge funds and other institutional investors.

AON News Roundup

Here are the key news stories impacting AON this week:

• Positive Sentiment: Investors are positioning ahead of Aon’s October 28 earnings release. Recent expectations call for third-quarter earnings growth, while Zacks raised its earnings estimate to $3.38 per share. Aon results are due October 28 Zacks raises Aon estimate
• Positive Sentiment: Aon’s Australian broking channel reportedly manages approximately $35.6 billion in premiums, and an Aon broker won a national industry title. The recognition may reinforce the strength of Aon’s distribution platform and client relationships. Aon broker wins national title
• Positive Sentiment: QBE Re is reportedly set to partner with Aon on its Cortina initiative, supporting Aon’s efforts to expand underwriting and risk-transfer solutions. QBE Re partnership for Cortina
• Positive Sentiment: Aon expects UK pension risk settlement activity to rebound after a subdued start to 2026, potentially supporting its retirement and risk-settlement advisory business. UK pension risk settlement outlook
• Neutral Sentiment: Reports highlighting Aon’s facultative reinsurance capabilities and efficiency point to strategic strengths, but provide limited new financial information ahead of earnings. Aon facultative reinsurance strategy
• Negative Sentiment: Bank of America reduced its price target for AON to $322 from $339, signaling more limited upside. Zacks also cautioned that Aon lacks the typical combination of factors associated with an earnings beat, increasing pre-report uncertainty. BofA cuts Aon price target Zacks earnings outlook

Insider Activity

In other news, Director Lester B. Knight bought 20,000 shares of AON stock in a transaction on Wednesday, September 2nd. The stock was acquired at an average price of $327.48 per share, with a total value of $6,549,600.00. Following the completion of the acquisition, the director directly 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 purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. 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 value of $717,744.00. Following the completion of the transaction, the general counsel owned 11,504 shares in the company, valued at approximately $4,345,751.04. This trade represents a 14.17% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 1.00% of the company’s stock.

AON Stock Performance

AON opened at $306.59 on Friday. The firm’s fifty day simple moving average is $306.20 and its two-hundred day simple moving average is $325.39. Aon plc has a 52-week low of $266.33 and a 52-week high of $382.34. The company has a market cap of $65.03 billion, a price-to-earnings ratio of 16.90, a PEG ratio of 1.54 and a beta of 0.70. The company has a quick ratio of 1.54, a current ratio of 1.54 and a debt-to-equity ratio of 1.34.

AON (NYSE:AON) last released its earnings results on Wednesday, July 29th. The financial services provider reported $3.81 EPS for the quarter, topping analysts’ consensus estimates of $3.80 by $0.01. AON had a net margin of 22.27% and a return on equity of 42.13%. The business had revenue of $4.25 billion during the quarter, compared to analysts’ expectations of $4.28 billion. During the same quarter in the previous year, the company earned $3.49 earnings per share. The company’s quarterly revenue was up 2.2% on a year-over-year basis. Equities analysts anticipate that Aon plc will post 18.73 earnings per share for the current fiscal year.

AON Announces Dividend

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

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on AON shares. Wall Street Zen cut shares of AON from a “hold” rating to a “sell” rating in a report on Sunday, September 6th. Roth Capital set a $380.00 target price on shares of AON and gave the stock a “buy” rating in a research note on Tuesday, September 1st. Cantor Fitzgerald dropped their target price on AON from $433.00 to $400.00 and set an “overweight” rating on the stock in a research report on Wednesday, October 7th. Jefferies Financial Group dropped their target price on AON from $387.00 to $383.00 and set a “buy” rating on the stock in a research report on Wednesday, September 30th. Finally, Barclays cut their price target on AON from $382.00 to $317.00 and set an “equal weight” rating for the company in a research note on Wednesday, October 7th. Twelve investment 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. Based on data from MarketBeat, AON has a consensus rating of “Moderate Buy” and a consensus price target of $367.59.

About AON

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.