Kestra Advisory Services LLC Acquires 336,085 Shares of Aon plc $AON

Kestra Advisory Services LLC raised its stake in shares of Aon plc (NYSE:AON) by 754.4% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 380,635 shares of the financial services provider’s stock after buying an additional 336,085 shares during the period. Kestra Advisory Services LLC’s holdings in AON were worth $105,348,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in AON. Downshift Financial LLC increased its holdings in AON by 15,700.0% in the third quarter. Downshift Financial LLC now owns 158 shares of the financial services provider’s stock valued at $44,000 after buying an additional 157 shares in the last quarter. Ashurst Perkins Coie Trust Co acquired a new position in shares of AON during the third quarter valued at approximately $60,000. Cassaday & Co Wealth Management LLC acquired a new position in AON in the 1st quarter valued at $61,000. Maryland Capital Advisors Inc. lifted its stake in shares of AON by 23,400.0% in the third quarter. Maryland Capital Advisors Inc. now owns 235 shares of the financial services provider’s stock worth $65,000 after buying an additional 234 shares in the last quarter. Finally, Clark Wealth Partners lifted its stake in AON by 2,200.0% in the 3rd quarter. Clark Wealth Partners now owns 253 shares of the financial services provider’s stock worth $70,000 after purchasing an additional 242 shares in the last quarter. 86.14% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at AON

In other AON news, Director Lester Knight bought 20,000 shares of the firm’s stock in a transaction dated Wednesday, September 2nd. The stock was acquired at an average price of $327.48 per share, for a total transaction of $6,549,600.00. Following the completion of the purchase, the director owned 163,000 shares of the company’s stock, valued at approximately $53,379,240. This represents a 13.99% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 1.00% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently weighed in on AON. Evercore lowered their price target on shares of AON from $423.00 to $375.00 in a research report on Thursday, October 8th. Zacks Research lowered AON from a “hold” rating to a “strong sell” rating in a research report on Monday, October 26th. Wolfe Research downgraded AON from a “hold” rating to a “strong sell” rating in a research report on Friday, September 11th. Jefferies Financial Group cut their price target on shares of AON from $387.00 to $383.00 and set a “buy” rating on the stock in a research note on Wednesday, September 30th. Finally, JPMorgan Chase & Co. cut their price objective on AON from $412.00 to $362.00 and set an “overweight” rating on the stock in a research report on Thursday, October 1st. Thirteen analysts have rated the stock with a Buy rating, six have given a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $369.12.

AON Stock Down 0.1%

AON stock opened at $344.43 on Friday. The company’s 50 day moving average is $300.76 and its two-hundred day moving average is $325.95. Aon plc has a twelve month low of $266.33 and a twelve month high of $382.34. The company has a current ratio of 4.72, a quick ratio of 4.72 and a debt-to-equity ratio of 2.58. The stock has a market cap of $73.07 billion, a P/E ratio of 18.86, a PEG ratio of 1.82 and a beta of 0.63.

AON (NYSE:AON) last released its quarterly earnings data on Wednesday, October 28th. The financial services provider reported $3.36 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.30 by $0.06. AON had a net margin of 22.24% and a return on equity of 40.46%. The company had revenue of $4.10 billion during the quarter, compared to the consensus estimate of $4.08 billion. During the same quarter in the prior year, the firm posted $3.05 earnings per share. AON’s revenue for the quarter was up 2.6% on a year-over-year basis. Research analysts expect that Aon plc will post 18.47 earnings per share for the current fiscal year.

AON Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Monday, November 2nd will be given a $0.82 dividend. The ex-dividend date is Monday, November 2nd. This represents a $3.28 annualized dividend and a yield of 1.0%. AON’s dividend payout ratio is 17.96%.

Key Stories Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon renewed its Aon Client Treaty for 2027, raising co-insurance on eligible business from 28.5% to 35%. The expansion also applies the 1.5% client dividend to a larger share of eligible placements and adds facultative capacity. It strengthens Aon’s offering to clients, though the announcement did not quantify its earnings impact. Aon Client Treaty expands to 35% co-insurance for 2027
• Positive Sentiment: Aon and Munich Re launched a pandemic reinsurance solution for insurers in Indonesia and the Philippines, potentially creating a new offering in markets with coverage gaps. Aon and Munich Re launch pandemic reinsurance solution
• Neutral Sentiment: Analyst views were mixed: BMO Capital Markets upgraded AON, while UBS cut its price target; Cantor Fitzgerald and Wells Fargo coverage headlines also pointed to expected upside. BMO upgrades AON UBS cuts AON price target
• Negative Sentiment: Dowling & Partners lowered its 2026 EPS estimate to $18.50 from $18.70, although that remains close to the $18.49 consensus estimate. AON analyst estimate update

AON 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.