Aon plc $AON Position Lifted by Ethic Inc.

Ethic Inc. lifted its stake in shares of Aon plc (NYSE:AON) by 874.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 277,061 shares of the financial services provider’s stock after purchasing an additional 248,640 shares during the period. AON accounts for about 0.9% of Ethic Inc.’s portfolio, making the stock its 16th largest holding. Ethic Inc. owned approximately 0.13% of AON worth $76,682,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also made changes to their positions in AON. MassMutual Private Wealth & Trust FSB increased its holdings in shares of AON by 5.3% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 650 shares of the financial services provider’s stock valued at $216,000 after purchasing an additional 33 shares during the last quarter. Aspen Grove Capital LLC boosted its stake in AON by 4.8% during the first quarter. Aspen Grove Capital LLC now owns 737 shares of the financial services provider’s stock worth $238,000 after buying an additional 34 shares during the last quarter. Novem Group boosted its stake in AON by 1.0% during the third quarter. Novem Group now owns 3,460 shares of the financial services provider’s stock worth $958,000 after buying an additional 35 shares during the last quarter. KCM Investment Advisors LLC grew its holdings in AON by 6.2% in the 1st quarter. KCM Investment Advisors LLC now owns 651 shares of the financial services provider’s stock valued at $210,000 after buying an additional 38 shares in the last quarter. Finally, RDA Financial Network grew its holdings in AON by 2.9% in the 2nd quarter. RDA Financial Network now owns 1,451 shares of the financial services provider’s stock valued at $481,000 after buying an additional 41 shares in the last quarter. 86.14% of the stock is currently owned by hedge funds and other institutional investors.

AON Trading Down 2.9%

AON opened at $334.57 on Friday. The stock has a market capitalization of $70.98 billion, a PE ratio of 18.32, a P/E/G ratio of 1.76 and a beta of 0.63. Aon plc has a one year low of $266.33 and a one year high of $382.34. The company has a debt-to-equity ratio of 2.58, a quick ratio of 4.72 and a current ratio of 4.72. The business’s 50 day moving average price is $300.47 and its 200 day moving average price is $325.93.

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

AON Dividend Announcement

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

Analyst Upgrades and Downgrades

Several research analysts have recently commented on AON shares. Citigroup assumed coverage on AON in a report on Monday, September 21st. They set a “buy” rating and a $435.00 price target on the stock. Deutsche Bank Aktiengesellschaft reissued a “hold” rating on shares of AON in a report on Tuesday, September 1st. JPMorgan Chase & Co. dropped their price objective on shares of AON from $412.00 to $362.00 and set an “overweight” rating for the company in a report on Thursday, October 1st. 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 research report on Tuesday, September 1st. Finally, Wall Street Zen downgraded shares of AON from a “hold” rating to a “sell” rating in a research note on Sunday, September 6th. Thirteen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, AON presently has a consensus rating of “Hold” and an average price target of $369.12.

Key Headlines Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon and funds managed by Blackstone are launching Cortina, a Lloyd’s syndicate intended to provide dedicated, multi-year reinsurance capacity. The venture could broaden capital available to clients, and participating Aon clients may receive a dividend. Cortina is expected to start underwriting on January 1, 2027, subject to final approvals, with QBE as managing agent. Article
• Positive Sentiment: Aon is expanding its Lloyd’s-backed follow-form client treaty facility to cover 35% for 2027, up from 28.5%, and adding facultative capacity for Canadian insurers. The move may strengthen Aon’s reinsurance offering and client relationships, though the expanded capacity is forward-looking. Article
• Positive Sentiment: BMO Capital Markets upgraded its rating on AON, a supportive analyst signal. The linked report does not provide the revised rating or price target. Article
• Neutral Sentiment: An Aon report forecasts India’s medical-cost growth will slow to 10.1% in 2027. This may be useful to clients, but the report’s outlook alone has no clear, direct near-term earnings implication for Aon. Article
• Negative Sentiment: Dowling & Partners lowered its 2026 earnings-per-share estimate to $18.50 from $18.70. The reduction is modest and close to the cited consensus estimate of $18.47, but may weigh on sentiment. Article

Insider Buying and Selling at AON

In other AON news, Director Lester Knight acquired 20,000 shares of the business’s stock in a transaction that occurred on Wednesday, September 2nd. The stock was purchased at an average cost of $327.48 per share, with a total value of $6,549,600.00. Following the transaction, the director owned 163,000 shares of the company’s stock, valued at $53,379,240. This trade represents a 13.99% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Corporate insiders own 1.00% of the company’s stock.

AON Profile

Aon plc is a global professional services firm that helps organizations manage risk and make decisions about their people and finances. Its services include insurance brokerage, risk consulting, reinsurance solutions, employee benefits consulting and retirement and investment advisory services.

The company serves businesses and institutions across a broad range of industries and geographies. Aon was formed in 1982 as Ryan Insurance Group and adopted the Aon name in 1987. It is headquartered in Dublin, Ireland, and operates internationally.

Greg Case has served as Aon’s chief executive officer since 2005.