Vestor Capital LLC Acquires 4,002 Shares of Aon plc $AON

Vestor Capital LLC lifted its holdings in Aon plc (NYSE:AON) by 1.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 214,619 shares of the financial services provider’s stock after buying an additional 4,002 shares during the period. AON comprises approximately 2.2% of Vestor Capital LLC’s portfolio, making the stock its 10th biggest position. Vestor Capital LLC owned about 0.10% of AON worth $59,400,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Downshift Financial LLC lifted its stake in AON by 15,700.0% in the 3rd quarter. Downshift Financial LLC now owns 158 shares of the financial services provider’s stock worth $44,000 after acquiring an additional 157 shares in the last quarter. Cassaday & Co Wealth Management LLC acquired a new stake in AON during the 1st quarter worth about $61,000. Ashurst Perkins Coie Trust Co purchased a new position in AON during the 3rd quarter valued at about $60,000. Elevation Wealth Partners LLC grew its stake in AON by 35.6% during the 2nd quarter. Elevation Wealth Partners LLC now owns 221 shares of the financial services provider’s stock valued at $73,000 after acquiring an additional 58 shares in the last quarter. Finally, Basecamp Wealth Advisors LLC increased its holdings in shares of AON by 25.0% in the 1st quarter. Basecamp Wealth Advisors LLC now owns 235 shares of the financial services provider’s stock valued at $76,000 after purchasing an additional 47 shares during the period. Hedge funds and other institutional investors own 86.14% of the company’s stock.

AON Stock Performance

Shares of AON stock opened at $334.57 on Friday. Aon plc has a fifty-two week low of $266.33 and a fifty-two week high of $382.34. The stock’s 50-day moving average is $300.47 and its two-hundred day moving average is $325.93. The company has a debt-to-equity ratio of 2.58, a current ratio of 4.72 and a quick ratio of 4.72. The firm has a market cap of $70.98 billion, a P/E ratio of 18.32, a PEG ratio of 1.76 and a beta of 0.63.

AON (NYSE:AON) last announced its quarterly earnings results 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. The business had revenue of $4.10 billion during the quarter, compared to analyst estimates of $4.08 billion. AON had a return on equity of 40.46% and a net margin of 22.24%. The firm’s revenue was up 2.6% on a year-over-year basis. During the same period in the previous year, the company earned $3.05 EPS. Analysts predict that Aon plc will post 18.47 earnings per share for the current fiscal year.

AON Dividend Announcement

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

Insider Transactions at AON

In other AON news, Director Lester Knight bought 20,000 shares of AON stock in a transaction on Wednesday, September 2nd. The stock was purchased at an average cost of $327.48 per share, for a total transaction of $6,549,600.00. Following the completion of the purchase, 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 1.00% of the stock is owned by company insiders.

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

Analyst Ratings Changes

A number of analysts have recently issued reports on AON shares. Cantor Fitzgerald increased their price target on shares of AON from $400.00 to $410.00 and gave the stock an “overweight” rating in a research report on Monday, November 2nd. Bank of America boosted their price objective on shares of AON from $298.00 to $327.00 and gave the company an “underperform” rating in a research report on Wednesday, July 15th. UBS Group dropped their price objective on shares of AON from $387.00 to $356.00 and set a “neutral” rating on the stock in a research note on Monday, November 2nd. Mizuho cut their target price on shares of AON from $366.00 to $324.00 and set an “outperform” rating for the company in a research report on Wednesday, October 7th. Finally, Jefferies Financial Group decreased their target price on shares of AON from $387.00 to $383.00 and set a “buy” rating for the company in a research note on Wednesday, September 30th. Thirteen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, AON has an average rating of “Hold” and an average price target of $369.12.

About AON

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.