StoneX Group Inc. Buys 11,526 Shares of Aon plc $AON

StoneX Group Inc. bought a new stake in Aon plc (NYSE:AON) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 11,526 shares of the financial services provider’s stock, valued at approximately $3,190,000.

A number of other large investors also recently made changes to their positions in AON. Robeco Institutional Asset Management B.V. grew its position in 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 worth $1,114,313,000 after purchasing an additional 3,990,441 shares in the last quarter. Ninety One UK Ltd lifted its position in shares of AON by 419.8% during the 3rd quarter. Ninety One UK Ltd now owns 836,932 shares of the financial services provider’s stock worth $231,638,000 after buying an additional 675,919 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in shares of AON by 74.7% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 797,418 shares of the financial services provider’s stock worth $257,391,000 after buying an additional 340,866 shares during the last quarter. Kestra Advisory Services LLC boosted its stake in shares of AON by 754.4% in the 3rd quarter. Kestra Advisory Services LLC now owns 380,635 shares of the financial services provider’s stock worth $105,348,000 after buying an additional 336,085 shares during the last quarter. Finally, The Manufacturers Life Insurance Company grew its holdings in shares of AON by 136.1% in the first quarter. The Manufacturers Life Insurance Company now owns 547,850 shares of the financial services provider’s stock valued at $176,835,000 after acquiring an additional 315,817 shares in the last quarter. 86.14% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

AON has been the topic of a number of recent analyst reports. Mizuho dropped their price target on AON from $366.00 to $324.00 and set an “outperform” rating on the stock in a report on Wednesday, October 7th. Wall Street Zen downgraded AON from a “hold” rating to a “sell” rating in a research note on Sunday, September 6th. Roth Capital set a $380.00 target price on AON and gave the company a “buy” rating in a research report on Tuesday, September 1st. BMO Capital Markets upgraded AON from a “market perform” rating to an “outperform” rating and lifted their target price for the stock from $319.00 to $380.00 in a research note on Tuesday, November 3rd. Finally, Deutsche Bank Aktiengesellschaft reissued a “hold” rating on shares of AON in a report on Tuesday, September 1st. Thirteen investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus 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 Activity at AON

In other AON news, Director Lester Knight purchased 20,000 shares of the company’s stock in a transaction that occurred on Wednesday, September 2nd. The shares were bought at an average cost of $327.48 per share, for a total transaction of $6,549,600.00. Following the purchase, the director owned 163,000 shares of the company’s stock, valued at $53,379,240. This represents a 13.99% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 1.00% of the company’s stock.

AON Price Performance

AON stock opened at $334.57 on Monday. Aon plc has a 12 month low of $266.33 and a 12 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 business’s 50 day simple moving average is $300.47 and its 200 day simple moving average is $325.93. The company has a market cap of $70.98 billion, a price-to-earnings ratio of 18.32, a PEG ratio of 1.76 and a beta of 0.63.

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

AON Announces Dividend

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 given a $0.82 dividend. The ex-dividend date of this dividend is Monday, November 2nd. This represents a $3.28 annualized dividend and a dividend yield of 1.0%. AON’s payout ratio is 17.96%.

AON Company 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.