Aon plc $AON Shares Sold by M.D. Sass LLC

M.D. Sass LLC trimmed its holdings in Aon plc (NYSE:AON) by 3.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 107,298 shares of the financial services provider’s stock after selling 3,707 shares during the quarter. AON comprises approximately 3.1% of M.D. Sass LLC’s portfolio, making the stock its 17th largest holding. M.D. Sass LLC’s holdings in AON were worth $38,260,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in AON. Norges Bank purchased a new position in AON during the second quarter worth about $754,671,000. Vanguard Group Inc. raised its position in AON by 2.6% in the second quarter. Vanguard Group Inc. now owns 20,289,743 shares of the financial services provider’s stock valued at $7,238,569,000 after purchasing an additional 511,292 shares during the period. Bank of New York Mellon Corp grew its holdings in shares of AON by 15.6% during the 2nd quarter. Bank of New York Mellon Corp now owns 3,507,656 shares of the financial services provider’s stock worth $1,251,391,000 after purchasing an additional 473,594 shares during the period. Altrinsic Global Advisors LLC raised its holdings in AON by 193.2% in the 2nd quarter. Altrinsic Global Advisors LLC now owns 692,633 shares of the financial services provider’s stock valued at $247,104,000 after buying an additional 456,399 shares during the period. Finally, Vontobel Holding Ltd. boosted its stake in AON by 92.9% during the third quarter. Vontobel Holding Ltd. now owns 889,332 shares of the financial services provider’s stock worth $317,118,000 after buying an additional 428,361 shares during the period. Institutional investors and hedge funds own 86.14% of the company’s stock.

AON Trading Down 2.0%

NYSE AON opened at $343.35 on Friday. The company’s fifty day simple moving average is $347.65 and its 200-day simple moving average is $353.52. The stock has a market cap of $73.80 billion, a P/E ratio of 20.17, a PEG ratio of 1.79 and a beta of 0.83. Aon plc has a 52 week low of $323.73 and a 52 week high of $412.97. The company has a current ratio of 2.03, a quick ratio of 1.35 and a debt-to-equity ratio of 1.55.

AON (NYSE:AON) last issued its quarterly earnings data on Friday, January 30th. The financial services provider reported $4.85 earnings per share for the quarter, beating analysts’ consensus estimates of $4.75 by $0.10. AON had a return on equity of 45.23% and a net margin of 21.51%.The firm had revenue of $4.30 billion during the quarter, compared to analyst estimates of $4.38 billion. During the same quarter last year, the firm earned $4.42 EPS. AON’s quarterly revenue was up 3.7% on a year-over-year basis. Equities research analysts predict that Aon plc will post 17.21 EPS for the current fiscal year.

AON Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Monday, February 2nd will be paid a dividend of $0.745 per share. The ex-dividend date is Monday, February 2nd. This represents a $2.98 annualized dividend and a yield of 0.9%. AON’s dividend payout ratio is presently 17.51%.

Trending Headlines about AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon expands its cyber risk capabilities through a partnership with SecurityScorecard, widening its product set for cyber risk scoring and advisory — a direct revenue/ADJ cross-sell opportunity. Aon partners with SecurityScorecard to widen cyber risk offering
• Positive Sentiment: ICICI has deployed Aon’s PathWise to address stricter capital rules — an example of enterprise software demand and recurring-license/implementation revenue from large financial clients. ICICI rolls out Aon’s PathWise to tackle stricter capital rules
• Positive Sentiment: Aon reported a material improvement in profitability, with net income rising to $3.7B for 2025 — a strong earnings signal that supports forward cash flow and valuation. Aon net income jumps to $3.7b in 2025
• Positive Sentiment: Aon’s Global Medical Trend Rates report flags higher employee medical plan costs in India (≈11.5% in 2026), which can increase demand for benefits consulting and programme redesign services that Aon provides. Aon’s 2026 Global Medical Trend Rates Report highlights that employee medical plan costs in India are expected to rise by 11.5% in 2026
• Positive Sentiment: Aon is highlighting cyber insurance exposures (regulatory and fine-related) that leave firms exposed — this commentary can drive advisory and placement business as clients seek solutions. Cyber fine insurance rules leaving businesses financially exposed – Aon
• Neutral Sentiment: Aon says buyer-friendly conditions persist in global insurance markets — important market color but mixed implications for broker revenues and pricing leverage. Buyer friendly conditions persist for global insurance market, says Aon
• Neutral Sentiment: Several regional hires and reshuffles (UK insolvency & restructuring team growth; Greece/Cyprus reinsurance reshuffle) indicate continued investment in advisory capabilities but are operational in nature. Aon continues insolvency and restructuring team growth with new appointment Aon reshuffles Reinsurance Solutions business in Greece and Cyprus
• Neutral Sentiment: Additional hires and thought leadership pieces underline strategic focus on analytics and tailored insight for 2026 — positive for long-term positioning but limited immediate EPS impact. Tailored insight and analytics-driven decision-making key for firms in 2026: Aon
• Negative Sentiment: Analysts and coverage pieces highlight mixed recent returns and a modest revenue shortfall in the latest quarter (EPS beat but revenue slightly below estimates), which helps explain short-term selling pressure and investor caution. Is There Still Value In Aon (AON) Shares After Mixed Recent Returns?

Analysts Set New Price Targets

AON has been the subject of several research analyst reports. Jefferies Financial Group restated a “buy” rating and set a $408.00 price target on shares of AON in a research report on Monday. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of AON in a research report on Monday, December 29th. TD Cowen decreased their target price on AON from $419.00 to $416.00 and set a “buy” rating for the company in a report on Monday, November 3rd. UBS Group reaffirmed a “neutral” rating and issued a $385.00 target price on shares of AON in a report on Monday. Finally, The Goldman Sachs Group set a $395.00 target price on AON in a research report on Wednesday, January 7th. Twelve research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $409.75.

About AON

Aon plc is a global professional services firm that provides a broad suite of risk, retirement and health solutions to corporations, institutions and individuals. The company operates primarily as an insurance broker and risk adviser, helping clients identify, quantify and transfer risk across property, casualty, cyber and other areas. Aon also offers reinsurance brokerage and capital market solutions that connect insurers, reinsurers and corporate buyers.

In addition to traditional brokerage activities, Aon delivers consulting and outsourcing services in areas such as human capital, benefits, and retirement plan design and administration.