Aon plc $AON Shares Purchased by Varma Mutual Pension Insurance Co

Varma Mutual Pension Insurance Co raised its holdings in Aon plc (NYSE:AON) by 8.8% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 41,000 shares of the financial services provider’s stock after acquiring an additional 3,300 shares during the period. Varma Mutual Pension Insurance Co’s holdings in AON were worth $14,620,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Savvy Advisors Inc. lifted its position in AON by 26.4% during the third quarter. Savvy Advisors Inc. now owns 853 shares of the financial services provider’s stock worth $304,000 after buying an additional 178 shares during the period. Cibc World Market Inc. increased its stake in shares of AON by 3.6% during the 3rd quarter. Cibc World Market Inc. now owns 48,997 shares of the financial services provider’s stock valued at $17,471,000 after acquiring an additional 1,699 shares during the last quarter. Caprock Group LLC purchased a new position in shares of AON during the 3rd quarter worth about $1,752,000. Stratos Wealth Partners LTD. grew its holdings in AON by 10.0% in the third quarter. Stratos Wealth Partners LTD. now owns 2,812 shares of the financial services provider’s stock valued at $1,003,000 after purchasing an additional 255 shares during the period. Finally, MQS Management LLC acquired a new position in AON during the third quarter worth approximately $861,000. Institutional investors and hedge funds own 86.14% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on the stock. Mizuho set a $398.00 price objective on shares of AON in a research note on Tuesday, February 3rd. Jefferies Financial Group reissued a “buy” rating and set a $408.00 price target on shares of AON in a research report on Monday, February 2nd. TD Cowen cut their price objective on AON from $419.00 to $416.00 and set a “buy” rating on the stock in a report on Monday, November 3rd. Barclays boosted their target price on AON from $379.00 to $381.00 and gave the stock an “equal weight” rating in a report on Thursday, January 8th. Finally, Evercore restated an “outperform” rating and issued a $436.00 price target on shares of AON in a report on Wednesday, January 7th. Twelve investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, AON has an average rating of “Moderate Buy” and an average target price of $409.75.

Key Headlines Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Director insider buy: Aon director Lester B. Knight purchased 4,000 shares at about $319.24 (~$1.28M), raising his stake to ~143,000 shares — a signal of management confidence that often supports the stock. Insider Purchase Filing
• Positive Sentiment: Senior appointment in Risk Capital: Aon named Joe Peiser CEO of Risk Capital (Commercial Risk & Reinsurance Solutions), consolidating leadership in a capital‑intensive, higher‑margin area that could improve reinsurance/capacity delivery and fee revenue. Aon Appoints Joe Peiser
• Positive Sentiment: New war‑risk facility: Aon and KNIAZHA VIG launched a $25M war‑risk insurance facility with the U.S. DFC — adds differentiated placement capability and incremental fee/business‑development opportunities in a geopolitically sensitive segment. War‑Risk Facility
• Neutral Sentiment: Market/strategy commentary: Aon commentary on ILS/capital markets and data‑center expansion highlights addressable growth opportunities (keeps strategy visible but not immediately earnings‑moving). Data Center / ILS Commentary
• Neutral Sentiment: Local hires and regional moves: Director appointment to Aon’s Leeds team and other personnel items bolster regional execution but are operationally minor for the stock near term. Leeds Appointment
• Negative Sentiment: Mixed analyst estimate revisions: Zacks and other analysts issued a series of small trims and tweaks to quarterly and multi‑year EPS forecasts (some bumps, some cuts), suggesting limited near‑term upside to consensus and tempering enthusiasm. Analyst / Zacks Coverage

AON Stock Up 1.5%

Shares of NYSE:AON opened at $314.52 on Friday. The company has a 50 day moving average of $344.67 and a two-hundred day moving average of $352.14. Aon plc has a 52-week low of $304.59 and a 52-week high of $412.97. The company has a quick ratio of 1.35, a current ratio of 2.03 and a debt-to-equity ratio of 1.55. The company has a market capitalization of $67.60 billion, a price-to-earnings ratio of 18.48, a price-to-earnings-growth ratio of 1.59 and a beta of 0.83.

AON (NYSE:AON) last announced its earnings results on Friday, January 30th. The financial services provider reported $4.85 earnings per share for the quarter, beating the consensus estimate of $4.75 by $0.10. AON had a net margin of 21.51% and a return on equity of 45.23%. The business had revenue of $4.30 billion during the quarter, compared to the consensus estimate of $4.38 billion. During the same period in the prior year, the firm earned $4.42 earnings per share. The business’s quarterly revenue was up 3.7% compared to the same quarter last year. As a group, analysts forecast that Aon plc will post 17.21 earnings per share for the current fiscal year.

AON Dividend Announcement

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

Insiders Place Their Bets

In other AON news, Director Lester B. Knight acquired 4,000 shares of the stock in a transaction on Tuesday, February 10th. The stock was purchased at an average price of $319.24 per share, for a total transaction of $1,276,960.00. Following the purchase, the director directly owned 143,000 shares in the company, valued at $45,651,320. This trade represents a 2.88% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 1.10% of the stock is currently owned by company insiders.

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.