15,436 Aon plc $AON Shares Purchased by Axxcess Wealth Management LLC

Key Points

• Axxcess Wealth Management increased its AON stake by 234.7% in the third quarter, purchasing 15,436 additional shares and bringing its holdings to 22,014 shares valued at approximately $6.1 million. Institutional investors collectively own 86.14% of the stock.
• Analyst sentiment remains mixed: AON has a “Moderate Buy” consensus rating with an average price target of $367.59, although several firms recently cut targets or downgraded the stock.
• AON shares opened at $294.46, below their 50-day and 200-day moving averages, while the company reported quarterly EPS of $3.81 and declared a quarterly dividend of $0.82 per share, yielding about 1.1% annually.

Axxcess Wealth Management LLC lifted its stake in Aon plc (NYSE:AON - Free Report) by 234.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 22,014 shares of the financial services provider's stock after acquiring an additional 15,436 shares during the quarter. Axxcess Wealth Management LLC's holdings in AON were worth $6,093,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently made changes to their positions in AON. SJS Investment Consulting Inc. boosted its holdings in AON by 258.3% in the first quarter. SJS Investment Consulting Inc. now owns 129 shares of the financial services provider's stock worth $42,000 after purchasing an additional 93 shares during the last quarter. Downshift Financial LLC raised its stake in AON by 15,700.0% during the 3rd quarter. Downshift Financial LLC now owns 158 shares of the financial services provider's stock valued at $44,000 after buying an additional 157 shares during the last quarter. Ashurst Perkins Coie Trust Co purchased a new stake in AON during the 3rd quarter valued at $60,000. Cassaday & Co Wealth Management LLC bought a new position in shares of AON during the 1st quarter valued at $61,000. Finally, Maryland Capital Advisors Inc. lifted its holdings in shares of AON by 23,400.0% during the 3rd quarter. Maryland Capital Advisors Inc. now owns 235 shares of the financial services provider's stock valued at $65,000 after buying an additional 234 shares during the period. 86.14% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at AON

In other AON news, General Counsel Darren Zeidel sold 1,900 shares of the company's stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $377.76, for a total value of $717,744.00. Following the completion of the sale, the general counsel owned 11,504 shares in the company, valued at $4,345,751.04. This represents a 14.17% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Lester Knight acquired 20,000 shares of the firm's stock in a transaction dated Wednesday, September 2nd. The stock was bought at an average cost of $327.48 per share, for a total transaction of $6,549,600.00. Following the purchase, the director directly owned 163,000 shares of the company's stock, valued at approximately $53,379,240. This trade represents a 13.99% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Corporate insiders own 1.00% of the company's stock.

Analyst Ratings Changes

AON has been the topic of a number of research reports. Evercore dropped their price target on AON from $423.00 to $375.00 in a research note on Thursday, October 8th. Morgan Stanley reduced their price objective on AON from $410.00 to $350.00 and set an "overweight" rating for the company in a research report on Tuesday, October 6th. Wolfe Research downgraded AON from a "hold" rating to a "strong sell" rating in a report on Friday, September 11th. UBS Group reissued a "neutral" rating on shares of AON in a research report on Monday, August 31st. Finally, Wall Street Zen downgraded AON from a "hold" rating to a "sell" rating in a research note on Sunday, September 6th. Twelve equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $367.59.

AON News Roundup

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon expects UK pension risk-transfer activity to rebound after a subdued start to 2026. A recovery in pension-risk settlements could support consulting, broking and transaction-related revenue. UK pension risk settlement activity to rebound after subdued start to 2026: Aon
• Positive Sentiment: Zacks raised its third-quarter EPS estimate for Aon to $3.38, providing a modestly favorable signal ahead of the earnings release. Longer-range Zacks projections call for $20.05 in fiscal 2027 EPS and $22.33 in fiscal 2028 EPS, above the current-year consensus of $18.73. Zacks lifts Aon plc stock estimate to USD 3.38 for third quarter
• Neutral Sentiment: Analysts’ published forecasts span $3.50 to $6.89 in quarterly EPS for fiscal 2027 and $3.89 to $7.63 for fiscal 2028, indicating expectations for continued earnings growth but also significant seasonal variation. Aon analyst earnings estimates
• Neutral Sentiment: Aon highlighted greater flexibility and efficiency in facultative reinsurance, reinforcing the product’s role in clients’ risk-transfer strategies. The update supports Aon’s industry positioning but does not provide a specific financial outlook. Aon facultative reinsurance update
• Negative Sentiment: Zacks said Aon does not have the necessary combination of factors for a likely earnings beat in its upcoming report. That raises the risk of a disappointing earnings surprise and is the clearest near-term pressure on the stock. Aon earnings expected to grow: Should you buy?
• Negative Sentiment: Aon warned that insurers’ traditional “cash cows” are coming under pressure, while its reinsurance team urged reinsurers to accept more risk. The comments point to a challenging market environment and could weigh on expectations for industry profitability. Aon warns insurers’ former cash cows are under pressure

AON Stock Down 0.8%

AON opened at $294.46 on Thursday. The firm's 50 day simple moving average is $307.21 and its two-hundred day simple moving average is $325.51. The company has a market capitalization of $62.46 billion, a PE ratio of 16.23, a PEG ratio of 1.55 and a beta of 0.70. Aon plc has a 1-year low of $266.33 and a 1-year high of $382.34. The company has a current ratio of 1.54, a quick ratio of 1.54 and a debt-to-equity ratio of 1.34.

AON (NYSE:AON - Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.80 by $0.01. AON had a net margin of 22.27% and a return on equity of 42.13%. The firm had revenue of $4.25 billion during the quarter, compared to the consensus estimate of $4.28 billion. During the same quarter in the previous year, the firm posted $3.49 EPS. The company's revenue for the quarter was up 2.2% compared to the same quarter last year. As a group, equities analysts forecast that Aon plc will post 18.73 EPS for the current year.

AON Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Shareholders of record on Monday, November 2nd will be issued a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Monday, November 2nd. AON's payout ratio is currently 18.08%.

AON Company Profile

Aon plc is a global professional services firm that helps organizations manage risk, make informed decisions and improve workforce outcomes. Its services span commercial risk, health, retirement and investments, and data and analytics.

The company provides insurance brokerage and risk-management services, including coverage placement, claims support, risk transfer and consulting. Through its reinsurance business, Aon also serves insurers and other organizations seeking to manage catastrophe, capital and underwriting risks.

Aon's human capital offerings include employee benefits consulting, retirement advisory services, talent and compensation consulting, and health and workforce solutions.

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