6,680 Aon plc $AON Shares Sold by Canoe Financial LP

Canoe Financial LP lessened its position in shares of Aon plc (NYSE:AON - Free Report) by 14.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 39,149 shares of the financial services provider's stock after selling 6,680 shares during the quarter. Canoe Financial LP's holdings in AON were worth $10,803,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. SJS Investment Consulting Inc. raised its position in shares of 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 acquiring an additional 93 shares during the period. Downshift Financial LLC boosted its stake in shares of AON by 15,700.0% during 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. Ashurst Perkins Coie Trust Co acquired a new stake in shares of AON during the 3rd quarter valued at about $60,000. Cassaday & Co Wealth Management LLC acquired a new stake in shares of AON during the 1st quarter valued at about $61,000. Finally, Maryland Capital Advisors Inc. increased its stake in shares of AON by 23,400.0% in the 3rd quarter. Maryland Capital Advisors Inc. now owns 235 shares of the financial services provider's stock valued at $65,000 after purchasing an additional 234 shares in the last quarter. Hedge funds and other institutional investors own 86.14% of the company's stock.

AON Trading Down 0.8%

AON stock opened at $294.46 on Thursday. Aon plc has a 12-month low of $266.33 and a 12-month high of $382.34. The business's 50-day moving average is $307.21 and its 200 day moving average is $325.51. The company has a current ratio of 1.54, a quick ratio of 1.54 and a debt-to-equity ratio of 1.34. The stock has a market cap of $62.46 billion, a price-to-earnings ratio of 16.23, a PEG ratio of 1.55 and a beta of 0.70.

AON (NYSE:AON - Get Free Report) last issued its earnings results on Wednesday, July 29th. The financial services provider reported $3.81 EPS for the quarter, beating analysts' consensus estimates of $3.80 by $0.01. The business had revenue of $4.25 billion during the quarter, compared to analysts' expectations of $4.28 billion. AON had a net margin of 22.27% and a return on equity of 42.13%. The company's quarterly revenue was up 2.2% compared to the same quarter last year. During the same period in the prior year, the business earned $3.49 earnings per share. On average, sell-side analysts anticipate that Aon plc will post 18.73 EPS for the current fiscal year.

AON Announces Dividend

The company 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 dividend of $0.82 per share. The ex-dividend date of this dividend is Monday, November 2nd. This represents a $3.28 annualized dividend and a dividend yield of 1.1%. AON's payout ratio is presently 18.08%.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on AON. UBS Group reaffirmed a "neutral" rating on shares of AON in a report on Monday, August 31st. Bank of America raised their price objective on AON from $298.00 to $327.00 and gave the company an "underperform" rating in a report on Wednesday, July 15th. Jefferies Financial Group cut their price objective on AON from $387.00 to $383.00 and set a "buy" rating for the company in a research report on Wednesday, September 30th. Weiss Ratings downgraded AON from a "hold (c+)" rating to a "hold (c)" rating in a research note on Thursday, September 17th. Finally, Piper Sandler decreased their target price on AON from $391.00 to $349.00 and set a "neutral" rating on the stock in a research report on Tuesday, September 1st. Twelve analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $367.59.

Key Stories Impacting AON

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

Insider Transactions at AON

In related news, General Counsel Darren Zeidel sold 1,900 shares of the company's stock in a transaction dated Tuesday, July 28th. The shares were 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 of the company's stock, valued at approximately $4,345,751.04. This represents a 14.17% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, Director Lester Knight purchased 20,000 shares of the business's stock in a transaction dated Wednesday, September 2nd. The shares were purchased at an average price of $327.48 per share, with a total value of $6,549,600.00. Following the acquisition, the director directly owned 163,000 shares in the company, valued at approximately $53,379,240. The trade was 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.

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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