8,070 Aon plc $AON Shares Acquired by CWA Asset Management Group LLC

Key Points

• CWA Asset Management Group increased its Aon stake by 302.6% in the third quarter, buying 8,070 additional shares for a total of 10,737 shares valued at approximately $2.97 million. Institutional investors collectively own 86.14% of Aon’s stock.
• Aon reported quarterly earnings of $3.81 per share, slightly exceeding estimates, while revenue rose 2.2% year over year to $4.25 billion. Analysts expect full-year earnings of $18.73 per share, and the stock has a “Moderate Buy” consensus rating with an average price target of $367.59.
• The company declared a quarterly dividend of $0.82 per share, equivalent to an annualized $3.28 payout and a 1.1% yield. Investor concerns over the USI acquisition’s price tag and a Morgan Stanley price-target cut to $350 continue to weigh on the shares.

CWA Asset Management Group LLC grew its position in shares of Aon plc (NYSE:AON - Free Report) by 302.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,737 shares of the financial services provider's stock after purchasing an additional 8,070 shares during the period. CWA Asset Management Group LLC's holdings in AON were worth $2,972,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in AON. SJS Investment Consulting Inc. boosted its stake in AON by 258.3% during the first quarter. SJS Investment Consulting Inc. now owns 129 shares of the financial services provider's stock valued at $42,000 after buying an additional 93 shares during the last quarter. Downshift Financial LLC grew its holdings 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 in the last quarter. Cassaday & Co Wealth Management LLC purchased a new position in AON during the 1st quarter valued at approximately $61,000. Ashurst Perkins Coie Trust Co bought a new stake in AON in the 3rd quarter worth approximately $60,000. Finally, Elevation Wealth Partners LLC increased its stake in AON by 35.6% in the 2nd quarter. Elevation Wealth Partners LLC now owns 221 shares of the financial services provider's stock worth $73,000 after acquiring an additional 58 shares during the last quarter. 86.14% of the stock is owned by institutional investors.

AON News Summary

Here are the key news stories impacting AON this week:

• Positive Sentiment: Zacks Research projects Aon earnings of $20.05 per share in 2027 and $22.33 per share in 2028, compared with the current-year consensus of $18.73. The forecasts suggest continued earnings growth and may support the stock’s recent strength. Zacks Research earnings estimates
• Positive Sentiment: Aon said improving conditions in Canada’s property-and-casualty insurance market could create more favorable conditions for business decision-makers entering 2027, potentially supporting client activity and brokerage opportunities. Strong Canadian Property and Casualty Market Creates More Favourable Conditions for Business Decision Makers Entering 2027
• Neutral Sentiment: Aon highlighted that Canadian insurance rates are easing, while elevated U.S. litigation risks remain a challenge. Lower rates may benefit customers but could limit pricing-related revenue growth for brokers. Canadian businesses see insurance rates ease, but US litigation risks remain a problem
• Neutral Sentiment: Aon executives said reinsurers need to accept more risk, while the company’s industry outlook warned that traditional insurance “cash cows” are coming under pressure. The comments point to changing market conditions but do not represent a direct earnings revision. Aon's De Bosini: Reinsurers need to lean towards risk
• Negative Sentiment: Investor scrutiny of the price tag for Aon’s USI deal continues to pressure the shares, raising concerns about acquisition returns, integration execution and leverage. Aon plc Underperforms Amid Scrutiny Over USI Deal Price Tag
• Negative Sentiment: Morgan Stanley lowered its price target for Aon to $350, a cautious signal even though the target remains above the recent trading level. Morgan Stanley cuts target to $350

AON Stock Performance

Shares of AON stock opened at $296.95 on Wednesday. The company has a quick ratio of 1.54, a current ratio of 1.54 and a debt-to-equity ratio of 1.34. The stock's fifty day moving average is $308.36 and its two-hundred day moving average is $325.71. Aon plc has a 52 week low of $266.33 and a 52 week high of $382.34. The company has a market capitalization of $62.99 billion, a PE ratio of 15.93, a price-to-earnings-growth ratio of 1.52 and a beta of 0.70.

AON (NYSE:AON - Get Free Report) last released its earnings results on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share for the quarter, topping the consensus estimate of $3.80 by $0.01. The business had revenue of $4.25 billion during the quarter, compared to the consensus estimate of $4.28 billion. AON had a return on equity of 42.13% and a net margin of 22.27%. The business's revenue for the quarter was up 2.2% compared to the same quarter last year. During the same period last year, the company earned $3.49 earnings per share. As a group, analysts expect that Aon plc will post 18.73 earnings per share for the current year.

AON Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Monday, November 2nd will be paid a $0.82 dividend. 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 dividend payout ratio (DPR) is currently 18.08%.

Insider Activity

In related news, Director Lester Knight acquired 20,000 shares of the firm's stock in a transaction that occurred on Wednesday, September 2nd. The stock was bought at an average price of $327.48 per share, for a total transaction of $6,549,600.00. Following the acquisition, the director directly owned 163,000 shares of the company's stock, valued at $53,379,240. This represents a 13.99% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, General Counsel Darren Zeidel sold 1,900 shares of AON stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $377.76, for a total transaction of $717,744.00. Following the sale, the general counsel owned 11,504 shares of the company's stock, valued at $4,345,751.04. The trade was a 14.17% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.00% of the company's stock.

Wall Street Analysts Forecast Growth

AON has been the topic of several recent research reports. Roth Capital set a $380.00 price objective on AON and gave the stock a "buy" rating in a report on Tuesday, September 1st. BMO Capital Markets cut their target price on shares of AON from $360.00 to $286.00 and set a "market perform" rating for the company in a report on Thursday, October 1st. Keefe, Bruyette & Woods cut their target price on shares of AON from $417.00 to $342.00 and set an "outperform" rating for the company in a report on Monday, October 12th. Barclays reduced their price target on shares of AON from $382.00 to $317.00 and set an "equal weight" rating on the stock in a research report on Wednesday, October 7th. Finally, Morgan Stanley decreased their price target on shares of AON from $410.00 to $350.00 and set an "overweight" rating on the stock in a research note on Tuesday, October 6th. Twelve investment 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. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $367.59.

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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