Andra AP fonden Invests $5.19 Million in Aon plc $AON

Key Points

• Andra AP fonden acquired 15,651 Aon shares worth approximately $5.19 million in the second quarter. Institutional investors collectively own 86.14% of AON.
• AON shares opened at $281.49, near their 52-week low of $281.18 and well below their 50-day and 200-day moving averages, reflecting significant recent technical weakness.
• Analysts maintain a consensus “Moderate Buy” rating with an average price target of $397.47. Aon recently reported adjusted EPS of $3.81, narrowly beating estimates, and pays a quarterly dividend of $0.82.

Andra AP fonden acquired a new stake in shares of Aon plc (NYSE:AON - Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 15,651 shares of the financial services provider's stock, valued at approximately $5,191,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in AON. Capital World Investors grew its holdings in shares of AON by 1.5% in the fourth quarter. Capital World Investors now owns 12,252,904 shares of the financial services provider's stock worth $4,323,850,000 after acquiring an additional 176,207 shares during the period. Geode Capital Management LLC grew its stake in shares of AON by 0.5% during the 4th quarter. Geode Capital Management LLC now owns 5,141,363 shares of the financial services provider's stock valued at $1,810,726,000 after purchasing an additional 28,066 shares during the period. Norges Bank purchased a new stake in shares of AON during the 4th quarter valued at about $1,155,981,000. Independent Franchise Partners LLP lifted its stake in shares of AON by 0.9% in the 4th quarter. Independent Franchise Partners LLP now owns 2,115,523 shares of the financial services provider's stock worth $746,526,000 after purchasing an additional 19,037 shares during the period. Finally, Bank of America Corp DE boosted its holdings in shares of AON by 16.3% in the first quarter. Bank of America Corp DE now owns 1,582,680 shares of the financial services provider's stock worth $510,857,000 after buying an additional 222,092 shares during the last quarter. Hedge funds and other institutional investors own 86.14% of the company's stock.

Key AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon appointed Jane Drummond as global chief commercial officer, effective January 1, 2027. Drummond currently leads the company’s Asia-Pacific commercial business, and the promotion could improve coordination of global sales efforts and support longer-term growth. Aon Appoints Jane Drummond as Global Chief Commercial Officer
• Positive Sentiment: Aon continues to strengthen specialist and regional operations, naming a new CEO for Aon Reinsurance Solutions Germany and hiring a senior vice president for fine art insurance at Huntington T. Block. These moves may support client retention and specialized revenue generation, although no immediate financial impact was disclosed. Aon Reinsurance Solutions Germany Names Esser CEO
• Neutral Sentiment: Aon projects Southeast Asian salary increases will remain stable at 5.2% in 2027. The outlook points to continued demand for compensation and human-capital advisory services, but it also signals persistent wage-cost pressure for corporate clients. Aon Projects Southeast Asia Salary Increases to Remain Stable at 5.2% in 2027
• Neutral Sentiment: Coverage of the Aon-USI and Baldwin transactions highlights broker valuation levels. High valuations could validate the attractiveness of insurance-broker assets, while also making future acquisitions more expensive for Aon. What Aon-USI and Baldwin Reveal About Broker Valuations
• Negative Sentiment: AON set a new 52-week low and remains well below its 50-day and 200-day moving averages. The weakness appears more closely tied to negative market sentiment and technical pressure than to a newly reported deterioration in fundamentals; the recent articles provide no major earnings warning or guidance cut. AON Sets New 52-Week Low

Insider Buying and Selling

In other news, Director Lester Knight acquired 20,000 shares of AON stock in a transaction on Wednesday, September 2nd. The shares were acquired at an average price of $327.48 per share, with a total value of $6,549,600.00. Following the purchase, the director directly owned 163,000 shares in the company, valued at $53,379,240. The trade was a 13.99% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, General Counsel Darren Zeidel sold 1,950 shares of the company's stock in a transaction on Friday, July 17th. The shares were sold at an average price of $372.05, for a total transaction of $725,497.50. Following the sale, the general counsel directly owned 13,404 shares in the company, valued at approximately $4,986,958.20. The trade was a 12.70% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 4,450 shares of company stock valued at $1,659,242. 1.00% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

AON has been the subject of a number of research reports. Mizuho reduced their target price on shares of AON from $398.00 to $366.00 and set an "outperform" rating for the company in a report on Wednesday, September 16th. Keefe, Bruyette & Woods boosted their price objective on shares of AON from $412.00 to $417.00 and gave the company an "outperform" rating in a research report on Tuesday, September 1st. Wall Street Zen lowered AON from a "hold" rating to a "sell" rating in a research note on Sunday, September 6th. JPMorgan Chase & Co. raised their target price on AON from $396.00 to $412.00 and gave the stock an "overweight" rating in a report on Monday, July 13th. Finally, Wells Fargo & Company cut their price target on AON from $419.00 to $383.00 and set an "overweight" rating for the company in a report on Tuesday, September 1st. Twelve analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $397.47.

AON Stock Down 1.6%

AON opened at $281.49 on Thursday. The stock has a market cap of $59.71 billion, a price-to-earnings ratio of 15.52, a price-to-earnings-growth ratio of 1.45 and a beta of 0.66. The company has a debt-to-equity ratio of 1.34, a quick ratio of 1.54 and a current ratio of 1.54. The firm's fifty day moving average is $340.35 and its 200 day moving average is $331.72. Aon plc has a fifty-two week low of $281.18 and a fifty-two week high of $382.34.

AON (NYSE:AON - Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $3.81 EPS for the quarter, beating the consensus estimate of $3.80 by $0.01. AON had a return on equity of 42.13% and a net margin of 22.27%.The business had revenue of $4.25 billion for the quarter, compared to the consensus estimate of $4.28 billion. During the same period in the previous year, the business earned $3.49 earnings per share. The business's revenue was up 2.2% on a year-over-year basis. On average, sell-side analysts forecast that Aon plc will post 18.93 earnings per share for the current fiscal year.

AON Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, August 14th. Investors of record on Monday, August 3rd were given a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date was Monday, August 3rd. AON's payout ratio is currently 18.08%.

AON Company Profile

Aon plc is a global professional services firm that helps organizations manage risk, support workforce strategies and make informed decisions. Its principal activities include commercial risk brokerage, insurance and reinsurance consulting, retirement and investment advisory services, health and benefits consulting, and data- and analytics-based business solutions.

Aon serves businesses, governments, institutional investors and individuals across a broad range of industries and geographies.

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