Aon plc $AON Shares Acquired by Smith Chas P & Associates PA Cpas

Key Points

• Institutional ownership increased: Smith Chas P & Associates raised its Aon stake by 434.8% to 5,161 shares worth approximately $1.43 million. Institutional investors collectively own 86.14% of Aon.
• Aon shares have weakened: The stock opened at $294.46, below its 50-day and 200-day moving averages, despite reporting quarterly EPS of $3.81 that narrowly exceeded estimates. Analysts maintain a “Moderate Buy” consensus with an average price target of $367.59.
• Outlook is mixed: Aon expects UK pension risk-transfer activity to recover, while analysts project continued earnings growth; however, Zacks sees limited potential for an upcoming earnings beat and the company has warned of pressure on insurers’ traditional profit sources.

Smith Chas P & Associates PA Cpas lifted its stake in Aon plc (NYSE:AON - Free Report) by 434.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 5,161 shares of the financial services provider's stock after buying an additional 4,196 shares during the period. Smith Chas P & Associates PA Cpas' holdings in AON were worth $1,428,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. SJS Investment Consulting Inc. boosted its position in shares of AON by 258.3% during the 1st quarter. SJS Investment Consulting Inc. now owns 129 shares of the financial services provider's stock valued at $42,000 after acquiring an additional 93 shares in the last quarter. Downshift Financial LLC boosted its stake in shares of AON by 15,700.0% in the 3rd quarter. Downshift Financial LLC now owns 158 shares of the financial services provider's stock valued at $44,000 after purchasing an additional 157 shares in the last quarter. Ashurst Perkins Coie Trust Co bought a new stake in shares of AON in the 3rd quarter worth about $60,000. Cassaday & Co Wealth Management LLC bought a new stake in AON during the first quarter worth about $61,000. Finally, Maryland Capital Advisors Inc. grew its position in AON by 23,400.0% during the 3rd quarter. Maryland Capital Advisors Inc. now owns 235 shares of the financial services provider's stock worth $65,000 after acquiring an additional 234 shares during the last quarter. Institutional investors own 86.14% of the company's stock.

AON News Summary

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 Buying and Selling at AON

In other AON news, General Counsel Darren Zeidel sold 1,900 shares of the stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $377.76, for a total transaction of $717,744.00. Following the transaction, the general counsel owned 11,504 shares in the company, valued at $4,345,751.04. This trade represents a 14.17% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Lester B. Knight acquired 20,000 shares of the company's stock in a transaction on Wednesday, September 2nd. The stock was 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 approximately $53,379,240. This represents a 13.99% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 1.00% of the stock is owned by insiders.

AON Trading Down 0.8%

NYSE:AON opened at $294.46 on Thursday. Aon plc has a twelve month low of $266.33 and a twelve month high of $382.34. The business has a 50 day moving average price of $307.21 and a two-hundred day moving average price of $325.51. The company has a market cap of $62.46 billion, a P/E ratio of 16.23, a price-to-earnings-growth ratio of 1.55 and a beta of 0.70. The company has a quick ratio of 1.54, a current ratio of 1.54 and a debt-to-equity ratio of 1.34.

AON (NYSE:AON - Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share for the quarter, beating analysts' consensus estimates of $3.80 by $0.01. The firm 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 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 EPS for the current fiscal year.

AON Dividend Announcement

The firm 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 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Monday, November 2nd. AON's dividend payout ratio is 18.08%.

Analyst Upgrades and Downgrades

AON has been the subject of several research reports. Citigroup started coverage on shares of AON in a research report on Monday, September 21st. They issued a "buy" rating and a $435.00 price objective for the company. UBS Group reissued a "neutral" rating on shares of AON in a research note on Monday, August 31st. Deutsche Bank Aktiengesellschaft reissued a "hold" rating on shares of AON in a research note on Tuesday, September 1st. Barclays cut their price target on AON from $382.00 to $317.00 and set an "equal weight" rating on the stock in a research note on Wednesday, October 7th. Finally, JPMorgan Chase & Co. cut their target price on AON from $412.00 to $362.00 and set an "overweight" rating on the stock in a research note on Thursday, October 1st. Twelve research analysts have rated the stock with a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, AON has a consensus rating of "Moderate Buy" and an average target price 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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