Aon plc $AON Shares Bought by Asset Management One Co. Ltd.

Key Points

• Institutional ownership increased: Asset Management One raised its Aon stake by 3.4% to 94,776 shares valued at $26.2 million. Overall, institutional investors and hedge funds own 86.14% of Aon.
• Aon exceeded third-quarter expectations: Adjusted EPS was $3.36 versus the $3.30 consensus, while revenue reached $4.10 billion. Broad-based growth and anticipated USI acquisition synergies support the outlook, though leverage and integration risks remain.
• Analyst sentiment is mixed: Several firms lowered their price targets, resulting in a consensus “Hold” rating and $367.59 target. Aon shares recently traded at $321.47, while the company declared a quarterly dividend of $0.82 per share.

Asset Management One Co. Ltd. raised its holdings in shares of Aon plc (NYSE:AON - Free Report) by 3.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 94,776 shares of the financial services provider's stock after acquiring an additional 3,141 shares during the period. Asset Management One Co. Ltd.'s holdings in AON were worth $26,231,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in AON. Robeco Institutional Asset Management B.V. lifted its stake in AON by 11,179.6% during the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 4,026,135 shares of the financial services provider's stock worth $1,114,313,000 after acquiring an additional 3,990,441 shares in the last quarter. 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 valued at $510,857,000 after acquiring an additional 222,092 shares during the period. Amundi grew its position in shares of AON by 23.5% during the first quarter. Amundi now owns 1,502,890 shares of the financial services provider's stock worth $485,103,000 after acquiring an additional 285,549 shares during the last quarter. Dimensional Fund Advisors LP increased its holdings in shares of AON by 20.5% in the 1st quarter. Dimensional Fund Advisors LP now owns 1,253,769 shares of the financial services provider's stock valued at $404,709,000 after acquiring an additional 213,051 shares during the period. Finally, Arrowstreet Capital Limited Partnership increased its holdings in shares of AON by 74.7% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 797,418 shares of the financial services provider's stock valued at $257,391,000 after acquiring an additional 340,866 shares during the period. 86.14% of the stock is owned by institutional investors and hedge funds.

Insider Activity at AON

In related news, Director Lester Knight acquired 20,000 shares of the business's stock in a transaction that occurred on Wednesday, September 2nd. The shares were bought at an average cost of $327.48 per share, with a total value of $6,549,600.00. Following the completion of 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 ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at this link. Insiders own 1.00% of the company's stock.

Key Stories Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Q3 results exceeded expectations. Aon reported adjusted EPS of $3.36 versus the $3.30 consensus estimate, while revenue reached $4.10 billion against expectations of $4.08 billion. Organic revenue growth was 6%, and margins expanded by 70 basis points. Aon Reports Third-Quarter 2026 Results
• Positive Sentiment: Growth was broad-based. New business, producer hiring, commercial risk demand and reinsurance activity supported results; Reinsurance Solutions revenue increased 7% to $572 million. Management reaffirmed its 2026 outlook. Aon Profit, Revenue Up on Commercial Risk, Reinsurance Demand
• Positive Sentiment: USI transaction synergies could add long-term earnings power. Aon expects the acquisition to close in the fourth quarter and outlined approximately $395 million in run-rate EBITDA synergies. USI Deal Synergies
• Positive Sentiment: New technology initiatives expand growth opportunities. Aon and SAGE launched a precision crop-insurance program using field-level agricultural data to improve risk assessment and pricing. Aon and SAGE Crop Insurance Program
• Neutral Sentiment: Aon estimates global insured catastrophe losses at $91 billion through September, the lowest nine-month total since 2019. Lower industry losses may reduce near-term claims pressure, but could also moderate demand for price increases and reinsurance margins. Global Insured Catastrophe Losses
• Negative Sentiment: Leverage and execution risks remain important. Aon’s debt has risen sharply as the USI transaction approaches, increasing integration, financing and balance-sheet concerns. Bell Global Equities Fund cited these risks when exiting its Aon position. Bell Global Equities Fund Exits Aon
• Negative Sentiment: Analysts have flagged a softer insurance market and one research source downgraded AON to “strong sell,” creating a valuation and sentiment headwind despite the quarterly beat.
• Negative Sentiment: Management warned that concentrated risks at AI data centers—including extremely costly business interruptions and cyber threats—could make projects harder to insure and complicate financing. Aon CEO Warns AI Data Center Insurance Risks

Analyst Ratings Changes

A number of analysts recently weighed in on AON shares. Evercore decreased their price target on shares of AON from $423.00 to $375.00 in a research note on Thursday, October 8th. Mizuho dropped their price objective on shares of AON from $366.00 to $324.00 and set an "outperform" rating on the stock in a research note on Wednesday, October 7th. BMO Capital Markets reduced 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. Barclays decreased their target price on shares of AON from $382.00 to $317.00 and set an "equal weight" rating for the company in a research note on Wednesday, October 7th. Finally, Citigroup assumed coverage on AON in a report on Monday, September 21st. They set a "buy" rating and a $435.00 price target on the stock. Twelve equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and three have assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, AON has a consensus rating of "Hold" and a consensus price target of $367.59.

AON Trading Up 1.8%

AON stock opened at $321.47 on Friday. The business has a fifty day moving average price of $302.77 and a 200 day moving average price of $326.22. Aon plc has a fifty-two week low of $266.33 and a fifty-two week high of $382.34. The stock has a market capitalization of $68.19 billion, a price-to-earnings ratio of 17.07, a P/E/G ratio of 1.66 and a beta of 0.70. The company has a debt-to-equity ratio of 2.58, a current ratio of 4.72 and a quick ratio of 1.54.

AON (NYSE:AON - Get Free Report) last posted its quarterly earnings data on Wednesday, October 28th. The financial services provider reported $3.36 EPS for the quarter, topping analysts' consensus estimates of $3.30 by $0.06. The company had revenue of $4.10 billion for the quarter, compared to analyst estimates of $4.08 billion. AON had a return on equity of 40.46% and a net margin of 22.24%. The business's revenue was up 2.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $3.05 earnings per share. Analysts expect that Aon plc will post 18.68 EPS for the current fiscal 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 given a $0.82 dividend. The ex-dividend date is Monday, November 2nd. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.0%. AON's dividend payout ratio (DPR) is presently 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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