Aon plc $AON Shares Purchased by Aberdeen Group plc

Key Points

• Aberdeen Group increased its Aon stake by 135.5% in the third quarter, adding 219,728 shares to hold 381,940 shares valued at about $105.7 million. Institutional investors collectively own 86.14% of Aon.
• Aon reported quarterly earnings of $3.36 per share, topping the $3.30 consensus estimate, while revenue of $4.10 billion also exceeded expectations and rose 2.6% year over year.
• Analyst views were mixed: the consensus rating was “Hold” with a $374 average price target, while recent target changes ranged from upgrades to reductions.

Aberdeen Group plc raised its holdings in Aon plc (NYSE:AON - Free Report) by 135.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 381,940 shares of the financial services provider's stock after buying an additional 219,728 shares during the period. Aberdeen Group plc owned about 0.18% of AON worth $105,710,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of AON. Valued Wealth Advisors LLC increased its holdings in shares of AON by 693.8% in the 3rd quarter. Valued Wealth Advisors LLC now owns 127 shares of the financial services provider's stock valued at $35,000 after acquiring an additional 111 shares during the last quarter. Downshift Financial LLC lifted its stake in AON by 15,700.0% during the third quarter. Downshift Financial LLC now owns 158 shares of the financial services provider's stock worth $44,000 after purchasing an additional 157 shares during the last quarter. Cassaday & Co Wealth Management LLC purchased a new stake in AON during the first quarter worth approximately $61,000. Ashurst Perkins Coie Trust Co purchased a new stake in AON during the third quarter worth approximately $60,000. Finally, Elevation Wealth Partners LLC boosted its holdings in AON by 35.6% in the second quarter. Elevation Wealth Partners LLC now owns 221 shares of the financial services provider's stock valued at $73,000 after purchasing an additional 58 shares in the last quarter. 86.14% of the stock is owned by hedge funds and other institutional investors.

AON Trading Up 1.5%

AON opened at $338.28 on Friday. The company has a quick ratio of 4.72, a current ratio of 4.72 and a debt-to-equity ratio of 2.58. Aon plc has a 52 week low of $266.33 and a 52 week high of $382.34. The business's 50 day moving average is $300.84 and its two-hundred day moving average is $325.95. The firm has a market cap of $71.77 billion, a price-to-earnings ratio of 18.53, a price-to-earnings-growth ratio of 1.76 and a beta of 0.63.

AON (NYSE:AON - Get Free Report) last posted its quarterly earnings data on Wednesday, October 28th. The financial services provider reported $3.36 earnings per share for the quarter, beating the consensus estimate of $3.30 by $0.06. The business had revenue of $4.10 billion during the quarter, compared to the consensus estimate of $4.08 billion. AON had a return on equity of 40.46% and a net margin of 22.24%. The company's revenue was up 2.6% compared to the same quarter last year. During the same period in the prior year, the company earned $3.05 earnings per share. On average, research analysts predict that Aon plc will post 18.44 EPS for the current year.

AON Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, November 13th. Investors of record on Monday, November 2nd were paid a dividend of $0.82 per share. The ex-dividend date was Monday, November 2nd. This represents a $3.28 dividend on an annualized basis and a yield of 1.0%. AON's dividend payout ratio is currently 17.96%.

Insiders Place Their Bets

In other AON news, Director Lester Knight acquired 20,000 shares of the stock in a transaction 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 transaction, the director owned 163,000 shares of the company's stock, valued at approximately $53,379,240. This trade represents a 13.99% increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. 1.00% of the stock is currently owned by corporate insiders.

Key Stories Impacting AON

These are some of the AON stories that stood out recently:

• Positive Sentiment: Mizuho raised its price target to $373 from $363 and maintained an “outperform” rating, implying about 10.3% upside from the cited $338.28 price. Mizuho stock recommendations
• Neutral Sentiment: Aon reported that disaster losses reached $91 billion amid more billion-dollar events. Greater catastrophe exposure could increase demand for risk and insurance services, but the report’s direct effect on Aon was not specified. Disaster losses hit $91 billion
• Negative Sentiment: Zacks Research lowered EPS forecasts across several periods, including FY2026 to $18.27 from $18.85 and FY2027 to $19.81 from $20.05, and reiterated its “Strong Sell” rating. These estimate reductions may weigh on sentiment, although the FY2026 revision is slightly below the cited consensus estimate of $18.49.

Analysts Set New Price Targets

Several brokerages have commented on AON. BMO Capital Markets upgraded shares of AON from a "market perform" rating to an "outperform" rating and increased their price target for the company from $319.00 to $380.00 in a research note on Tuesday, November 3rd. Citigroup assumed coverage on shares of AON in a report on Monday, September 21st. They set a "buy" rating and a $435.00 price objective on the stock. UBS Group reduced their price objective on shares of AON from $387.00 to $356.00 and set a "neutral" rating for the company in a research report on Monday, November 2nd. Jefferies Financial Group lowered their target price on shares of AON from $387.00 to $383.00 and set a "buy" rating for the company in a report on Wednesday, September 30th. Finally, JPMorgan Chase & Co. dropped their target price on shares of AON from $412.00 to $362.00 and set an "overweight" rating on the stock in a research report on Thursday, October 1st. Thirteen research analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have issued a Sell rating to the company's stock. According to data from MarketBeat, the stock currently has an average rating of "Hold" and a consensus target price of $374.00.

AON Profile

Aon plc is a global professional services firm that helps organizations manage risk and make decisions about their people and finances. Its services include insurance brokerage, risk consulting, reinsurance solutions, employee benefits consulting and retirement and investment advisory services. The company serves businesses and institutions across a broad range of industries and geographies. Aon was formed in 1982 as Ryan Insurance Group and adopted the Aon name in 1987. It is headquartered in Dublin, Ireland, and operates internationally.

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