Aon plc $AON Stock Acquired by Almanack Investment Partners LLC.

Key Points

• Almanack Investment Partners increased its Aon stake by 373.1% in the third quarter, adding 7,731 shares to hold 9,803 shares valued at about $2.7 million.
• Institutional investors and hedge funds collectively owned 86.14% of Aon’s stock. Analyst opinions were mixed, with a consensus rating of “Hold” and an average price target of $369.12.
• Aon beat quarterly earnings expectations, reporting $3.36 per share versus a $3.30 estimate, while revenue rose 2.6% year over year to $4.10 billion. The company also declared a quarterly dividend of $0.82 per share.

Almanack Investment Partners LLC. increased its stake in Aon plc (NYSE:AON - Free Report) by 373.1% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,803 shares of the financial services provider's stock after purchasing an additional 7,731 shares during the quarter. Almanack Investment Partners LLC.'s holdings in AON were worth $2,713,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. MassMutual Private Wealth & Trust FSB lifted its position in shares of AON by 5.3% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 650 shares of the financial services provider's stock valued at $216,000 after acquiring an additional 33 shares during the period. Aspen Grove Capital LLC raised its holdings in AON by 4.8% during the first quarter. Aspen Grove Capital LLC now owns 737 shares of the financial services provider's stock worth $238,000 after purchasing an additional 34 shares during the last quarter. Novem Group raised its holdings in AON by 1.0% during the third quarter. Novem Group now owns 3,460 shares of the financial services provider's stock worth $958,000 after purchasing an additional 35 shares during the last quarter. KCM Investment Advisors LLC boosted its position in AON by 6.2% during the first quarter. KCM Investment Advisors LLC now owns 651 shares of the financial services provider's stock worth $210,000 after purchasing an additional 38 shares in the last quarter. Finally, RDA Financial Network boosted its position in AON by 2.9% during the second quarter. RDA Financial Network now owns 1,451 shares of the financial services provider's stock worth $481,000 after purchasing an additional 41 shares in the last quarter. Institutional investors and hedge funds own 86.14% of the company's stock.

Analyst Ratings Changes

A number of brokerages have recently weighed in on AON. Weiss Ratings cut AON from a "hold (c+)" rating to a "hold (c)" rating in a research report on Thursday, September 17th. Keefe, Bruyette & Woods decreased their price objective on shares of AON from $417.00 to $342.00 and set an "outperform" rating on the stock in a research report on Monday, October 12th. JPMorgan Chase & Co. decreased their price objective 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. Roth Capital set a $380.00 price objective on shares of AON and gave the company a "buy" rating in a research note on Tuesday, September 1st. Finally, Jefferies Financial Group dropped 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. Thirteen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have given a Sell rating to the company's stock. Based on data from MarketBeat.com, the company has an average rating of "Hold" and a consensus price target of $369.12.

AON Stock Down 0.1%

AON opened at $334.57 on Monday. The firm has a market cap of $70.98 billion, a P/E ratio of 18.32, a PEG ratio of 1.76 and a beta of 0.63. The business's fifty day simple moving average is $300.47 and its 200 day simple moving average is $325.93. Aon plc has a 52 week low of $266.33 and a 52 week high of $382.34. 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 (NYSE:AON - Get Free Report) last announced its earnings results 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 firm had revenue of $4.10 billion during the quarter, compared to the consensus estimate of $4.08 billion. AON had a net margin of 22.24% and a return on equity of 40.46%. The firm's revenue for the quarter was up 2.6% on a year-over-year basis. During the same quarter in the previous year, the company posted $3.05 EPS. As a group, equities research analysts anticipate that Aon plc will post 18.47 EPS for the current fiscal year.

AON Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Monday, November 2nd will be issued a dividend of $0.82 per share. 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 payout ratio is 17.96%.

Insider Buying and Selling at AON

In other news, Director Lester Knight acquired 20,000 shares of the business's stock in a transaction dated 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 completion of the transaction, the director directly owned 163,000 shares in the company, valued at approximately $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. 1.00% of the stock is currently owned by corporate insiders.

Key AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon and funds managed by Blackstone are launching Cortina, a Lloyd’s syndicate intended to provide dedicated, multi-year reinsurance capacity. The venture could broaden capital available to clients, and participating Aon clients may receive a dividend. Cortina is expected to start underwriting on January 1, 2027, subject to final approvals, with QBE as managing agent. Article
• Positive Sentiment: Aon is expanding its Lloyd’s-backed follow-form client treaty facility to cover 35% for 2027, up from 28.5%, and adding facultative capacity for Canadian insurers. The move may strengthen Aon’s reinsurance offering and client relationships, though the expanded capacity is forward-looking. Article
• Positive Sentiment: BMO Capital Markets upgraded its rating on AON, a supportive analyst signal. The linked report does not provide the revised rating or price target. Article
• Neutral Sentiment: An Aon report forecasts India’s medical-cost growth will slow to 10.1% in 2027. This may be useful to clients, but the report’s outlook alone has no clear, direct near-term earnings implication for Aon. Article
• Negative Sentiment: Dowling & Partners lowered its 2026 earnings-per-share estimate to $18.50 from $18.70. The reduction is modest and close to the cited consensus estimate of $18.47, but may weigh on sentiment. Article

AON Company 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.

Greg Case has served as Aon's chief executive officer since 2005.

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