Aon plc $AON Stock Acquired by Inscription Capital LLC

Key Points

• Inscription Capital increased its Aon stake by 648.6% in the third quarter, adding 3,924 shares to hold 4,529 shares valued at about $1.25 million.
• Aon’s latest quarterly results topped expectations: EPS was $3.36 versus a $3.30 estimate, and revenue of $4.10 billion rose 2.6% year over year.
• Analyst opinions were mixed, with the stock carrying a consensus “Hold” rating and an average price target of $369.12; Aon also expanded its 2027 client treaty and launched a pandemic reinsurance solution with Munich Re.

Inscription Capital LLC lifted its holdings in shares of Aon plc (NYSE:AON - Free Report) by 648.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,529 shares of the financial services provider's stock after buying an additional 3,924 shares during the period. Inscription Capital LLC's holdings in AON were worth $1,253,000 at the end of the most recent reporting period.

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

AON News Roundup

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon renewed its Aon Client Treaty for 2027, raising co-insurance on eligible business from 28.5% to 35%. The expansion also applies the 1.5% client dividend to a larger share of eligible placements and adds facultative capacity. It strengthens Aon’s offering to clients, though the announcement did not quantify its earnings impact. Aon Client Treaty expands to 35% co-insurance for 2027
• Positive Sentiment: Aon and Munich Re launched a pandemic reinsurance solution for insurers in Indonesia and the Philippines, potentially creating a new offering in markets with coverage gaps. Aon and Munich Re launch pandemic reinsurance solution
• Neutral Sentiment: Analyst views were mixed: BMO Capital Markets upgraded AON, while UBS cut its price target; Cantor Fitzgerald and Wells Fargo coverage headlines also pointed to expected upside. BMO upgrades AON UBS cuts AON price target
• Negative Sentiment: Dowling & Partners lowered its 2026 EPS estimate to $18.50 from $18.70, although that remains close to the $18.49 consensus estimate. AON analyst estimate update

Analysts Set New Price Targets

A number of research analysts recently commented on the company. Roth Capital set a $380.00 price target on AON and gave the stock a "buy" rating in a report on Tuesday, September 1st. Bank of America upped their target price on shares of AON from $298.00 to $327.00 and gave the stock an "underperform" rating in a research report on Wednesday, July 15th. Raymond James Financial raised shares of AON from an "underperform" rating to a "market perform" rating in a research note on Monday. Cantor Fitzgerald lifted their price target on shares of AON from $400.00 to $410.00 and gave the company an "overweight" rating in a report on Monday. Finally, Piper Sandler decreased their price target on shares of AON from $391.00 to $349.00 and set a "neutral" rating on the stock in a research note on Tuesday, September 1st. Thirteen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have given a Sell rating to the company's stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Hold" and an average target price of $369.12.

Insider Buying and Selling

In other news, Director Lester Knight purchased 20,000 shares of the firm's stock in a transaction on Wednesday, September 2nd. The shares were bought at an average cost of $327.48 per share, for a total transaction of $6,549,600.00. Following the completion of the purchase, the director directly owned 163,000 shares of the company's stock, valued at approximately $53,379,240. This trade represents a 13.99% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Corporate insiders own 1.00% of the company's stock.

AON Stock Down 0.1%

AON stock opened at $344.43 on Friday. Aon plc has a 52 week low of $266.33 and a 52 week high of $382.34. The stock has a market capitalization of $73.07 billion, a PE ratio of 18.63, a price-to-earnings-growth ratio of 1.82 and a beta of 0.63. The company has a quick ratio of 4.72, a current ratio of 4.72 and a debt-to-equity ratio of 2.58. The firm has a 50 day moving average of $300.76 and a 200 day moving average of $325.95.

AON (NYSE:AON - Get Free Report) last issued its quarterly earnings data on Wednesday, October 28th. The financial services provider reported $3.36 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.30 by $0.06. AON had a return on equity of 40.46% and a net margin of 22.24%. The business had revenue of $4.10 billion during the quarter, compared to analysts' expectations of $4.08 billion. During the same quarter in the previous year, the firm posted $3.05 EPS. The company's revenue for the quarter was up 2.6% on a year-over-year basis. Sell-side analysts forecast that Aon plc will post 18.47 earnings per share for the current year.

AON Dividend Announcement

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 given a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Monday, November 2nd. AON's payout ratio is presently 17.96%.

AON 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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