Aon plc $AON Stock Acquired by Revisor Wealth Management LLC

Key Points

• Revisor Wealth Management increased its Aon holdings by 1,093.5% in the third quarter, purchasing 11,657 additional shares worth approximately $3.52 million. Institutional investors collectively own 86.14% of AON.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $367.59, although several brokerages recently lowered their targets. AON shares opened at $296.95, within a 12-month range of $266.33 to $382.34.
• Aon slightly exceeded quarterly EPS expectations, reporting $3.81 versus the $3.80 estimate, while revenue rose 2.2% year over year to $4.25 billion. The company also declared a quarterly dividend of $0.82 per share, representing a 1.1% annualized yield.

Revisor Wealth Management LLC raised its holdings in Aon plc (NYSE:AON - Free Report) by 1,093.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,723 shares of the financial services provider's stock after purchasing an additional 11,657 shares during the quarter. AON accounts for 0.9% of Revisor Wealth Management LLC's investment portfolio, making the stock its 21st largest position. Revisor Wealth Management LLC's holdings in AON were worth $3,521,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Ninety One UK Ltd raised its stake in shares of AON by 419.8% during the 3rd quarter. Ninety One UK Ltd now owns 836,932 shares of the financial services provider's stock worth $231,638,000 after purchasing an additional 675,919 shares during the period. Arrowstreet Capital Limited Partnership boosted 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 worth $257,391,000 after buying an additional 340,866 shares during the last quarter. The Manufacturers Life Insurance Company grew its position in AON by 136.1% during the first quarter. The Manufacturers Life Insurance Company now owns 547,850 shares of the financial services provider's stock valued at $176,835,000 after buying an additional 315,817 shares during the period. Amundi grew its position in AON by 23.5% during the first quarter. Amundi now owns 1,502,890 shares of the financial services provider's stock valued at $485,103,000 after buying an additional 285,549 shares during the period. Finally, Sumitomo Mitsui DS Asset Management Company Ltd increased its holdings in AON by 955.5% during the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 305,099 shares of the financial services provider's stock worth $84,442,000 after buying an additional 276,194 shares during the last quarter. 86.14% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several brokerages have commented on AON. TD Cowen lifted their price objective on shares of AON from $416.00 to $420.00 and gave the stock a "buy" rating in a research report on Monday, September 14th. Mizuho dropped their target price 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. Keefe, Bruyette & Woods reduced their target price on shares of AON from $417.00 to $342.00 and set an "outperform" rating for the company in a research report on Monday, October 12th. JPMorgan Chase & Co. decreased their price target on shares of AON from $412.00 to $362.00 and set an "overweight" rating for the company in a research note on Thursday, October 1st. Finally, UBS Group reaffirmed a "neutral" rating on shares of AON in a report on Monday, August 31st. Twelve investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company's stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $367.59.

AON Trading Up 2.5%

Shares of AON opened at $296.95 on Wednesday. Aon plc has a twelve month low of $266.33 and a twelve month high of $382.34. The stock has a market cap of $62.99 billion, a PE ratio of 16.37, a P/E/G ratio of 1.52 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. The business's 50-day moving average price is $308.36 and its 200-day moving average price is $325.71.

AON (NYSE:AON - Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $3.81 EPS for the quarter, beating analysts' consensus estimates of $3.80 by $0.01. AON had a net margin of 22.27% and a return on equity of 42.13%. The company had revenue of $4.25 billion during the quarter, compared to analyst estimates of $4.28 billion. During the same period last year, the business earned $3.49 earnings per share. AON's revenue was up 2.2% compared to the same quarter last year. On average, equities analysts forecast that Aon plc will post 18.73 EPS for the current fiscal year.

AON Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Monday, November 2nd will be issued a dividend of $0.82 per share. This represents a $3.28 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Monday, November 2nd. AON's dividend payout ratio is 18.08%.

More AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Zacks Research projects Aon earnings of $20.05 per share in 2027 and $22.33 per share in 2028, compared with the current-year consensus of $18.73. The forecasts suggest continued earnings growth and may support the stock’s recent strength. Zacks Research earnings estimates
• Positive Sentiment: Aon said improving conditions in Canada’s property-and-casualty insurance market could create more favorable conditions for business decision-makers entering 2027, potentially supporting client activity and brokerage opportunities. Strong Canadian Property and Casualty Market Creates More Favourable Conditions for Business Decision Makers Entering 2027
• Neutral Sentiment: Aon highlighted that Canadian insurance rates are easing, while elevated U.S. litigation risks remain a challenge. Lower rates may benefit customers but could limit pricing-related revenue growth for brokers. Canadian businesses see insurance rates ease, but US litigation risks remain a problem
• Neutral Sentiment: Aon executives said reinsurers need to accept more risk, while the company’s industry outlook warned that traditional insurance “cash cows” are coming under pressure. The comments point to changing market conditions but do not represent a direct earnings revision. Aon's De Bosini: Reinsurers need to lean towards risk
• Negative Sentiment: Investor scrutiny of the price tag for Aon’s USI deal continues to pressure the shares, raising concerns about acquisition returns, integration execution and leverage. Aon plc Underperforms Amid Scrutiny Over USI Deal Price Tag
• Negative Sentiment: Morgan Stanley lowered its price target for Aon to $350, a cautious signal even though the target remains above the recent trading level. Morgan Stanley cuts target to $350

Insider Activity at AON

In other news, Director Lester Knight bought 20,000 shares of the stock in a transaction on Wednesday, September 2nd. The shares were acquired at an average cost of $327.48 per share, for a total transaction of $6,549,600.00. Following the purchase, the director directly owned 163,000 shares of the company's stock, valued at $53,379,240. This trade represents a 13.99% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, General Counsel Darren Zeidel sold 1,900 shares of the firm's stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $377.76, for a total transaction of $717,744.00. Following the completion of the transaction, the general counsel directly owned 11,504 shares of the company's stock, valued at approximately $4,345,751.04. The trade was a 14.17% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.00% of the company's stock.

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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