Aon plc $AON Stock Holdings Boosted by Diversify Advisory Services LLC

Key Points

• Diversify Advisory Services increased its Aon stake by 5,225.7% in the third quarter, bringing its holdings to 194,070 shares valued at about $53.7 million. Institutional investors collectively own 86.14% of Aon.
• Aon reported quarterly EPS of $3.81, slightly ahead of consensus, while revenue rose 2.2% year over year to $4.25 billion. The company also declared a quarterly dividend of $0.82 per share, implying a 1.1% yield.
• Market sentiment remains mixed: analysts maintain a “Moderate Buy” consensus with an average $367.59 price target, but concerns over the USI acquisition, easing insurance rates and a Morgan Stanley target cut to $350 continue to weigh on the stock.

Diversify Advisory Services LLC lifted its position in shares of Aon plc (NYSE:AON - Free Report) by 5,225.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 194,070 shares of the financial services provider's stock after purchasing an additional 190,426 shares during the period. AON accounts for approximately 0.8% of Diversify Advisory Services LLC's portfolio, making the stock its 24th largest position. Diversify Advisory Services LLC owned 0.09% of AON worth $53,713,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. SJS Investment Consulting Inc. increased its holdings in AON by 258.3% during the 1st quarter. SJS Investment Consulting Inc. now owns 129 shares of the financial services provider's stock valued at $42,000 after purchasing an additional 93 shares during the period. Downshift Financial LLC lifted its holdings in AON by 15,700.0% in the 3rd quarter. Downshift Financial LLC now owns 158 shares of the financial services provider's stock worth $44,000 after buying an additional 157 shares during the period. Cassaday & Co Wealth Management LLC purchased a new stake in AON in the 1st quarter worth approximately $61,000. Ashurst Perkins Coie Trust Co bought a new stake in shares of AON in the 3rd quarter worth approximately $60,000. Finally, Elevation Wealth Partners LLC grew its position in shares of AON by 35.6% in the 2nd quarter. Elevation Wealth Partners LLC now owns 221 shares of the financial services provider's stock worth $73,000 after buying an additional 58 shares during the last quarter. 86.14% of the stock is owned by institutional investors.

Insider Activity at AON

In other AON news, Director Lester B. Knight purchased 20,000 shares of the firm's 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 completion of the transaction, the director owned 163,000 shares of the company's stock, valued at approximately $53,379,240. The trade was a 13.99% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, General Counsel Darren Zeidel sold 1,900 shares of the stock in a transaction that occurred on Tuesday, July 28th. The stock was 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 owned 11,504 shares in the company, valued at $4,345,751.04. The trade was a 14.17% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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: 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

AON Stock Up 2.5%

Shares of AON stock 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 company has a quick ratio of 1.54, a current ratio of 1.54 and a debt-to-equity ratio of 1.34. The company's 50 day moving average is $308.36 and its 200 day moving average is $325.71. The company has a market cap of $62.99 billion, a price-to-earnings ratio of 16.37, a price-to-earnings-growth ratio of 1.52 and a beta of 0.70.

AON (NYSE:AON - Get Free Report) last posted 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 return on equity of 42.13% and a net margin of 22.27%. The company had revenue of $4.25 billion during the quarter, compared to analysts' expectations of $4.28 billion. During the same quarter in the prior year, the business earned $3.49 earnings per share. AON's revenue for the quarter was up 2.2% compared to the same quarter last year. Research analysts anticipate that Aon plc will post 18.73 EPS for the current year.

AON Announces Dividend

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

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. Roth Capital set a $380.00 price objective on shares of AON and gave the company a "buy" rating in a research report on Tuesday, September 1st. Mizuho dropped their target price on shares of AON from $366.00 to $324.00 and set an "outperform" rating for the company in a research report on Wednesday, October 7th. Wells Fargo & Company dropped their target price on shares of AON from $383.00 to $323.00 and set an "overweight" rating for the company in a research report on Monday, October 12th. The Goldman Sachs Group lifted their target price on shares of AON from $375.00 to $401.00 and gave the company a "buy" rating in a research note on Friday, July 31st. Finally, Piper Sandler reduced their price target on shares of AON from $391.00 to $349.00 and set a "neutral" rating on the stock in a research report on Tuesday, September 1st. Twelve equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, AON has an average rating of "Moderate Buy" and an average target price of $367.59.

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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