Aon plc $AON Stock Position Lifted by Sowell Financial Services LLC

Key Points

• Sowell Financial Services increased its Aon stake by 12,855.3% in the third quarter, ending with 141,861 shares valued at approximately $39.3 million. Institutional investors collectively own 86.14% of Aon.
• Aon exceeded third-quarter expectations with adjusted EPS of $3.36 and revenue of $4.10 billion, supported by 6% organic revenue growth and a 70-basis-point margin expansion.
• Analysts maintain a consensus “Hold” rating with an average price target of $367.59, while investors weigh the potential $395 million in USI acquisition synergies against higher leverage and softer insurance-market conditions.

Sowell Financial Services LLC boosted its position in shares of Aon plc (NYSE:AON - Free Report) by 12,855.3% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 141,861 shares of the financial services provider's stock after buying an additional 140,766 shares during the quarter. AON makes up approximately 1.2% of Sowell Financial Services LLC's holdings, making the stock its 11th largest holding. Sowell Financial Services LLC owned about 0.07% of AON worth $39,263,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. MassMutual Private Wealth & Trust FSB raised its position in shares of AON by 5.3% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 650 shares of the financial services provider's stock worth $216,000 after acquiring an additional 33 shares during the last quarter. Aspen Grove Capital LLC lifted its stake in shares of AON by 4.8% during the first quarter. Aspen Grove Capital LLC now owns 737 shares of the financial services provider's stock valued at $238,000 after acquiring an additional 34 shares during the period. Novem Group lifted its stake in shares of AON by 1.0% during the third quarter. Novem Group now owns 3,460 shares of the financial services provider's stock valued at $958,000 after acquiring an additional 35 shares during the period. KCM Investment Advisors LLC boosted its holdings in AON by 6.2% in 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 last quarter. Finally, RDA Financial Network boosted its holdings in AON by 2.9% in 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 last quarter. 86.14% of the stock is currently owned by institutional investors.

Insider Buying and Selling at AON

In related news, Director Lester Knight acquired 20,000 shares of the company's stock in a transaction dated 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 completion of the transaction, 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 ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through the SEC website. 1.00% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on AON. Weiss Ratings downgraded shares of AON from a "hold (c+)" rating to a "hold (c)" rating in a research note on Thursday, September 17th. Barclays decreased their price objective on AON from $382.00 to $317.00 and set an "equal weight" rating for the company in a research report on Wednesday, October 7th. Deutsche Bank Aktiengesellschaft reiterated a "hold" rating on shares of AON in a report on Tuesday, September 1st. Roth Capital set a $380.00 price target on AON and gave the company a "buy" rating in a research note on Tuesday, September 1st. Finally, Morgan Stanley cut their price target on AON from $410.00 to $350.00 and set an "overweight" rating on the stock in a report on Tuesday, October 6th. Twelve investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average target price of $367.59.

AON News Summary

Here are the key news stories impacting AON this week:

• Positive Sentiment: Quarterly results exceeded expectations. Aon reported adjusted EPS of $3.36, above the roughly $3.30 consensus, while revenue reached $4.10 billion versus expectations of approximately $4.08 billion. EPS increased from $3.05 a year earlier. Aon Reports Third-Quarter 2026 Results
• Positive Sentiment: Organic growth and margins strengthened. Total revenue rose 3%, organic revenue grew 6%, and adjusted margins expanded by 70 basis points. Management reaffirmed its 2026 outlook, supporting investor confidence in execution. Aon Q3 Earnings Beat Estimates
• Positive Sentiment: Demand remained healthy in key businesses. Commercial risk and reinsurance activity supported results, with Reinsurance Solutions revenue increasing 7% to $572 million. Aon’s Reinsurance Solutions Delivers 7% Revenue Growth
• Positive Sentiment: The USI acquisition could provide significant cost benefits. Aon expects the transaction to close in the fourth quarter of 2026 and projects $395 million in EBITDA run-rate synergies, offering a potential boost to earnings and cash flow. Aon Expects USI Deal to Close
• Neutral Sentiment: Chief Executive Greg Case said Aon is expanding beyond traditional insurance broking by connecting risk with capital and using alternative capital to broaden the insurance market. The strategy may create long-term growth opportunities, but its near-term financial impact is uncertain. Aon CEO on Connecting Risk With Capital
• Negative Sentiment: Leverage is a key risk ahead of the USI closing. Reports said Aon’s debt has nearly doubled as it prepares for the acquisition, raising concerns about integration, financing costs and balance-sheet flexibility. Aon’s Debt Nearly Doubles
• Negative Sentiment: Some analysts cited a softer insurance market and reduced pricing power, while Zacks Research reportedly downgraded AON from “hold” to “strong sell,” creating a counterweight to the earnings optimism. Aon Strong Q3 but Softer Insurance Market

AON Stock Up 4.3%

Shares of AON stock opened at $315.38 on Thursday. The company has a current ratio of 1.54, a quick ratio of 1.54 and a debt-to-equity ratio of 1.34. Aon plc has a 1 year low of $266.33 and a 1 year high of $382.34. The firm's fifty day moving average price is $303.31 and its two-hundred day moving average price is $326.37. The firm has a market capitalization of $66.90 billion, a P/E ratio of 17.39, a PEG ratio of 1.59 and a beta of 0.70.

AON (NYSE:AON - Get Free Report) last released 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 business had revenue of $4.10 billion during the quarter, compared to analysts' expectations of $4.08 billion. AON had a net margin of 22.27% and a return on equity of 42.13%. The firm's revenue was up 2.6% on a year-over-year basis. During the same period last year, the business earned $3.05 earnings per share. On average, equities analysts predict that Aon plc will post 18.73 EPS for the current fiscal year.

AON Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Shareholders of record on Monday, November 2nd will be issued a $0.82 dividend. This represents a $3.28 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Monday, November 2nd. AON's payout ratio is currently 18.08%.

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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