Aon plc $AON Stock Purchased by Albion Financial Group UT

Key Points

• Albion Financial Group UT significantly increased its Aon stake by purchasing 174,306 additional shares in the third quarter, bringing its holdings to 174,336 shares worth approximately $48.3 million. Institutional investors collectively own 86.14% of Aon.
• Analyst sentiment remains generally favorable, with a consensus rating of “Moderate Buy” and an average price target of $367.59, although several firms recently lowered their targets. Aon’s stock opened at $294.46, below both its 50-day and 200-day moving averages.
• Aon reported quarterly EPS of $3.81, narrowly exceeding estimates, while revenue rose 2.2% year over year to $4.25 billion. The company declared a quarterly dividend of $0.82 per share, equivalent to a 1.1% annual yield.

Albion Financial Group UT boosted its position in Aon plc (NYSE:AON - Free Report) by 581,020.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 174,336 shares of the financial services provider's stock after purchasing an additional 174,306 shares during the period. AON comprises approximately 2.7% of Albion Financial Group UT's holdings, making the stock its 8th largest position. Albion Financial Group UT owned about 0.08% of AON worth $48,251,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in the business. Diversify Advisory Services LLC lifted its holdings in AON by 5,225.7% in the third quarter. Diversify Advisory Services LLC now owns 194,070 shares of the financial services provider's stock valued at $53,713,000 after acquiring an additional 190,426 shares during the period. CYBER HORNET ETFs LLC grew its stake in shares of AON by 4,903.4% during the 2nd quarter. CYBER HORNET ETFs LLC now owns 29,470 shares of the financial services provider's stock worth $9,775,000 after purchasing an additional 28,881 shares during the period. The Manufacturers Life Insurance Company grew its stake in shares of AON by 136.1% during the 1st quarter. The Manufacturers Life Insurance Company now owns 547,850 shares of the financial services provider's stock worth $176,835,000 after purchasing an additional 315,817 shares during the period. Salem Investment Counselors Inc. grew its stake in shares of AON by 638.1% during the 3rd quarter. Salem Investment Counselors Inc. now owns 5,639 shares of the financial services provider's stock worth $1,561,000 after purchasing an additional 4,875 shares during the period. Finally, Wellington Management Group LLP increased its holdings in shares of AON by 16.4% in the 2nd quarter. Wellington Management Group LLP now owns 106,370 shares of the financial services provider's stock valued at $35,282,000 after purchasing an additional 14,996 shares in the last quarter. Hedge funds and other institutional investors own 86.14% of the company's stock.

Insiders Place Their Bets

In related news, Director Lester Knight acquired 20,000 shares of AON stock in a transaction dated 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 directly owned 163,000 shares of the company's stock, valued at $53,379,240. The trade was a 13.99% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, General Counsel Darren Zeidel sold 1,900 shares of the stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $377.76, for a total value of $717,744.00. Following the sale, the general counsel directly owned 11,504 shares in the company, valued at approximately $4,345,751.04. The trade was a 14.17% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 1.00% of the company's stock.

Analyst Ratings Changes

AON has been the subject of several recent analyst reports. Evercore reduced their price objective on shares of AON from $423.00 to $375.00 in a research note on Thursday, October 8th. Bank of America boosted their price objective on shares of AON from $298.00 to $327.00 and gave the stock an "underperform" rating in a report on Wednesday, July 15th. BMO Capital Markets lowered their target price on shares of AON from $360.00 to $286.00 and set a "market perform" rating on the stock in a research report on Thursday, October 1st. Weiss Ratings cut shares of AON from a "hold (c+)" rating to a "hold (c)" rating in a report on Thursday, September 17th. Finally, TD Cowen lifted their price target on shares of AON from $416.00 to $420.00 and gave the company a "buy" rating in a research report on Monday, September 14th. Twelve equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $367.59.

More AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon expects UK pension risk-transfer activity to rebound after a subdued start to 2026. A recovery in pension-risk settlements could support consulting, broking and transaction-related revenue. UK pension risk settlement activity to rebound after subdued start to 2026: Aon
• Positive Sentiment: Zacks raised its third-quarter EPS estimate for Aon to $3.38, providing a modestly favorable signal ahead of the earnings release. Longer-range Zacks projections call for $20.05 in fiscal 2027 EPS and $22.33 in fiscal 2028 EPS, above the current-year consensus of $18.73. Zacks lifts Aon plc stock estimate to USD 3.38 for third quarter
• Neutral Sentiment: Analysts’ published forecasts span $3.50 to $6.89 in quarterly EPS for fiscal 2027 and $3.89 to $7.63 for fiscal 2028, indicating expectations for continued earnings growth but also significant seasonal variation. Aon analyst earnings estimates
• Neutral Sentiment: Aon highlighted greater flexibility and efficiency in facultative reinsurance, reinforcing the product’s role in clients’ risk-transfer strategies. The update supports Aon’s industry positioning but does not provide a specific financial outlook. Aon facultative reinsurance update
• Negative Sentiment: Zacks said Aon does not have the necessary combination of factors for a likely earnings beat in its upcoming report. That raises the risk of a disappointing earnings surprise and is the clearest near-term pressure on the stock. Aon earnings expected to grow: Should you buy?
• Negative Sentiment: Aon warned that insurers’ traditional “cash cows” are coming under pressure, while its reinsurance team urged reinsurers to accept more risk. The comments point to a challenging market environment and could weigh on expectations for industry profitability. Aon warns insurers’ former cash cows are under pressure

AON Price Performance

AON stock opened at $294.46 on Thursday. The firm has a market capitalization of $62.46 billion, a PE ratio of 16.23, a P/E/G ratio of 1.55 and a beta of 0.70. Aon plc has a 52 week low of $266.33 and a 52 week high of $382.34. The firm's 50-day simple moving average is $307.21 and its 200 day simple moving average is $325.51. The company has a quick ratio of 1.54, a current ratio of 1.54 and a debt-to-equity ratio of 1.34.

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

AON Announces Dividend

The business 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 $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Monday, November 2nd. AON's payout ratio is 18.08%.

About AON

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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