Aon plc $AON Stock Sold by Obermeyer Wealth Partners

Key Points

• Obermeyer Wealth Partners cut its Aon stake by 94.4% in the third quarter, selling 92,534 shares and retaining 5,500 shares valued at approximately $1.52 million.
• Institutional investor activity was mixed: several funds, including Diversify Advisory Services and Manulife, significantly increased their holdings, while hedge funds and other institutions collectively own 86.14% of Aon.
• Aon has a “Moderate Buy” consensus rating with a $367.59 average price target, but analysts remain divided. The stock recently traded at $294.46, while near-term sentiment is tempered by concerns that the company may not deliver an earnings beat.

Obermeyer Wealth Partners trimmed its stake in Aon plc (NYSE:AON - Free Report) by 94.4% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,500 shares of the financial services provider's stock after selling 92,534 shares during the quarter. Obermeyer Wealth Partners' holdings in AON were worth $1,522,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Diversify Advisory Services LLC lifted its holdings in AON by 5,225.7% in the 3rd quarter. Diversify Advisory Services LLC now owns 194,070 shares of the financial services provider's stock valued at $53,713,000 after purchasing an additional 190,426 shares in the last quarter. CYBER HORNET ETFs LLC boosted 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 last quarter. The Manufacturers Life Insurance Company boosted 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 last quarter. Salem Investment Counselors Inc. boosted 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 last quarter. Finally, Wellington Management Group LLP grew its holdings in shares of AON by 16.4% during the second quarter. Wellington Management Group LLP now owns 106,370 shares of the financial services provider's stock worth $35,282,000 after buying an additional 14,996 shares in the last quarter. 86.14% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting AON

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

Analyst Ratings Changes

AON has been the topic of several recent analyst reports. Deutsche Bank Aktiengesellschaft reissued a "hold" rating on shares of AON in a research note on Tuesday, September 1st. UBS Group restated a "neutral" rating on shares of AON in a research report on Monday, August 31st. Citigroup assumed coverage on shares of AON in a research note on Monday, September 21st. They issued a "buy" rating and a $435.00 target price for the company. Wolfe Research downgraded AON from a "hold" rating to a "strong sell" rating in a report on Friday, September 11th. Finally, BMO Capital Markets cut their price target on AON from $360.00 to $286.00 and set a "market perform" rating for the company in a report on Thursday, October 1st. Twelve investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company's stock. According to data from MarketBeat, AON currently has an average rating of "Moderate Buy" and a consensus price target of $367.59.

Insider Transactions at AON

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

AON Stock Performance

NYSE:AON opened at $294.46 on Thursday. The company has a market cap of $62.46 billion, a P/E ratio of 16.23, a P/E/G ratio of 1.55 and a beta of 0.70. The firm's 50 day moving average is $307.21 and its two-hundred day moving average is $325.51. Aon plc has a fifty-two week low of $266.33 and a fifty-two week 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.

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

AON Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Shareholders of record on Monday, November 2nd will be given 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 payout ratio is 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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