Factory Mutual Insurance Co. Sells 18,300 Shares of Aon plc $AON

Key Points

• Factory Mutual Insurance Co. cut its Aon stake by 35.9%, selling 18,300 shares and now holds 32,700 shares worth about $11.539 million, per its 13F filing.
• Insider activity was mixed: Director Lester B. Knight bought 4,000 shares at $319.24 (increasing his stake to 143,000), while General Counsel Darren Zeidel sold 5,040 shares at $325.79.
• Aon's board approved a 10% quarterly dividend increase to $0.82 per Class A share, and analysts hold a consensus "Moderate Buy" rating with a $402 price target.

Factory Mutual Insurance Co. cut its holdings in Aon plc (NYSE:AON - Free Report) by 35.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 32,700 shares of the financial services provider's stock after selling 18,300 shares during the quarter. Factory Mutual Insurance Co.'s holdings in AON were worth $11,539,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently modified their holdings of AON. Dodge & Cox bought a new stake in shares of AON in the third quarter worth about $1,235,437,000. Viking Global Investors LP bought a new stake in shares of AON in the third quarter worth about $504,424,000. Balyasny Asset Management L.P. lifted its holdings in AON by 40,219.8% in the third quarter. Balyasny Asset Management L.P. now owns 846,715 shares of the financial services provider's stock worth $301,922,000 after buying an additional 844,615 shares during the period. Independent Franchise Partners LLP lifted its holdings in AON by 41.6% in the third quarter. Independent Franchise Partners LLP now owns 2,096,486 shares of the financial services provider's stock worth $747,565,000 after buying an additional 615,570 shares during the period. Finally, Vontobel Holding Ltd. lifted its holdings in AON by 92.9% in the third quarter. Vontobel Holding Ltd. now owns 889,332 shares of the financial services provider's stock worth $317,118,000 after buying an additional 428,361 shares during the period. 86.14% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, Director Lester B. Knight acquired 4,000 shares of the firm's stock in a transaction that occurred on Tuesday, February 10th. The stock was bought at an average cost of $319.24 per share, for a total transaction of $1,276,960.00. Following the acquisition, the director directly owned 143,000 shares in the company, valued at approximately $45,651,320. The trade was a 2.88% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link. Also, General Counsel Darren Zeidel sold 5,040 shares of the business's stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $325.79, for a total transaction of $1,641,981.60. Following the completion of the transaction, the general counsel owned 20,254 shares of the company's stock, valued at approximately $6,598,550.66. The trade was a 19.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.10% of the stock is owned by insiders.

Wall Street Analyst Weigh In

AON has been the subject of several research analyst reports. Wells Fargo & Company lowered their price objective on shares of AON from $443.00 to $402.00 and set an "overweight" rating for the company in a report on Thursday. Cantor Fitzgerald raised their price objective on shares of AON from $393.00 to $412.00 and gave the stock an "overweight" rating in a report on Monday, February 2nd. TD Cowen restated a "buy" rating on shares of AON in a report on Monday, March 16th. Barclays lowered their price objective on shares of AON from $381.00 to $372.00 and set an "equal weight" rating for the company in a report on Wednesday. Finally, Morgan Stanley set a $400.00 price objective on shares of AON in a report on Tuesday, December 16th. Fourteen investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $402.00.

Key Headlines Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Board approved a 10% increase to the quarterly cash dividend, raising the payout to $0.820 per Class A share — a sign of cash return to shareholders and management confidence. Aon Announces 10% Increase to Quarterly Cash Dividend
• Positive Sentiment: KBW reaffirmed its Buy rating on Aon, supporting investor conviction from sell‑side coverage. KBW Reaffirms Their Buy Rating on Aon (AON)
• Positive Sentiment: Morgan Stanley remains constructive on Aon (Buy), adding to supportive analyst commentary. Morgan Stanley Remains a Buy on Aon (AON)
• Positive Sentiment: Aon announced strategic partnerships and new commercial deals (FIATA / AON World; Cover‑More travel insurance in Australia) that expand distribution and product reach. FIATA and AON World announce strategic partnership
• Positive Sentiment: Aon is pushing data and AI into its enterprise strategy — a strategic initiative that can improve client outcomes and long‑term margins. Aon embeds data and AI into enterprise strategy to drive client outcomes
• Neutral Sentiment: Aon set its Q1 2026 earnings release and conference call for May 1 — a near‑term catalyst that could swing the stock depending on results and guidance. Aon Announces First-Quarter 2026 Earnings Release and Conference Call Date
• Neutral Sentiment: Reinsurance‑related activity and a marine product appointment are incremental operational items; useful for niche business continuity but unlikely to move the stock materially on their own. Aon’s Reinsurance Solutions appoints Jose Maria Lopez as Marine Product Coordinator
• Negative Sentiment: JPMorgan trimmed its price target to $396 (from $406) — a modest downtick in analyst upside that can weigh on sentiment despite an overweight rating. AON NYSE: AON Price Target Cut to $396.00 by Analysts at JPMorgan Chase & Co.
• Negative Sentiment: Wells Fargo lowered its price target to $402 (from $443) — another analyst cut that reduces near‑term upside expectations and likely contributed to selling pressure. Benzinga
• Negative Sentiment: MarketWatch notes Aon has recently underperformed peers/market — relative weakness that can trigger short‑term selling by momentum and sector funds. Aon PLC stock underperforms Thursday when compared to competitors

AON Stock Performance

Shares of AON opened at $313.10 on Friday. The company has a quick ratio of 2.03, a current ratio of 2.03 and a debt-to-equity ratio of 1.55. The business's 50 day moving average price is $326.15 and its 200-day moving average price is $340.64. Aon plc has a 52 week low of $304.59 and a 52 week high of $387.69. The stock has a market cap of $67.08 billion, a P/E ratio of 18.40, a P/E/G ratio of 1.78 and a beta of 0.83.

AON (NYSE:AON - Get Free Report) last issued its quarterly earnings results on Friday, January 30th. The financial services provider reported $4.85 EPS for the quarter, topping analysts' consensus estimates of $4.75 by $0.10. AON had a return on equity of 45.23% and a net margin of 21.51%.The firm had revenue of $4.30 billion for the quarter, compared to analysts' expectations of $4.38 billion. During the same period in the previous year, the firm posted $4.42 EPS. The business's revenue for the quarter was up 3.7% compared to the same quarter last year. Equities research analysts anticipate that Aon plc will post 17.21 earnings per share for the current fiscal year.

AON Profile

Aon plc is a global professional services firm that provides a broad suite of risk, retirement and health solutions to corporations, institutions and individuals. The company operates primarily as an insurance broker and risk adviser, helping clients identify, quantify and transfer risk across property, casualty, cyber and other areas. Aon also offers reinsurance brokerage and capital market solutions that connect insurers, reinsurers and corporate buyers.

In addition to traditional brokerage activities, Aon delivers consulting and outsourcing services in areas such as human capital, benefits, and retirement plan design and administration.

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