Kampmann Melissa S. decreased its holdings in shares of Aon plc (NYSE:AON - Free Report) by 47.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,900 shares of the financial services provider's stock after selling 3,455 shares during the period. Kampmann Melissa S.'s holdings in AON were worth $1,294,000 as of its most recent SEC filing.
Several other large investors also recently modified their holdings of the stock. Wealth Watch Advisors INC bought a new position in shares of AON during the 3rd quarter worth approximately $25,000. University of Texas Texas AM Investment Management Co. acquired a new position in AON during the fourth quarter worth $27,000. Kemnay Advisory Services Inc. bought a new position in shares of AON during the fourth quarter valued at $29,000. Strive Asset Management LLC bought a new position in shares of AON during the third quarter valued at $35,000. Finally, Cornerstone Financial Management LLC acquired a new stake in shares of AON in the 4th quarter valued at $37,000. 86.14% of the stock is currently owned by institutional investors.
Wall Street Analyst Weigh In
AON has been the subject of a number of recent analyst reports. Evercore reiterated an "outperform" rating and set a $423.00 target price on shares of AON in a research report on Wednesday. Deutsche Bank Aktiengesellschaft reaffirmed a "hold" rating on shares of AON in a research note on Tuesday. BMO Capital Markets dropped their price objective on shares of AON from $375.00 to $360.00 and set a "market perform" rating for the company in a report on Tuesday. JPMorgan Chase & Co. boosted their target price on AON from $396.00 to $412.00 and gave the stock an "overweight" rating in a report on Monday, July 13th. Finally, Roth Capital set a $380.00 price target on AON in a research report on Tuesday. Twelve equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, AON has a consensus rating of "Moderate Buy" and an average price target of $399.12.
Check Out Our Latest Analysis on AON
Insider Activity at AON
In other AON news, Director Lester Knight acquired 20,000 shares of AON stock in a transaction on Wednesday, September 2nd. The shares were purchased at an average cost of $327.48 per share, with a total value of $6,549,600.00. Following the completion of the purchase, the director owned 163,000 shares in the company, valued at $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 SEC, which is available at this hyperlink. Also, General Counsel Darren Zeidel sold 1,950 shares of the company's stock in a transaction on Friday, July 17th. The shares were sold at an average price of $372.05, for a total transaction of $725,497.50. Following the sale, the general counsel owned 13,404 shares of the company's stock, valued at $4,986,958.20. The trade was a 12.70% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 4,450 shares of company stock worth $1,659,242 over the last 90 days. 1.00% of the stock is currently owned by company insiders.
AON News Roundup
Here are the key news stories impacting AON this week:
- Positive Sentiment: Aon said its earnings are “comfortably” above its cost of capital and expects the reinsurance market to become more flexible in 2027 as available capital approaches $800 billion. Greater market capacity could support transaction activity and Aon’s advisory and brokerage businesses. Aon: More flexible reinsurance marketplace ahead as earnings comfortably exceed cost of capital
- Positive Sentiment: Aon launched a defined-benefit “run-on” service for smaller pension schemes, expanding its retirement consulting opportunity and potentially creating a new source of recurring revenue. Aon launches DB run-on service aimed at smaller schemes
- Positive Sentiment: Analyst commentary said brokerage organic growth remains resilient as insurance pricing softens, with underlying business activity becoming a more important growth driver. 3 Insurance Brokerage Stocks Find New Growth Drivers as Rates Fade
- Positive Sentiment: Keefe, Bruyette & Woods reportedly expects AON shares to rise, providing a favorable counterpoint to more cautious analyst views. AON Stock Price Expected to Rise, Keefe, Bruyette & Woods Analyst Says
- Neutral Sentiment: CEO Greg Case is scheduled to speak at the KBW Insurance Conference on September 10. Investors may look for updates on growth, reinsurance conditions and capital allocation. Aon to Speak at the KBW Insurance Conference
- Neutral Sentiment: Aon Securities estimated the reinsurance sidecar market will reach a record $23 billion in 2026, highlighting a sizable market opportunity but also increased competition for capital. Reinsurance sidecar market estimated at record $23bn in 2026
- Neutral Sentiment: Aon introduced underwriting analytics focused on digital infrastructure concentration risks, which could strengthen risk-management demand while underscoring potential exposure in the sector. Aon flags digital infrastructure concentration risks with Underwriting Analytics launch
- Negative Sentiment: Mizuho issued a pessimistic forecast for AON’s stock, adding near-term valuation pressure and offsetting the more constructive KBW view. Mizuho Issues Pessimistic Forecast for AON Stock Price
AON Trading Down 1.0%
Shares of AON opened at $327.57 on Friday. The stock's fifty day simple moving average is $353.69 and its 200-day simple moving average is $334.23. The firm has a market capitalization of $69.48 billion, a PE ratio of 18.06, a price-to-earnings-growth ratio of 1.75 and a beta of 0.66. Aon plc has a 12-month low of $304.59 and a 12-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.
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 for the quarter, topping the consensus estimate of $3.80 by $0.01. AON had a return on equity of 42.13% and a net margin of 22.27%.The firm had revenue of $4.25 billion during the quarter, compared to analysts' expectations of $4.28 billion. During the same period in the previous year, the business posted $3.49 EPS. The company's quarterly revenue was up 2.2% compared to the same quarter last year. As a group, research analysts predict that Aon plc will post 18.99 earnings per share for the current year.
AON Announces Dividend
The firm also recently declared a quarterly dividend, which was paid on Friday, August 14th. Investors of record on Monday, August 3rd were paid a dividend of $0.82 per share. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend was Monday, August 3rd. AON's payout ratio is 18.08%.
AON Company Profile
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Free Report)
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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