Magnetar Financial LLC Makes New Investment in Aon plc $AON

Key Points

• Magnetar Financial LLC purchased a new stake of 22,096 shares of Aon (NYSE:AON) in Q3, valued at about $7.88 million according to its latest 13F filing.
• Aon beat Q4 EPS estimates ($4.85 vs. $4.75) but missed revenue ($4.30B vs. $4.38B); the stock trades near $321, carries a consensus "Moderate Buy" target of $408.94, and pays a $0.745 quarterly dividend (≈0.9% yield).
• Company developments include a stablecoin insurance‑premium pilot and a VIPR reinsurance tech engagement, alongside North America leadership changes and mixed insider activity (director bought 4,000 shares, general counsel sold 5,040).

Magnetar Financial LLC purchased a new stake in Aon plc (NYSE:AON - Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 22,096 shares of the financial services provider's stock, valued at approximately $7,879,000.

Several other large investors also recently modified their holdings of the stock. GFI Investment Counsel Ltd. grew its position in shares of AON by 0.6% during the 3rd quarter. GFI Investment Counsel Ltd. now owns 167,596 shares of the financial services provider's stock worth $59,761,000 after buying an additional 986 shares during the period. Van ECK Associates Corp boosted its stake in AON by 2.0% during the third quarter. Van ECK Associates Corp now owns 32,627 shares of the financial services provider's stock worth $11,634,000 after acquiring an additional 634 shares in the last quarter. FourThought Financial Partners LLC boosted its stake in AON by 24.9% during the third quarter. FourThought Financial Partners LLC now owns 3,441 shares of the financial services provider's stock worth $1,227,000 after acquiring an additional 686 shares in the last quarter. Capital International Sarl increased its stake in AON by 6.9% in the third quarter. Capital International Sarl now owns 84,764 shares of the financial services provider's stock valued at $30,225,000 after purchasing an additional 5,502 shares in the last quarter. Finally, Capital International Ltd. CA raised its holdings in shares of AON by 2.1% during the third quarter. Capital International Ltd. CA now owns 42,254 shares of the financial services provider's stock valued at $15,067,000 after purchasing an additional 856 shares during the period. Institutional investors and hedge funds own 86.14% of the company's stock.

AON Trading Down 3.6%

AON opened at $321.00 on Wednesday. Aon plc has a fifty-two week low of $304.59 and a fifty-two week high of $402.49. The firm has a market capitalization of $68.78 billion, a PE ratio of 18.86, a P/E/G ratio of 1.76 and a beta of 0.82. The company has a debt-to-equity ratio of 1.55, a current ratio of 2.03 and a quick ratio of 2.03. The company's 50-day moving average is $336.43 and its 200 day moving average is $347.35.

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

AON Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Monday, February 2nd were issued a dividend of $0.745 per share. The ex-dividend date was Monday, February 2nd. This represents a $2.98 annualized dividend and a yield of 0.9%. AON's dividend payout ratio is 17.51%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on the stock. Bank of America raised shares of AON from a "neutral" rating to an "outperform" rating and cut their price objective for the stock from $398.00 to $397.00 in a research report on Friday, February 27th. The Goldman Sachs Group set a $395.00 price target on AON in a research note on Wednesday, January 7th. JPMorgan Chase & Co. reduced their price objective on AON from $433.00 to $406.00 and set an "overweight" rating for the company in a research note on Wednesday, January 7th. Jefferies Financial Group restated a "buy" rating and set a $408.00 price objective on shares of AON in a report on Monday, February 2nd. Finally, Mizuho raised AON from a "neutral" rating to an "outperform" rating and set a $397.00 target price on the stock in a research report on Friday, February 27th. Fourteen investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $408.94.

Insider Buying and Selling at AON

In other news, Director Lester B. Knight bought 4,000 shares of AON stock in a transaction dated Tuesday, February 10th. The stock was purchased at an average price of $319.24 per share, for a total transaction of $1,276,960.00. Following the purchase, the director directly owned 143,000 shares in the company, valued at $45,651,320. The trade was a 2.88% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, General Counsel Darren Zeidel sold 5,040 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $325.79, for a total transaction of $1,641,981.60. Following the completion of the sale, the general counsel owned 20,254 shares of the company's stock, valued at approximately $6,598,550.66. This represents a 19.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.10% of the company's stock.

AON News Summary

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon ran a proof‑of‑concept to accept insurance premiums in U.S. dollar stablecoins (USDC on Ethereum and PYUSD on Solana) with Coinbase and Paxos, highlighting potential for faster, cheaper fund flows and new product capabilities for clients. This could reduce friction in global premium settlements and open new revenue/efficiency paths. Aon Announces First Stablecoin Insurance Premium Payment
• Positive Sentiment: Aon signed a multi‑year engagement to implement VIPR Solutions’ delegated‑authority technology across its reinsurance platform to automate bordereaux management, improve data accuracy and speed-to-market—an operational investment that could lower costs and improve underwriting efficiency. VIPR Announces Strategic Engagement with Aon
• Neutral Sentiment: Leadership reshuffle in North America: Anne Corona named CEO of North America, Lori Goltermann elevated to Vice Chair (effective March 31) and Farheen Dam appointed CEO of Enterprise Clients & Chief Client Officer. Management continuity is maintained but investors may await commentary on strategy/compensation and any near-term costs tied to the transition. Aon Appoints Anne Corona as CEO of North America
• Neutral Sentiment: Recent fundamentals remain mixed: Aon’s January quarter beat EPS estimates but missed revenue consensus modestly — investors may be rotating out on valuation or waiting for clearer top‑line momentum despite strong margins and ROE. (Background: Q4 EPS beat, revenue slightly below estimates.)
• Negative Sentiment: Senior departure: Livy Dai, previously at Aon, has been appointed CEO of Lockton China. Loss of experienced regional leadership can create short‑term client/coverage continuity concerns in China, though impact on global results is likely limited. Lockton appoints Aon’s Livy Dai as China CEO

AON Company 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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