Oppenheimer Asset Management Inc. Has $11.63 Million Stock Holdings in Aon plc $AON

Key Points

• Oppenheimer Asset Management cut its stake in Aon by 25.2%, selling 11,073 shares to hold 32,952 shares valued at about $11.63 million at quarter-end.
• Aon reported a Q1 earnings beat (EPS $6.48 vs. $6.37 consensus) and revenue of $5.03B, with strong ROE and margins, and raised its quarterly dividend to $0.82 ($3.28 annual, 1.1% yield).
• Institutional investors own about 86.14% of Aon, and analysts maintain a consensus rating of "Moderate Buy" with a consensus target near $401.81 amid recent price-target revisions.

Oppenheimer Asset Management Inc. lessened its position in shares of Aon plc (NYSE:AON - Free Report) by 25.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 32,952 shares of the financial services provider's stock after selling 11,073 shares during the quarter. Oppenheimer Asset Management Inc.'s holdings in AON were worth $11,628,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Murphy Middleton Hinkle & Parker Inc. acquired a new stake in AON during the 4th quarter valued at approximately $4,305,000. Callan Family Office LLC grew its position in shares of AON by 220.7% during the 3rd quarter. Callan Family Office LLC now owns 11,675 shares of the financial services provider's stock worth $4,163,000 after buying an additional 8,034 shares during the period. Caprock Group LLC acquired a new stake in AON in the 3rd quarter valued at $1,752,000. Veritas Asset Management LLP grew its position in AON by 19.3% in the 3rd quarter. Veritas Asset Management LLP now owns 2,053,673 shares of the financial services provider's stock valued at $732,299,000 after purchasing an additional 332,685 shares during the period. Finally, Savant Capital LLC grew its position in AON by 64.9% in the 3rd quarter. Savant Capital LLC now owns 19,092 shares of the financial services provider's stock valued at $6,808,000 after purchasing an additional 7,512 shares during the period. Institutional investors own 86.14% of the company's stock.

AON Trading Up 0.2%

Shares of AON stock opened at $312.26 on Friday. Aon plc has a 52-week low of $304.59 and a 52-week high of $381.00. The stock's 50-day simple moving average is $325.41 and its 200 day simple moving average is $337.41. The stock has a market capitalization of $66.69 billion, a P/E ratio of 18.35, a P/E/G ratio of 1.70 and a beta of 0.72. The company has a debt-to-equity ratio of 1.55, a quick ratio of 2.03 and a current ratio of 2.03.

AON (NYSE:AON - Get Free Report) last posted its earnings results on Friday, May 1st. The financial services provider reported $6.48 earnings per share for the quarter, beating analysts' consensus estimates of $6.37 by $0.11. The business had revenue of $5.03 billion during the quarter, compared to analyst estimates of $4.97 billion. AON had a return on equity of 45.23% and a net margin of 21.51%.The company's quarterly revenue was up 6.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $5.67 EPS. As a group, research analysts anticipate that Aon plc will post 18.98 EPS for the current year.

AON Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, May 1st will be issued 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 Friday, May 1st. This is a boost from AON's previous quarterly dividend of $0.75. AON's payout ratio is presently 17.51%.

Insider Transactions at AON

In other AON news, General Counsel Darren Zeidel sold 5,040 shares of AON stock in a transaction dated 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 $6,598,550.66. The trade was a 19.93% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Lester B. Knight bought 4,000 shares of AON stock in a transaction on Tuesday, February 10th. The shares were bought at an average cost of $319.24 per share, with a total value of $1,276,960.00. Following the acquisition, the director directly owned 143,000 shares in the company, valued at approximately $45,651,320. This represents a 2.88% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 1.10% of the stock is owned by insiders.

Trending Headlines about AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Earnings beat driven by Risk Capital strength and margin gains; management cited Risk Capital as a primary growth driver that helped offset other areas. Aon Q1 Earnings Beat Estimates on Strong Risk Capital Growth
• Positive Sentiment: Headline results: adjusted EPS $6.48 vs. consensus ~$6.33 and revenue $5.03B (≈6% Y/Y growth); strong ROE and net margin point to healthy profitability. Corporate release and slide deck provide the detail behind the beats. Aon Reports First-Quarter 2026 Results
• Neutral Sentiment: Full earnings call transcript is available for investors wanting management commentary on outlook, capital allocation and segment trends (useful for gauging forward guidance and margin assumptions). Aon Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Analyst coverage and institutional flows remain mixed — several firms maintain buy/outperform views and high median price targets, while some large holders rebalanced in Q4; monitor analyst notes and 13F moves for potential catalyst to sentiment. Aon slides 4.3% as investors de-risk ahead of May 1 earnings
• Neutral Sentiment: Operational/HR notes: Aon published a Human Capital Trends study highlighting an AI ambition vs. workforce investment gap and made targeted credit hires in Europe — items to watch for long-term capability but unlikely to move near-term EPS. Aon identifies gap between AI ambition and workforce investment
• Negative Sentiment: Wealth Solutions underperformed relative to Risk Capital, which partially offset the quarter’s gains — this segment will be watched for signs of recovery or further drag on consolidated growth. Aon Q1 Earnings Beat Estimates on Strong Risk Capital Growth
• Negative Sentiment: Pre-earnings de-risking and an ex-dividend date produced short-term selling pressure and some insider sales were reported; these flows can amplify near-term volatility even after a beat. Aon slides 4.3% as investors de-risk ahead of May 1 earnings

Analyst Ratings Changes

Several analysts recently issued reports on the stock. Cantor Fitzgerald lifted their price target on shares of AON from $393.00 to $412.00 and gave the company an "overweight" rating in a research report on Monday, February 2nd. Keefe, Bruyette & Woods reduced their price target on shares of AON from $416.00 to $401.00 and set an "outperform" rating for the company in a research report on Tuesday, April 7th. UBS Group restated a "neutral" rating and set a $385.00 price objective on shares of AON in a research note on Monday, February 2nd. The Goldman Sachs Group set a $395.00 target price on shares of AON in a research note on Wednesday, January 7th. Finally, Citigroup raised their price target on shares of AON from $402.00 to $412.00 and gave the company a "buy" rating in a research report on Tuesday, February 3rd. 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 has a consensus rating of "Moderate Buy" and a consensus target price of $401.81.

About AON

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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