WINTON GROUP Ltd Buys Shares of 4,990 Aon plc $AON

Key Points

• WINTON GROUP Ltd initiated a new position in Aon, purchasing 4,990 shares worth about $1.779 million in Q3 per its 13F filing; hedge funds and other institutions now own roughly 86.14% of Aon.
• Aon reported quarterly EPS of $4.85, beating estimates by $0.10 while revenue of $4.30 billion slightly missed consensus, and the company pays a quarterly dividend of $0.745 (annualized $2.98, ~0.9% yield).
• Aon is testing a stablecoin pilot to accept insurance-premium payments and has engaged VIPR to automate delegated-authority reinsurance operations, alongside a management reshuffle that investors will monitor for execution risk and strategic impact.

WINTON GROUP Ltd purchased a new position in Aon plc (NYSE:AON - Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 4,990 shares of the financial services provider's stock, valued at approximately $1,779,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Matrix Trust Co lifted its position in shares of AON by 7.1% during the third quarter. Matrix Trust Co now owns 422 shares of the financial services provider's stock valued at $150,000 after buying an additional 28 shares during the last quarter. Busey Bank grew its position in shares of AON by 0.3% in the 3rd quarter. Busey Bank now owns 9,565 shares of the financial services provider's stock worth $3,411,000 after buying an additional 33 shares during the last quarter. Westpac Banking Corp raised its stake in shares of AON by 5.6% during the 3rd quarter. Westpac Banking Corp now owns 620 shares of the financial services provider's stock worth $221,000 after acquiring an additional 33 shares in the last quarter. Mill Creek Capital Advisors LLC lifted its position in AON by 5.9% during the third quarter. Mill Creek Capital Advisors LLC now owns 615 shares of the financial services provider's stock valued at $219,000 after acquiring an additional 34 shares during the last quarter. Finally, KCM Investment Advisors LLC boosted its stake in AON by 5.6% in the third quarter. KCM Investment Advisors LLC now owns 636 shares of the financial services provider's stock valued at $227,000 after acquiring an additional 34 shares in the last quarter. Hedge funds and other institutional investors own 86.14% of the company's stock.

AON Trading Down 3.6%

NYSE:AON opened at $321.00 on Wednesday. The company has a market capitalization of $68.78 billion, a P/E ratio of 18.86, a PEG ratio of 1.76 and a beta of 0.82. The company has a current ratio of 2.03, a quick ratio of 2.03 and a debt-to-equity ratio of 1.55. Aon plc has a 12 month low of $304.59 and a 12 month high of $402.49. The firm has a fifty day simple moving average of $336.43 and a 200-day simple moving average of $347.35.

AON (NYSE:AON - Get Free Report) last released its earnings results on Friday, January 30th. The financial services provider reported $4.85 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.75 by $0.10. The firm had revenue of $4.30 billion for 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 firm's revenue was up 3.7% on a year-over-year basis. During the same period in the prior year, the firm earned $4.42 EPS. On average, equities research analysts anticipate that Aon plc will post 17.21 earnings per share for the current year.

AON Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Monday, February 2nd were issued a $0.745 dividend. The ex-dividend date of this dividend was Monday, February 2nd. This represents a $2.98 dividend on an annualized basis and a dividend yield of 0.9%. AON's dividend payout ratio is currently 17.51%.

AON News Summary

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon executed a proof‑of‑concept allowing an insurance premium to be paid in dollar‑backed stablecoins (USDC on Ethereum and PYUSD on Solana) in partnership with Coinbase and Paxos — a move that could speed settlements and expand digital asset services for corporate clients if scaled. Aon Announces First Stablecoin Insurance Premium Payment
• Positive Sentiment: Aon has engaged VIPR Solutions in a multi‑year program to automate delegated‑authority operations across its reinsurance platform, aiming to improve bordereaux handling, data accuracy and speed to market — expected to cut operational costs and improve margin on delegated business. VIPR Announces Strategic Engagement with Aon
• Neutral Sentiment: Corporate leadership reshuffle: Anne Corona is named CEO of North America, Lori Goltermann will become Vice Chair and Farheen Dam is CEO of Enterprise Clients & Chief Client Officer — moves management says will sharpen client coverage and strategy, but investors will watch execution and continuity. Aon Appoints Anne Corona as CEO of North America
• Neutral Sentiment: Analysts and press frame the leadership changes as a tech‑forward repositioning that could reframe Aon’s long‑term competitive edge; such strategic shifts typically take quarters to affect growth and margins. Is Aon’s (AON) Tech-Focused Leadership Shuffle
• Negative Sentiment: Talent turnover: Livy Dai, a senior Aon leader, has been appointed CEO of Lockton China — departures of senior country leaders can create short‑term client and execution risk in key markets. Lockton appoints Aon’s Livy Dai as China CEO
• Neutral Sentiment: Keep in mind the stablecoin work is a pilot/proof‑of‑concept — regulatory, custody and adoption hurdles remain before it contributes materially to revenue. AON Bets on Stablecoins

Insider Activity

In related 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 sale, 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Lester B. Knight bought 4,000 shares of the company's stock in a transaction that occurred on 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 transaction, the director owned 143,000 shares of the company's stock, valued at $45,651,320. The trade was a 2.88% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 1.10% of the company's stock.

Analyst Upgrades and Downgrades

AON has been the topic of a number of recent analyst reports. UBS Group reaffirmed a "neutral" rating and set a $385.00 price target on shares of AON in a research report on Monday, February 2nd. Weiss Ratings restated a "hold (c+)" rating on shares of AON in a research note on Monday, December 29th. Bank of America raised AON from a "neutral" rating to an "outperform" rating and reduced their target price for the company from $398.00 to $397.00 in a research report on Friday, February 27th. Wells Fargo & Company decreased their price target on AON from $448.00 to $443.00 and set an "overweight" rating for the company in a research note on Sunday, February 1st. Finally, Evercore restated an "outperform" rating and set a $436.00 price target on shares of AON in a research note on Wednesday, January 7th. Fourteen analysts have rated the stock with a Buy rating and five have given a Hold rating to the company's stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $408.94.

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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