Aon plc $AON Shares Acquired by Fjarde AP Fonden Fourth Swedish National Pension Fund

Fjarde AP Fonden Fourth Swedish National Pension Fund increased its holdings in shares of Aon plc (NYSE:AON) by 5.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 76,885 shares of the financial services provider’s stock after acquiring an additional 3,800 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in AON were worth $27,416,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Heartwood Wealth Advisors LLC purchased a new stake in shares of AON in the third quarter valued at approximately $29,000. Atlantic Union Bankshares Corp purchased a new stake in AON in the 2nd quarter valued at $31,000. Salomon & Ludwin LLC acquired a new stake in shares of AON in the 3rd quarter worth $31,000. Pinnacle Bancorp Inc. raised its holdings in shares of AON by 56.9% during the 2nd quarter. Pinnacle Bancorp Inc. now owns 91 shares of the financial services provider’s stock worth $32,000 after acquiring an additional 33 shares during the period. Finally, Trust Co. of Toledo NA OH acquired a new position in shares of AON during the 2nd quarter valued at about $32,000. Institutional investors and hedge funds own 86.14% of the company’s stock.

Key AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon expanded its proprietary Data Center Lifecycle Insurance Program, adding $1 billion to bring total capacity to $2.5 billion, citing demand from AI, cloud and digital infrastructure investment — this increases Aon’s underwriting revenue opportunity and positions it as a market leader in a fast-growing segment. Aon expands Data Center Lifecycle Insurance Program to $2.5 billion
• Positive Sentiment: Aon and partner FM increased coverage capacity for data centers, and Aon is broadening products (including delay protection for developers) — moves that could drive new client mandates and fee income as demand for specialized data‑center risk solutions grows. Insurance companies FM and Aon increase coverage capacity for data centers
• Positive Sentiment: Aon launched the Resilience Quotient (developed with Gallup), a data-driven advisory tool combining risk capital, human capital and public sentiment to help clients prioritize resilience actions — this could strengthen Aon’s higher‑margin advisory pipeline if it gains traction. Aon’s Resilience Quotient Cuts Through Uncertainty and Volatility
• Neutral Sentiment: Aon Global Limited announced it will redeem in full and delist its 2.875% senior notes due 2026 — a routine deleveraging/administrative move that removes a listed liability; impact depends on how redemption was funded (cash vs. refinancing). Aon Global Limited Announces Redemption in Full and Delisting of 2.875% Senior Notes due 2026
• Neutral Sentiment: Aon appointed Kulshaan Singh as Enterprise Client Leader for APAC, and launched a digital retirement planning tool — incremental commercial and product developments that support growth but are unlikely to move the stock materially on their own. Aon names Kulshaan Singh as Enterprise Client Leader, APAC Aon launches digital retirement planning tool
• Negative Sentiment: Aon’s head of legacy (Gale) is leaving for Teneo — senior departures can raise short‑term execution risk and raise questions about client retention in the affected business line. Aon’s head of legacy Gale to depart for Teneo
• Negative Sentiment: Market commentary noted Aon underperformed peers recently — investor focus on relative performance and valuation (current P/E ~27.6, 12‑month range below recent highs) may be contributing to selling pressure despite growth initiatives. Aon PLC stock underperforms Tuesday when compared to competitors

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the stock. Mizuho set a $387.00 price objective on shares of AON in a research report on Wednesday. Barclays raised their price target on shares of AON from $379.00 to $381.00 and gave the stock an “equal weight” rating in a report on Thursday, January 8th. Wells Fargo & Company decreased their price objective on AON from $449.00 to $448.00 and set an “overweight” rating on the stock in a report on Tuesday. UBS Group cut their target price on AON from $400.00 to $390.00 and set a “neutral” rating for the company in a research note on Monday, November 10th. Finally, Keefe, Bruyette & Woods upped their price target on AON from $410.00 to $416.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Twelve equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $408.47.

AON Stock Down 0.4%

AON stock opened at $344.51 on Friday. The company has a market capitalization of $74.05 billion, a PE ratio of 27.61, a price-to-earnings-growth ratio of 1.75 and a beta of 0.84. The company has a debt-to-equity ratio of 1.86, a quick ratio of 1.35 and a current ratio of 1.35. Aon plc has a fifty-two week low of $323.73 and a fifty-two week high of $412.97. The firm has a 50 day moving average price of $349.82 and a 200 day moving average price of $355.01.

AON (NYSE:AON) last released its quarterly earnings results on Friday, October 31st. The financial services provider reported $3.05 EPS for the quarter, topping the consensus estimate of $2.91 by $0.14. The business had revenue of $4 billion during the quarter, compared to analyst estimates of $3.97 billion. AON had a return on equity of 48.88% and a net margin of 15.96%.The company’s quarterly revenue was up 7.4% on a year-over-year basis. During the same period last year, the business posted $2.72 earnings per share. Research analysts expect that Aon plc will post 17.21 earnings per share for the current year.

AON Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Monday, February 2nd will be paid a dividend of $0.745 per share. The ex-dividend date is Monday, February 2nd. This represents a $2.98 dividend on an annualized basis and a yield of 0.9%. AON’s dividend payout ratio is 23.88%.

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.