Berman McAleer LLC Purchases Shares of 18,129 Aon plc $AON

Berman McAleer LLC acquired a new position in Aon plc (NYSE:AON) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 18,129 shares of the financial services provider’s stock, valued at approximately $6,464,000. AON accounts for approximately 0.9% of Berman McAleer LLC’s holdings, making the stock its 24th biggest holding.

A number of other hedge funds also recently made changes to their positions in the stock. Heartwood Wealth Advisors LLC bought a new position in shares of AON in the third quarter worth approximately $29,000. Atlantic Union Bankshares Corp bought a new position in AON in the 2nd quarter worth $31,000. Salomon & Ludwin LLC purchased a new stake in AON in the 3rd quarter worth $31,000. Trust Co. of Toledo NA OH bought a new stake in AON during the second quarter valued at about $32,000. Finally, Twin Peaks Wealth Advisors LLC purchased a new position in shares of AON in the second quarter valued at about $37,000. 86.14% of the stock is currently owned by institutional investors.

AON Stock Performance

Shares of NYSE:AON opened at $349.80 on Friday. The firm has a fifty day simple moving average of $347.88 and a two-hundred day simple moving average of $353.72. Aon plc has a 52 week low of $323.73 and a 52 week high of $412.97. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 1.86. The stock has a market capitalization of $75.18 billion, a P/E ratio of 28.03, a PEG ratio of 1.76 and a beta of 0.84.

AON (NYSE:AON) last announced its quarterly earnings results on Friday, January 30th. The financial services provider reported $4.85 EPS for the quarter, beating analysts’ consensus estimates of $4.75 by $0.10. AON had a net margin of 15.96% and a return on equity of 48.88%. The firm had revenue of $4.30 billion during the quarter, compared to the consensus estimate of $4.38 billion. During the same quarter last year, the firm earned $4.42 EPS. The firm’s revenue for the quarter was up 3.7% compared to the same quarter last year. On average, analysts expect that Aon plc will post 17.21 earnings per share for the current fiscal year.

AON Dividend Announcement

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

Analyst Ratings Changes

Several brokerages recently issued reports on AON. Weiss Ratings reissued a “hold (c+)” rating on shares of AON in a research note on Monday, December 29th. Cantor Fitzgerald lowered their target price on shares of AON from $450.00 to $393.00 and set an “overweight” rating on the stock in a report on Wednesday, January 14th. Roth Mkm reaffirmed a “buy” rating and set a $390.00 target price on shares of AON in a research note on Tuesday, November 4th. UBS Group decreased their price target on shares of AON from $400.00 to $390.00 and set a “neutral” rating on the stock in a research note on Monday, November 10th. Finally, Morgan Stanley set a $400.00 price objective on AON in a research report on Tuesday, December 16th. Twelve equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, AON currently has an average rating of “Moderate Buy” and a consensus price target of $408.47.

AON News Summary

Here are the key news stories impacting AON this week:

• Positive Sentiment: Q4 EPS topped estimates — Aon reported $4.85 EPS versus consensus near $4.75, and management pointed to margin benefits from restructuring and strong retention as drivers of the beat. Aon (AON) Surpasses Q4 Earnings Estimates
• Positive Sentiment: New business growth and retention — Company commentary and analyst notes highlight new business wins and high client retention that supported revenue composition and improved margins. Aon Q4 Earnings Top Estimates on New Business Growth, Strong Retention
• Positive Sentiment: Balance-sheet and cash flow progress — Full-year results show 9% total revenue growth, 6% organic growth, double-digit free cash flow growth and $1.9B of debt paydown; Aon says it met its leverage objective in Q4. These items reduce financial risk and support capital allocation. Aon Reports Fourth-Quarter and Full-Year 2025 Results
• Neutral Sentiment: Management detail and forward stance — The earnings call/transcript provides context on go-forward priorities (cost actions, cross-selling, integration planning) but offered limited new formal guidance in the release; watch management’s cadence on 2026 execution. Aon plc (AON) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Street reception — Analysts maintain a generally constructive view (consensus “Moderate Buy” and multi-year EPS estimates remain supportive), which can limit downside absent new negative news. Aon plc (NYSE:AON) Receives Consensus Rating of “Moderate Buy” from Analysts
• Negative Sentiment: Revenue slightly missed estimates — Q4 revenue of $4.30B came in below consensus near $4.38B, which raises questions about top-line momentum despite EPS strength from margins and mix. Aon (AON) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
• Negative Sentiment: Acquisition/integration risk — The planned ~$13B NFP acquisition remains a material event and is described as “facing a test” by coverage; any regulatory, execution or financing setbacks could pressure sentiment. Aon Reports Earnings Friday as $13 Billion NFP Acquisition Faces Test

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.