National Pension Service Increases Stock Position in Aon plc $AON

National Pension Service increased its position in Aon plc (NYSE:AON) by 1.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 420,423 shares of the financial services provider’s stock after buying an additional 3,962 shares during the quarter. National Pension Service owned about 0.19% of AON worth $149,914,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Silver Lake Advisory LLC purchased a new stake in shares of AON during the third quarter worth about $1,292,000. Nordea Investment Management AB grew its stake in AON by 6.6% during the 2nd quarter. Nordea Investment Management AB now owns 17,062 shares of the financial services provider’s stock valued at $6,051,000 after purchasing an additional 1,061 shares in the last quarter. Arrowroot Family Office LLC purchased a new stake in AON during the 2nd quarter worth approximately $541,000. Arrowstreet Capital Limited Partnership raised its position in shares of AON by 368.0% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 78,753 shares of the financial services provider’s stock valued at $28,096,000 after purchasing an additional 61,924 shares in the last quarter. Finally, Boston Common Asset Management LLC boosted its stake in shares of AON by 13.0% during the 3rd quarter. Boston Common Asset Management LLC now owns 39,365 shares of the financial services provider’s stock valued at $14,037,000 after buying an additional 4,532 shares during the last quarter. Hedge funds and other institutional investors own 86.14% of the company’s stock.

AON Trading Up 2.0%

Shares of NYSE AON opened at $349.80 on Friday. Aon plc has a 12-month low of $323.73 and a 12-month high of $412.97. The company has a market cap of $75.18 billion, a price-to-earnings ratio of 28.03, a price-to-earnings-growth ratio of 1.76 and a beta of 0.84. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 1.86. The stock’s 50 day simple moving average is $347.88 and its 200 day simple moving average is $353.72.

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

AON Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Monday, February 2nd will be given a $0.745 dividend. The ex-dividend date is Monday, February 2nd. This represents a $2.98 annualized dividend and a yield of 0.9%. AON’s dividend payout ratio (DPR) is currently 23.88%.

Key Stories Impacting AON

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

Analyst Upgrades and Downgrades

Several research firms recently issued reports on AON. Cantor Fitzgerald cut their price target 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. Wells Fargo & Company reduced their price target on shares of AON from $449.00 to $448.00 and set an “overweight” rating on the stock in a research report on Tuesday, January 13th. Citigroup raised AON from a “neutral” rating to a “buy” rating and set a $402.00 price objective for the company in a report on Monday, November 3rd. UBS Group cut their price objective on AON from $400.00 to $390.00 and set a “neutral” rating on the stock in a research note on Monday, November 10th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of AON in a report on Monday, December 29th. Twelve research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $408.47.

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.