Aon plc $AON Stake Lowered by Portside Wealth Group LLC

Portside Wealth Group LLC decreased its position in Aon plc (NYSE:AON) by 15.8% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 8,949 shares of the financial services provider’s stock after selling 1,679 shares during the quarter. Portside Wealth Group LLC’s holdings in AON were worth $3,191,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. Matrix Trust Co lifted its position in shares of AON by 7.1% in the 3rd quarter. Matrix Trust Co now owns 422 shares of the financial services provider’s stock worth $150,000 after acquiring an additional 28 shares during the period. Legacy Wealth Asset Management LLC increased its stake in shares of AON by 1.0% in the second quarter. Legacy Wealth Asset Management LLC now owns 3,242 shares of the financial services provider’s stock valued at $1,157,000 after buying an additional 33 shares in the last quarter. Busey Bank boosted its position in AON by 0.3% in the 3rd quarter. Busey Bank now owns 9,565 shares of the financial services provider’s stock valued at $3,411,000 after buying an additional 33 shares during the last quarter. Rossby Financial LCC boosted its stake in shares of AON by 9.1% in the 2nd quarter. Rossby Financial LCC now owns 406 shares of the financial services provider’s stock valued at $145,000 after purchasing an additional 34 shares during the last quarter. Finally, Heritage Family Offices LLP boosted its stake in AON by 1.5% in the third quarter. Heritage Family Offices LLP now owns 2,308 shares of the financial services provider’s stock valued at $823,000 after acquiring an additional 35 shares during the last quarter. 86.14% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the stock. Citigroup increased their target price on shares of AON from $402.00 to $412.00 and gave the stock a “buy” rating in a report on Tuesday. Jefferies Financial Group reiterated a “buy” rating and issued a $408.00 price objective on shares of AON in a research report on Monday. The Goldman Sachs Group set a $395.00 target price on shares of AON in a report on Wednesday, January 7th. Wells Fargo & Company cut their price objective on shares of AON from $448.00 to $443.00 and set an “overweight” rating on the stock in a research report on Sunday. Finally, Morgan Stanley set a $400.00 price objective on AON in a report on Tuesday, December 16th. Twelve analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $409.75.

Key Headlines Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Reported net income jump to $3.7 billion for 2025, underscoring stronger profitability that supports valuation and investor confidence. Aon net income jumps to $3.7b in 2025
• Positive Sentiment: Client win: a leading Indian life insurer will implement Aon’s PathWise modelling platform — a software/service sale that can drive recurring revenue and deepen market footprint in Asia. Leading Indian life insurer to implement Aon’s modelling platform PathWise
• Positive Sentiment: Multiple hires and team growth in insolvency & restructuring (UK and regional hires) strengthen Aon’s advisory capabilities and could expand advisory revenue. Aon continues insolvency and restructuring team growth with new appointment Aon plc strengthens team with hire of experienced insolvency practitioner Catherine Williamson joins Aon’s UK Insolvency and Restructuring team
• Positive Sentiment: Leadership hire: Aon named Karl Hamann CEO for the Philippines, signaling local management focus to grow regional revenues. Aon Names Karl Hamann as Chief Executive Officer, Philippines
• Positive Sentiment: Aon warns the buyer-friendly insurance market may not last as casualty pressures build — a view that could increase demand for Aon’s advisory, pricing and risk-transfer services. Buyer-friendly insurance market won’t last as casualty pressures build, Aon warns
• Neutral Sentiment: Regional reorganisation: Aon reshuffled its Reinsurance Solutions business in Greece and Cyprus — an operational move to align local teams with strategy, unlikely to move shares materially in the short term. Aon reshuffles Reinsurance Solutions business in Greece and Cyprus
• Neutral Sentiment: Thought leadership: Aon highlighted the importance of tailored insight and analytics-driven decision-making for firms in 2026 — supports the company’s advisory positioning but is not a direct revenue announcement. Tailored insight and analytics-driven decision-making key for firms in 2026: Aon
• Neutral Sentiment: Corporate/research event: Aon will present Q1 2026 U.S. Insurance Labor Market Study results in a February webinar — useful for investor/industry insight but not immediate revenue news. Q1 2026 Insurance Labor Market Study Results to be Highlighted in Webinar

AON Trading Up 1.0%

Shares of AON stock opened at $350.27 on Thursday. The stock’s fifty day moving average price is $347.84 and its two-hundred day moving average price is $353.59. The company has a market cap of $75.28 billion, a PE ratio of 20.58, a P/E/G ratio of 1.78 and a beta of 0.83. The company has a debt-to-equity ratio of 1.55, a quick ratio of 1.35 and a current ratio of 2.03. Aon plc has a fifty-two week low of $323.73 and a fifty-two week high of $412.97.

AON (NYSE:AON) last released its quarterly earnings data 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. AON had a return on equity of 45.23% and a net margin of 21.51%.The company had revenue of $4.30 billion during the quarter, compared to the consensus estimate of $4.38 billion. During the same quarter in the prior year, the firm posted $4.42 earnings per share. The firm’s revenue was up 3.7% compared to the same quarter last year. Equities analysts predict that Aon plc will post 17.21 EPS for the current fiscal year.

AON Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Monday, February 2nd will be issued a $0.745 dividend. This represents a $2.98 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Monday, February 2nd. AON’s payout ratio is presently 17.51%.

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.