Caprock Group LLC Purchases New Shares in Aon plc $AON

Caprock Group LLC acquired a new position in shares of Aon plc (NYSE:AON) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 4,773 shares of the financial services provider’s stock, valued at approximately $1,752,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in AON. Stratos Wealth Partners LTD. lifted its position in shares of AON by 10.0% in the 3rd quarter. Stratos Wealth Partners LTD. now owns 2,812 shares of the financial services provider’s stock valued at $1,003,000 after acquiring an additional 255 shares in the last quarter. MQS Management LLC purchased a new stake in shares of AON in the third quarter valued at $861,000. Jensen Investment Management Inc. boosted its position in shares of AON by 3.1% in the third quarter. Jensen Investment Management Inc. now owns 10,100 shares of the financial services provider’s stock worth $3,601,000 after buying an additional 300 shares during the period. Wesbanco Bank Inc. grew its holdings in shares of AON by 4.6% during the third quarter. Wesbanco Bank Inc. now owns 14,657 shares of the financial services provider’s stock valued at $5,226,000 after buying an additional 641 shares in the last quarter. Finally, Wealthfront Advisers LLC raised its position in AON by 10.1% during the third quarter. Wealthfront Advisers LLC now owns 13,383 shares of the financial services provider’s stock valued at $4,772,000 after buying an additional 1,224 shares during the period. 86.14% of the stock is currently owned by institutional investors and hedge funds.

More AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Director insider buy — Aon director Lester B. Knight bought 4,000 shares at about $319.24, raising his stake and signaling management confidence in the stock. Insider Purchase Filing
• Positive Sentiment: Senior appointment — Aon appointed Joe Peiser as CEO of Risk Capital to lead its Commercial Risk and Reinsurance Solutions effort, strengthening leadership in a high‑margin, capital solutions business. Aon Appoints Joe Peiser
• Positive Sentiment: New product/transaction — Aon and KNIAZHA VIG launched a $25M war‑risk insurance facility backed by the U.S. DFC, which can generate fee income and differentiate Aon in geopolitical/war‑risk placements. War‑Risk Facility
• Neutral Sentiment: Dividend timing — Company announced a quarterly dividend paid mid‑February; supports yield‑oriented holders but is not a catalyst for large price moves. AON Dividend & Profile
• Neutral Sentiment: Analyst/coverage summaries — Multiple outlets are circulating analyst views and price targets, keeping the stock in focus but providing mixed signals rather than a single directional push. Analyst Coverage Summary
• Neutral Sentiment: Market research & regional hires — Aon surveys (e.g., on cyber/supply‑chain risk in Japan) and local hires (Leeds) reinforce advisory positioning and execution depth but are unlikely to move near‑term earnings materially. Aon Survey
• Negative Sentiment: Mixed analyst estimate revisions — Zacks issued several small trims to Q1‑2026, parts of FY‑2026/FY‑2027 and some quarter estimates while boosting a few others, signaling modest downward pressure on near‑to‑medium‑term EPS expectations. Zacks Estimate Changes

Analysts Set New Price Targets

Several equities analysts have weighed in on the company. Evercore reaffirmed an “outperform” rating and set a $436.00 target price on shares of AON in a research note on Wednesday, January 7th. JPMorgan Chase & Co. lowered their price objective on shares of AON from $433.00 to $406.00 and set an “overweight” rating on the stock in a research report on Wednesday, January 7th. Weiss Ratings reiterated a “hold (c+)” rating on shares of AON in a research report on Monday, December 29th. Mizuho set a $398.00 price target on shares of AON in a report on Tuesday, February 3rd. Finally, Keefe, Bruyette & Woods increased their price objective on AON from $410.00 to $416.00 and gave the stock an “outperform” rating in a report on Tuesday, January 6th. Twelve equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $409.75.

AON Stock Up 2.1%

Shares of AON stock opened at $321.15 on Friday. Aon plc has a 12-month low of $304.59 and a 12-month high of $412.97. The stock has a market capitalization of $69.03 billion, a P/E ratio of 18.87, a PEG ratio of 1.61 and a beta of 0.83. The company has a quick ratio of 1.35, a current ratio of 2.03 and a debt-to-equity ratio of 1.55. The stock has a 50 day moving average price of $344.20 and a two-hundred day moving average price of $351.81.

AON (NYSE:AON) last announced its earnings results on Friday, January 30th. The financial services provider reported $4.85 earnings per share 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 firm 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 company earned $4.42 EPS. The firm’s revenue for the quarter was up 3.7% compared to the same quarter last year. Equities analysts expect that Aon plc will post 17.21 earnings per share for the current year.

AON Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Monday, February 2nd were given a dividend of $0.745 per share. This represents a $2.98 annualized dividend and a dividend yield of 0.9%. The ex-dividend date was Monday, February 2nd. AON’s dividend payout ratio (DPR) is 17.51%.

Insider Buying and Selling

In related news, Director Lester B. Knight acquired 4,000 shares of the company’s stock in a transaction on Tuesday, February 10th. The stock was purchased at an average cost of $319.24 per share, for a total transaction of $1,276,960.00. Following the completion of the purchase, the director directly owned 143,000 shares of the company’s stock, valued at $45,651,320. The trade was a 2.88% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 1.10% of the stock is currently owned by corporate insiders.

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.