Aberdeen Group plc raised its stake in shares of Aon plc (NYSE:AON – Free Report) by 2.6% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 156,191 shares of the financial services provider’s stock after buying an additional 4,005 shares during the period. Aberdeen Group plc owned about 0.07% of AON worth $55,388,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also modified their holdings of AON. Matrix Trust Co increased its position in 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 purchasing an additional 28 shares during the last quarter. Legacy Wealth Asset Management LLC grew its stake in shares of AON by 1.0% in the 2nd 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 increased its holdings in AON by 0.3% in the third quarter. Busey Bank now owns 9,565 shares of the financial services provider’s stock worth $3,411,000 after buying an additional 33 shares during the last quarter. Rossby Financial LCC raised its position in AON by 9.1% during the second quarter. Rossby Financial LCC now owns 406 shares of the financial services provider’s stock valued at $145,000 after acquiring an additional 34 shares in the last quarter. Finally, Heritage Family Offices LLP lifted 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 hedge funds and other institutional investors.
Key Stories Impacting AON
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
AON Trading Up 2.1%
AON (NYSE:AON – Get Free Report) last announced its quarterly earnings results on Friday, January 30th. The financial services provider reported $4.85 earnings per share for the quarter, beating analysts’ consensus estimates of $4.75 by $0.10. The firm had revenue of $4.30 billion for the quarter, compared to analysts’ expectations of $4.38 billion. AON had a return on equity of 45.23% and a net margin of 21.51%.The business’s revenue was up 3.7% compared to the same quarter last year. During the same period in the prior year, the business posted $4.42 earnings per share. Equities analysts anticipate that Aon plc will post 17.21 earnings per share for the current fiscal year.
AON Dividend Announcement
The company also recently declared a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Monday, February 2nd were given a $0.745 dividend. The ex-dividend date was Monday, February 2nd. This represents a $2.98 dividend on an annualized basis and a yield of 0.9%. AON’s payout ratio is 17.51%.
Wall Street Analyst Weigh In
A number of research analysts have recently weighed in on AON shares. Wells Fargo & Company cut their price target on shares of AON from $448.00 to $443.00 and set an “overweight” rating on the stock in a report on Sunday, February 1st. The Goldman Sachs Group set a $395.00 target price on AON in a report on Wednesday, January 7th. Citigroup upped their price target on AON from $402.00 to $412.00 and gave the stock a “buy” rating in a research note on Tuesday, February 3rd. Barclays raised their price objective on AON from $379.00 to $381.00 and gave the company an “equal weight” rating in a research note on Thursday, January 8th. Finally, JPMorgan Chase & Co. decreased their target price on AON from $433.00 to $406.00 and set an “overweight” rating for the company in a research report on Wednesday, January 7th. Twelve research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $409.75.
View Our Latest Analysis on AON
Insiders Place Their Bets
In other AON news, Director Lester B. Knight bought 4,000 shares of AON stock in a transaction dated Tuesday, February 10th. The shares were acquired at an average cost of $319.24 per share, with a total value of $1,276,960.00. Following the acquisition, 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 ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 1.10% of the company’s stock.
AON Company 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.
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