Aon plc $AON Shares Acquired by Bank of Montreal Can

Bank of Montreal Can lifted its stake in Aon plc (NYSE:AON) by 25.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 406,652 shares of the financial services provider’s stock after buying an additional 82,970 shares during the period. Bank of Montreal Can owned approximately 0.19% of AON worth $145,004,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of AON. Silver Lake Advisory LLC purchased a new stake in AON in the 3rd quarter valued at $1,292,000. Callan Family Office LLC grew its position in AON by 220.7% during the 3rd quarter. Callan Family Office LLC now owns 11,675 shares of the financial services provider’s stock worth $4,163,000 after purchasing an additional 8,034 shares during the last quarter. Caprock Group LLC acquired a new position in AON in the third quarter valued at $1,752,000. Veritas Asset Management LLP raised its holdings in shares of AON by 19.3% in the third quarter. Veritas Asset Management LLP now owns 2,053,673 shares of the financial services provider’s stock valued at $732,299,000 after buying an additional 332,685 shares during the last quarter. Finally, Savant Capital LLC boosted its stake in shares of AON by 64.9% during the third quarter. Savant Capital LLC now owns 19,092 shares of the financial services provider’s stock worth $6,808,000 after buying an additional 7,512 shares during the period. 86.14% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at AON

In other AON news, General Counsel Darren Zeidel sold 5,040 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $325.79, for a total value of $1,641,981.60. Following the completion of the transaction, the general counsel directly owned 20,254 shares of the company’s stock, valued at approximately $6,598,550.66. This trade represents a 19.93% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Lester B. Knight purchased 4,000 shares of AON stock in a transaction dated Tuesday, February 10th. The shares were bought at an average price of $319.24 per share, with a total value of $1,276,960.00. Following the completion of the transaction, the director owned 143,000 shares in the company, valued at approximately $45,651,320. This trade represents a 2.88% increase in their position. The SEC filing for this purchase provides additional information. 1.10% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several brokerages recently issued reports on AON. Citigroup boosted their price target on AON from $402.00 to $412.00 and gave the company a “buy” rating in a research report on Tuesday, February 3rd. Cantor Fitzgerald increased their price objective on AON from $393.00 to $412.00 and gave the stock an “overweight” rating in a research report on Monday, February 2nd. Barclays boosted their target price on AON from $379.00 to $381.00 and gave the company an “equal weight” rating in a report on Thursday, January 8th. Wells Fargo & Company dropped their price objective on shares of AON from $448.00 to $443.00 and set an “overweight” rating on the stock in a research note on Sunday, February 1st. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of AON in a research report on Monday, December 29th. Fourteen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, AON currently has a consensus rating of “Moderate Buy” and a consensus target price of $408.94.

Key Headlines Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon ran a proof‑of‑concept to accept insurance premiums in U.S. dollar stablecoins (USDC on Ethereum and PYUSD on Solana) with Coinbase and Paxos, highlighting potential for faster, cheaper fund flows and new product capabilities for clients. This could reduce friction in global premium settlements and open new revenue/efficiency paths. Aon Announces First Stablecoin Insurance Premium Payment
• Positive Sentiment: Aon signed a multi‑year engagement to implement VIPR Solutions’ delegated‑authority technology across its reinsurance platform to automate bordereaux management, improve data accuracy and speed-to-market—an operational investment that could lower costs and improve underwriting efficiency. VIPR Announces Strategic Engagement with Aon
• Neutral Sentiment: Leadership reshuffle in North America: Anne Corona named CEO of North America, Lori Goltermann elevated to Vice Chair (effective March 31) and Farheen Dam appointed CEO of Enterprise Clients & Chief Client Officer. Management continuity is maintained but investors may await commentary on strategy/compensation and any near-term costs tied to the transition. Aon Appoints Anne Corona as CEO of North America
• Neutral Sentiment: Recent fundamentals remain mixed: Aon’s January quarter beat EPS estimates but missed revenue consensus modestly — investors may be rotating out on valuation or waiting for clearer top‑line momentum despite strong margins and ROE. (Background: Q4 EPS beat, revenue slightly below estimates.)
• Negative Sentiment: Senior departure: Livy Dai, previously at Aon, has been appointed CEO of Lockton China. Loss of experienced regional leadership can create short‑term client/coverage continuity concerns in China, though impact on global results is likely limited. Lockton appoints Aon’s Livy Dai as China CEO

AON Trading Down 3.6%

Shares of AON stock opened at $321.00 on Wednesday. The business’s fifty day moving average price is $336.43 and its 200 day moving average price is $347.35. The firm has a market capitalization of $68.78 billion, a PE ratio of 18.86, a P/E/G ratio of 1.76 and a beta of 0.82. The company has a debt-to-equity ratio of 1.55, a current ratio of 2.03 and a quick ratio of 2.03. Aon plc has a 1-year low of $304.59 and a 1-year high of $402.49.

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

AON Announces Dividend

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

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.