Cache Advisors LLC Takes Position in Aon plc $AON

Cache Advisors LLC bought a new stake in shares of Aon plc (NYSE:AON) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 2,173 shares of the financial services provider’s stock, valued at approximately $767,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Murphy Middleton Hinkle & Parker Inc. acquired a new stake in shares of AON during the 4th quarter valued at approximately $4,305,000. Silver Lake Advisory LLC acquired a new stake in shares of AON during the 3rd quarter valued at approximately $1,292,000. Callan Family Office LLC raised its position in shares of AON by 220.7% during the 3rd quarter. Callan Family Office LLC now owns 11,675 shares of the financial services provider’s stock valued at $4,163,000 after acquiring an additional 8,034 shares in the last quarter. Caprock Group LLC acquired a new stake in shares of AON during the 3rd quarter valued at approximately $1,752,000. Finally, Veritas Asset Management LLP raised its position in shares of AON by 19.3% during the 3rd quarter. Veritas Asset Management LLP now owns 2,053,673 shares of the financial services provider’s stock valued at $732,299,000 after acquiring an additional 332,685 shares in the last quarter. 86.14% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Morgan Stanley reiterates AON as a buy, supporting investor confidence in Aon’s earnings outlook and valuation. Morgan Stanley Remains a Buy on Aon (AON)
• Positive Sentiment: Zacks highlights Aon’s strong earnings-surprise history and the company’s positioning to beat again, which supports upside to near-term sentiment ahead of the next report. Will Aon (AON) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Aon is embedding data and AI into its enterprise strategy to drive client outcomes — a strategic move that could improve margins, product differentiation and cross‑sell of advisory services. Aon embeds data and AI into enterprise strategy to drive client outcomes
• Positive Sentiment: Aon says facultative reinsurance is expanding in Asia-Pacific as insurers pursue growth and stability — signaling market tailwinds for Aon’s reinsurance solutions business. Facultative reinsurance expands role in Asia Pacific as insurers pursue growth and stability: Aon
• Positive Sentiment: Commercial wins and partnership extensions — including Aon Affinity extending its Virgin Voyages travel-protection partnership and Cover-More named as Aon’s travel insurance provider in Australia — add recurring revenue and distribution reach. Aon Affinity Extends Virgin Voyages Travel Protection Partnership
• Neutral Sentiment: Leadership hires in key regions — appointments in marine product coordination and Southeast Asia real estate/data centres — signal investment in growth but are incremental operational news. Aon’s Reinsurance Solutions appoints Jose Maria Lopez as Marine Product Coordinator Winnie Loh to lead Aon’s real estate and data centre team in Southeast Asia
• Neutral Sentiment: Coverage noting Aon’s mixed short-term stock performance (rises but still underperforms market/competitors) reflects volatility and tempered investor expectations despite company positives. Aon PLC stock rises Wednesday, still underperforms market
• Negative Sentiment: Barclays lowered its price target to $372 and moved to an “equal weight” rating, which reduces upside in some analysts’ frameworks and may limit further near‑term buying. Barclays lowers Aon price target to $372

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on the company. Keefe, Bruyette & Woods dropped their price target on AON from $416.00 to $401.00 and set an “outperform” rating on the stock in a research report on Tuesday. Morgan Stanley set a $400.00 target price on AON in a research report on Tuesday, December 16th. Mizuho raised AON from a “neutral” rating to an “outperform” rating and set a $397.00 target price on the stock in a research report on Friday, February 27th. Evercore reaffirmed an “outperform” rating and issued a $436.00 target price on shares of AON in a research report on Wednesday, January 7th. Finally, The Goldman Sachs Group set a $395.00 target price on AON in a research report on Wednesday, January 7th. Fourteen analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $405.19.

AON Trading Up 2.3%

NYSE:AON opened at $330.03 on Thursday. The company has a quick ratio of 2.03, a current ratio of 2.03 and a debt-to-equity ratio of 1.55. Aon plc has a 1-year low of $304.59 and a 1-year high of $387.69. The firm has a market capitalization of $70.71 billion, a price-to-earnings ratio of 19.39, a price-to-earnings-growth ratio of 1.77 and a beta of 0.83. The stock has a fifty day simple moving average of $327.24 and a 200 day simple moving average of $341.04.

AON (NYSE:AON) last released 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. AON had a return on equity of 45.23% and a net margin of 21.51%.The business had revenue of $4.30 billion during the quarter, compared to analyst estimates of $4.38 billion. During the same quarter last year, the company posted $4.42 EPS. AON’s revenue for the quarter was up 3.7% on a year-over-year basis. Sell-side analysts forecast that Aon plc will post 17.21 earnings per share for the current year.

AON Announces Dividend

The firm 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. This represents a $2.98 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Monday, February 2nd. AON’s dividend payout ratio is currently 17.51%.

Insider Activity

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

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.