Altfest L J & Co. Inc. Raises Holdings in Aon plc $AON

Altfest L J & Co. Inc. increased its holdings in Aon plc (NYSE:AON) by 155.6% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 4,660 shares of the financial services provider’s stock after acquiring an additional 2,837 shares during the period. Altfest L J & Co. Inc.’s holdings in AON were worth $1,644,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the business. State Street Corp boosted its position in shares of AON by 1.2% during the third quarter. State Street Corp now owns 9,229,464 shares of the financial services provider’s stock worth $3,291,048,000 after buying an additional 105,154 shares during the period. Bank of New York Mellon Corp raised its stake in shares of AON by 5.9% in the third quarter. Bank of New York Mellon Corp now owns 3,715,346 shares of the financial services provider’s stock valued at $1,324,818,000 after acquiring an additional 207,690 shares in the last quarter. Dodge & Cox acquired a new stake in shares of AON in the third quarter valued at $1,235,437,000. Neuberger Berman Group LLC raised its stake in shares of AON by 12.0% in the third quarter. Neuberger Berman Group LLC now owns 2,330,363 shares of the financial services provider’s stock valued at $830,945,000 after acquiring an additional 249,549 shares in the last quarter. Finally, Farallon Capital Management LLC raised its stake in shares of AON by 14.7% in the third quarter. Farallon Capital Management LLC now owns 2,278,017 shares of the financial services provider’s stock valued at $812,295,000 after acquiring an additional 291,600 shares in the last quarter. 86.14% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at AON

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

AON News Roundup

Here are the key news stories impacting AON this week:

• Positive Sentiment: Board approved a 10% increase to the quarterly cash dividend, raising the payout to $0.820 per Class A share — a sign of cash return to shareholders and management confidence. Aon Announces 10% Increase to Quarterly Cash Dividend
• Positive Sentiment: KBW reaffirmed its Buy rating on Aon, supporting investor conviction from sell‑side coverage. KBW Reaffirms Their Buy Rating on Aon (AON)
• Positive Sentiment: Morgan Stanley remains constructive on Aon (Buy), adding to supportive analyst commentary. Morgan Stanley Remains a Buy on Aon (AON)
• Positive Sentiment: Aon announced strategic partnerships and new commercial deals (FIATA / AON World; Cover‑More travel insurance in Australia) that expand distribution and product reach. FIATA and AON World announce strategic partnership
• Positive Sentiment: Aon is pushing data and AI into its enterprise strategy — a strategic initiative that can improve client outcomes and long‑term margins. Aon embeds data and AI into enterprise strategy to drive client outcomes
• Neutral Sentiment: Aon set its Q1 2026 earnings release and conference call for May 1 — a near‑term catalyst that could swing the stock depending on results and guidance. Aon Announces First-Quarter 2026 Earnings Release and Conference Call Date
• Neutral Sentiment: Reinsurance‑related activity and a marine product appointment are incremental operational items; useful for niche business continuity but unlikely to move the stock materially on their own. Aon’s Reinsurance Solutions appoints Jose Maria Lopez as Marine Product Coordinator
• Negative Sentiment: JPMorgan trimmed its price target to $396 (from $406) — a modest downtick in analyst upside that can weigh on sentiment despite an overweight rating. AON (NYSE:AON) Price Target Cut to $396.00 by Analysts at JPMorgan Chase & Co.
• Negative Sentiment: Wells Fargo lowered its price target to $402 (from $443) — another analyst cut that reduces near‑term upside expectations and likely contributed to selling pressure. Benzinga
• Negative Sentiment: MarketWatch notes Aon has recently underperformed peers/market — relative weakness that can trigger short‑term selling by momentum and sector funds. Aon PLC stock underperforms Thursday when compared to competitors

Analysts Set New Price Targets

Several brokerages have recently issued reports on AON. Citigroup increased their price objective on AON from $402.00 to $412.00 and gave the company a “buy” rating in a research note on Tuesday, February 3rd. Evercore reiterated an “outperform” rating and issued a $436.00 price objective on shares of AON in a research note on Wednesday, January 7th. Mizuho upgraded AON from a “neutral” rating to an “outperform” rating and set a $397.00 price objective on the stock in a research note on Friday, February 27th. Bank of America upgraded AON from a “neutral” rating to an “outperform” rating and reduced their price objective for the company from $398.00 to $397.00 in a research note on Friday, February 27th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of AON in a research note on Monday, December 29th. Fourteen equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $402.00.

AON Stock Down 3.8%

AON opened at $313.10 on Friday. The business’s 50-day simple moving average is $326.15 and its 200-day simple moving average is $340.56. The company has a debt-to-equity ratio of 1.55, a quick ratio of 2.03 and a current ratio of 2.03. Aon plc has a one year low of $304.59 and a one year high of $387.69. The stock has a market capitalization of $67.08 billion, a P/E ratio of 18.40, a price-to-earnings-growth ratio of 1.71 and a beta of 0.83.

AON (NYSE:AON) last released its quarterly earnings results on Friday, January 30th. The financial services provider reported $4.85 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $4.30 billion for the quarter, compared to analyst estimates of $4.38 billion. During the same quarter last year, the company posted $4.42 earnings per share. The business’s revenue was up 3.7% on a year-over-year basis. Analysts anticipate that Aon plc will post 17.21 EPS for the current year.

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.