Townsquare Capital LLC Sells 3,849 Shares of Aon plc $AON

Townsquare Capital LLC trimmed its stake in shares of Aon plc (NYSE:AON) by 75.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,229 shares of the financial services provider’s stock after selling 3,849 shares during the quarter. Townsquare Capital LLC’s holdings in AON were worth $438,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its position in shares of AON by 2.6% in the 2nd quarter. Vanguard Group Inc. now owns 20,289,743 shares of the financial services provider’s stock worth $7,238,569,000 after purchasing an additional 511,292 shares during the period. Geode Capital Management LLC increased its position in shares of AON by 3.2% during the second quarter. Geode Capital Management LLC now owns 5,588,279 shares of the financial services provider’s stock worth $1,987,961,000 after buying an additional 173,722 shares during the period. Bank of New York Mellon Corp raised its stake in AON by 5.9% during the third quarter. Bank of New York Mellon Corp now owns 3,715,346 shares of the financial services provider’s stock worth $1,324,818,000 after buying an additional 207,690 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in AON by 13.2% in the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 2,706,904 shares of the financial services provider’s stock valued at $965,715,000 after buying an additional 316,333 shares during the period. Finally, Artisan Partners Limited Partnership grew its holdings in AON by 1.9% during the 2nd quarter. Artisan Partners Limited Partnership now owns 2,176,045 shares of the financial services provider’s stock worth $776,326,000 after acquiring an additional 40,213 shares during the period. 86.14% of the stock is currently owned by institutional investors.

AON Price Performance

Shares of NYSE:AON opened at $349.80 on Friday. Aon plc has a twelve month low of $323.73 and a twelve month high of $412.97. The stock’s 50 day moving average is $347.88 and its 200-day moving average is $353.72. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 1.86. The firm has a market capitalization of $75.18 billion, a price-to-earnings ratio of 28.03, a PEG ratio of 1.76 and a beta of 0.84.

AON (NYSE:AON) last announced its quarterly 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. AON had a net margin of 15.96% and a return on equity of 48.88%. The business had revenue of $4.30 billion during the quarter, compared to analyst estimates of $4.38 billion. During the same quarter in the previous year, the business posted $4.42 EPS. AON’s quarterly revenue was up 3.7% on a year-over-year basis. Sell-side analysts forecast that Aon plc will post 17.21 EPS for the current fiscal year.

AON Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Monday, February 2nd will be given a $0.745 dividend. The ex-dividend date of this dividend is Monday, February 2nd. This represents a $2.98 annualized dividend and a yield of 0.9%. AON’s dividend payout ratio (DPR) is presently 23.88%.

More AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Q4 EPS topped estimates — Aon reported $4.85 EPS versus consensus near $4.75, and management pointed to margin benefits from restructuring and strong retention as drivers of the beat. Aon (AON) Surpasses Q4 Earnings Estimates
• Positive Sentiment: New business growth and retention — Company commentary and analyst notes highlight new business wins and high client retention that supported revenue composition and improved margins. Aon Q4 Earnings Top Estimates on New Business Growth, Strong Retention
• Positive Sentiment: Balance-sheet and cash flow progress — Full-year results show 9% total revenue growth, 6% organic growth, double-digit free cash flow growth and $1.9B of debt paydown; Aon says it met its leverage objective in Q4. These items reduce financial risk and support capital allocation. Aon Reports Fourth-Quarter and Full-Year 2025 Results
• Neutral Sentiment: Management detail and forward stance — The earnings call/transcript provides context on go-forward priorities (cost actions, cross-selling, integration planning) but offered limited new formal guidance in the release; watch management’s cadence on 2026 execution. Aon plc (AON) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Street reception — Analysts maintain a generally constructive view (consensus “Moderate Buy” and multi-year EPS estimates remain supportive), which can limit downside absent new negative news. Aon plc (NYSE:AON) Receives Consensus Rating of “Moderate Buy” from Analysts
• Negative Sentiment: Revenue slightly missed estimates — Q4 revenue of $4.30B came in below consensus near $4.38B, which raises questions about top-line momentum despite EPS strength from margins and mix. Aon (AON) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
• Negative Sentiment: Acquisition/integration risk — The planned ~$13B NFP acquisition remains a material event and is described as “facing a test” by coverage; any regulatory, execution or financing setbacks could pressure sentiment. Aon Reports Earnings Friday as $13 Billion NFP Acquisition Faces Test

Analyst Upgrades and Downgrades

AON has been the topic of a number of recent analyst reports. Roth Mkm reissued a “buy” rating and issued a $390.00 price objective on shares of AON in a research note on Tuesday, November 4th. JPMorgan Chase & Co. dropped their price target on AON from $433.00 to $406.00 and set an “overweight” rating on the stock in a research note on Wednesday, January 7th. TD Cowen cut their price target on AON from $419.00 to $416.00 and set a “buy” rating on the stock in a report on Monday, November 3rd. Barclays lifted their price objective on shares of AON from $379.00 to $381.00 and gave the company an “equal weight” rating in a research note on Thursday, January 8th. Finally, Citigroup raised shares of AON from a “neutral” rating to a “buy” rating and set a $402.00 target price on the stock in a research note on Monday, November 3rd. Twelve analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $408.47.

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.