Atlantic Union Bankshares Corp Raises Stake in Aon plc $AON

Atlantic Union Bankshares Corp grew its holdings in Aon plc (NYSE:AON) by 1,766.7% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 1,624 shares of the financial services provider’s stock after buying an additional 1,537 shares during the period. Atlantic Union Bankshares Corp’s holdings in AON were worth $579,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in AON. AGF Management Ltd. lifted its position in AON by 6.4% during the 3rd quarter. AGF Management Ltd. now owns 8,852 shares of the financial services provider’s stock worth $3,156,000 after acquiring an additional 530 shares during the period. Strategy Asset Managers LLC raised its stake in shares of AON by 1.0% during the third quarter. Strategy Asset Managers LLC now owns 19,337 shares of the financial services provider’s stock worth $6,895,000 after purchasing an additional 186 shares during the last quarter. State of Wyoming grew its position in AON by 56.4% in the 3rd quarter. State of Wyoming now owns 1,960 shares of the financial services provider’s stock valued at $699,000 after buying an additional 707 shares during the last quarter. Jones Financial Companies Lllp increased its stake in AON by 5.2% in the 3rd quarter. Jones Financial Companies Lllp now owns 4,780 shares of the financial services provider’s stock valued at $1,702,000 after buying an additional 236 shares during the period. Finally, Veritas Asset Management LLP raised its position in 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 worth $732,299,000 after buying an additional 332,685 shares during the last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.

AON Stock Performance

Shares of AON stock opened at $343.35 on Friday. The stock has a fifty day moving average price of $347.65 and a 200 day moving average price of $353.52. The company has a debt-to-equity ratio of 1.55, a quick ratio of 1.35 and a current ratio of 2.03. The stock has a market cap of $73.80 billion, a PE ratio of 20.17, a P/E/G ratio of 1.79 and a beta of 0.83. Aon plc has a 1 year low of $323.73 and a 1 year high of $412.97.

AON (NYSE:AON) last posted its earnings results on Friday, January 30th. The financial services provider reported $4.85 earnings per share for the quarter, beating the consensus estimate of $4.75 by $0.10. The company had revenue of $4.30 billion for the quarter, compared to analyst estimates of $4.38 billion. AON had a return on equity of 45.23% and a net margin of 21.51%.AON’s revenue was up 3.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $4.42 earnings per share. Sell-side analysts forecast that Aon plc will post 17.21 earnings per share for the current fiscal year.

AON Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Monday, February 2nd will be given a $0.745 dividend. The ex-dividend date is Monday, February 2nd. This represents a $2.98 annualized dividend and a dividend yield of 0.9%. AON’s dividend payout ratio is currently 17.51%.

Key Headlines Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon expands its cyber risk capabilities through a partnership with SecurityScorecard, widening its product set for cyber risk scoring and advisory — a direct revenue/ADJ cross-sell opportunity. Aon partners with SecurityScorecard to widen cyber risk offering
• Positive Sentiment: ICICI has deployed Aon’s PathWise to address stricter capital rules — an example of enterprise software demand and recurring-license/implementation revenue from large financial clients. ICICI rolls out Aon’s PathWise to tackle stricter capital rules
• Positive Sentiment: Aon reported a material improvement in profitability, with net income rising to $3.7B for 2025 — a strong earnings signal that supports forward cash flow and valuation. Aon net income jumps to $3.7b in 2025
• Positive Sentiment: Aon’s Global Medical Trend Rates report flags higher employee medical plan costs in India (≈11.5% in 2026), which can increase demand for benefits consulting and programme redesign services that Aon provides. Aon’s 2026 Global Medical Trend Rates Report highlights that employee medical plan costs in India are expected to rise by 11.5% in 2026
• Positive Sentiment: Aon is highlighting cyber insurance exposures (regulatory and fine-related) that leave firms exposed — this commentary can drive advisory and placement business as clients seek solutions. Cyber fine insurance rules leaving businesses financially exposed – Aon
• Neutral Sentiment: Aon says buyer-friendly conditions persist in global insurance markets — important market color but mixed implications for broker revenues and pricing leverage. Buyer friendly conditions persist for global insurance market, says Aon
• Neutral Sentiment: Several regional hires and reshuffles (UK insolvency & restructuring team growth; Greece/Cyprus reinsurance reshuffle) indicate continued investment in advisory capabilities but are operational in nature. Aon continues insolvency and restructuring team growth with new appointment Aon reshuffles Reinsurance Solutions business in Greece and Cyprus
• Neutral Sentiment: Additional hires and thought leadership pieces underline strategic focus on analytics and tailored insight for 2026 — positive for long-term positioning but limited immediate EPS impact. Tailored insight and analytics-driven decision-making key for firms in 2026: Aon
• Negative Sentiment: Analysts and coverage pieces highlight mixed recent returns and a modest revenue shortfall in the latest quarter (EPS beat but revenue slightly below estimates), which helps explain short-term selling pressure and investor caution. Is There Still Value In Aon (AON) Shares After Mixed Recent Returns?

Analyst Ratings Changes

A number of research analysts have recently issued reports on AON shares. Keefe, Bruyette & Woods boosted their price target on shares of AON from $410.00 to $416.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. UBS Group reiterated a “neutral” rating and set a $385.00 target price on shares of AON in a research report on Monday. Citigroup raised their price target on AON from $402.00 to $412.00 and gave the company a “buy” rating in a report on Tuesday. Mizuho set a $398.00 price objective on AON in a report on Tuesday. Finally, The Goldman Sachs Group set a $395.00 target price on AON in a report on Wednesday, January 7th. Twelve analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $409.75.

AON 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.