Aon plc $AON Shares Newly Bought by NBT Bank N.A.

NBT Bank N.A. acquired a new position in Aon plc (NYSE:AON) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 36,555 shares of the financial services provider’s stock, valued at approximately $10,117,000.

Several other large investors have also recently modified their holdings of AON. SBI Securities Co. Ltd. boosted its position in shares of AON by 173,947.6% in the 3rd quarter. SBI Securities Co. Ltd. now owns 36,550 shares of the financial services provider’s stock worth $10,116,000 after purchasing an additional 36,529 shares in the last quarter. Smith Chas P & Associates PA Cpas grew its stake in AON by 434.8% during the 3rd quarter. Smith Chas P & Associates PA Cpas now owns 5,161 shares of the financial services provider’s stock worth $1,428,000 after buying an additional 4,196 shares during the last quarter. Aire Advisors LLC increased its position in AON by 98.9% during the 3rd quarter. Aire Advisors LLC now owns 12,504 shares of the financial services provider’s stock valued at $3,461,000 after buying an additional 6,217 shares in the last quarter. Axxcess Wealth Management LLC increased its position in AON by 234.7% during the 3rd quarter. Axxcess Wealth Management LLC now owns 22,014 shares of the financial services provider’s stock valued at $6,093,000 after buying an additional 15,436 shares in the last quarter. Finally, Albion Financial Group UT increased its position in AON by 581,020.0% during the 3rd quarter. Albion Financial Group UT now owns 174,336 shares of the financial services provider’s stock valued at $48,251,000 after buying an additional 174,306 shares in the last quarter. Institutional investors own 86.14% of the company’s stock.

Analysts Set New Price Targets

AON has been the subject of a number of research analyst reports. TD Cowen raised their price target on AON from $416.00 to $420.00 and gave the stock a “buy” rating in a report on Monday, September 14th. Piper Sandler dropped their price target on AON from $391.00 to $349.00 and set a “neutral” rating on the stock in a research note on Tuesday, September 1st. Jefferies Financial Group cut their price objective on shares of AON from $387.00 to $383.00 and set a “buy” rating on the stock in a report on Wednesday, September 30th. Keefe, Bruyette & Woods decreased their price objective on shares of AON from $417.00 to $342.00 and set an “outperform” rating for the company in a research report on Monday, October 12th. Finally, Wolfe Research lowered shares of AON from a “hold” rating to a “strong sell” rating in a research report on Friday, September 11th. Twelve research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $367.59.

Insider Buying and Selling at AON

In other AON news, General Counsel Darren Zeidel sold 1,900 shares of the stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $377.76, for a total transaction of $717,744.00. Following the sale, the general counsel directly owned 11,504 shares of the company’s stock, valued at approximately $4,345,751.04. This trade represents a 14.17% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Lester B. Knight acquired 20,000 shares of AON stock in a transaction on Wednesday, September 2nd. The shares were bought at an average price of $327.48 per share, with a total value of $6,549,600.00. Following the purchase, the director directly owned 163,000 shares in the company, valued at approximately $53,379,240. The trade was a 13.99% increase in their position. The SEC filing for this purchase provides additional information. 1.00% of the stock is currently owned by corporate insiders.

Key Stories Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Investors are positioning ahead of Aon’s October 28 earnings release. Recent expectations call for third-quarter earnings growth, while Zacks raised its earnings estimate to $3.38 per share. Aon results are due October 28 Zacks raises Aon estimate
• Positive Sentiment: Aon’s Australian broking channel reportedly manages approximately $35.6 billion in premiums, and an Aon broker won a national industry title. The recognition may reinforce the strength of Aon’s distribution platform and client relationships. Aon broker wins national title
• Positive Sentiment: QBE Re is reportedly set to partner with Aon on its Cortina initiative, supporting Aon’s efforts to expand underwriting and risk-transfer solutions. QBE Re partnership for Cortina
• Positive Sentiment: Aon expects UK pension risk settlement activity to rebound after a subdued start to 2026, potentially supporting its retirement and risk-settlement advisory business. UK pension risk settlement outlook
• Neutral Sentiment: Reports highlighting Aon’s facultative reinsurance capabilities and efficiency point to strategic strengths, but provide limited new financial information ahead of earnings. Aon facultative reinsurance strategy
• Negative Sentiment: Bank of America reduced its price target for AON to $322 from $339, signaling more limited upside. Zacks also cautioned that Aon lacks the typical combination of factors associated with an earnings beat, increasing pre-report uncertainty. BofA cuts Aon price target Zacks earnings outlook

AON Stock Performance

Shares of NYSE AON opened at $306.59 on Friday. The company has a current ratio of 1.54, a quick ratio of 1.54 and a debt-to-equity ratio of 1.34. Aon plc has a 12 month low of $266.33 and a 12 month high of $382.34. The company has a 50 day simple moving average of $306.20 and a two-hundred day simple moving average of $325.39. The stock has a market cap of $65.03 billion, a price-to-earnings ratio of 16.90, a PEG ratio of 1.54 and a beta of 0.70.

AON (NYSE:AON) last released its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share for the quarter, topping analysts’ consensus estimates of $3.80 by $0.01. The firm had revenue of $4.25 billion for the quarter, compared to analyst estimates of $4.28 billion. AON had a net margin of 22.27% and a return on equity of 42.13%. The business’s quarterly revenue was up 2.2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.49 earnings per share. As a group, analysts predict that Aon plc will post 18.73 earnings per share for the current year.

AON Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Monday, November 2nd will be given a dividend of $0.82 per share. The ex-dividend date is Monday, November 2nd. This represents a $3.28 dividend on an annualized basis and a yield of 1.1%. AON’s payout ratio is currently 18.08%.

About AON

Aon plc is a global professional services firm that helps organizations manage risk, make informed decisions and improve workforce outcomes. Its services span commercial risk, health, retirement and investments, and data and analytics.

The company provides insurance brokerage and risk-management services, including coverage placement, claims support, risk transfer and consulting. Through its reinsurance business, Aon also serves insurers and other organizations seeking to manage catastrophe, capital and underwriting risks.

Aon’s human capital offerings include employee benefits consulting, retirement advisory services, talent and compensation consulting, and health and workforce solutions.