Aon plc $AON Stock: Kestra Advisory Services LLC Increases Stake

Kestra Advisory Services LLC lifted its position in shares of Aon plc (NYSE:AON) by 754.4% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 380,635 shares of the financial services provider’s stock after buying an additional 336,085 shares during the quarter. Kestra Advisory Services LLC owned approximately 0.18% of AON worth $105,348,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of AON. Robeco Institutional Asset Management B.V. increased its stake in AON by 11,179.6% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 4,026,135 shares of the financial services provider’s stock worth $1,114,313,000 after buying an additional 3,990,441 shares in the last quarter. Bank of America Corp DE raised its holdings in AON by 16.3% during the first quarter. Bank of America Corp DE now owns 1,582,680 shares of the financial services provider’s stock valued at $510,857,000 after acquiring an additional 222,092 shares during the period. Amundi lifted its position in shares of AON by 23.5% in the first quarter. Amundi now owns 1,502,890 shares of the financial services provider’s stock valued at $485,103,000 after acquiring an additional 285,549 shares in the last quarter. Dimensional Fund Advisors LP lifted its position in shares of AON by 20.5% in the first quarter. Dimensional Fund Advisors LP now owns 1,253,769 shares of the financial services provider’s stock valued at $404,709,000 after acquiring an additional 213,051 shares in the last quarter. Finally, Ninety One UK Ltd boosted its stake in shares of AON by 419.8% in the third quarter. Ninety One UK Ltd now owns 836,932 shares of the financial services provider’s stock worth $231,638,000 after acquiring an additional 675,919 shares during the period. Institutional investors own 86.14% of the company’s stock.

Insider Transactions at AON

In related news, Director Lester Knight purchased 20,000 shares of the business’s stock in a transaction on Wednesday, September 2nd. The shares were acquired at an average price of $327.48 per share, for a total transaction of $6,549,600.00. Following the purchase, the director owned 163,000 shares of the company’s stock, valued at $53,379,240. This trade represents a 13.99% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 1.00% of the company’s stock.

AON Price Performance

Shares of AON stock opened at $344.43 on Friday. Aon plc has a 1-year low of $266.33 and a 1-year high of $382.34. The company has a market cap of $73.07 billion, a P/E ratio of 18.86, a PEG ratio of 1.82 and a beta of 0.63. The company has a debt-to-equity ratio of 2.58, a current ratio of 4.72 and a quick ratio of 4.72. The stock’s 50-day moving average is $300.76 and its 200 day moving average is $325.95.

AON (NYSE:AON) last posted its quarterly earnings data on Wednesday, October 28th. The financial services provider reported $3.36 EPS for the quarter, topping the consensus estimate of $3.30 by $0.06. AON had a net margin of 22.24% and a return on equity of 40.46%. The firm had revenue of $4.10 billion during the quarter, compared to analyst estimates of $4.08 billion. During the same quarter in the previous year, the business posted $3.05 EPS. AON’s revenue was up 2.6% on a year-over-year basis. Research analysts predict that Aon plc will post 18.47 earnings per share for the current fiscal year.

AON Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Monday, November 2nd will be issued a dividend of $0.82 per share. The ex-dividend date is Monday, November 2nd. This represents a $3.28 annualized dividend and a dividend yield of 1.0%. AON’s dividend payout ratio is 17.96%.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on AON. Zacks Research lowered shares of AON from a “hold” rating to a “strong sell” rating in a research report on Monday, October 26th. Bank of America lifted their target price on AON from $298.00 to $327.00 and gave the stock an “underperform” rating in a report on Wednesday, July 15th. BMO Capital Markets upgraded shares of AON from a “market perform” rating to an “outperform” rating and upped their price target for the company from $319.00 to $380.00 in a report on Tuesday. Roth Capital set a $380.00 price objective on AON and gave the company a “buy” rating in a research report on Tuesday, September 1st. Finally, Mizuho reduced their target price on shares of AON from $366.00 to $324.00 and set an “outperform” rating on the stock in a research report on Wednesday, October 7th. Thirteen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $369.12.

AON News Summary

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon renewed its Aon Client Treaty for 2027, raising co-insurance on eligible business from 28.5% to 35%. The expansion also applies the 1.5% client dividend to a larger share of eligible placements and adds facultative capacity. It strengthens Aon’s offering to clients, though the announcement did not quantify its earnings impact. Aon Client Treaty expands to 35% co-insurance for 2027
• Positive Sentiment: Aon and Munich Re launched a pandemic reinsurance solution for insurers in Indonesia and the Philippines, potentially creating a new offering in markets with coverage gaps. Aon and Munich Re launch pandemic reinsurance solution
• Neutral Sentiment: Analyst views were mixed: BMO Capital Markets upgraded AON, while UBS cut its price target; Cantor Fitzgerald and Wells Fargo coverage headlines also pointed to expected upside. BMO upgrades AON UBS cuts AON price target
• Negative Sentiment: Dowling & Partners lowered its 2026 EPS estimate to $18.50 from $18.70, although that remains close to the $18.49 consensus estimate. AON analyst estimate update

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.