DNB Asset Management AS Has $14.60 Million Stock Holdings in Aon plc $AON

DNB Asset Management AS increased its position in Aon plc (NYSE:AON) by 4.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 41,361 shares of the financial services provider’s stock after buying an additional 1,878 shares during the period. DNB Asset Management AS’s holdings in AON were worth $14,595,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in the company. Vanguard Group Inc. grew its stake in shares of AON by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 20,171,049 shares of the financial services provider’s stock valued at $7,117,960,000 after buying an additional 191,658 shares during the period. State Street Corp grew its stake in shares of AON by 1.2% in the 3rd quarter. State Street Corp now owns 9,229,464 shares of the financial services provider’s stock valued at $3,291,048,000 after buying an additional 105,154 shares during the period. Bank of New York Mellon Corp grew its stake in shares of AON by 5.9% in the 3rd 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 buying an additional 207,690 shares during the period. Dodge & Cox acquired a new stake in shares of AON in the 3rd quarter valued at about $1,235,437,000. Finally, Neuberger Berman Group LLC grew its stake in shares of AON by 12.0% in the 3rd quarter. Neuberger Berman Group LLC now owns 2,330,363 shares of the financial services provider’s stock valued at $830,945,000 after buying an additional 249,549 shares during the period. 86.14% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at AON

In other news, General Counsel Darren Zeidel sold 5,040 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $325.79, for a total value of $1,641,981.60. Following the transaction, the general counsel owned 20,254 shares in the company, valued at $6,598,550.66. The trade was a 19.93% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.00% of the stock is owned by insiders.

More AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Zacks Research raised its Q1 2028 EPS estimate for Aon to $7.77 from $7.75, signaling slightly stronger longer-term earnings expectations. AON report
• Positive Sentiment: An Artemis report noted that global property softening is being offset by underwriting discipline and rising ART interest, a backdrop that can support Aon’s insurance-brokerage and specialty business outlook. Global property softening met by underwriting discipline and rising ART interest: Aon
• Neutral Sentiment: Zacks Research also reiterated or adjusted several other out-year EPS forecasts for Aon, with FY2026 at $19.02, FY2027 at $20.96, and FY2028 at $23.11, suggesting broadly steady earnings growth expectations overall.
• Negative Sentiment: The same analyst note included modest cuts to some near- and medium-term estimates, including Q2 2026, Q3 2026, Q4 2026, Q1 2027, Q2 2027, Q3 2027, FY2027, and FY2028, which may temper enthusiasm around the pace of earnings growth. AON report

Analyst Ratings Changes

A number of research firms have issued reports on AON. Piper Sandler cut their price target on AON from $388.00 to $355.00 and set an “overweight” rating for the company in a research note on Monday, May 4th. Barclays cut their price target on AON from $381.00 to $372.00 and set an “equal weight” rating for the company in a research note on Wednesday, April 8th. Bank of America upgraded AON from a “neutral” rating to an “outperform” rating and cut their price target for the company from $398.00 to $397.00 in a research note on Friday, February 27th. Keefe, Bruyette & Woods cut their price target on AON from $416.00 to $401.00 and set an “outperform” rating for the company in a research note on Tuesday, April 7th. Finally, Cantor Fitzgerald lifted their price target on AON from $393.00 to $412.00 and gave the company an “overweight” rating in a research note on Monday, February 2nd. Thirteen investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $397.88.

AON Price Performance

Shares of NYSE AON opened at $317.15 on Monday. Aon plc has a twelve month low of $304.59 and a twelve month high of $381.00. The stock’s 50 day moving average price is $322.45 and its 200-day moving average price is $335.23. The company has a market capitalization of $67.74 billion, a PE ratio of 17.41, a PEG ratio of 1.68 and a beta of 0.72. The company has a quick ratio of 1.95, a current ratio of 1.95 and a debt-to-equity ratio of 1.36.

AON (NYSE:AON) last announced its earnings results on Saturday, May 2nd. The financial services provider reported $6.48 earnings per share for the quarter, topping analysts’ consensus estimates of $6.37 by $0.11. AON had a return on equity of 43.50% and a net margin of 22.54%.The firm had revenue of $5.03 billion for the quarter, compared to the consensus estimate of $4.97 billion. During the same quarter in the previous year, the business earned $5.67 EPS. The company’s revenue was up 6.4% compared to the same quarter last year. On average, equities analysts anticipate that Aon plc will post 19.07 EPS for the current year.

AON Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Friday, May 1st were paid a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date was Friday, May 1st. This is a boost from AON’s previous quarterly dividend of $0.75. AON’s dividend payout ratio (DPR) is presently 16.36%.

About AON

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.