Proficio Capital Partners LLC Invests $557,000 in Aon plc $AON

Proficio Capital Partners LLC purchased a new position in Aon plc (NYSE:AON) during the 2nd quarter, Holdings Channel reports. The institutional investor purchased 1,680 shares of the financial services provider’s stock, valued at approximately $557,000.

A number of other institutional investors have also recently made changes to their positions in the business. Clifford Swan Investment Counsel LLC grew its stake in AON by 5.7% during the 2nd quarter. Clifford Swan Investment Counsel LLC now owns 28,607 shares of the financial services provider’s stock worth $9,489,000 after buying an additional 1,531 shares during the last quarter. CTC Alternative Strategies Ltd. acquired a new stake in AON in the second quarter worth about $464,000. New Mexico Educational Retirement Board grew its stake in shares of AON by 7.0% during the second quarter. New Mexico Educational Retirement Board now owns 10,645 shares of the financial services provider’s stock worth $3,531,000 after acquiring an additional 700 shares during the last quarter. Wellington Management Group LLP increased its holdings in shares of AON by 16.4% during the second quarter. Wellington Management Group LLP now owns 106,370 shares of the financial services provider’s stock valued at $35,282,000 after acquiring an additional 14,996 shares in the last quarter. Finally, Public Employees Retirement System of Ohio purchased a new position in shares of AON in the 2nd quarter valued at approximately $26,294,000. Institutional investors and hedge funds own 86.14% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on AON shares. Keefe, Bruyette & Woods raised their price target on shares of AON from $412.00 to $417.00 and gave the stock an “outperform” rating in a report on Tuesday. Wall Street Zen raised AON from a “sell” rating to a “hold” rating in a research report on Saturday, August 29th. Cantor Fitzgerald lowered their price target on AON from $445.00 to $433.00 and set an “overweight” rating for the company in a research report on Tuesday. Citigroup increased their price objective on AON from $420.00 to $435.00 and gave the company a “buy” rating in a report on Thursday, July 30th. Finally, Roth Capital set a $380.00 target price on AON in a report on Tuesday. Twelve analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $399.12.

Key Stories Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Analysts remain bullish despite target revisions. Keefe, Bruyette & Woods raised its price target to $417 and maintained an “outperform” rating. Mizuho and Cantor Fitzgerald lowered their targets but also retained positive ratings, implying substantial upside from recent trading levels.
• Positive Sentiment: Organic growth is holding up as insurance pricing softens. Aon and peer brokers WTW and AJG are increasingly relying on underlying business activity, exposure growth and demand for advisory services rather than higher insurance rates to drive expansion. 3 Insurance Brokerage Stocks Find New Growth Drivers as Rates Fade
• Positive Sentiment: Reinsurance capital markets are expanding. Aon Securities estimates the global reinsurance sidecar market could reach a record $23 billion in 2026, highlighting demand for alternative risk capital and supporting Aon’s role as an intermediary in specialty and reinsurance markets. Reinsurance sidecar market estimated at record $23bn in 2026
• Neutral Sentiment: A comparison of Aon with Brighthouse Financial provides general financial analysis but does not identify a specific new catalyst for AON shares. Financial Survey: AON versus Brighthouse Financial
• Negative Sentiment: The USI acquisition is the main risk. Aon’s planned purchase of USI expands its middle-market and specialty insurance capabilities, but the $17 billion price tag increases debt and places pressure on management to achieve synergies and execute the integration successfully. Shares previously fell sharply following the announcement. Aon to Buy USI Insurance in $17 Billion Deal

AON Price Performance

Shares of AON opened at $331.28 on Thursday. The business’s 50-day moving average is $353.47 and its two-hundred day moving average is $334.19. The company has a market capitalization of $70.27 billion, a P/E ratio of 18.26, a P/E/G ratio of 1.72 and a beta of 0.66. Aon plc has a fifty-two week low of $304.59 and a fifty-two week high of $382.34. The company has a debt-to-equity ratio of 1.34, a quick ratio of 1.54 and a current ratio of 1.54.

AON (NYSE:AON) last issued its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.80 by $0.01. The business had revenue of $4.25 billion during the quarter, compared to analysts’ expectations of $4.28 billion. AON had a return on equity of 42.13% and a net margin of 22.27%.The company’s revenue for the quarter was up 2.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.49 EPS. Research analysts predict that Aon plc will post 19 earnings per share for the current year.

AON Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, August 14th. Stockholders of record on Monday, August 3rd were paid a dividend of $0.82 per share. The ex-dividend date of this dividend was Monday, August 3rd. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.0%. AON’s dividend payout ratio (DPR) is presently 18.08%.

Insider Buying and Selling at AON

In other news, General Counsel Darren Zeidel sold 1,950 shares of AON stock in a transaction that occurred on Friday, July 17th. The shares were sold at an average price of $372.05, for a total transaction of $725,497.50. Following the completion of the transaction, the general counsel directly owned 13,404 shares of the company’s stock, valued at $4,986,958.20. The trade was a 12.70% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Over the last ninety days, insiders have sold 4,450 shares of company stock worth $1,659,242. 1.00% of the stock is owned by insiders.

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.