Waverly Advisors LLC Acquires 19,804 Shares of Aon plc $AON

Posted by Stanley Muller on Jul 28th, 2026

Waverly Advisors LLC raised its stake in shares of Aon plc (NYSE:AON – Free Report) by 872.8% in the first quarter, Holdings Channel.com reports. The firm owned 22,073 shares of the financial services provider’s stock after buying an additional 19,804 shares during the period. Waverly Advisors LLC’s holdings in AON were worth $7,125,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of AON. Aviva PLC raised its holdings in shares of AON by 2.0% in the 4th quarter. Aviva PLC now owns 333,454 shares of the financial services provider’s stock worth $117,669,000 after purchasing an additional 6,622 shares during the period. Mirae Asset Global Investments Co. Ltd. grew its holdings in AON by 21.0% during the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 37,552 shares of the financial services provider’s stock valued at $13,251,000 after purchasing an additional 6,509 shares during the period. Handelsbanken Fonder AB increased its position in AON by 9.1% in the fourth quarter. Handelsbanken Fonder AB now owns 67,034 shares of the financial services provider’s stock worth $23,655,000 after buying an additional 5,585 shares during the last quarter. Northwestern Mutual Wealth Management Co. raised its stake in shares of AON by 1,864.5% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 343,754 shares of the financial services provider’s stock valued at $121,304,000 after buying an additional 326,256 shares during the period. Finally, Highland Capital Management LLC bought a new position in shares of AON during the 4th quarter worth $1,359,000. 86.14% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on AON shares. Morgan Stanley boosted their price objective on AON from $370.00 to $380.00 and gave the company an “overweight” rating in a research note on Monday, July 6th. Barclays increased their target price on shares of AON from $372.00 to $382.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 7th. Citigroup boosted their price target on shares of AON from $412.00 to $420.00 and gave the company a “buy” rating in a research report on Wednesday, May 27th. UBS Group upped their price target on shares of AON from $360.00 to $383.00 and gave the company a “neutral” rating in a research note on Wednesday, July 8th. Finally, Piper Sandler downgraded shares of AON from an “overweight” rating to a “neutral” rating and raised their price objective for the stock from $355.00 to $377.00 in a report on Wednesday, July 15th. Twelve analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $404.56.

Get Our Latest Analysis on AON

Insider Transactions at AON

In other AON news, General Counsel Darren Zeidel sold 600 shares of the firm’s stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $360.00, for a total value of $216,000.00. Following the completion of the transaction, the general counsel directly owned 15,354 shares of the company’s stock, valued at $5,527,440. This trade represents a 3.76% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 1.00% of the stock is owned by corporate insiders.

AON Stock Up 1.4%

Shares of NYSE AON opened at $366.80 on Tuesday. The company has a quick ratio of 1.95, a current ratio of 1.95 and a debt-to-equity ratio of 1.36. The company has a market cap of $78.34 billion, a P/E ratio of 20.13, a P/E/G ratio of 1.89 and a beta of 0.71. Aon plc has a 52 week low of $304.59 and a 52 week high of $378.70. The business has a 50-day simple moving average of $337.38 and a two-hundred day simple moving average of $331.37.

AON (NYSE:AON – Get Free Report) last announced its quarterly earnings results on Saturday, May 2nd. The financial services provider reported $6.48 earnings per share for the quarter, beating the consensus estimate 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 analysts’ expectations of $4.97 billion. During the same period in the prior year, the business posted $5.67 earnings per share. The company’s revenue was up 6.4% on a year-over-year basis. Research analysts anticipate that Aon plc will post 19.09 earnings per share for the current fiscal year.

AON Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Investors of record on Monday, August 3rd will be issued a dividend of $0.82 per share. This represents a $3.28 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Monday, August 3rd. AON’s dividend payout ratio is 18.00%.

AON Profile

(Free Report)

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.