Aon plc (NYSE:AON – Get Free Report) hit a new 52-week high during mid-day trading on Tuesday . The stock traded as high as $379.56 and last traded at $378.8870, with a volume of 198671 shares changing hands. The stock had previously closed at $367.17.
Key AON News
Here are the key news stories impacting AON this week:
- Positive Sentiment: Quarterly earnings beat expectations. Aon reported second-quarter adjusted earnings of $3.81 per share, ahead of analyst estimates ranging from $3.77 to $3.80 and up from $3.49 a year earlier. Aon Reports Second-Quarter 2026 Results
- Positive Sentiment: Underlying business trends were encouraging. Total revenue increased 2% year over year, while organic revenue rose 5%. New-business wins, strong client retention, commercial risk-management demand and operating-margin expansion helped offset a modest revenue shortfall versus consensus ($4.25 billion versus $4.28 billion). Aon Q2 Earnings Beat Estimates
- Positive Sentiment: Management maintained its full-year guidance. Reaffirming the outlook reduces concerns that softer revenue growth or macroeconomic uncertainty could pressure results later in the year. Analysts currently expect approximately $19.09 in full-year earnings per share. Aon Reports Q2 2026 Results and Reaffirms Guidance
- Positive Sentiment: Aon launched an AI Risk Diagnostic. The new offering may strengthen Aon’s position in the growing market for artificial-intelligence risk assessment and create additional opportunities in its risk-advisory business. Aon Launches AI Risk Diagnostic
- Neutral Sentiment: Aon declared a quarterly dividend of $0.82 per share, equivalent to a $3.28 annualized payout and roughly a 0.9% yield. The dividend supports shareholder returns but is unlikely to be the main catalyst for the move.
- Negative Sentiment: General Counsel Darren Zeidel sold 1,950 shares worth approximately $725,500, reducing his holdings by 12.7%. The transaction was disclosed as an insider sale, although its size is modest relative to Aon’s market capitalization and does not change the company’s operating outlook. Darren Zeidel Sells Aon Shares
Analyst Upgrades and Downgrades
AON has been the subject of a number of recent research reports. Citigroup increased their target price 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 increased their price objective on AON from $360.00 to $383.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 8th. Keefe, Bruyette & Woods lowered their target price on shares of AON from $404.00 to $400.00 and set an “outperform” rating for the company in a research note on Wednesday, July 8th. Cantor Fitzgerald increased their target price on AON from $416.00 to $445.00 and gave the stock an “overweight” rating in a research note on Thursday, July 9th. Finally, Morgan Stanley raised their price target on shares of AON from $370.00 to $380.00 and gave the company an “overweight” rating in a research report on Monday, July 6th. Twelve investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $405.44.
AON Stock Down 1.3%
The firm’s fifty day simple moving average is $339.64 and its 200 day simple moving average is $331.76. The company has a current ratio of 1.95, a quick ratio of 1.95 and a debt-to-equity ratio of 1.36. The company has a market cap of $80.37 billion, a price-to-earnings ratio of 20.65, a PEG ratio of 2.00 and a beta of 0.71.
AON (NYSE:AON – Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share for the quarter, beating analysts’ consensus estimates of $3.80 by $0.01. The business had revenue of $4.25 billion for the quarter, compared to analyst estimates of $4.28 billion. AON had a net margin of 22.54% and a return on equity of 43.50%. The company’s revenue was up 2.2% on a year-over-year basis. During the same period last year, the business earned $3.49 EPS. Sell-side analysts predict that Aon plc will post 19.09 earnings per share for the current year.
AON Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Monday, August 3rd will be paid a $0.82 dividend. The ex-dividend date is Monday, August 3rd. This represents a $3.28 dividend on an annualized basis and a yield of 0.9%. AON’s dividend payout ratio (DPR) is currently 18.00%.
Insider Transactions at AON
In other news, General Counsel Darren Zeidel sold 1,950 shares of the company’s stock in a transaction dated Friday, July 17th. The stock was 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 approximately $4,986,958.20. This represents a 12.70% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 1.00% of the stock is owned by company insiders.
Hedge Funds Weigh In On AON
A number of institutional investors and hedge funds have recently added to or reduced their stakes in AON. Dodge & Cox lifted its position in shares of AON by 126.6% during the 4th quarter. Dodge & Cox now owns 7,852,456 shares of the financial services provider’s stock worth $2,770,975,000 after buying an additional 4,387,773 shares during the last quarter. Norges Bank purchased a new position in shares of AON in the 4th quarter valued at $1,155,981,000. Viking Global Investors LP acquired a new stake in AON during the 3rd quarter worth $504,424,000. Balyasny Asset Management L.P. lifted its position in AON by 40,219.8% in the third quarter. Balyasny Asset Management L.P. now owns 846,715 shares of the financial services provider’s stock valued at $301,922,000 after acquiring an additional 844,615 shares during the last quarter. Finally, Southpoint Capital Advisors LP acquired a new position in AON in the fourth quarter valued at $229,372,000. 86.14% of the stock is owned by institutional investors and hedge funds.
AON Company Profile
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.
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