Robeco Institutional Asset Management B.V. lifted its holdings in shares of Aon plc (NYSE:AON – Free Report) by 11,179.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,026,135 shares of the financial services provider’s stock after purchasing an additional 3,990,441 shares during the period. AON comprises approximately 1.3% of Robeco Institutional Asset Management B.V.’s holdings, making the stock its 10th biggest holding. Robeco Institutional Asset Management B.V. owned 1.90% of AON worth $1,114,313,000 as of its most recent SEC filing.
Other hedge funds have also modified their holdings of the company. Diversify Advisory Services LLC raised its holdings in shares of AON by 5,225.7% in the third quarter. Diversify Advisory Services LLC now owns 194,070 shares of the financial services provider’s stock worth $53,713,000 after acquiring an additional 190,426 shares during the last quarter. Lakeshore Capital Group Inc. purchased a new stake in shares of AON in the third quarter valued at $207,000. Revisor Wealth Management LLC boosted its stake in shares of AON by 1,093.5% during the third quarter. Revisor Wealth Management LLC now owns 12,723 shares of the financial services provider’s stock valued at $3,521,000 after acquiring an additional 11,657 shares during the last quarter. Sumitomo Mitsui DS Asset Management Company Ltd boosted its stake in shares of AON by 955.5% during the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 305,099 shares of the financial services provider’s stock valued at $84,442,000 after acquiring an additional 276,194 shares during the last quarter. Finally, CWA Asset Management Group LLC increased its position in AON by 302.6% during the 3rd quarter. CWA Asset Management Group LLC now owns 10,737 shares of the financial services provider’s stock worth $2,972,000 after purchasing an additional 8,070 shares in the last quarter. 86.14% of the stock is owned by hedge funds and other institutional investors.
Key AON News
Here are the key news stories impacting AON this week:
- Positive Sentiment: Zacks Research projects Aon earnings of $20.05 per share in 2027 and $22.33 per share in 2028, compared with the current-year consensus of $18.73. The forecasts suggest continued earnings growth and may support the stock’s recent strength. Zacks Research earnings estimates
- Positive Sentiment: Aon said improving conditions in Canada’s property-and-casualty insurance market could create more favorable conditions for business decision-makers entering 2027, potentially supporting client activity and brokerage opportunities. Strong Canadian Property and Casualty Market Creates More Favourable Conditions for Business Decision Makers Entering 2027
- Neutral Sentiment: Aon highlighted that Canadian insurance rates are easing, while elevated U.S. litigation risks remain a challenge. Lower rates may benefit customers but could limit pricing-related revenue growth for brokers. Canadian businesses see insurance rates ease, but US litigation risks remain a problem
- Neutral Sentiment: Aon executives said reinsurers need to accept more risk, while the company’s industry outlook warned that traditional insurance “cash cows” are coming under pressure. The comments point to changing market conditions but do not represent a direct earnings revision. Aon’s De Bosini: Reinsurers need to lean towards risk
- Negative Sentiment: Investor scrutiny of the price tag for Aon’s USI deal continues to pressure the shares, raising concerns about acquisition returns, integration execution and leverage. Aon plc Underperforms Amid Scrutiny Over USI Deal Price Tag
- Negative Sentiment: Morgan Stanley lowered its price target for Aon to $350, a cautious signal even though the target remains above the recent trading level. Morgan Stanley cuts target to $350
AON Trading Up 2.5%
Shares of AON stock opened at $296.95 on Wednesday. Aon plc has a fifty-two week low of $266.33 and a fifty-two week high of $382.34. The firm has a market cap of $62.99 billion, a PE ratio of 16.37, a P/E/G ratio of 1.52 and a beta of 0.70. The business’s fifty day moving average is $308.36 and its two-hundred day moving average is $325.71. The company has a quick ratio of 1.54, a current ratio of 1.54 and a debt-to-equity ratio of 1.34.
AON (NYSE:AON – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.80 by $0.01. The business had revenue of $4.25 billion for 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 business’s revenue was up 2.2% on a year-over-year basis. During the same quarter last year, the firm earned $3.49 earnings per share. Analysts anticipate that Aon plc will post 18.73 earnings per share for the current year.
AON Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Monday, November 2nd will be given a dividend of $0.82 per share. The ex-dividend date is Monday, November 2nd. This represents a $3.28 annualized dividend and a yield of 1.1%. AON’s dividend payout ratio is 18.08%.
Insider Activity
In other AON news, General Counsel Darren Zeidel sold 1,900 shares of AON stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $377.76, for a total value of $717,744.00. Following the completion of the sale, the general counsel owned 11,504 shares in the company, valued at $4,345,751.04. The trade was a 14.17% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Lester B. Knight acquired 20,000 shares of the company’s stock in a transaction dated Wednesday, September 2nd. The shares were bought at an average cost of $327.48 per share, with a total value of $6,549,600.00. Following the purchase, the director owned 163,000 shares in the company, valued at approximately $53,379,240. The trade was a 13.99% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Corporate insiders own 1.00% of the company’s stock.
Wall Street Analysts Forecast Growth
AON has been the subject of several analyst reports. Keefe, Bruyette & Woods cut their target price on shares of AON from $417.00 to $342.00 and set an “outperform” rating for the company in a research note on Monday, October 12th. Wells Fargo & Company reduced their target price on shares of AON from $383.00 to $323.00 and set an “overweight” rating on the stock in a report on Monday, October 12th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating on shares of AON in a research note on Tuesday, September 1st. Evercore lowered their price target on shares of AON from $423.00 to $375.00 in a report on Thursday, October 8th. Finally, Wolfe Research lowered shares of AON from a “hold” rating to a “strong sell” rating in a research report on Friday, September 11th. Twelve equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, AON has a consensus rating of “Moderate Buy” and an average price target of $367.59.
Get Our Latest Analysis on AON
AON Profile
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.
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