Aon plc $AON Holdings Decreased by Kathmere Capital Management LLC

Kathmere Capital Management LLC cut its position in shares of Aon plc (NYSE:AON) by 81.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,550 shares of the financial services provider’s stock after selling 6,899 shares during the quarter. Kathmere Capital Management LLC’s holdings in AON were worth $553,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the business. Vanguard Group Inc. raised its holdings in shares of AON by 2.6% during the second quarter. Vanguard Group Inc. now owns 20,289,743 shares of the financial services provider’s stock worth $7,238,569,000 after purchasing an additional 511,292 shares during the period. Geode Capital Management LLC grew its position in shares of AON by 3.2% during the 2nd quarter. Geode Capital Management LLC now owns 5,588,279 shares of the financial services provider’s stock valued at $1,987,961,000 after buying an additional 173,722 shares during the last quarter. Bank of New York Mellon Corp raised its stake in AON by 15.6% during the second quarter. Bank of New York Mellon Corp now owns 3,507,656 shares of the financial services provider’s stock worth $1,251,391,000 after acquiring an additional 473,594 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in AON by 13.2% in the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 2,706,904 shares of the financial services provider’s stock valued at $965,715,000 after acquiring an additional 316,333 shares during the period. Finally, Artisan Partners Limited Partnership grew its holdings in shares of AON by 1.9% during the second quarter. Artisan Partners Limited Partnership now owns 2,176,045 shares of the financial services provider’s stock valued at $776,326,000 after purchasing an additional 40,213 shares during the last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.

AON News Summary

Here are the key news stories impacting AON this week:

• Positive Sentiment: Analyst upgrade — Keefe, Bruyette & Woods raised its price target on AON to $416 and keeps an “outperform” rating, implying material upside versus current levels; this supports bullish expectations. Benzinga
• Positive Sentiment: New market opportunity — Aon plans to enter Japan’s insurance-broker market as regulations ease, opening a large addressable market and potential growth tailwind in Asia. UK’s Aon to enter Japan insurance broker market as rules ease
• Positive Sentiment: Leadership continuity — Aon extended CEO Greg Case’s contract to 2030, which reduces near‑term leadership uncertainty and supports execution of long‑term strategy. Aon extends CEO Greg Case’s tenure to 2030
• Positive Sentiment: Analyst consensus — Aon is carrying a “Moderate Buy” consensus from analysts, reinforcing a broadly constructive sell‑side view. Aon receives consensus recommendation
• Neutral Sentiment: Divestiture — Global Risk Consultants announced the acquisition of Aon’s U.S. Field Services business (Property Risk Control); this trims Aon’s field footprint but could be strategic portfolio simplification. GRC acquisition of Aon U.S. Field Services
• Neutral Sentiment: Earnings/strategy reads — Market previews and interviews (earnings preview, digital benefits interview, long‑term return pieces) provide context but contain no new catalyst; useful for modeling but unlikely to move the tape immediately. Earnings preview Digital evolution interview Long-term performance piece
• Negative Sentiment: Competitive underperformance — Aon underperformed peers on Monday despite some daily gains, signaling investor concerns about near‑term relative execution or sentiment. Aon underperforms competitors
• Negative Sentiment: Senior talent loss — Eric Andersen, a longtime Aon executive, is set to become AIG’s CEO; losing a senior leader can create short‑term disruption and raises questions about succession depth. AIG taps Aon’s Eric Andersen AIG confirms Andersen appointment

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the company. Weiss Ratings restated a “hold (c+)” rating on shares of AON in a research report on Monday, December 29th. TD Cowen cut their target price on AON from $419.00 to $416.00 and set a “buy” rating on the stock in a research note on Monday, November 3rd. Roth Capital restated a “buy” rating and set a $390.00 price target on shares of AON in a research report on Tuesday, November 4th. Barclays reiterated an “equal weight” rating and issued a $379.00 price objective (down from $420.00) on shares of AON in a research report on Thursday, November 20th. Finally, JPMorgan Chase & Co. decreased their target price on shares of AON from $436.00 to $433.00 and set an “overweight” rating for the company in a research report on Thursday, October 9th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $413.53.

AON Stock Performance

AON stock opened at $349.60 on Wednesday. The company has a 50-day simple moving average of $348.27 and a 200 day simple moving average of $355.39. The company has a market capitalization of $75.14 billion, a P/E ratio of 28.01, a PEG ratio of 1.79 and a beta of 0.84. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 1.86. Aon plc has a fifty-two week low of $323.73 and a fifty-two week high of $412.97.

AON (NYSE:AON) last released its quarterly earnings results on Friday, October 31st. The financial services provider reported $3.05 EPS for the quarter, topping analysts’ consensus estimates of $2.91 by $0.14. The company had revenue of $4 billion for the quarter, compared to the consensus estimate of $3.97 billion. AON had a net margin of 15.96% and a return on equity of 48.88%. AON’s revenue was up 7.4% on a year-over-year basis. During the same period in the previous year, the firm earned $2.72 EPS. Sell-side analysts predict that Aon plc will post 17.21 earnings per share for the current fiscal year.

AON Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, November 14th. Shareholders of record on Monday, November 3rd were given a $0.745 dividend. This represents a $2.98 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date was Monday, November 3rd. AON’s dividend payout ratio is 23.88%.

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.