Schroder Investment Management Group Has $32.11 Million Holdings in Aon plc $AON

Schroder Investment Management Group decreased its position in Aon plc (NYSE:AON) by 2.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 90,560 shares of the financial services provider’s stock after selling 2,523 shares during the period. Schroder Investment Management Group’s holdings in AON were worth $32,114,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the business. Fort Sheridan Advisors LLC acquired a new position in shares of AON in the 3rd quarter valued at about $202,000. Private Advisor Group LLC grew its stake in AON by 1.2% during the third quarter. Private Advisor Group LLC now owns 6,449 shares of the financial services provider’s stock worth $2,300,000 after purchasing an additional 79 shares during the period. Jefferies Financial Group Inc. increased its holdings in AON by 4,538.5% in the third quarter. Jefferies Financial Group Inc. now owns 120,648 shares of the financial services provider’s stock worth $43,021,000 after purchasing an additional 118,047 shares in the last quarter. Goodman Advisory Group LLC acquired a new position in AON in the third quarter valued at approximately $262,000. Finally, Vinva Investment Management Ltd boosted its holdings in shares of AON by 36.8% during the 3rd quarter. Vinva Investment Management Ltd now owns 10,697 shares of the financial services provider’s stock worth $3,793,000 after buying an additional 2,876 shares in the last quarter. 86.14% of the stock is currently owned by institutional investors and hedge funds.

AON Stock Performance

Shares of AON stock opened at $316.93 on Thursday. The company has a current ratio of 2.03, a quick ratio of 2.03 and a debt-to-equity ratio of 1.55. The firm has a fifty day simple moving average of $335.70 and a two-hundred day simple moving average of $347.13. Aon plc has a 12 month low of $304.59 and a 12 month high of $402.49. The firm has a market capitalization of $67.91 billion, a PE ratio of 18.62, a price-to-earnings-growth ratio of 1.70 and a beta of 0.82.

AON (NYSE:AON) last released its quarterly earnings data on Friday, January 30th. The financial services provider reported $4.85 earnings per share for the quarter, beating analysts’ consensus estimates of $4.75 by $0.10. The firm had revenue of $4.30 billion for the quarter, compared to analyst estimates of $4.38 billion. AON had a net margin of 21.51% and a return on equity of 45.23%. The business’s quarterly revenue was up 3.7% compared to the same quarter last year. During the same period last year, the firm earned $4.42 earnings per share. Analysts forecast that Aon plc will post 17.21 EPS for the current fiscal year.

AON Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Monday, February 2nd were paid a dividend of $0.745 per share. The ex-dividend date was Monday, February 2nd. This represents a $2.98 dividend on an annualized basis and a yield of 0.9%. AON’s payout ratio is 17.51%.

AON News Summary

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon signed a multi‑year engagement with VIPR Solutions to automate delegated authority operations across its global reinsurance platform, which should improve efficiency, data accuracy and speed to market for its reinsurance business. VIPR Announces Strategic Engagement with Aon to Transform Delegated Authority Operations
• Positive Sentiment: Related coverage highlights the VIPR partnership as part of Aon’s tech investment push to boost digital transformation across reinsurance and delegated authority workflows. That supports margin and scalability over time. Aon Expands Tech Investments With VIPR Partnership for Reinsurance
• Neutral Sentiment: Aon is piloting stablecoin payments for insurance premiums with Coinbase and Paxos (USDC on Ethereum, PYUSD on Solana) to test faster settlement. This is innovative and could reduce friction, but regulatory/legal and adoption questions keep the near‑term impact uncertain. Aon tests stablecoin payment for insurance premiums with Coinbase and Paxos
• Neutral Sentiment: Coverage frames Aon’s recent leadership moves as a tech‑focused shuffle aimed at sharpening long‑term competitive edge; this signals strategic intent but may take time to translate into measurable financial gains. Is Aon’s (AON) Tech-Focused Leadership Shuffle Quietly Reframing Its Long-Term Competitive Edge?
• Positive Sentiment: Aon named Anne Corona as CEO of North America, elevated Lori Goltermann to Vice Chair, and appointed Farheen Dam as CEO of Enterprise Clients and Chief Client Officer — moves that provide clear succession and client‑leadership focus, which investors often view favorably for execution on large-market opportunities. Aon Appoints Anne Corona as CEO of North America, Elevates Lori Goltermann
• Negative Sentiment: Lockton hired Aon’s Livy Dai as China CEO — a prized executive exit that could create short‑term disruption in a key market and raise concerns about talent retention. Lockton appoints Aon’s Livy Dai as China CEO
• Neutral Sentiment: Industry hiring roundups and regional moves (including Aon and iA Financial) were reported; these are routine but contribute to narrative around talent and regional execution. Insurance moves: Aon and iA Financial
• Positive Sentiment: Aon appointed a head of sustainability, reinforcing ESG capabilities that can help win clients and institutional investor support over time. Aon appoints sustainability head

Insider Buying and Selling

In related news, Director Lester B. Knight acquired 4,000 shares of the stock in a transaction dated Tuesday, February 10th. The stock was purchased at an average cost of $319.24 per share, with a total value of $1,276,960.00. Following the completion of the purchase, the director directly owned 143,000 shares in the company, valued at $45,651,320. This trade represents a 2.88% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, General Counsel Darren Zeidel sold 5,040 shares of AON stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $325.79, for a total value of $1,641,981.60. Following the transaction, the general counsel directly owned 20,254 shares in the company, valued at approximately $6,598,550.66. The trade was a 19.93% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 1.10% of the company’s stock.

Analysts Set New Price Targets

AON has been the subject of several research analyst reports. Morgan Stanley set a $400.00 price objective on shares of AON in a research note on Tuesday, December 16th. Barclays raised their price target on shares of AON from $379.00 to $381.00 and gave the stock an “equal weight” rating in a report on Thursday, January 8th. Bank of America raised shares of AON from a “neutral” rating to an “outperform” rating and decreased their price target for the company from $398.00 to $397.00 in a research note on Friday, February 27th. Evercore reissued an “outperform” rating and set a $436.00 price objective on shares of AON in a research report on Wednesday, January 7th. Finally, UBS Group restated a “neutral” rating and issued a $385.00 target price on shares of AON in a research note on Monday, February 2nd. Fourteen investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $408.94.

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.