Cache Advisors LLC Invests $767,000 in Aon plc $AON

Cache Advisors LLC purchased a new position in shares of Aon plc (NYSE:AON) in the fourth quarter, Holdings Channel.com reports. The firm purchased 2,173 shares of the financial services provider’s stock, valued at approximately $767,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. State Street Corp raised its stake in shares of AON by 1.2% during the 3rd quarter. State Street Corp now owns 9,229,464 shares of the financial services provider’s stock worth $3,291,048,000 after purchasing an additional 105,154 shares in the last quarter. Bank of New York Mellon Corp raised its stake in shares of AON by 5.9% during the 3rd quarter. Bank of New York Mellon Corp now owns 3,715,346 shares of the financial services provider’s stock worth $1,324,818,000 after purchasing an additional 207,690 shares in the last quarter. Dodge & Cox purchased a new stake in shares of AON during the 3rd quarter worth about $1,235,437,000. Neuberger Berman Group LLC increased its holdings in shares of AON by 12.0% during the 3rd quarter. Neuberger Berman Group LLC now owns 2,330,363 shares of the financial services provider’s stock valued at $830,945,000 after acquiring an additional 249,549 shares during the last quarter. Finally, Farallon Capital Management LLC increased its holdings in shares of AON by 14.7% during the 3rd quarter. Farallon Capital Management LLC now owns 2,278,017 shares of the financial services provider’s stock valued at $812,295,000 after acquiring an additional 291,600 shares during the last quarter. 86.14% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other AON news, Director Lester B. Knight bought 4,000 shares of the stock in a transaction on Tuesday, February 10th. The shares were purchased at an average price of $319.24 per share, with a total value of $1,276,960.00. Following the acquisition, the director directly owned 143,000 shares of the company’s stock, valued at $45,651,320. This represents a 2.88% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, General Counsel Darren Zeidel sold 5,040 shares of the firm’s 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 completion of the sale, the general counsel directly owned 20,254 shares in the company, valued at $6,598,550.66. This trade represents a 19.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.10% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on AON. Jefferies Financial Group reissued a “buy” rating and set a $408.00 price objective on shares of AON in a report on Monday, February 2nd. Keefe, Bruyette & Woods lowered their price objective on AON from $416.00 to $401.00 and set an “outperform” rating on the stock in a report on Tuesday. Citigroup increased their price objective on AON from $402.00 to $412.00 and gave the company a “buy” rating in a report on Tuesday, February 3rd. Bank of America raised AON from a “neutral” rating to an “outperform” rating and lowered their price objective for the company from $398.00 to $397.00 in a report on Friday, February 27th. Finally, The Goldman Sachs Group set a $395.00 price objective on AON in a report on Wednesday, January 7th. Fourteen research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $405.19.

Key Headlines Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Morgan Stanley reiterates AON as a buy, supporting investor confidence in Aon’s earnings outlook and valuation. Morgan Stanley Remains a Buy on Aon (AON)
• Positive Sentiment: Zacks highlights Aon’s strong earnings-surprise history and the company’s positioning to beat again, which supports upside to near-term sentiment ahead of the next report. Will Aon (AON) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Aon is embedding data and AI into its enterprise strategy to drive client outcomes — a strategic move that could improve margins, product differentiation and cross‑sell of advisory services. Aon embeds data and AI into enterprise strategy to drive client outcomes
• Positive Sentiment: Aon says facultative reinsurance is expanding in Asia-Pacific as insurers pursue growth and stability — signaling market tailwinds for Aon’s reinsurance solutions business. Facultative reinsurance expands role in Asia Pacific as insurers pursue growth and stability: Aon
• Positive Sentiment: Commercial wins and partnership extensions — including Aon Affinity extending its Virgin Voyages travel-protection partnership and Cover-More named as Aon’s travel insurance provider in Australia — add recurring revenue and distribution reach. Aon Affinity Extends Virgin Voyages Travel Protection Partnership
• Neutral Sentiment: Leadership hires in key regions — appointments in marine product coordination and Southeast Asia real estate/data centres — signal investment in growth but are incremental operational news. Aon’s Reinsurance Solutions appoints Jose Maria Lopez as Marine Product Coordinator Winnie Loh to lead Aon’s real estate and data centre team in Southeast Asia
• Neutral Sentiment: Coverage noting Aon’s mixed short-term stock performance (rises but still underperforms market/competitors) reflects volatility and tempered investor expectations despite company positives. Aon PLC stock rises Wednesday, still underperforms market
• Negative Sentiment: Barclays lowered its price target to $372 and moved to an “equal weight” rating, which reduces upside in some analysts’ frameworks and may limit further near‑term buying. Barclays lowers Aon price target to $372

AON Stock Performance

AON opened at $330.03 on Thursday. The firm has a market capitalization of $70.71 billion, a P/E ratio of 19.39, a price-to-earnings-growth ratio of 1.77 and a beta of 0.83. The stock’s 50 day moving average price is $327.24 and its two-hundred day moving average price is $341.04. The company has a quick ratio of 2.03, a current ratio of 2.03 and a debt-to-equity ratio of 1.55. Aon plc has a 12-month low of $304.59 and a 12-month high of $387.69.

AON (NYSE:AON) last released its earnings results on Friday, January 30th. The financial services provider reported $4.85 earnings per share (EPS) 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 return on equity of 45.23% and a net margin of 21.51%.The company’s revenue was up 3.7% on a year-over-year basis. During the same quarter last year, the firm posted $4.42 EPS. On average, equities analysts forecast that Aon plc will post 17.21 earnings per share for the current year.

AON Announces Dividend

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

AON 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.