Aon plc $AON Stock Position Decreased by Royal Bank of Canada

Royal Bank of Canada decreased its holdings in shares of Aon plc (NYSE:AON) by 28.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 688,130 shares of the financial services provider’s stock after selling 273,218 shares during the quarter. Royal Bank of Canada’s holdings in AON were worth $222,115,000 at the end of the most recent quarter.

Several other institutional investors also recently made changes to their positions in the stock. Wealth Watch Advisors INC bought a new stake in shares of AON in the 3rd quarter worth approximately $25,000. University of Texas Texas AM Investment Management Co. bought a new position in AON in the 4th quarter worth approximately $27,000. Kemnay Advisory Services Inc. acquired a new position in shares of AON during the fourth quarter valued at $29,000. Eagle Bay Advisors LLC acquired a new position in AON during the 4th quarter valued at about $30,000. Finally, Strive Asset Management LLC bought a new stake in AON during the third quarter worth approximately $35,000. 86.14% of the stock is owned by institutional investors.

Key AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Underlying growth and profitability remained healthy. Aon reported second-quarter earnings of $3.81 per share, above the $3.77–$3.80 consensus range and up from $3.49 a year earlier. Total revenue increased 2% year over year, organic revenue grew 5%, and operating margins expanded. Aon Reports Second-Quarter 2026 Results
• Positive Sentiment: Commercial risk management and new business wins supported results. Strong client retention, organic growth and demand for commercial risk solutions helped offset softer-than-expected reported revenue. The performance suggests Aon continues to benefit from pricing, account expansion and resilient demand for insurance and risk advisory services. Aon quarterly profit jumps on commercial risk management strength
• Positive Sentiment: Analyst sentiment and shareholder returns remain supportive. Several analysts recently raised their price targets, and the average target cited by MarketBeat is $404.56 versus recent trading levels. Aon also declared a quarterly dividend of $0.82, equivalent to a $3.28 annualized payout and an approximately 0.9% yield.
• Neutral Sentiment: Aon launched an AI Risk Diagnostic. The new offering could create opportunities in the expanding market for artificial-intelligence risk consulting, although its near-term financial contribution is not yet clear. Aon launches AI Risk Diagnostic
• Negative Sentiment: Revenue missed expectations. Quarterly revenue was $4.25 billion versus the $4.28 billion consensus estimate. With the earnings beat only slightly above forecasts, investors may view the results as good but not strong enough to justify the stock’s elevated valuation near its 52-week high.
• Negative Sentiment: Insider selling adds a minor cautionary signal. General Counsel Darren Zeidel sold 1,950 shares for approximately $725,500, reducing his holdings by 12.7%. The transaction is small relative to Aon’s market value and does not necessarily indicate a change in business outlook. Darren Zeidel Sells AON Shares

AON Stock Down 1.3%

Shares of NYSE AON opened at $376.30 on Thursday. The firm’s 50-day moving average is $339.64 and its 200-day 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. Aon plc has a 1 year low of $304.59 and a 1 year high of $382.34. The firm has a market capitalization of $80.37 billion, a PE ratio of 20.65, a price-to-earnings-growth ratio of 2.00 and a beta of 0.71.

AON (NYSE:AON) last posted its earnings results 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. AON had a return on equity of 43.50% and a net margin of 22.54%.The company had revenue of $4.25 billion during the quarter, compared to analyst estimates of $4.28 billion. During the same period in the previous year, the company earned $3.49 EPS. The company’s revenue for the quarter was up 2.2% compared to the same quarter last year. Equities analysts expect that Aon plc will post 19.09 EPS 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 issued a $0.82 dividend. This represents a $3.28 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Monday, August 3rd. AON’s dividend payout ratio is 18.00%.

Insider Activity at AON

In other news, General Counsel Darren Zeidel sold 1,950 shares of AON 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 transaction, the general counsel owned 13,404 shares in the company, valued at $4,986,958.20. The trade was a 12.70% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 1.00% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of analysts recently commented on AON shares. Piper Sandler downgraded shares of AON from an “overweight” rating to a “neutral” rating and boosted their target price for the stock from $355.00 to $377.00 in a report on Wednesday, July 15th. UBS Group boosted their price target on AON from $360.00 to $383.00 and gave the company a “neutral” rating in a research note on Wednesday, July 8th. Cantor Fitzgerald increased their price target on AON from $416.00 to $445.00 and gave the company an “overweight” rating in a report on Thursday, July 9th. Barclays boosted their target price on shares of AON from $372.00 to $382.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 7th. Finally, Keefe, Bruyette & Woods decreased their price target on shares of AON from $404.00 to $400.00 and set an “outperform” rating on the stock in a research note on Wednesday, July 8th. Twelve analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $404.56.

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.