Vestor Capital LLC Sells 21,613 Shares of Aon plc $AON

Vestor Capital LLC trimmed its holdings in shares of Aon plc (NYSE:AON) by 92.5% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 1,759 shares of the financial services provider’s stock after selling 21,613 shares during the quarter. Vestor Capital LLC’s holdings in AON were worth $568,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the business. Wealth Watch Advisors INC purchased a new stake in shares of AON in the 3rd quarter worth $25,000. University of Texas Texas AM Investment Management Co. purchased a new position in AON during the fourth quarter valued at $27,000. Kemnay Advisory Services Inc. bought a new stake in AON during the fourth quarter valued at about $29,000. Eagle Bay Advisors LLC purchased a new stake in AON in the fourth quarter worth about $30,000. Finally, Strive Asset Management LLC bought a new position in shares of AON in the third quarter worth about $35,000. 86.14% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other AON news, General Counsel Darren Zeidel sold 1,950 shares of AON stock in a transaction on Friday, July 17th. The shares were sold at an average price of $372.05, for a total value of $725,497.50. Following the sale, the general counsel directly owned 13,404 shares in the company, valued at approximately $4,986,958.20. The trade was a 12.70% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders have sold 4,450 shares of company stock worth $1,659,242 over the last three months. Company insiders own 1.00% of the company’s stock.

AON Stock Down 2.6%

Shares of AON opened at $367.26 on Friday. The business’s 50 day moving average is $340.50 and its 200 day moving average is $331.87. The company has a current ratio of 1.54, a quick ratio of 1.95 and a debt-to-equity ratio of 1.34. Aon plc has a 12-month low of $304.59 and a 12-month high of $382.34. The company has a market capitalization of $78.44 billion, a PE ratio of 20.25, a price-to-earnings-growth ratio of 1.97 and a beta of 0.71.

AON (NYSE:AON) last announced its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.80 by $0.01. The business had revenue of $4.25 billion during the quarter, compared to analyst estimates of $4.28 billion. AON had a net margin of 22.27% and a return on equity of 42.13%. The company’s revenue was up 2.2% on a year-over-year basis. During the same period last year, the firm posted $3.49 EPS. Research analysts expect that Aon plc will post 19.09 earnings per share for the current fiscal year.

AON Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Investors of record on Monday, August 3rd will be paid a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Monday, August 3rd. AON’s dividend payout ratio (DPR) is presently 18.00%.

Key Stories Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon reported second-quarter adjusted EPS of $3.81, slightly above the $3.80 consensus and up from $3.49 a year earlier. Organic revenue growth was 5%, operating margins expanded, and client retention and new-business wins supported performance. Aon Reports Second-Quarter 2026 Results
• Positive Sentiment: Growth in reinsurance and property-and-casualty businesses, along with a record pace of share repurchases, provided additional support for the investment case. Aon also reaffirmed its full-year guidance, reducing concerns about a broader outlook deterioration. Aon buyback and Q2 growth article
• Positive Sentiment: Citigroup raised its price target to $435 from $420 and kept a Buy rating, while Wells Fargo lifted its target to $419 from $406 and maintained an Overweight rating. These revisions imply meaningful upside based on the cited current price.
• Neutral Sentiment: Aon’s quarterly revenue of $4.25 billion grew 2.2% year over year but fell short of the $4.28 billion analyst estimate. The narrow miss may keep investors focused on the pace of revenue acceleration even as margins improve.
• Negative Sentiment: General Counsel Darren Zeidel sold 1,900 shares for approximately $718,000, following additional sales earlier in July. He continues to hold a substantial position, but the insider selling may weigh modestly on sentiment.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the company. Citigroup boosted their price objective on AON from $420.00 to $435.00 and gave the company a “buy” rating in a research note on Thursday. Morgan Stanley lifted their price target on shares of AON from $370.00 to $380.00 and gave the company an “overweight” rating in a report on Monday, July 6th. Cantor Fitzgerald increased their price objective on shares of AON from $416.00 to $445.00 and gave the stock an “overweight” rating in a research note on Thursday, July 9th. Piper Sandler raised their price objective on shares of AON from $377.00 to $391.00 and gave the company a “neutral” rating in a research report on Thursday. Finally, UBS Group lifted their target price on shares of AON from $360.00 to $383.00 and gave the company a “neutral” rating 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. According to MarketBeat, AON presently has a consensus rating of “Moderate Buy” and an average target price of $407.19.

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.