Kampmann Melissa S. Sells 3,455 Shares of Aon plc $AON

Kampmann Melissa S. cut its position in Aon plc (NYSE:AON) by 47.0% during the 2nd quarter, HoldingsChannel reports. The firm owned 3,900 shares of the financial services provider’s stock after selling 3,455 shares during the quarter. Kampmann Melissa S.’s holdings in AON were worth $1,294,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in AON. City National Bank of Florida MSD increased its position in shares of AON by 3.8% in the 4th quarter. City National Bank of Florida MSD now owns 867 shares of the financial services provider’s stock valued at $306,000 after buying an additional 32 shares in the last quarter. MassMutual Private Wealth & Trust FSB lifted its holdings in AON by 5.3% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 650 shares of the financial services provider’s stock worth $216,000 after acquiring an additional 33 shares in the last quarter. Larson Financial Group LLC grew its stake in AON by 0.4% in the fourth quarter. Larson Financial Group LLC now owns 9,584 shares of the financial services provider’s stock valued at $3,382,000 after acquiring an additional 34 shares during the period. Aspen Grove Capital LLC increased its holdings in shares of AON by 4.8% in the first quarter. Aspen Grove Capital LLC now owns 737 shares of the financial services provider’s stock worth $238,000 after acquiring an additional 34 shares in the last quarter. Finally, J.W. Cole Advisors Inc. raised its position in shares of AON by 1.9% during the fourth quarter. J.W. Cole Advisors Inc. now owns 1,863 shares of the financial services provider’s stock worth $648,000 after purchasing an additional 35 shares during the period. Institutional investors and hedge funds own 86.14% of the company’s stock.

More AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon said its earnings are “comfortably” above its cost of capital and expects the reinsurance market to become more flexible in 2027 as available capital approaches $800 billion. Greater market capacity could support transaction activity and Aon’s advisory and brokerage businesses. Aon: More flexible reinsurance marketplace ahead as earnings comfortably exceed cost of capital
• Positive Sentiment: Aon launched a defined-benefit “run-on” service for smaller pension schemes, expanding its retirement consulting opportunity and potentially creating a new source of recurring revenue. Aon launches DB run-on service aimed at smaller schemes
• Positive Sentiment: Analyst commentary said brokerage organic growth remains resilient as insurance pricing softens, with underlying business activity becoming a more important growth driver. 3 Insurance Brokerage Stocks Find New Growth Drivers as Rates Fade
• Positive Sentiment: Keefe, Bruyette & Woods reportedly expects AON shares to rise, providing a favorable counterpoint to more cautious analyst views. AON Stock Price Expected to Rise, Keefe, Bruyette & Woods Analyst Says
• Neutral Sentiment: CEO Greg Case is scheduled to speak at the KBW Insurance Conference on September 10. Investors may look for updates on growth, reinsurance conditions and capital allocation. Aon to Speak at the KBW Insurance Conference
• Neutral Sentiment: Aon Securities estimated the reinsurance sidecar market will reach a record $23 billion in 2026, highlighting a sizable market opportunity but also increased competition for capital. Reinsurance sidecar market estimated at record $23bn in 2026
• Neutral Sentiment: Aon introduced underwriting analytics focused on digital infrastructure concentration risks, which could strengthen risk-management demand while underscoring potential exposure in the sector. Aon flags digital infrastructure concentration risks with Underwriting Analytics launch
• Negative Sentiment: Mizuho issued a pessimistic forecast for AON’s stock, adding near-term valuation pressure and offsetting the more constructive KBW view. Mizuho Issues Pessimistic Forecast for AON Stock Price

Insiders Place Their Bets

In related news, Director Lester Knight acquired 20,000 shares of the company’s stock in a transaction on Wednesday, September 2nd. The stock was purchased at an average cost of $327.48 per share, with a total value of $6,549,600.00. Following the acquisition, the director directly owned 163,000 shares of the company’s stock, valued at approximately $53,379,240. The trade was a 13.99% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, General Counsel Darren Zeidel sold 1,950 shares of the company’s 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 owned 13,404 shares of the company’s stock, valued at approximately $4,986,958.20. The trade was a 12.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 4,450 shares of company stock worth $1,659,242. Corporate insiders own 1.00% of the company’s stock.

AON Trading Down 1.0%

AON stock opened at $327.57 on Friday. Aon plc has a one year low of $304.59 and a one year high of $382.34. The stock has a market cap of $69.48 billion, a price-to-earnings ratio of 18.06, a price-to-earnings-growth ratio of 1.75 and a beta of 0.66. The company has a fifty day moving average price of $353.69 and a two-hundred day moving average price of $334.23. The company has a debt-to-equity ratio of 1.34, a current ratio of 1.54 and a quick ratio of 1.54.

AON (NYSE:AON) last released its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $3.81 EPS for the quarter, topping analysts’ consensus estimates of $3.80 by $0.01. The business had revenue of $4.25 billion for 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%. AON’s revenue for the quarter was up 2.2% compared to the same quarter last year. During the same period last year, the firm earned $3.49 earnings per share. Equities analysts anticipate that Aon plc will post 18.99 EPS for the current year.

AON Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, August 14th. Investors of record on Monday, August 3rd were given a dividend of $0.82 per share. The ex-dividend date of this dividend was Monday, August 3rd. This represents a $3.28 dividend on an annualized basis and a yield of 1.0%. AON’s dividend payout ratio is currently 18.08%.

Analysts Set New Price Targets

AON has been the topic of several recent analyst reports. Wells Fargo & Company cut their price objective on AON from $419.00 to $383.00 and set an “overweight” rating on the stock in a report on Tuesday. Cantor Fitzgerald dropped their target price on shares of AON from $445.00 to $433.00 and set an “overweight” rating on the stock in a report on Tuesday. UBS Group reaffirmed a “neutral” rating on shares of AON in a research note on Monday. Barclays increased their price objective 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, JPMorgan Chase & Co. boosted their price objective on shares of AON from $396.00 to $412.00 and gave the company an “overweight” rating in a research report on Monday, July 13th. Twelve analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, AON has an average rating of “Moderate Buy” and an average price target of $399.12.

About AON

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.