Aon plc $AON Shares Acquired by Mather Group LLC.

Mather Group LLC. increased its stake in Aon plc (NYSE:AON) by 350.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,675 shares of the financial services provider’s stock after acquiring an additional 9,864 shares during the period. Mather Group LLC.’s holdings in AON were worth $3,508,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of AON. CYBER HORNET ETFs LLC boosted its stake in shares of AON by 4,903.4% in the 2nd quarter. CYBER HORNET ETFs LLC now owns 29,470 shares of the financial services provider’s stock valued at $9,775,000 after buying an additional 28,881 shares during the period. The Manufacturers Life Insurance Company increased its stake in shares of AON by 136.1% during the first quarter. The Manufacturers Life Insurance Company now owns 547,850 shares of the financial services provider’s stock worth $176,835,000 after buying an additional 315,817 shares during the period. National Pension Service increased its stake in shares of AON by 2.0% during the second quarter. National Pension Service now owns 484,892 shares of the financial services provider’s stock worth $160,834,000 after buying an additional 9,349 shares during the period. Ally Financial Inc. acquired a new stake in AON in the second quarter valued at approximately $995,000. Finally, Wellington Management Group LLP raised its holdings in AON by 16.4% in the second quarter. Wellington Management Group LLP now owns 106,370 shares of the financial services provider’s stock valued at $35,282,000 after acquiring an additional 14,996 shares in the last quarter. 86.14% of the stock is currently owned by hedge funds and other institutional investors.

AON Trading Up 4.2%

AON opened at $286.78 on Friday. Aon plc has a one year low of $266.33 and a one year high of $382.34. The company has a market cap of $60.83 billion, a P/E ratio of 15.81, a PEG ratio of 1.44 and a beta of 0.70. The company has a debt-to-equity ratio of 1.34, a quick ratio of 1.54 and a current ratio of 1.54. The business’s 50-day simple moving average is $312.18 and its 200-day simple moving average is $326.33.

AON (NYSE:AON) last posted its earnings results on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share for the quarter, topping the consensus estimate of $3.80 by $0.01. The firm had revenue of $4.25 billion during the quarter, compared to analysts’ expectations of $4.28 billion. AON had a return on equity of 42.13% and a net margin of 22.27%. The firm’s revenue was up 2.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.49 earnings per share. As a group, equities research analysts expect that Aon plc will post 18.74 EPS for the current fiscal year.

AON Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Shareholders of record on Monday, November 2nd will be paid a $0.82 dividend. This represents a $3.28 annualized dividend and a yield of 1.1%. The ex-dividend date is Monday, November 2nd. AON’s dividend payout ratio is currently 18.08%.

Insider Buying and Selling

In related news, Director Lester B. Knight bought 20,000 shares of the stock in a transaction dated Wednesday, September 2nd. The stock was acquired at an average price of $327.48 per share, for a total transaction of $6,549,600.00. Following the acquisition, the director owned 163,000 shares in the company, valued at approximately $53,379,240. This represents a 13.99% increase in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, General Counsel Darren Zeidel sold 1,900 shares of the stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $377.76, for a total transaction of $717,744.00. Following the completion of the transaction, the general counsel directly owned 11,504 shares in the company, valued at $4,345,751.04. This trade represents a 14.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.00% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on AON shares. Barclays decreased their price target on shares of AON from $382.00 to $317.00 and set an “equal weight” rating for the company in a research note on Wednesday, October 7th. Evercore dropped their price objective on shares of AON from $423.00 to $375.00 in a research report on Thursday, October 8th. Mizuho reduced their price objective on shares of AON from $366.00 to $324.00 and set an “outperform” rating on the stock in a report on Wednesday, October 7th. Citigroup initiated coverage on shares of AON in a report on Monday, September 21st. They issued a “buy” rating and a $435.00 price objective on the stock. Finally, Piper Sandler decreased their price objective on shares of AON from $391.00 to $349.00 and set a “neutral” rating for the company in a research report on Tuesday, September 1st. Twelve analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $367.59.

AON News Roundup

Here are the key news stories impacting AON this week:

• Positive Sentiment: Ukraine war-risk facility expanded: Aon and the European Bank for Reconstruction and Development expanded their Ukraine war-risk reinsurance facility to €150 million, with MS Amlin participating. The initiative strengthens Aon’s role in an emerging specialty-insurance market and could create longer-term growth opportunities, although the near-term earnings impact is likely limited. Aon, EBRD expand Ukraine war risk reinsurance
• Positive Sentiment: Potential demand for advisory services: Aon’s report projects Indian salaries will rise 9.1% in fiscal 2026–27, while Australian medical-plan costs are expected to outpace inflation in 2027. These trends may support demand for Aon’s compensation, benefits and health consulting services. India salary outlook Australian medical plan costs
• Neutral Sentiment: Management changes: Aon appointed Leonora Siccardi as global chief execution officer for Risk Capital and Human Capital, named Rafferty chief integration officer and appointed Carleton to lead its Chicago operations. The moves may improve execution and integration, but no immediate financial impact was disclosed. Aon management appointments
• Neutral Sentiment: Earnings focus: Investors are awaiting Aon’s next quarterly report for evidence that revenue growth and margins are improving. The latest available quarter showed modest revenue growth and slightly better-than-expected EPS, but revenue missed consensus estimates. Aon earnings outlook
• Negative Sentiment: Multiple price-target cuts: Morgan Stanley reduced its target to $350, Cantor Fitzgerald lowered its target from $433 to $400, and Keefe Bruyette cut its target from $417 to $342. The revisions signal softer analyst expectations and are the clearest near-term pressure on AON sentiment. Cantor Fitzgerald target cut

AON Profile

Aon plc is a global professional services firm that helps organizations manage risk, make better decisions and improve performance. Its services are organized around risk capital and human capital, combining advisory expertise, data, analytics and insurance-related solutions.

The company provides commercial risk brokerage and consulting, reinsurance brokerage, retirement and investment advisory services, health benefits consulting, talent and compensation consulting, and related technology and data products.