Heritage Family Offices LLP Buys 2,410 Shares of Aon plc $AON

Heritage Family Offices LLP grew its stake in Aon plc (NYSE:AON) by 376.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,050 shares of the financial services provider’s stock after buying an additional 2,410 shares during the period. Heritage Family Offices LLP’s holdings in AON were worth $844,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Robeco Institutional Asset Management B.V. raised its stake in shares of AON by 11,179.6% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 4,026,135 shares of the financial services provider’s stock valued at $1,114,313,000 after acquiring an additional 3,990,441 shares in the last quarter. Bank of America Corp DE boosted its position in AON by 16.3% during the first quarter. Bank of America Corp DE now owns 1,582,680 shares of the financial services provider’s stock worth $510,857,000 after purchasing an additional 222,092 shares during the period. Amundi grew its holdings in AON by 23.5% during the first quarter. Amundi now owns 1,502,890 shares of the financial services provider’s stock valued at $485,103,000 after purchasing an additional 285,549 shares during the last quarter. Dimensional Fund Advisors LP grew its holdings in AON by 20.5% during the first quarter. Dimensional Fund Advisors LP now owns 1,253,769 shares of the financial services provider’s stock valued at $404,709,000 after purchasing an additional 213,051 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership raised its position in shares of AON by 74.7% in the first quarter. Arrowstreet Capital Limited Partnership now owns 797,418 shares of the financial services provider’s stock valued at $257,391,000 after purchasing an additional 340,866 shares during the period. Institutional investors own 86.14% of the company’s stock.

Trending Headlines about AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon and funds managed by Blackstone are launching Cortina, a Lloyd’s syndicate intended to provide dedicated, multi-year reinsurance capacity. The venture could broaden capital available to clients, and participating Aon clients may receive a dividend. Cortina is expected to start underwriting on January 1, 2027, subject to final approvals, with QBE as managing agent. Article
• Positive Sentiment: Aon is expanding its Lloyd’s-backed follow-form client treaty facility to cover 35% for 2027, up from 28.5%, and adding facultative capacity for Canadian insurers. The move may strengthen Aon’s reinsurance offering and client relationships, though the expanded capacity is forward-looking. Article
• Positive Sentiment: BMO Capital Markets upgraded its rating on AON, a supportive analyst signal. The linked report does not provide the revised rating or price target. Article
• Neutral Sentiment: An Aon report forecasts India’s medical-cost growth will slow to 10.1% in 2027. This may be useful to clients, but the report’s outlook alone has no clear, direct near-term earnings implication for Aon. Article
• Negative Sentiment: Dowling & Partners lowered its 2026 earnings-per-share estimate to $18.50 from $18.70. The reduction is modest and close to the cited consensus estimate of $18.47, but may weigh on sentiment. Article

AON Stock Performance

AON stock traded down $9.83 on Friday, reaching $334.57. 977,889 shares of the company were exchanged, compared to its average volume of 1,757,596. Aon plc has a 12 month low of $266.33 and a 12 month high of $382.34. The stock’s fifty day moving average price is $300.47 and its 200 day moving average price is $325.93. The firm has a market capitalization of $70.98 billion, a PE ratio of 18.32, a PEG ratio of 1.75 and a beta of 0.63. The company has a debt-to-equity ratio of 2.58, a current ratio of 4.72 and a quick ratio of 4.72.

AON (NYSE:AON) last issued its quarterly earnings results on Wednesday, October 28th. The financial services provider reported $3.36 earnings per share for the quarter, beating analysts’ consensus estimates of $3.30 by $0.06. The firm had revenue of $4.10 billion during the quarter, compared to the consensus estimate of $4.08 billion. AON had a net margin of 22.24% and a return on equity of 40.46%. The business’s revenue was up 2.6% on a year-over-year basis. During the same period in the prior year, the firm earned $3.05 EPS. On average, research analysts anticipate that Aon plc will post 18.47 EPS for the current fiscal year.

AON Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Monday, November 2nd will be paid a $0.82 dividend. This represents a $3.28 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Monday, November 2nd. AON’s dividend payout ratio (DPR) is presently 17.96%.

Insider Buying and Selling at AON

In other news, Director Lester Knight bought 20,000 shares of the firm’s stock in a transaction that occurred on Wednesday, September 2nd. The shares were acquired at an average cost of $327.48 per share, with a total value of $6,549,600.00. Following the completion of the transaction, the director directly owned 163,000 shares in the company, valued at $53,379,240. This represents a 13.99% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 1.00% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on AON shares. Roth Capital set a $380.00 price objective on shares of AON and gave the stock a “buy” rating in a research note on Tuesday, September 1st. Wolfe Research lowered shares of AON from a “hold” rating to a “strong sell” rating in a research note on Friday, September 11th. Keefe, Bruyette & Woods dropped their target price on shares of AON from $417.00 to $342.00 and set an “outperform” rating on the stock in a report on Monday, October 12th. Zacks Research downgraded shares of AON from a “hold” rating to a “strong sell” rating in a report on Monday, October 26th. Finally, Cantor Fitzgerald boosted their target price on shares of AON from $400.00 to $410.00 and gave the stock an “overweight” rating in a research report on Monday, November 2nd. Thirteen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Hold” and an average price target of $369.12.

AON Company Profile

Aon plc is a global professional services firm that helps organizations manage risk and make decisions about their people and finances. Its services include insurance brokerage, risk consulting, reinsurance solutions, employee benefits consulting and retirement and investment advisory services.

The company serves businesses and institutions across a broad range of industries and geographies. Aon was formed in 1982 as Ryan Insurance Group and adopted the Aon name in 1987. It is headquartered in Dublin, Ireland, and operates internationally.

Greg Case has served as Aon’s chief executive officer since 2005.