Aon plc $AON Position Trimmed by Oak Thistle LLC

Oak Thistle LLC trimmed its stake in Aon plc (NYSE:AON) by 61.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,580 shares of the financial services provider’s stock after selling 7,388 shares during the quarter. Oak Thistle LLC’s holdings in AON were worth $1,616,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in AON. Westside Investment Management Inc. lifted its position in AON by 100.0% in the 3rd quarter. Westside Investment Management Inc. now owns 70 shares of the financial services provider’s stock worth $25,000 after buying an additional 35 shares in the last quarter. Wealth Watch Advisors INC purchased a new position in shares of AON during the 3rd quarter valued at $25,000. Heartwood Wealth Advisors LLC purchased a new position in shares of AON during the 3rd quarter valued at $29,000. Salomon & Ludwin LLC acquired a new position in shares of AON in the third quarter worth $31,000. Finally, Strive Asset Management LLC purchased a new stake in shares of AON during the third quarter worth $35,000. 86.14% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Morgan Stanley reiterates AON as a buy, supporting investor confidence in Aon’s earnings outlook and valuation. Morgan Stanley Remains a Buy on Aon (AON)
• Positive Sentiment: Zacks highlights Aon’s strong earnings-surprise history and the company’s positioning to beat again, which supports upside to near-term sentiment ahead of the next report. Will Aon (AON) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Aon is embedding data and AI into its enterprise strategy to drive client outcomes — a strategic move that could improve margins, product differentiation and cross?sell of advisory services. Aon embeds data and AI into enterprise strategy to drive client outcomes
• Positive Sentiment: Aon says facultative reinsurance is expanding in Asia-Pacific as insurers pursue growth and stability — signaling market tailwinds for Aon’s reinsurance solutions business. Facultative reinsurance expands role in Asia Pacific as insurers pursue growth and stability: Aon
• Positive Sentiment: Commercial wins and partnership extensions — including Aon Affinity extending its Virgin Voyages travel-protection partnership and Cover-More named as Aon’s travel insurance provider in Australia — add recurring revenue and distribution reach. Aon Affinity Extends Virgin Voyages Travel Protection Partnership
• Neutral Sentiment: Leadership hires in key regions — appointments in marine product coordination and Southeast Asia real estate/data centres — signal investment in growth but are incremental operational news. Aon’s Reinsurance Solutions appoints Jose Maria Lopez as Marine Product Coordinator Winnie Loh to lead Aon’s real estate and data centre team in Southeast Asia
• Neutral Sentiment: Coverage noting Aon’s mixed short-term stock performance (rises but still underperforms market/competitors) reflects volatility and tempered investor expectations despite company positives. Aon PLC stock rises Wednesday, still underperforms market
• Negative Sentiment: Barclays lowered its price target to $372 and moved to an “equal weight” rating, which reduces upside in some analysts’ frameworks and may limit further near?term buying. Barclays lowers Aon price target to $372

Insider Buying and Selling

In other news, General Counsel Darren Zeidel sold 5,040 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $325.79, for a total value of $1,641,981.60. Following the completion of the sale, the general counsel directly owned 20,254 shares of the company’s stock, valued at approximately $6,598,550.66. This represents a 19.93% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Lester B. Knight acquired 4,000 shares of the stock in a transaction dated Tuesday, February 10th. The stock was bought at an average price of $319.24 per share, for a total transaction of $1,276,960.00. Following the purchase, the director owned 143,000 shares of the company’s stock, valued at $45,651,320. The trade was a 2.88% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 1.10% of the company’s stock.

AON Stock Performance

NYSE:AON opened at $330.03 on Thursday. The firm has a market capitalization of $70.71 billion, a PE ratio of 19.39, a PEG ratio of 1.77 and a beta of 0.83. Aon plc has a 1 year low of $304.59 and a 1 year high of $387.69. The company has a current ratio of 2.03, a quick ratio of 2.03 and a debt-to-equity ratio of 1.55. The firm’s fifty day simple moving average is $327.24 and its 200 day simple moving average is $341.04.

AON (NYSE:AON) last released its quarterly earnings results on Friday, January 30th. The financial services provider reported $4.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.75 by $0.10. The company had revenue of $4.30 billion during the quarter, compared to analysts’ expectations of $4.38 billion. AON had a net margin of 21.51% and a return on equity of 45.23%. The business’s quarterly revenue was up 3.7% compared to the same quarter last year. During the same period in the prior year, the company earned $4.42 earnings per share. On average, sell-side analysts anticipate that Aon plc will post 17.21 EPS for the current year.

AON Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Monday, February 2nd were paid a dividend of $0.745 per share. The ex-dividend date was Monday, February 2nd. This represents a $2.98 annualized dividend and a yield of 0.9%. AON’s dividend payout ratio is presently 17.51%.

Wall Street Analyst Weigh In

A number of research analysts have commented on the company. JPMorgan Chase & Co. lowered their target price on AON from $433.00 to $406.00 and set an “overweight” rating on the stock in a research note on Wednesday, January 7th. Weiss Ratings restated a “hold (c+)” rating on shares of AON in a report on Monday, December 29th. TD Cowen reaffirmed a “buy” rating on shares of AON in a research report on Monday, March 16th. UBS Group reissued a “neutral” rating and set a $385.00 price objective on shares of AON in a report on Monday, February 2nd. Finally, Evercore reissued an “outperform” rating and issued a $436.00 price objective on shares of AON in a research note on Wednesday, January 7th. Fourteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, AON presently has a consensus rating of “Moderate Buy” and an average target price of $405.19.

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.