Ethic Inc. Buys 248,640 Shares of Aon plc $AON

Ethic Inc. increased its stake in shares of Aon plc (NYSE:AON) by 874.8% in the third quarter, HoldingsChannel.com reports. The firm owned 277,061 shares of the financial services provider’s stock after buying an additional 248,640 shares during the period. AON accounts for approximately 0.9% of Ethic Inc.’s portfolio, making the stock its 16th largest holding. Ethic Inc.’s holdings in AON were worth $76,682,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently added to or reduced their stakes in AON. Robeco Institutional Asset Management B.V. raised its position in AON by 11,179.6% in the third 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 purchasing an additional 3,990,441 shares during the period. Bank of America Corp DE lifted its stake 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 in the last quarter. Amundi boosted its position in shares of AON by 23.5% during the first quarter. Amundi now owns 1,502,890 shares of the financial services provider’s stock worth $485,103,000 after buying an additional 285,549 shares during the period. Dimensional Fund Advisors LP boosted its position in shares of 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 worth $404,709,000 after buying an additional 213,051 shares during the period. Finally, Ninety One UK Ltd grew its stake in shares of AON by 419.8% in the third quarter. Ninety One UK Ltd now owns 836,932 shares of the financial services provider’s stock valued at $231,638,000 after buying an additional 675,919 shares in the last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.

Insider Buying and Selling

In related news, Director Lester Knight bought 20,000 shares of the stock in a transaction that occurred 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 purchase, the director directly owned 163,000 shares of the company’s stock, valued at $53,379,240. This trade represents a 13.99% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this link. 1.00% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on the company. The Goldman Sachs Group boosted their price objective on AON from $375.00 to $401.00 and gave the company a “buy” rating in a report on Friday, July 31st. Wolfe Research cut AON from a “hold” rating to a “strong sell” rating in a report on Friday, September 11th. Roth Capital set a $380.00 target price on AON and gave the company a “buy” rating in a report on Tuesday, September 1st. JPMorgan Chase & Co. dropped their target price on AON from $412.00 to $362.00 and set an “overweight” rating for the company in a research report on Thursday, October 1st. Finally, Keefe, Bruyette & Woods cut their price target on shares of AON from $417.00 to $342.00 and set an “outperform” rating on the stock in a research note on Monday, October 12th. Thirteen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $369.12.

AON Stock Performance

Shares of AON stock opened at $334.57 on Friday. The company has a quick ratio of 4.72, a current ratio of 4.72 and a debt-to-equity ratio of 2.58. Aon plc has a 52 week low of $266.33 and a 52 week high of $382.34. The stock has a market capitalization of $70.98 billion, a PE ratio of 18.32, a P/E/G ratio of 1.76 and a beta of 0.63. The firm has a 50 day moving average of $300.47 and a two-hundred day moving average of $325.93.

AON (NYSE:AON) last posted its quarterly earnings results on Wednesday, October 28th. The financial services provider reported $3.36 EPS for the quarter, topping the consensus estimate of $3.30 by $0.06. AON had a net margin of 22.24% and a return on equity of 40.46%. The business had revenue of $4.10 billion during the quarter, compared to the consensus estimate of $4.08 billion. During the same quarter in the previous year, the firm posted $3.05 earnings per share. The company’s quarterly revenue was up 2.6% compared to the same quarter last year. On average, research analysts predict 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 issued a $0.82 dividend. The ex-dividend date is Monday, November 2nd. This represents a $3.28 dividend on an annualized basis and a yield of 1.0%. AON’s dividend payout ratio (DPR) is 17.96%.

AON News Roundup

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

About AON

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.