Aon plc $AON Stock Bought by Vestor Capital LLC

Vestor Capital LLC lifted its stake in shares of Aon plc (NYSE:AON) by 1.9% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 214,619 shares of the financial services provider’s stock after acquiring an additional 4,002 shares during the quarter. AON comprises approximately 2.2% of Vestor Capital LLC’s holdings, making the stock its 10th largest position. Vestor Capital LLC’s holdings in AON were worth $59,400,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the stock. 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 lifted its holdings in AON by 16.3% in the 1st 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 last quarter. Amundi boosted its position in 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 purchasing an additional 285,549 shares during the period. Dimensional Fund Advisors LP boosted its position 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 worth $404,709,000 after purchasing an additional 213,051 shares during the period. Finally, Arrowstreet Capital Limited Partnership grew its holdings in AON by 74.7% during 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 last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.

AON Price Performance

NYSE AON opened at $334.57 on Friday. Aon plc has a twelve month low of $266.33 and a twelve month high of $382.34. The company has a debt-to-equity ratio of 2.58, a quick ratio of 4.72 and a current ratio of 4.72. 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 stock has a 50-day simple moving average of $300.47 and a 200 day simple moving average of $325.93.

AON (NYSE:AON) last announced its earnings results on Wednesday, October 28th. The financial services provider reported $3.36 earnings per share for the quarter, beating the consensus estimate 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 return on equity of 40.46% and a net margin of 22.24%. The firm’s revenue for the quarter was up 2.6% compared to the same quarter last year. During the same quarter in the prior year, the company earned $3.05 EPS. Research analysts anticipate that Aon plc will post 18.47 EPS for the current year.

AON Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Monday, November 2nd will be issued a dividend of $0.82 per share. The ex-dividend date is Monday, November 2nd. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.0%. AON’s payout ratio is 17.96%.

Insider Buying and Selling at AON

In other AON news, Director Lester Knight acquired 20,000 shares of AON stock in a transaction dated Wednesday, September 2nd. The stock was bought 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 owned 163,000 shares of the company’s stock, valued at $53,379,240. The trade was 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. Corporate insiders own 1.00% of the company’s stock.

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

Analyst Ratings Changes

A number of research firms have recently commented on AON. UBS Group dropped their price target on shares of AON from $387.00 to $356.00 and set a “neutral” rating on the stock in a research report on Monday, November 2nd. Wall Street Zen cut shares of AON from a “hold” rating to a “sell” rating in a research note on Sunday, September 6th. Bank of America upped their price objective on shares of AON from $298.00 to $327.00 and gave the stock an “underperform” rating in a report on Wednesday, July 15th. Barclays lowered their target price on shares of AON from $382.00 to $317.00 and set an “equal weight” rating on the stock in a research note on Wednesday, October 7th. Finally, Citigroup began coverage on shares of AON in a report on Monday, September 21st. They issued a “buy” rating and a $435.00 target price on the stock. Thirteen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $369.12.

AON 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.