11,526 Shares of Aon plc $AON Acquired by StoneX Group Inc.

StoneX Group Inc. bought a new stake in shares of Aon plc (NYSE:AON) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 11,526 shares of the financial services provider’s stock, valued at approximately $3,190,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of AON. Robeco Institutional Asset Management B.V. lifted its holdings in shares of 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 worth $1,114,313,000 after buying an additional 3,990,441 shares in the last quarter. Bank of America Corp DE grew 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 valued at $510,857,000 after acquiring an additional 222,092 shares in the last quarter. Amundi increased its holdings in AON by 23.5% during the 1st quarter. Amundi now owns 1,502,890 shares of the financial services provider’s stock worth $485,103,000 after acquiring an additional 285,549 shares during the period. Dimensional Fund Advisors LP increased its holdings in AON by 20.5% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,253,769 shares of the financial services provider’s stock worth $404,709,000 after acquiring an additional 213,051 shares during the period. Finally, Ninety One UK Ltd lifted its stake in AON by 419.8% in the 3rd quarter. Ninety One UK Ltd now owns 836,932 shares of the financial services provider’s stock worth $231,638,000 after purchasing an additional 675,919 shares in the last quarter. 86.14% of the stock is currently owned by institutional investors.

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

Insider Transactions at AON

In other news, Director Lester Knight bought 20,000 shares of AON stock in a transaction that occurred on Wednesday, September 2nd. The shares were acquired at an average price of $327.48 per share, with a total value of $6,549,600.00. Following the completion of the purchase, the director directly owned 163,000 shares in the company, valued at $53,379,240. The trade was a 13.99% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through this hyperlink. Company insiders own 1.00% of the company’s stock.

AON Trading Down 0.1%

Shares of AON opened at $334.57 on Monday. Aon plc has a 1-year low of $266.33 and a 1-year high of $382.34. The company has a market capitalization of $70.98 billion, a P/E ratio of 18.32, a P/E/G ratio of 1.76 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. The firm’s 50 day simple moving average is $300.47 and its 200 day simple moving average is $325.93.

AON (NYSE:AON) last released its quarterly earnings results on Wednesday, October 28th. The financial services provider reported $3.36 EPS for the quarter, topping analysts’ consensus estimates of $3.30 by $0.06. The business had revenue of $4.10 billion during the quarter, compared to analysts’ expectations of $4.08 billion. AON had a net margin of 22.24% and a return on equity of 40.46%. The business’s quarterly revenue was up 2.6% compared to the same quarter last year. During the same quarter in the previous year, the company earned $3.05 EPS. Sell-side analysts forecast that Aon plc will post 18.47 earnings per share 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 given a $0.82 dividend. The ex-dividend date is Monday, November 2nd. This represents a $3.28 annualized dividend and a yield of 1.0%. AON’s payout ratio is 17.96%.

Wall Street Analyst Weigh In

Several brokerages have commented on AON. Barclays cut their price target on shares of AON from $382.00 to $317.00 and set an “equal weight” rating for the company in a report on Wednesday, October 7th. Piper Sandler decreased their price target on shares of AON from $391.00 to $349.00 and set a “neutral” rating on the stock in a report on Tuesday, September 1st. JPMorgan Chase & Co. lowered their price objective on AON from $412.00 to $362.00 and set an “overweight” rating on the stock in a research report on Thursday, October 1st. Wolfe Research lowered AON from a “hold” rating to a “strong sell” rating in a research note on Friday, September 11th. Finally, Raymond James Financial upgraded AON from an “underperform” rating to a “market perform” rating in a research report on Monday, November 2nd. Thirteen analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, AON has a consensus rating of “Hold” and a consensus target price of $369.12.

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.