Illinois Municipal Retirement Fund Has $4.81 Million Stock Holdings in Aon plc $AON

Illinois Municipal Retirement Fund increased its position in Aon plc (NYSE:AON) by 15.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 13,481 shares of the financial services provider’s stock after purchasing an additional 1,755 shares during the quarter. Illinois Municipal Retirement Fund’s holdings in AON were worth $4,807,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Varma Mutual Pension Insurance Co lifted its holdings in AON by 8.8% in the third quarter. Varma Mutual Pension Insurance Co now owns 41,000 shares of the financial services provider’s stock valued at $14,620,000 after buying an additional 3,300 shares during the period. Savvy Advisors Inc. raised its position in shares of AON by 26.4% during the 3rd quarter. Savvy Advisors Inc. now owns 853 shares of the financial services provider’s stock valued at $304,000 after acquiring an additional 178 shares during the last quarter. Cibc World Market Inc. boosted its position in shares of AON by 3.6% in the 3rd quarter. Cibc World Market Inc. now owns 48,997 shares of the financial services provider’s stock worth $17,471,000 after purchasing an additional 1,699 shares during the last quarter. Caprock Group LLC acquired a new stake in shares of AON during the third quarter worth $1,752,000. Finally, Stratos Wealth Partners LTD. increased its holdings in AON by 10.0% in the third quarter. Stratos Wealth Partners LTD. now owns 2,812 shares of the financial services provider’s stock valued at $1,003,000 after purchasing an additional 255 shares during the last quarter. 86.14% of the stock is currently owned by institutional investors and hedge funds.

AON Price Performance

Shares of NYSE AON opened at $321.15 on Friday. The company has a fifty day moving average price of $344.20 and a 200 day moving average price of $351.79. The firm has a market cap of $69.03 billion, a PE ratio of 18.87, a PEG ratio of 1.65 and a beta of 0.83. The company has a current ratio of 2.03, a quick ratio of 1.35 and a debt-to-equity ratio of 1.55. Aon plc has a 1-year low of $304.59 and a 1-year high of $412.97.

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 the consensus estimate of $4.75 by $0.10. The firm had revenue of $4.30 billion for the quarter, compared to the consensus estimate of $4.38 billion. AON had a return on equity of 45.23% and a net margin of 21.51%.The company’s revenue for the quarter was up 3.7% on a year-over-year basis. During the same quarter last year, the business posted $4.42 EPS. Research analysts predict that Aon plc will post 17.21 earnings per share for the current fiscal year.

AON Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Monday, February 2nd were given a $0.745 dividend. This represents a $2.98 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend was Monday, February 2nd. AON’s payout ratio is currently 17.51%.

Key Stories Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Director insider buy — Aon director Lester B. Knight bought 4,000 shares at about $319.24, raising his stake and signaling management confidence in the stock. Insider Purchase Filing
• Positive Sentiment: Senior appointment — Aon appointed Joe Peiser as CEO of Risk Capital to lead its Commercial Risk and Reinsurance Solutions effort, strengthening leadership in a high‑margin, capital solutions business. Aon Appoints Joe Peiser
• Positive Sentiment: New product/transaction — Aon and KNIAZHA VIG launched a $25M war‑risk insurance facility backed by the U.S. DFC, which can generate fee income and differentiate Aon in geopolitical/war‑risk placements. War‑Risk Facility
• Neutral Sentiment: Dividend timing — Company announced a quarterly dividend paid mid‑February; supports yield‑oriented holders but is not a catalyst for large price moves. AON Dividend & Profile
• Neutral Sentiment: Analyst/coverage summaries — Multiple outlets are circulating analyst views and price targets, keeping the stock in focus but providing mixed signals rather than a single directional push. Analyst Coverage Summary
• Neutral Sentiment: Market research & regional hires — Aon surveys (e.g., on cyber/supply‑chain risk in Japan) and local hires (Leeds) reinforce advisory positioning and execution depth but are unlikely to move near‑term earnings materially. Aon Survey
• Negative Sentiment: Mixed analyst estimate revisions — Zacks issued several small trims to Q1‑2026, parts of FY‑2026/FY‑2027 and some quarter estimates while boosting a few others, signaling modest downward pressure on near‑to‑medium‑term EPS expectations. Zacks Estimate Changes

Analyst Ratings Changes

A number of analysts have recently commented on the company. Roth Mkm reaffirmed a “buy” rating and issued a $390.00 price target on shares of AON in a research note on Tuesday, November 4th. UBS Group reiterated a “neutral” rating and issued a $385.00 target price on shares of AON in a report on Monday, February 2nd. Wells Fargo & Company decreased their price target on shares of AON from $448.00 to $443.00 and set an “overweight” rating for the company in a report on Sunday, February 1st. Evercore reaffirmed an “outperform” rating and set a $436.00 price objective on shares of AON in a research note on Wednesday, January 7th. Finally, TD Cowen lowered their price target on AON from $419.00 to $416.00 and set a “buy” rating for the company in a report on Monday, November 3rd. Twelve analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, AON presently has a consensus rating of “Moderate Buy” and a consensus target price of $409.75.

Insider Buying and Selling

In other AON news, Director Lester B. Knight bought 4,000 shares of AON stock in a transaction that occurred on Tuesday, February 10th. The stock was acquired at an average price of $319.24 per share, for a total transaction of $1,276,960.00. Following the completion of the acquisition, the director owned 143,000 shares of the company’s stock, valued at $45,651,320. This trade represents a 2.88% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Insiders own 1.10% of the company’s stock.

About AON

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.