State of New Jersey Common Pension Fund D Increases Holdings in Aon plc $AON

State of New Jersey Common Pension Fund D increased its stake in Aon plc (NYSE:AON) by 9.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 72,125 shares of the financial services provider’s stock after acquiring an additional 6,506 shares during the period. State of New Jersey Common Pension Fund D’s holdings in AON were worth $25,718,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Westside Investment Management Inc. increased its position in shares of AON by 100.0% during the 3rd quarter. Westside Investment Management Inc. now owns 70 shares of the financial services provider’s stock valued at $25,000 after purchasing an additional 35 shares during the last quarter. Heartwood Wealth Advisors LLC bought a new stake in AON in the third quarter worth $29,000. Salomon & Ludwin LLC bought a new position in AON during the third quarter valued at $31,000. Atlantic Union Bankshares Corp purchased a new stake in shares of AON in the second quarter valued at $31,000. Finally, Twin Peaks Wealth Advisors LLC bought a new stake in shares of AON in the 2nd quarter worth about $37,000. 86.14% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

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

Trending Headlines about 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

Analysts Set New Price Targets

AON has been the topic of a number of recent analyst reports. Evercore reissued an “outperform” rating and issued a $436.00 price objective on shares of AON in a research report on Wednesday, January 7th. Roth Mkm reiterated a “buy” rating and issued a $390.00 price target on shares of AON in a report on Tuesday, November 4th. JPMorgan Chase & Co. dropped their price objective on AON from $433.00 to $406.00 and set an “overweight” rating for the company in a report on Wednesday, January 7th. The Goldman Sachs Group set a $395.00 price objective on AON in a research report on Wednesday, January 7th. Finally, Barclays lifted their target price on AON from $379.00 to $381.00 and gave the stock an “equal weight” rating in a research report on Thursday, January 8th. Twelve research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, AON has a consensus rating of “Moderate Buy” and an average price target of $409.75.

AON Trading Up 2.1%

Shares of NYSE AON opened at $321.15 on Monday. Aon plc has a twelve month low of $304.59 and a twelve month high of $412.97. The firm has a market cap of $69.03 billion, a PE ratio of 18.87, a price-to-earnings-growth ratio of 1.65 and a beta of 0.83. The business has a fifty day simple moving average of $344.20 and a two-hundred day simple moving average of $351.77. The company has a quick ratio of 1.35, a current ratio of 2.03 and a debt-to-equity ratio of 1.55.

AON (NYSE:AON) last announced its quarterly earnings results on Friday, January 30th. The financial services provider reported $4.85 EPS for the quarter, beating the consensus estimate of $4.75 by $0.10. AON had a return on equity of 45.23% and a net margin of 21.51%.The firm had revenue of $4.30 billion for the quarter, compared to analyst estimates of $4.38 billion. During the same quarter last year, the firm posted $4.42 earnings per share. The business’s revenue for the quarter was up 3.7% on a year-over-year basis. Analysts expect that Aon plc will post 17.21 earnings per share for the current fiscal year.

AON Dividend Announcement

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

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.