Bull Harbor Capital LLC Makes New Investment in Aon plc $AON

Bull Harbor Capital LLC purchased a new position in Aon plc (NYSE:AON) in the first quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 1,915 shares of the financial services provider’s stock, valued at approximately $618,000.

A number of other hedge funds have also made changes to their positions in the stock. Wealth Watch Advisors INC bought a new stake in AON in the third quarter worth about $25,000. University of Texas Texas AM Investment Management Co. bought a new position in shares of AON during the 4th quarter valued at about $27,000. Kemnay Advisory Services Inc. acquired a new position in shares of AON in the 4th quarter worth approximately $29,000. Eagle Bay Advisors LLC bought a new stake in shares of AON in the 4th quarter worth approximately $30,000. Finally, Strive Asset Management LLC acquired a new stake in AON during the third quarter valued at approximately $35,000. Institutional investors and hedge funds own 86.14% of the company’s stock.

AON Stock Down 2.6%

Shares of AON stock opened at $367.26 on Friday. Aon plc has a 1 year low of $304.59 and a 1 year high of $382.34. The company has a market cap of $78.44 billion, a P/E ratio of 20.25, a P/E/G ratio of 1.97 and a beta of 0.71. The company has a current ratio of 1.54, a quick ratio of 1.95 and a debt-to-equity ratio of 1.34. The stock has a 50-day moving average price of $340.50 and a 200 day moving average price of $331.87.

AON (NYSE:AON) last issued its earnings results on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share for the quarter, beating analysts’ consensus estimates of $3.80 by $0.01. The company had revenue of $4.25 billion for the quarter, compared to the consensus estimate of $4.28 billion. AON had a return on equity of 42.13% and a net margin of 22.27%.The firm’s quarterly revenue was up 2.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.49 EPS. As a group, analysts expect that Aon plc will post 19.09 EPS for the current fiscal year.

AON Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Monday, August 3rd will be given a $0.82 dividend. The ex-dividend date is Monday, August 3rd. This represents a $3.28 dividend on an annualized basis and a yield of 0.9%. AON’s dividend payout ratio is presently 18.00%.

Insider Activity

In other news, General Counsel Darren Zeidel sold 1,900 shares of the business’s stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $377.76, for a total transaction of $717,744.00. Following the transaction, the general counsel directly owned 11,504 shares in the company, valued at $4,345,751.04. The trade was a 14.17% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Over the last three months, insiders have sold 4,450 shares of company stock worth $1,659,242. Company insiders own 1.00% of the company’s stock.

Trending Headlines about AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon reported second-quarter adjusted EPS of $3.81, slightly above the $3.80 consensus and up from $3.49 a year earlier. Organic revenue growth was 5%, operating margins expanded, and client retention and new-business wins supported performance. Aon Reports Second-Quarter 2026 Results
• Positive Sentiment: Growth in reinsurance and property-and-casualty businesses, along with a record pace of share repurchases, provided additional support for the investment case. Aon also reaffirmed its full-year guidance, reducing concerns about a broader outlook deterioration. Aon buyback and Q2 growth article
• Positive Sentiment: Citigroup raised its price target to $435 from $420 and kept a Buy rating, while Wells Fargo lifted its target to $419 from $406 and maintained an Overweight rating. These revisions imply meaningful upside based on the cited current price.
• Neutral Sentiment: Aon’s quarterly revenue of $4.25 billion grew 2.2% year over year but fell short of the $4.28 billion analyst estimate. The narrow miss may keep investors focused on the pace of revenue acceleration even as margins improve.
• Negative Sentiment: General Counsel Darren Zeidel sold 1,900 shares for approximately $718,000, following additional sales earlier in July. He continues to hold a substantial position, but the insider selling may weigh modestly on sentiment.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the company. Wells Fargo & Company upped their price target on AON from $406.00 to $419.00 and gave the company an “overweight” rating in a report on Thursday. Barclays raised their price objective on AON from $372.00 to $382.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 7th. Piper Sandler boosted their target price on AON from $377.00 to $391.00 and gave the stock a “neutral” rating in a research report on Thursday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of AON in a report on Friday, July 17th. Finally, UBS Group lifted their price target on AON from $360.00 to $383.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 8th. Twelve analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $407.19.

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.