AON (NYSE:AON) Director Lester Knight Buys 20,000 Shares

Aon plc (NYSE:AON) Director Lester Knight purchased 20,000 shares of AON stock in a transaction dated Wednesday, September 2nd. The shares were bought at an average price 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 in the company, valued at approximately $53,379,240. This trade represents a 13.99% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink.

AON Stock Performance

AON opened at $327.57 on Friday. Aon plc has a 1-year low of $304.59 and a 1-year high of $382.34. The stock has a market cap of $69.48 billion, a P/E ratio of 18.06, a P/E/G ratio of 1.75 and a beta of 0.66. The stock’s 50 day simple moving average is $353.69 and its 200 day simple moving average is $334.23. The company has a debt-to-equity ratio of 1.34, a current ratio of 1.54 and a quick ratio of 1.54.

AON (NYSE:AON) last issued its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.80 by $0.01. The firm had revenue of $4.25 billion during the quarter, compared to analysts’ expectations of $4.28 billion. AON had a return on equity of 42.13% and a net margin of 22.27%.AON’s revenue was up 2.2% on a year-over-year basis. During the same period in the previous year, the firm posted $3.49 earnings per share. As a group, equities analysts anticipate that Aon plc will post 18.99 EPS for the current fiscal year.

AON Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, August 14th. Investors of record on Monday, August 3rd were given a $0.82 dividend. The ex-dividend date was Monday, August 3rd. This represents a $3.28 annualized dividend and a dividend yield of 1.0%. AON’s payout ratio is currently 18.08%.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the stock. Roth Capital set a $380.00 price target on shares of AON in a report on Tuesday. JPMorgan Chase & Co. lifted their price objective on AON from $396.00 to $412.00 and gave the stock an “overweight” rating in a research report on Monday, July 13th. Morgan Stanley upped their target price on AON from $380.00 to $410.00 and gave the company an “overweight” rating in a research note on Wednesday, August 19th. Weiss Ratings upgraded AON from a “hold (c)” rating to a “hold (c+)” rating in a report on Wednesday, August 19th. Finally, Mizuho cut their price target on AON from $437.00 to $398.00 and set an “outperform” rating for the company in a report on Tuesday. Twelve research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $399.12.

AON News Summary

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon said its earnings are “comfortably” above its cost of capital and expects the reinsurance market to become more flexible in 2027 as available capital approaches $800 billion. Greater market capacity could support transaction activity and Aon’s advisory and brokerage businesses. Aon: More flexible reinsurance marketplace ahead as earnings comfortably exceed cost of capital
• Positive Sentiment: Aon launched a defined-benefit “run-on” service for smaller pension schemes, expanding its retirement consulting opportunity and potentially creating a new source of recurring revenue. Aon launches DB run-on service aimed at smaller schemes
• Positive Sentiment: Analyst commentary said brokerage organic growth remains resilient as insurance pricing softens, with underlying business activity becoming a more important growth driver. 3 Insurance Brokerage Stocks Find New Growth Drivers as Rates Fade
• Positive Sentiment: Keefe, Bruyette & Woods reportedly expects AON shares to rise, providing a favorable counterpoint to more cautious analyst views. AON Stock Price Expected to Rise, Keefe, Bruyette & Woods Analyst Says
• Neutral Sentiment: CEO Greg Case is scheduled to speak at the KBW Insurance Conference on September 10. Investors may look for updates on growth, reinsurance conditions and capital allocation. Aon to Speak at the KBW Insurance Conference
• Neutral Sentiment: Aon Securities estimated the reinsurance sidecar market will reach a record $23 billion in 2026, highlighting a sizable market opportunity but also increased competition for capital. Reinsurance sidecar market estimated at record $23bn in 2026
• Neutral Sentiment: Aon introduced underwriting analytics focused on digital infrastructure concentration risks, which could strengthen risk-management demand while underscoring potential exposure in the sector. Aon flags digital infrastructure concentration risks with Underwriting Analytics launch
• Negative Sentiment: Mizuho issued a pessimistic forecast for AON’s stock, adding near-term valuation pressure and offsetting the more constructive KBW view. Mizuho Issues Pessimistic Forecast for AON Stock Price

Hedge Funds Weigh In On AON

A number of institutional investors have recently modified their holdings of AON. Wealth Watch Advisors INC acquired a new stake in AON during the third quarter worth approximately $25,000. University of Texas Texas AM Investment Management Co. acquired a new position in AON in the 4th quarter valued at $27,000. Kemnay Advisory Services Inc. purchased a new position in shares of AON during the 4th quarter worth $29,000. Strive Asset Management LLC acquired a new stake in shares of AON during the third quarter worth $35,000. Finally, Cornerstone Financial Management LLC acquired a new stake in shares of AON during the fourth quarter worth $37,000. Institutional investors and hedge funds own 86.14% 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.