Aon plc $AON Stock Acquired by Beverly Hills Private Wealth LLC

Beverly Hills Private Wealth LLC boosted its stake in Aon plc (NYSE:AON) by 256.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 10,549 shares of the financial services provider’s stock after purchasing an additional 7,592 shares during the quarter. Beverly Hills Private Wealth LLC’s holdings in AON were worth $2,920,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of AON. Robeco Institutional Asset Management B.V. raised its stake in AON by 11,179.6% during 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 purchasing an additional 3,990,441 shares during the period. Bank of America Corp DE grew its stake in shares of AON by 16.3% during the 1st 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 buying an additional 222,092 shares during the period. Amundi grew its stake in shares of AON by 23.5% during the 1st quarter. Amundi now owns 1,502,890 shares of the financial services provider’s stock valued at $485,103,000 after buying an additional 285,549 shares during the period. Dimensional Fund Advisors LP grew its stake in shares of 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 valued at $404,709,000 after buying an additional 213,051 shares during the period. Finally, Arrowstreet Capital Limited Partnership increased its holdings in shares of AON by 74.7% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 797,418 shares of the financial services provider’s stock worth $257,391,000 after buying an additional 340,866 shares during the last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on AON. JPMorgan Chase & Co. cut their target price on AON from $412.00 to $362.00 and set an “overweight” rating on the stock in a research report on Thursday, October 1st. Roth Capital set a $380.00 price target on AON and gave the company a “buy” rating in a research report on Tuesday, September 1st. BMO Capital Markets upgraded AON from a “market perform” rating to an “outperform” rating and upped their price target for the stock from $319.00 to $380.00 in a research note on Tuesday, November 3rd. Barclays dropped their price target on AON from $382.00 to $317.00 and set an “equal weight” rating for the company in a research note on Wednesday, October 7th. Finally, Morgan Stanley cut their price objective on AON from $410.00 to $350.00 and set an “overweight” rating on the stock in a report on Tuesday, October 6th. Thirteen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $369.12.

Insider Activity

In related news, Director Lester Knight bought 20,000 shares of the stock in a transaction dated Wednesday, September 2nd. The stock was acquired at an average price of $327.48 per share, for a total transaction of $6,549,600.00. Following the completion of the purchase, the director owned 163,000 shares in the company, valued at $53,379,240. This represents a 13.99% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 1.00% of the company’s stock.

Key Headlines Impacting 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

AON Stock Down 0.1%

Shares of AON stock opened at $334.57 on Monday. The company has a fifty day moving average price of $300.47 and a 200 day moving average price of $325.93. The company has a current ratio of 4.72, a quick ratio of 4.72 and a debt-to-equity ratio of 2.58. Aon plc has a twelve month low of $266.33 and a twelve month high of $382.34. The stock has a market cap of $70.98 billion, a price-to-earnings ratio of 18.32, a price-to-earnings-growth ratio of 1.76 and a beta of 0.63.

AON (NYSE:AON) last announced its quarterly earnings results on Wednesday, October 28th. The financial services provider reported $3.36 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.30 by $0.06. AON had a return on equity of 40.46% and a net margin of 22.24%. The firm had revenue of $4.10 billion during the quarter, compared to the consensus estimate of $4.08 billion. During the same period in the prior year, the firm earned $3.05 EPS. The firm’s quarterly revenue was up 2.6% compared to the same quarter last year. Equities research 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. Stockholders of record on Monday, November 2nd will be given a $0.82 dividend. The ex-dividend date of this dividend is Monday, November 2nd. This represents a $3.28 annualized dividend and a dividend yield of 1.0%. AON’s dividend payout ratio is presently 17.96%.

AON Company Profile

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.