Ycg LLC Raises Holdings in Aon plc $AON

Ycg LLC grew its holdings in shares of Aon plc (NYSE:AON) by 3.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 151,264 shares of the financial services provider’s stock after purchasing an additional 5,072 shares during the quarter. AON makes up about 4.1% of Ycg LLC’s portfolio, making the stock its 11th biggest holding. Ycg LLC owned approximately 0.07% of AON worth $53,938,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. U.S. Capital Wealth Advisors LLC lifted its stake in AON by 0.9% in the 2nd quarter. U.S. Capital Wealth Advisors LLC now owns 3,105 shares of the financial services provider’s stock worth $1,108,000 after purchasing an additional 28 shares in the last quarter. Matrix Trust Co lifted its position in AON by 7.1% during the third quarter. Matrix Trust Co now owns 422 shares of the financial services provider’s stock worth $150,000 after buying an additional 28 shares in the last quarter. Focus Financial Network Inc. boosted its stake in AON by 5.7% during the second quarter. Focus Financial Network Inc. now owns 577 shares of the financial services provider’s stock worth $206,000 after buying an additional 31 shares during the last quarter. Pinnacle Bancorp Inc. increased its stake in shares of AON by 56.9% in the 2nd quarter. Pinnacle Bancorp Inc. now owns 91 shares of the financial services provider’s stock worth $32,000 after acquiring an additional 33 shares during the last quarter. Finally, Legacy Wealth Asset Management LLC boosted its position in shares of AON by 1.0% during the 2nd quarter. Legacy Wealth Asset Management LLC now owns 3,242 shares of the financial services provider’s stock valued at $1,157,000 after acquiring an additional 33 shares during the last quarter. 86.14% of the stock is currently owned by institutional investors and hedge funds.

AON News Summary

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon and partners expanded data‑centre insurance capacity by about $1bn, strengthening Aon’s ability to place large technology risks and capture premiums in a sector with rising demand for tailored coverage. Aon increases data centre insurance programme capacity by $1BN
• Positive Sentiment: Aon Re hired Antonio Salcedo, formerly Axa XL’s LatAm reinsurance head — a targeted senior hire that could accelerate Aon’s Latin America reinsurance growth and client relationships. Axa XL LatAm reinsurance head Salcedo exits for Aon Re
• Positive Sentiment: Aon named Kulshaan Singh as Enterprise Client Leader for APAC, reinforcing regional sales and client coverage where firms are increasing risk-transfer and advisory spend. Aon names Kulshaan Singh as Enterprise Client Leader, APAC
• Neutral Sentiment: Aon launched its Resilience Quotient (developed with Gallup), a data‑driven tool that bundles Risk Capital and Human Capital insights to help clients prioritize resilience investments — a potential long‑term revenue driver in advisory and analytics. Aon’s Resilience Quotient Cuts Through Uncertainty and Volatility to Help Businesses Move from Risk to Resilience and Growth
• Neutral Sentiment: Aon Global Limited said it will redeem and delist its 2.875% senior notes due 2026 — a scheduled liability retirement that trims near‑term debt on subsidiary paper but has limited operational impact on Aon’s core business. Aon Global Limited Announces Redemption in Full and Delisting of 2.875% Senior Notes due 2026 from the New York Stock Exchange
• Neutral Sentiment: Aon published analysis showing long‑term GLP‑1 use can slow medical cost growth for employers, reinforcing Aon’s position in health‑benefits consulting and potentially supporting future advisory demand. Long-term GLP-1 use trims medical cost growth: Aon
• Negative Sentiment: Aon estimates Australian wildfire economic losses in the hundreds of millions — a reminder of rising catastrophe exposures that pressure insurers/reinsurers and could create short‑term volatility for risk markets and related brokerage flows. Aon pegs economic loss for Australian wildfires in hundreds of millions

AON Stock Performance

Shares of AON stock opened at $343.74 on Friday. The stock has a market capitalization of $73.88 billion, a price-to-earnings ratio of 27.54, a price-to-earnings-growth ratio of 1.75 and a beta of 0.84. The company has a debt-to-equity ratio of 1.86, a current ratio of 1.35 and a quick ratio of 1.35. The business has a 50-day moving average of $349.77 and a 200 day moving average of $354.92. Aon plc has a 12 month low of $323.73 and a 12 month high of $412.97.

AON (NYSE:AON) last issued its quarterly earnings results on Friday, October 31st. The financial services provider reported $3.05 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.91 by $0.14. The business had revenue of $4 billion for the quarter, compared to analysts’ expectations of $3.97 billion. AON had a net margin of 15.96% and a return on equity of 48.88%. The business’s quarterly revenue was up 7.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.72 earnings per share. As a group, sell-side analysts forecast that Aon plc will post 17.21 earnings per share for the current year.

AON Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Monday, February 2nd will be given a dividend of $0.745 per share. The ex-dividend date of this dividend is Monday, February 2nd. This represents a $2.98 dividend on an annualized basis and a dividend yield of 0.9%. AON’s dividend payout ratio is currently 23.88%.

Analyst Upgrades and Downgrades

AON has been the subject of several recent analyst reports. Evercore ISI restated an “outperform” rating and set a $436.00 price objective on shares of AON in a research report on Wednesday, January 7th. Cantor Fitzgerald cut their price target on shares of AON from $450.00 to $393.00 and set an “overweight” rating for the company in a report on Wednesday. JPMorgan Chase & Co. lowered their price objective on AON from $433.00 to $406.00 and set an “overweight” rating for the company in a research report on Wednesday, January 7th. Mizuho set a $387.00 price target on AON in a research note on Wednesday. Finally, TD Cowen reduced their price objective on shares of AON from $419.00 to $416.00 and set a “buy” rating on the stock in a report on Monday, November 3rd. Twelve research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $408.47.

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.