Schroder Investment Management Group Sells 2,523 Shares of Aon plc $AON

Schroder Investment Management Group lowered its position in shares of Aon plc (NYSE:AON) by 2.7% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 90,560 shares of the financial services provider’s stock after selling 2,523 shares during the quarter. Schroder Investment Management Group’s holdings in AON were worth $32,114,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently modified their holdings of AON. Norges Bank bought a new stake in AON during the second quarter worth $754,671,000. Vanguard Group Inc. grew its stake in AON by 2.6% in the 2nd quarter. Vanguard Group Inc. now owns 20,289,743 shares of the financial services provider’s stock valued at $7,238,569,000 after purchasing an additional 511,292 shares during the period. Altrinsic Global Advisors LLC increased its position in shares of AON by 193.2% during the 2nd quarter. Altrinsic Global Advisors LLC now owns 692,633 shares of the financial services provider’s stock valued at $247,104,000 after purchasing an additional 456,399 shares during the last quarter. Vontobel Holding Ltd. raised its stake in shares of AON by 92.9% during the 3rd quarter. Vontobel Holding Ltd. now owns 889,332 shares of the financial services provider’s stock worth $317,118,000 after purchasing an additional 428,361 shares during the period. Finally, Strive Asset Management LLC purchased a new position in shares of AON in the 3rd quarter worth about $142,986,000. Hedge funds and other institutional investors own 86.14% of the company’s stock.

AON News Roundup

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon signed a multi‑year engagement with VIPR Solutions to automate delegated authority operations across its global reinsurance platform, which should improve efficiency, data accuracy and speed to market for its reinsurance business. VIPR Announces Strategic Engagement with Aon to Transform Delegated Authority Operations
• Positive Sentiment: Related coverage highlights the VIPR partnership as part of Aon’s tech investment push to boost digital transformation across reinsurance and delegated authority workflows. That supports margin and scalability over time. Aon Expands Tech Investments With VIPR Partnership for Reinsurance
• Neutral Sentiment: Aon is piloting stablecoin payments for insurance premiums with Coinbase and Paxos (USDC on Ethereum, PYUSD on Solana) to test faster settlement. This is innovative and could reduce friction, but regulatory/legal and adoption questions keep the near‑term impact uncertain. Aon tests stablecoin payment for insurance premiums with Coinbase and Paxos
• Neutral Sentiment: Coverage frames Aon’s recent leadership moves as a tech‑focused shuffle aimed at sharpening long‑term competitive edge; this signals strategic intent but may take time to translate into measurable financial gains. Is Aon’s (AON) Tech-Focused Leadership Shuffle Quietly Reframing Its Long-Term Competitive Edge?
• Positive Sentiment: Aon named Anne Corona as CEO of North America, elevated Lori Goltermann to Vice Chair, and appointed Farheen Dam as CEO of Enterprise Clients and Chief Client Officer — moves that provide clear succession and client‑leadership focus, which investors often view favorably for execution on large-market opportunities. Aon Appoints Anne Corona as CEO of North America, Elevates Lori Goltermann
• Negative Sentiment: Lockton hired Aon’s Livy Dai as China CEO — a prized executive exit that could create short‑term disruption in a key market and raise concerns about talent retention. Lockton appoints Aon’s Livy Dai as China CEO
• Neutral Sentiment: Industry hiring roundups and regional moves (including Aon and iA Financial) were reported; these are routine but contribute to narrative around talent and regional execution. Insurance moves: Aon and iA Financial
• Positive Sentiment: Aon appointed a head of sustainability, reinforcing ESG capabilities that can help win clients and institutional investor support over time. Aon appoints sustainability head

Wall Street Analyst Weigh In

A number of research firms recently issued reports on AON. Bank of America upgraded shares of AON from a “neutral” rating to an “outperform” rating and decreased their price objective for the stock from $398.00 to $397.00 in a report on Friday, February 27th. The Goldman Sachs Group set a $395.00 target price on shares of AON in a research report on Wednesday, January 7th. Keefe, Bruyette & Woods raised their price target on shares of AON from $410.00 to $416.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. JPMorgan Chase & Co. lowered their price target on shares of AON from $433.00 to $406.00 and set an “overweight” rating on the stock in a report on Wednesday, January 7th. Finally, Jefferies Financial Group reissued a “buy” rating and set a $408.00 price objective on shares of AON in a report on Monday, February 2nd. Fourteen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $408.94.

Insiders Place Their Bets

In other news, General Counsel Darren Zeidel sold 5,040 shares of AON stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $325.79, for a total transaction of $1,641,981.60. Following the completion of the sale, the general counsel directly owned 20,254 shares of the company’s stock, valued at approximately $6,598,550.66. The trade was a 19.93% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Lester B. Knight bought 4,000 shares of AON stock in a transaction that occurred on Tuesday, February 10th. The stock was purchased at an average cost of $319.24 per share, for a total transaction of $1,276,960.00. Following the purchase, the director owned 143,000 shares of the company’s stock, valued at $45,651,320. The trade was a 2.88% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 1.10% of the company’s stock.

AON Price Performance

NYSE AON opened at $316.93 on Thursday. The company has a quick ratio of 2.03, a current ratio of 2.03 and a debt-to-equity ratio of 1.55. The company has a market cap of $67.91 billion, a PE ratio of 18.62, a price-to-earnings-growth ratio of 1.70 and a beta of 0.82. Aon plc has a 52 week low of $304.59 and a 52 week high of $402.49. The firm’s 50-day simple moving average is $335.70 and its two-hundred day simple moving average is $347.13.

AON (NYSE:AON) last posted its earnings results on Friday, January 30th. The financial services provider reported $4.85 earnings per share for the quarter, topping the consensus estimate of $4.75 by $0.10. The firm had revenue of $4.30 billion during the quarter, compared to the consensus estimate of $4.38 billion. AON had a net margin of 21.51% and a return on equity of 45.23%. The company’s revenue was up 3.7% on a year-over-year basis. During the same quarter last year, the company earned $4.42 earnings per share. Research analysts predict 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 was paid on Friday, February 13th. Stockholders of record on Monday, February 2nd were given a dividend of $0.745 per share. The ex-dividend date was Monday, February 2nd. This represents a $2.98 annualized dividend and a dividend yield of 0.9%. AON’s dividend payout ratio (DPR) is 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.