Aon plc $AON Stock Sold by Sustainable Growth Advisers LP

Sustainable Growth Advisers LP trimmed its stake in shares of Aon plc (NYSE:AON) by 31.2% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 166,608 shares of the financial services provider’s stock after selling 75,676 shares during the quarter. Sustainable Growth Advisers LP owned about 0.08% of AON worth $46,112,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. SJS Investment Consulting Inc. raised its stake in AON by 258.3% in the first quarter. SJS Investment Consulting Inc. now owns 129 shares of the financial services provider’s stock valued at $42,000 after purchasing an additional 93 shares in the last quarter. Downshift Financial LLC grew its stake in AON by 15,700.0% during the third quarter. Downshift Financial LLC now owns 158 shares of the financial services provider’s stock worth $44,000 after buying an additional 157 shares in the last quarter. Ashurst Perkins Coie Trust Co acquired a new stake in AON during the third quarter worth about $60,000. Cassaday & Co Wealth Management LLC bought a new position in AON in the 1st quarter valued at about $61,000. Finally, Maryland Capital Advisors Inc. increased its holdings in AON by 23,400.0% in the 3rd quarter. Maryland Capital Advisors Inc. now owns 235 shares of the financial services provider’s stock valued at $65,000 after buying an additional 234 shares during the period. 86.14% of the stock is owned by institutional investors and hedge funds.

AON Stock Performance

NYSE:AON opened at $286.78 on Friday. Aon plc has a twelve month low of $266.33 and a twelve month high of $382.34. The company has a quick ratio of 1.54, a current ratio of 1.54 and a debt-to-equity ratio of 1.34. The stock’s 50-day simple moving average is $312.18 and its 200 day simple moving average is $326.33. The firm has a market capitalization of $60.83 billion, a PE ratio of 15.81, a price-to-earnings-growth ratio of 1.44 and a beta of 0.70.

AON (NYSE:AON) last issued its earnings results on Wednesday, July 29th. The financial services provider reported $3.81 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 the consensus estimate of $4.28 billion. AON had a return on equity of 42.13% and a net margin of 22.27%. The business’s quarterly revenue was up 2.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $3.49 earnings per share. On average, analysts anticipate that Aon plc will post 18.74 EPS for the current fiscal year.

AON Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Monday, November 2nd will be issued a dividend of $0.82 per share. The ex-dividend date of this dividend is Monday, November 2nd. This represents a $3.28 annualized dividend and a dividend yield of 1.1%. AON’s payout ratio is 18.08%.

Insider Buying and Selling

In related news, Director Lester Knight acquired 20,000 shares of the company’s stock in a transaction that occurred on Wednesday, September 2nd. The stock was acquired at an average price of $327.48 per share, with a total value of $6,549,600.00. Following the purchase, the director directly owned 163,000 shares in the company, valued at approximately $53,379,240. This trade represents a 13.99% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, General Counsel Darren Zeidel sold 1,900 shares of the stock in a transaction that occurred 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 completion of the transaction, the general counsel directly owned 11,504 shares of the company’s stock, valued at approximately $4,345,751.04. The trade was a 14.17% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.00% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several equities analysts have recently commented on the stock. Wells Fargo & Company dropped their target price on shares of AON from $383.00 to $323.00 and set an “overweight” rating for the company in a research report on Monday. Wall Street Zen lowered shares of AON from a “hold” rating to a “sell” rating in a research report on Sunday, September 6th. Keefe, Bruyette & Woods decreased their price objective on shares of AON from $417.00 to $342.00 and set an “outperform” rating on the stock in a research note on Monday. Roth Capital set a $380.00 price objective on shares of AON and gave the company a “buy” rating in a research report on Tuesday, September 1st. Finally, Bank of America upped their target price on AON from $298.00 to $327.00 and gave the stock an “underperform” rating in a research note on Wednesday, July 15th. Twelve investment analysts have rated the stock with a Buy rating, six have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, AON currently has an average rating of “Moderate Buy” and a consensus target price of $367.59.

AON News Roundup

Here are the key news stories impacting AON this week:

• Positive Sentiment: Ukraine war-risk facility expanded: Aon and the European Bank for Reconstruction and Development expanded their Ukraine war-risk reinsurance facility to €150 million, with MS Amlin participating. The initiative strengthens Aon’s role in an emerging specialty-insurance market and could create longer-term growth opportunities, although the near-term earnings impact is likely limited. Aon, EBRD expand Ukraine war risk reinsurance
• Positive Sentiment: Potential demand for advisory services: Aon’s report projects Indian salaries will rise 9.1% in fiscal 2026–27, while Australian medical-plan costs are expected to outpace inflation in 2027. These trends may support demand for Aon’s compensation, benefits and health consulting services. India salary outlook Australian medical plan costs
• Neutral Sentiment: Management changes: Aon appointed Leonora Siccardi as global chief execution officer for Risk Capital and Human Capital, named Rafferty chief integration officer and appointed Carleton to lead its Chicago operations. The moves may improve execution and integration, but no immediate financial impact was disclosed. Aon management appointments
• Neutral Sentiment: Earnings focus: Investors are awaiting Aon’s next quarterly report for evidence that revenue growth and margins are improving. The latest available quarter showed modest revenue growth and slightly better-than-expected EPS, but revenue missed consensus estimates. Aon earnings outlook
• Negative Sentiment: Multiple price-target cuts: Morgan Stanley reduced its target to $350, Cantor Fitzgerald lowered its target from $433 to $400, and Keefe Bruyette cut its target from $417 to $342. The revisions signal softer analyst expectations and are the clearest near-term pressure on AON sentiment. Cantor Fitzgerald target cut

AON Profile

Aon plc is a global professional services firm that helps organizations manage risk, make better decisions and improve performance. Its services are organized around risk capital and human capital, combining advisory expertise, data, analytics and insurance-related solutions.

The company provides commercial risk brokerage and consulting, reinsurance brokerage, retirement and investment advisory services, health benefits consulting, talent and compensation consulting, and related technology and data products.