Aon plc $AON Shares Bought by Revisor Wealth Management LLC

Revisor Wealth Management LLC increased its stake in Aon plc (NYSE:AON) by 1,093.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 12,723 shares of the financial services provider’s stock after purchasing an additional 11,657 shares during the period. AON makes up approximately 0.9% of Revisor Wealth Management LLC’s portfolio, making the stock its 21st biggest holding. Revisor Wealth Management LLC’s holdings in AON were worth $3,521,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of AON. Bank of America Corp DE raised its stake in AON by 16.3% in the first 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 purchasing an additional 222,092 shares in the last quarter. Amundi grew its stake in AON by 23.5% in the 1st quarter. Amundi now owns 1,502,890 shares of the financial services provider’s stock worth $485,103,000 after buying an additional 285,549 shares in the last quarter. Dimensional Fund Advisors LP grew its stake in AON by 20.5% in the 1st quarter. Dimensional Fund Advisors LP now owns 1,253,769 shares of the financial services provider’s stock worth $404,709,000 after buying an additional 213,051 shares in the last quarter. Ninety One UK Ltd increased its holdings in shares of AON by 419.8% in the 3rd quarter. Ninety One UK Ltd now owns 836,932 shares of the financial services provider’s stock worth $231,638,000 after buying an additional 675,919 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership increased its holdings in shares of AON by 74.7% in 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. 86.14% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on AON shares. TD Cowen lifted their price objective on shares of AON from $416.00 to $420.00 and gave the stock a “buy” rating in a report on Monday, September 14th. Wall Street Zen lowered shares of AON from a “hold” rating to a “sell” rating in a research report on Sunday, September 6th. Cantor Fitzgerald reduced their target price on AON from $433.00 to $400.00 and set an “overweight” rating on the stock in a research note on Wednesday, October 7th. Wolfe Research downgraded AON from a “hold” rating to a “strong sell” rating in a research report on Friday, September 11th. Finally, Mizuho lowered their price target on AON from $366.00 to $324.00 and set an “outperform” rating on the stock in a research report on Wednesday, October 7th. Twelve investment analysts have rated the stock with a Buy rating, six have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $367.59.

Insider Buying and Selling

In related news, General Counsel Darren Zeidel sold 1,900 shares of AON stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $377.76, for a total value of $717,744.00. Following the transaction, the general counsel directly owned 11,504 shares of the company’s stock, valued at $4,345,751.04. The trade was a 14.17% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Lester B. Knight purchased 20,000 shares of the stock in a transaction that occurred on Wednesday, September 2nd. The shares were purchased at an average price of $327.48 per share, with a total value of $6,549,600.00. Following the completion of the acquisition, the director directly owned 163,000 shares in the company, valued at $53,379,240. The trade was a 13.99% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Corporate insiders own 1.00% of the company’s stock.

AON Trading Up 2.5%

NYSE AON opened at $296.95 on Wednesday. The firm has a market cap of $62.99 billion, a PE ratio of 16.37, a price-to-earnings-growth ratio of 1.52 and a beta of 0.70. Aon plc has a 1-year low of $266.33 and a 1-year high of $382.34. The stock has a 50-day moving average of $308.36 and a 200-day moving average of $325.71. The company has a current ratio of 1.54, a quick ratio of 1.54 and a debt-to-equity ratio of 1.34.

AON (NYSE:AON) last posted its quarterly earnings results 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 business had revenue of $4.25 billion for the quarter, compared to analyst estimates of $4.28 billion. AON had a return on equity of 42.13% and a net margin of 22.27%. AON’s revenue for the quarter was up 2.2% compared to the same quarter last year. During the same period last year, the company earned $3.49 EPS. As a group, sell-side analysts forecast that Aon plc will post 18.73 EPS for the current year.

AON Announces Dividend

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

AON News Summary

Here are the key news stories impacting AON this week:

• Positive Sentiment: Zacks Research projects Aon earnings of $20.05 per share in 2027 and $22.33 per share in 2028, compared with the current-year consensus of $18.73. The forecasts suggest continued earnings growth and may support the stock’s recent strength. Zacks Research earnings estimates
• Positive Sentiment: Aon said improving conditions in Canada’s property-and-casualty insurance market could create more favorable conditions for business decision-makers entering 2027, potentially supporting client activity and brokerage opportunities. Strong Canadian Property and Casualty Market Creates More Favourable Conditions for Business Decision Makers Entering 2027
• Neutral Sentiment: Aon highlighted that Canadian insurance rates are easing, while elevated U.S. litigation risks remain a challenge. Lower rates may benefit customers but could limit pricing-related revenue growth for brokers. Canadian businesses see insurance rates ease, but US litigation risks remain a problem
• Neutral Sentiment: Aon executives said reinsurers need to accept more risk, while the company’s industry outlook warned that traditional insurance “cash cows” are coming under pressure. The comments point to changing market conditions but do not represent a direct earnings revision. Aon’s De Bosini: Reinsurers need to lean towards risk
• Negative Sentiment: Investor scrutiny of the price tag for Aon’s USI deal continues to pressure the shares, raising concerns about acquisition returns, integration execution and leverage. Aon plc Underperforms Amid Scrutiny Over USI Deal Price Tag
• Negative Sentiment: Morgan Stanley lowered its price target for Aon to $350, a cautious signal even though the target remains above the recent trading level. Morgan Stanley cuts target to $350

About AON

Aon plc is a global professional services firm that helps organizations manage risk, make informed decisions and improve workforce outcomes. Its services span commercial risk, health, retirement and investments, and data and analytics.

The company provides insurance brokerage and risk-management services, including coverage placement, claims support, risk transfer and consulting. Through its reinsurance business, Aon also serves insurers and other organizations seeking to manage catastrophe, capital and underwriting risks.

Aon’s human capital offerings include employee benefits consulting, retirement advisory services, talent and compensation consulting, and health and workforce solutions.