Aon plc $AON Stock: Heritage Family Offices LLP Boosts Holdings

Heritage Family Offices LLP raised its holdings in Aon plc (NYSE:AON) by 376.6% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 3,050 shares of the financial services provider’s stock after purchasing an additional 2,410 shares during the period. Heritage Family Offices LLP’s holdings in AON were worth $844,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently made changes to their positions in the business. MassMutual Private Wealth & Trust FSB lifted its holdings in shares of AON by 5.3% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 650 shares of the financial services provider’s stock worth $216,000 after acquiring an additional 33 shares during the period. Aspen Grove Capital LLC increased its stake in AON by 4.8% in the first quarter. Aspen Grove Capital LLC now owns 737 shares of the financial services provider’s stock valued at $238,000 after acquiring an additional 34 shares during the period. Novem Group increased its stake in AON by 1.0% in the third quarter. Novem Group now owns 3,460 shares of the financial services provider’s stock valued at $958,000 after acquiring an additional 35 shares during the period. KCM Investment Advisors LLC raised its position in AON by 6.2% in the first quarter. KCM Investment Advisors LLC now owns 651 shares of the financial services provider’s stock worth $210,000 after purchasing an additional 38 shares in the last quarter. Finally, RDA Financial Network raised its position in AON by 2.9% in the second quarter. RDA Financial Network now owns 1,451 shares of the financial services provider’s stock worth $481,000 after purchasing an additional 41 shares in the last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.

Trending Headlines about 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

Analyst Ratings Changes

AON has been the topic of several recent analyst reports. Cantor Fitzgerald boosted their price target on AON from $400.00 to $410.00 and gave the company an “overweight” rating in a research note on Monday, November 2nd. Weiss Ratings lowered shares of AON from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, September 17th. Evercore cut their target price on shares of AON from $423.00 to $375.00 in a research note on Thursday, October 8th. Bank of America boosted their target price on AON from $298.00 to $327.00 and gave the stock an “underperform” rating in a report on Wednesday, July 15th. Finally, The Goldman Sachs Group increased their price target on AON from $375.00 to $401.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Thirteen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $369.12.

Insider Activity at AON

In other news, Director Lester Knight bought 20,000 shares of the stock in a transaction dated Wednesday, September 2nd. The stock was bought at an average cost of $327.48 per share, with a total value of $6,549,600.00. Following the purchase, the director owned 163,000 shares of the company’s stock, valued at approximately $53,379,240. This represents a 13.99% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available at the SEC website. Company insiders own 1.00% of the company’s stock.

AON Price Performance

AON traded down $9.83 during midday trading on Friday, hitting $334.57. The company had a trading volume of 977,889 shares, compared to its average volume of 1,757,596. Aon plc has a twelve month low of $266.33 and a twelve month high of $382.34. The company has a market capitalization of $70.98 billion, a PE ratio of 18.32, a P/E/G ratio of 1.75 and a beta of 0.63. The company has a debt-to-equity ratio of 2.58, a quick ratio of 4.72 and a current ratio of 4.72. The firm’s 50-day simple moving average is $300.47 and its 200-day simple moving average is $325.93.

AON (NYSE:AON) last issued its quarterly earnings results on Wednesday, October 28th. The financial services provider reported $3.36 earnings per share for the quarter, beating analysts’ consensus estimates of $3.30 by $0.06. AON had a net margin of 22.24% and a return on equity of 40.46%. The business had revenue of $4.10 billion during the quarter, compared to analyst estimates of $4.08 billion. During the same quarter last year, the business posted $3.05 earnings per share. AON’s revenue for the quarter was up 2.6% compared to the same quarter last year. Equities research analysts predict that Aon plc will post 18.47 EPS for the current fiscal year.

AON Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Shareholders of record on Monday, November 2nd will be given a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Monday, November 2nd. AON’s dividend payout ratio (DPR) is presently 17.96%.

AON 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.