Proficio Capital Partners LLC Invests $557,000 in Aon plc $AON

Proficio Capital Partners LLC bought a new stake in shares of Aon plc (NYSE:AON) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 1,680 shares of the financial services provider’s stock, valued at approximately $557,000.

Several other large investors have also made changes to their positions in AON. NewEdge Advisors LLC grew its stake in AON by 28.4% during the second quarter. NewEdge Advisors LLC now owns 14,704 shares of the financial services provider’s stock valued at $5,246,000 after acquiring an additional 3,253 shares in the last quarter. Treasurer of the State of North Carolina increased its stake in AON by 9.1% in the 2nd quarter. Treasurer of the State of North Carolina now owns 98,084 shares of the financial services provider’s stock worth $34,992,000 after acquiring an additional 8,216 shares during the last quarter. Alliancebernstein L.P. raised its holdings in shares of AON by 35.2% during the 2nd quarter. Alliancebernstein L.P. now owns 292,210 shares of the financial services provider’s stock worth $104,249,000 after acquiring an additional 76,061 shares in the last quarter. Diversify Advisory Services LLC grew its holdings in shares of AON by 27.1% in the second quarter. Diversify Advisory Services LLC now owns 2,734 shares of the financial services provider’s stock valued at $995,000 after purchasing an additional 583 shares in the last quarter. Finally, Quantinno Capital Management LP raised its stake in AON by 46.1% during the second quarter. Quantinno Capital Management LP now owns 40,044 shares of the financial services provider’s stock valued at $14,286,000 after purchasing an additional 12,631 shares in the last quarter. 86.14% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research analysts recently commented on the stock. Wells Fargo & Company lowered their price target on shares of AON from $419.00 to $383.00 and set an “overweight” rating for the company in a report on Tuesday. Weiss Ratings raised AON from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, August 19th. Wall Street Zen raised AON from a “sell” rating to a “hold” rating in a research report on Saturday, August 29th. Mizuho decreased their price target on AON from $437.00 to $398.00 and set an “outperform” rating on the stock in a report on Tuesday. Finally, Deutsche Bank Aktiengesellschaft restated a “hold” rating on shares of AON in a research report on Tuesday. Twelve research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $399.12.

AON Stock Performance

AON stock opened at $331.28 on Thursday. The company has a debt-to-equity ratio of 1.34, a quick ratio of 1.54 and a current ratio of 1.54. The company has a market capitalization of $70.27 billion, a PE ratio of 18.26, a P/E/G ratio of 1.72 and a beta of 0.66. The company has a 50 day moving average price of $353.47 and a 200-day moving average price of $334.19. Aon plc has a fifty-two week low of $304.59 and a fifty-two week high of $382.34.

AON (NYSE:AON) last issued its earnings results on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share for the quarter, beating analysts’ consensus estimates of $3.80 by $0.01. AON had a return on equity of 42.13% and a net margin of 22.27%.The business had revenue of $4.25 billion during the quarter, compared to analyst estimates of $4.28 billion. During the same period in the previous year, the company posted $3.49 EPS. AON’s revenue was up 2.2% on a year-over-year basis. As a group, equities analysts forecast that Aon plc will post 19 earnings per share for the current year.

AON Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, August 14th. Shareholders of record on Monday, August 3rd were given a dividend of $0.82 per share. The ex-dividend date of this dividend was Monday, August 3rd. This represents a $3.28 dividend on an annualized basis and a yield of 1.0%. AON’s dividend payout ratio (DPR) is 18.08%.

Insider Activity at AON

In other news, General Counsel Darren Zeidel sold 1,900 shares of the company’s stock in a transaction that occurred 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 completion of the sale, the general counsel owned 11,504 shares of the company’s stock, valued at approximately $4,345,751.04. This represents a 14.17% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. In the last three months, insiders have sold 4,450 shares of company stock valued at $1,659,242. Insiders own 1.00% of the company’s stock.

More AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Analysts remain bullish despite target revisions. Keefe, Bruyette & Woods raised its price target to $417 and maintained an “outperform” rating. Mizuho and Cantor Fitzgerald lowered their targets but also retained positive ratings, implying substantial upside from recent trading levels.
• Positive Sentiment: Organic growth is holding up as insurance pricing softens. Aon and peer brokers WTW and AJG are increasingly relying on underlying business activity, exposure growth and demand for advisory services rather than higher insurance rates to drive expansion. 3 Insurance Brokerage Stocks Find New Growth Drivers as Rates Fade
• Positive Sentiment: Reinsurance capital markets are expanding. Aon Securities estimates the global reinsurance sidecar market could reach a record $23 billion in 2026, highlighting demand for alternative risk capital and supporting Aon’s role as an intermediary in specialty and reinsurance markets. Reinsurance sidecar market estimated at record $23bn in 2026
• Neutral Sentiment: A comparison of Aon with Brighthouse Financial provides general financial analysis but does not identify a specific new catalyst for AON shares. Financial Survey: AON versus Brighthouse Financial
• Negative Sentiment: The USI acquisition is the main risk. Aon’s planned purchase of USI expands its middle-market and specialty insurance capabilities, but the $17 billion price tag increases debt and places pressure on management to achieve synergies and execute the integration successfully. Shares previously fell sharply following the announcement. Aon to Buy USI Insurance in $17 Billion Deal

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.