Aon plc $AON Stock Holdings Boosted by Smith Chas P & Associates PA Cpas

Smith Chas P & Associates PA Cpas increased its position in Aon plc (NYSE:AON) by 434.8% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 5,161 shares of the financial services provider’s stock after acquiring an additional 4,196 shares during the quarter. Smith Chas P & Associates PA Cpas’ holdings in AON were worth $1,428,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Aire Advisors LLC raised its holdings in AON by 98.9% during the 3rd quarter. Aire Advisors LLC now owns 12,504 shares of the financial services provider’s stock worth $3,461,000 after purchasing an additional 6,217 shares during the last quarter. Axxcess Wealth Management LLC boosted its holdings in shares of AON by 234.7% during the 3rd quarter. Axxcess Wealth Management LLC now owns 22,014 shares of the financial services provider’s stock worth $6,093,000 after buying an additional 15,436 shares in the last quarter. Albion Financial Group UT lifted its position in shares of AON by 581,020.0% during the 3rd quarter. Albion Financial Group UT now owns 174,336 shares of the financial services provider’s stock valued at $48,251,000 after acquiring an additional 174,306 shares during the period. Sowell Financial Services LLC boosted its position in shares of AON by 12,855.3% during the 3rd quarter. Sowell Financial Services LLC now owns 141,861 shares of the financial services provider’s stock worth $39,263,000 after purchasing an additional 140,766 shares in the last quarter. Finally, Physician Wealth Advisors Inc. raised its stake in AON by 838.5% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 854 shares of the financial services provider’s stock worth $236,000 after buying an additional 763 shares during the period. Institutional investors own 86.14% of the company’s stock.

AON Trading Down 0.8%

Shares of AON stock opened at $294.46 on Thursday. The company has a market capitalization of $62.46 billion, a PE ratio of 16.23, a price-to-earnings-growth ratio of 1.55 and a beta of 0.70. Aon plc has a 52-week low of $266.33 and a 52-week high of $382.34. The business’s fifty day moving average is $307.21 and its 200 day moving average is $325.51. The company has a debt-to-equity ratio of 1.34, a quick ratio of 1.54 and a current ratio of 1.54.

AON (NYSE:AON) last posted its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share for the quarter, topping the consensus estimate of $3.80 by $0.01. The company had revenue of $4.25 billion for the quarter, compared to analysts’ expectations of $4.28 billion. AON had a net margin of 22.27% and a return on equity of 42.13%. AON’s revenue for the quarter was up 2.2% compared to the same quarter last year. During the same period in the prior year, the business earned $3.49 earnings per share. On average, equities research analysts anticipate that Aon plc will post 18.73 EPS for the current fiscal year.

AON Dividend Announcement

The firm also recently announced 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 dividend payout ratio (DPR) is currently 18.08%.

Insider Buying and Selling at AON

In other news, General Counsel Darren Zeidel sold 1,900 shares of the business’s stock in a transaction dated Tuesday, July 28th. The stock was 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. The trade was a 14.17% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Lester Knight acquired 20,000 shares of the company’s stock in a transaction dated Wednesday, September 2nd. The shares were 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 trade represents a 13.99% increase in their position. The SEC filing for this purchase provides additional information. Insiders own 1.00% of the company’s stock.

Wall Street Analyst Weigh In

AON has been the subject of several research reports. Cantor Fitzgerald reduced their price target on shares of AON from $433.00 to $400.00 and set an “overweight” rating for the company in a research report on Wednesday, October 7th. Barclays lowered their price target on AON from $382.00 to $317.00 and set an “equal weight” rating for the company in a research report on Wednesday, October 7th. The Goldman Sachs Group boosted their price target on shares of AON from $375.00 to $401.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Keefe, Bruyette & Woods decreased their target price on AON from $417.00 to $342.00 and set an “outperform” rating for the company in a research report on Monday, October 12th. Finally, Wells Fargo & Company lowered their price objective on shares of AON from $383.00 to $323.00 and set an “overweight” rating on the stock in a research report on Monday, October 12th. Twelve 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. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $367.59.

Key Stories Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon expects UK pension risk-transfer activity to rebound after a subdued start to 2026. A recovery in pension-risk settlements could support consulting, broking and transaction-related revenue. UK pension risk settlement activity to rebound after subdued start to 2026: Aon
• Positive Sentiment: Zacks raised its third-quarter EPS estimate for Aon to $3.38, providing a modestly favorable signal ahead of the earnings release. Longer-range Zacks projections call for $20.05 in fiscal 2027 EPS and $22.33 in fiscal 2028 EPS, above the current-year consensus of $18.73. Zacks lifts Aon plc stock estimate to USD 3.38 for third quarter
• Neutral Sentiment: Analysts’ published forecasts span $3.50 to $6.89 in quarterly EPS for fiscal 2027 and $3.89 to $7.63 for fiscal 2028, indicating expectations for continued earnings growth but also significant seasonal variation. Aon analyst earnings estimates
• Neutral Sentiment: Aon highlighted greater flexibility and efficiency in facultative reinsurance, reinforcing the product’s role in clients’ risk-transfer strategies. The update supports Aon’s industry positioning but does not provide a specific financial outlook. Aon facultative reinsurance update
• Negative Sentiment: Zacks said Aon does not have the necessary combination of factors for a likely earnings beat in its upcoming report. That raises the risk of a disappointing earnings surprise and is the clearest near-term pressure on the stock. Aon earnings expected to grow: Should you buy?
• Negative Sentiment: Aon warned that insurers’ traditional “cash cows” are coming under pressure, while its reinsurance team urged reinsurers to accept more risk. The comments point to a challenging market environment and could weigh on expectations for industry profitability. Aon warns insurers’ former cash cows are under pressure

AON Profile

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.