Fjarde AP Fonden Fourth Swedish National Pension Fund Raises Position in Aon plc $AON

Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its stake in shares of Aon plc (NYSE:AON) by 5.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 76,885 shares of the financial services provider’s stock after acquiring an additional 3,800 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in AON were worth $27,416,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Silver Lake Advisory LLC purchased a new stake in shares of AON in the 3rd quarter valued at approximately $1,292,000. Nordea Investment Management AB grew its stake in shares of AON by 6.6% during the second quarter. Nordea Investment Management AB now owns 17,062 shares of the financial services provider’s stock worth $6,051,000 after purchasing an additional 1,061 shares in the last quarter. Arrowroot Family Office LLC purchased a new position in AON in the second quarter valued at $541,000. Arrowstreet Capital Limited Partnership raised its stake in AON by 368.0% in the second quarter. Arrowstreet Capital Limited Partnership now owns 78,753 shares of the financial services provider’s stock valued at $28,096,000 after buying an additional 61,924 shares in the last quarter. Finally, First National Bank & Trust Co. of Newtown lifted its holdings in AON by 565.8% during the 2nd quarter. First National Bank & Trust Co. of Newtown now owns 6,658 shares of the financial services provider’s stock worth $2,375,000 after buying an additional 5,658 shares during the last quarter. 86.14% of the stock is currently owned by hedge funds and other institutional investors.

AON Stock Performance

Shares of AON stock opened at $344.51 on Friday. The firm’s fifty day simple moving average is $349.82 and its 200-day simple moving average is $355.01. Aon plc has a 12 month low of $323.73 and a 12 month high of $412.97. The stock has a market capitalization of $74.05 billion, a price-to-earnings ratio of 27.61, a PEG ratio of 1.75 and a beta of 0.84. The company has a debt-to-equity ratio of 1.86, a current ratio of 1.35 and a quick ratio of 1.35.

AON (NYSE:AON) last issued its quarterly earnings results on Friday, October 31st. The financial services provider reported $3.05 earnings per share for the quarter, topping analysts’ consensus estimates of $2.91 by $0.14. The firm had revenue of $4 billion during the quarter, compared to analysts’ expectations of $3.97 billion. AON had a net margin of 15.96% and a return on equity of 48.88%. AON’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.72 EPS. As a group, equities analysts forecast that Aon plc will post 17.21 earnings per share for the current year.

AON Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Monday, February 2nd will be paid a dividend of $0.745 per share. This represents a $2.98 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Monday, February 2nd. AON’s dividend payout ratio is 23.88%.

AON News Summary

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon expanded its proprietary Data Center Lifecycle Insurance Program, adding $1 billion to bring total capacity to $2.5 billion, citing demand from AI, cloud and digital infrastructure investment — this increases Aon’s underwriting revenue opportunity and positions it as a market leader in a fast-growing segment. Aon expands Data Center Lifecycle Insurance Program to $2.5 billion
• Positive Sentiment: Aon and partner FM increased coverage capacity for data centers, and Aon is broadening products (including delay protection for developers) — moves that could drive new client mandates and fee income as demand for specialized data‑center risk solutions grows. Insurance companies FM and Aon increase coverage capacity for data centers
• Positive Sentiment: Aon launched the Resilience Quotient (developed with Gallup), a data-driven advisory tool combining risk capital, human capital and public sentiment to help clients prioritize resilience actions — this could strengthen Aon’s higher‑margin advisory pipeline if it gains traction. Aon’s Resilience Quotient Cuts Through Uncertainty and Volatility
• Neutral Sentiment: Aon Global Limited announced it will redeem in full and delist its 2.875% senior notes due 2026 — a routine deleveraging/administrative move that removes a listed liability; impact depends on how redemption was funded (cash vs. refinancing). Aon Global Limited Announces Redemption in Full and Delisting of 2.875% Senior Notes due 2026
• Neutral Sentiment: Aon appointed Kulshaan Singh as Enterprise Client Leader for APAC, and launched a digital retirement planning tool — incremental commercial and product developments that support growth but are unlikely to move the stock materially on their own. Aon names Kulshaan Singh as Enterprise Client Leader, APAC Aon launches digital retirement planning tool
• Negative Sentiment: Aon’s head of legacy (Gale) is leaving for Teneo — senior departures can raise short‑term execution risk and raise questions about client retention in the affected business line. Aon’s head of legacy Gale to depart for Teneo
• Negative Sentiment: Market commentary noted Aon underperformed peers recently — investor focus on relative performance and valuation (current P/E ~27.6, 12‑month range below recent highs) may be contributing to selling pressure despite growth initiatives. Aon PLC stock underperforms Tuesday when compared to competitors

Analyst Ratings Changes

Several brokerages have recently weighed in on AON. Evercore ISI reissued an “outperform” rating and set a $436.00 target price on shares of AON in a research report on Wednesday, January 7th. Weiss Ratings reiterated a “hold (c+)” rating on shares of AON in a research note on Monday, December 29th. Cantor Fitzgerald cut their price objective on shares of AON from $450.00 to $393.00 and set an “overweight” rating on the stock in a report on Wednesday. Wells Fargo & Company lowered their target price on shares of AON from $449.00 to $448.00 and set an “overweight” rating for the company in a report on Tuesday. Finally, JPMorgan Chase & Co. cut their price target on shares of AON from $433.00 to $406.00 and set an “overweight” rating on the stock in a research note on Wednesday, January 7th. Twelve investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, AON has a consensus rating of “Moderate Buy” and a consensus target price of $408.47.

AON Company 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.