Nordea Investment Management AB Buys 2,153 Shares of Aon plc $AON

Nordea Investment Management AB lifted its stake in shares of Aon plc (NYSE:AON) by 12.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 19,215 shares of the financial services provider’s stock after acquiring an additional 2,153 shares during the quarter. Nordea Investment Management AB’s holdings in AON were worth $6,817,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in shares of AON during the 2nd quarter valued at $754,671,000. Vanguard Group Inc. increased its stake in AON by 2.6% in the 2nd quarter. Vanguard Group Inc. now owns 20,289,743 shares of the financial services provider’s stock worth $7,238,569,000 after buying an additional 511,292 shares in the last quarter. Bank of New York Mellon Corp raised its holdings in AON by 15.6% during the second quarter. Bank of New York Mellon Corp now owns 3,507,656 shares of the financial services provider’s stock valued at $1,251,391,000 after acquiring an additional 473,594 shares during the period. Altrinsic Global Advisors LLC lifted its position in shares of AON by 193.2% in the second quarter. Altrinsic Global Advisors LLC now owns 692,633 shares of the financial services provider’s stock valued at $247,104,000 after acquiring an additional 456,399 shares in the last quarter. Finally, Vontobel Holding Ltd. grew its position in shares of AON by 92.9% during the third quarter. Vontobel Holding Ltd. now owns 889,332 shares of the financial services provider’s stock worth $317,118,000 after purchasing an additional 428,361 shares in the last quarter. Institutional investors own 86.14% of the company’s stock.

Key AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon and partners expanded data‑centre insurance capacity by about $1bn, strengthening Aon’s ability to place large technology risks and capture premiums in a sector with rising demand for tailored coverage. Aon increases data centre insurance programme capacity by $1BN
• Positive Sentiment: Aon Re hired Antonio Salcedo, formerly Axa XL’s LatAm reinsurance head — a targeted senior hire that could accelerate Aon’s Latin America reinsurance growth and client relationships. Axa XL LatAm reinsurance head Salcedo exits for Aon Re
• Positive Sentiment: Aon named Kulshaan Singh as Enterprise Client Leader for APAC, reinforcing regional sales and client coverage where firms are increasing risk-transfer and advisory spend. Aon names Kulshaan Singh as Enterprise Client Leader, APAC
• Neutral Sentiment: Aon launched its Resilience Quotient (developed with Gallup), a data‑driven tool that bundles Risk Capital and Human Capital insights to help clients prioritize resilience investments — a potential long‑term revenue driver in advisory and analytics. Aon’s Resilience Quotient Cuts Through Uncertainty and Volatility to Help Businesses Move from Risk to Resilience and Growth
• Neutral Sentiment: Aon Global Limited said it will redeem and delist its 2.875% senior notes due 2026 — a scheduled liability retirement that trims near‑term debt on subsidiary paper but has limited operational impact on Aon’s core business. Aon Global Limited Announces Redemption in Full and Delisting of 2.875% Senior Notes due 2026 from the New York Stock Exchange
• Neutral Sentiment: Aon published analysis showing long‑term GLP‑1 use can slow medical cost growth for employers, reinforcing Aon’s position in health‑benefits consulting and potentially supporting future advisory demand. Long-term GLP-1 use trims medical cost growth: Aon
• Negative Sentiment: Aon estimates Australian wildfire economic losses in the hundreds of millions — a reminder of rising catastrophe exposures that pressure insurers/reinsurers and could create short‑term volatility for risk markets and related brokerage flows. Aon pegs economic loss for Australian wildfires in hundreds of millions

Wall Street Analyst Weigh In

Several research firms have weighed in on AON. Roth Capital restated a “buy” rating and issued a $390.00 price target on shares of AON in a research note on Tuesday, November 4th. Keefe, Bruyette & Woods raised their target price on shares of AON from $410.00 to $416.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. UBS Group decreased their price target on shares of AON from $400.00 to $390.00 and set a “neutral” rating on the stock in a research note on Monday, November 10th. Weiss Ratings reissued a “hold (c+)” rating on shares of AON in a report on Monday, December 29th. Finally, Cantor Fitzgerald reduced their target price on AON from $450.00 to $393.00 and set an “overweight” rating on the stock in a report on Wednesday. Twelve analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $408.47.

AON Stock Down 0.3%

Shares of AON opened at $343.74 on Friday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 1.86. The business has a fifty day moving average of $349.77 and a 200 day moving average of $354.90. The company has a market cap of $73.88 billion, a PE ratio of 27.54, a P/E/G ratio of 1.74 and a beta of 0.84. Aon plc has a 52-week low of $323.73 and a 52-week high of $412.97.

AON (NYSE:AON) last released its earnings results on Friday, October 31st. The financial services provider reported $3.05 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.91 by $0.14. The firm had revenue of $4 billion during the quarter, compared to analyst estimates of $3.97 billion. AON had a net margin of 15.96% and a return on equity of 48.88%. The business’s revenue was up 7.4% on a year-over-year basis. During the same quarter last year, the business earned $2.72 EPS. On average, sell-side analysts expect that Aon plc will post 17.21 EPS for the current year.

AON Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Monday, February 2nd will be paid a $0.745 dividend. The ex-dividend date is Monday, February 2nd. This represents a $2.98 dividend on an annualized basis and a yield of 0.9%. AON’s dividend payout ratio (DPR) is presently 23.88%.

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.