18,129 Shares in Aon plc $AON Purchased by Berman McAleer LLC

Berman McAleer LLC acquired a new position in Aon plc (NYSE:AON) during the third quarter, Holdings Channel.com reports. The institutional investor acquired 18,129 shares of the financial services provider’s stock, valued at approximately $6,464,000. AON accounts for 0.9% of Berman McAleer LLC’s investment portfolio, making the stock its 24th largest holding.

A number of other institutional investors and hedge funds have also recently modified their holdings of AON. National Pension Service boosted its holdings in AON by 1.0% during the 3rd quarter. National Pension Service now owns 420,423 shares of the financial services provider’s stock valued at $149,914,000 after acquiring an additional 3,962 shares during the period. Arizona State Retirement System boosted its stake in shares of AON by 5.5% during the third quarter. Arizona State Retirement System now owns 59,940 shares of the financial services provider’s stock valued at $21,373,000 after purchasing an additional 3,109 shares during the period. SYM FINANCIAL Corp grew its holdings in shares of AON by 5.0% in the third quarter. SYM FINANCIAL Corp now owns 1,283 shares of the financial services provider’s stock worth $457,000 after purchasing an additional 61 shares during the last quarter. Cloud Capital Management LLC bought a new stake in AON during the 3rd quarter valued at about $74,000. Finally, AE Wealth Management LLC raised its stake in shares of AON by 93.9% during the third quarter. AE Wealth Management LLC now owns 1,398 shares of the financial services provider’s stock valued at $499,000 after acquiring an additional 677 shares in the last quarter. 86.14% of the stock is owned by institutional investors.

AON News Roundup

Here are the key news stories impacting AON this week:

• Positive Sentiment: Q4 EPS topped estimates — Aon reported $4.85 EPS versus consensus near $4.75, and management pointed to margin benefits from restructuring and strong retention as drivers of the beat. Aon (AON) Surpasses Q4 Earnings Estimates
• Positive Sentiment: New business growth and retention — Company commentary and analyst notes highlight new business wins and high client retention that supported revenue composition and improved margins. Aon Q4 Earnings Top Estimates on New Business Growth, Strong Retention
• Positive Sentiment: Balance-sheet and cash flow progress — Full-year results show 9% total revenue growth, 6% organic growth, double-digit free cash flow growth and $1.9B of debt paydown; Aon says it met its leverage objective in Q4. These items reduce financial risk and support capital allocation. Aon Reports Fourth-Quarter and Full-Year 2025 Results
• Neutral Sentiment: Management detail and forward stance — The earnings call/transcript provides context on go-forward priorities (cost actions, cross-selling, integration planning) but offered limited new formal guidance in the release; watch management’s cadence on 2026 execution. Aon plc (AON) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Street reception — Analysts maintain a generally constructive view (consensus “Moderate Buy” and multi-year EPS estimates remain supportive), which can limit downside absent new negative news. Aon plc (NYSE:AON) Receives Consensus Rating of “Moderate Buy” from Analysts
• Negative Sentiment: Revenue slightly missed estimates — Q4 revenue of $4.30B came in below consensus near $4.38B, which raises questions about top-line momentum despite EPS strength from margins and mix. Aon (AON) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
• Negative Sentiment: Acquisition/integration risk — The planned ~$13B NFP acquisition remains a material event and is described as “facing a test” by coverage; any regulatory, execution or financing setbacks could pressure sentiment. Aon Reports Earnings Friday as $13 Billion NFP Acquisition Faces Test

Analyst Ratings Changes

AON has been the topic of a number of research reports. UBS Group cut their target price on shares of AON from $400.00 to $390.00 and set a “neutral” rating on the stock in a research report on Monday, November 10th. Weiss Ratings reiterated a “hold (c+)” rating on shares of AON in a research note on Monday, December 29th. TD Cowen decreased their price target on shares of AON from $419.00 to $416.00 and set a “buy” rating for the company in a research report on Monday, November 3rd. Morgan Stanley set a $400.00 price objective on shares of AON in a research report on Tuesday, December 16th. Finally, 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. Twelve investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, AON has a consensus rating of “Moderate Buy” and a consensus target price of $408.47.

AON Stock Performance

AON opened at $349.80 on Friday. The firm’s 50-day moving average price is $347.88 and its 200-day moving average price is $353.72. The company has a market cap of $75.18 billion, a P/E ratio of 28.03, a price-to-earnings-growth ratio of 1.76 and a beta of 0.84. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 1.86. Aon plc has a 52-week low of $323.73 and a 52-week high of $412.97.

AON (NYSE:AON) last posted its quarterly earnings results on Friday, January 30th. The financial services provider reported $4.85 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.75 by $0.10. AON had a net margin of 15.96% and a return on equity of 48.88%. The business had revenue of $4.30 billion during the quarter, compared to analysts’ expectations of $4.38 billion. During the same quarter last year, the company posted $4.42 earnings per share. The business’s quarterly revenue was up 3.7% on a year-over-year basis. As a group, equities analysts anticipate that Aon plc will post 17.21 EPS for the current fiscal year.

AON Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Monday, February 2nd will be issued a $0.745 dividend. The ex-dividend date of this dividend is Monday, February 2nd. This represents a $2.98 dividend on an annualized basis and a dividend yield of 0.9%. AON’s dividend payout ratio is currently 23.88%.

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.