Mirae Asset Global Investments Co. Ltd. Increases Position in Aon plc $AON

Mirae Asset Global Investments Co. Ltd. lifted its position in Aon plc (NYSE:AON) by 11.1% during the third quarter, Holdings Channel reports. The institutional investor owned 31,043 shares of the financial services provider’s stock after buying an additional 3,100 shares during the quarter. Mirae Asset Global Investments Co. Ltd.’s holdings in AON were worth $11,069,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the stock. Matrix Trust Co lifted its position in AON by 7.1% during the 3rd quarter. Matrix Trust Co now owns 422 shares of the financial services provider’s stock worth $150,000 after acquiring an additional 28 shares during the period. Legacy Wealth Asset Management LLC boosted its holdings in AON by 1.0% in the 2nd quarter. Legacy Wealth Asset Management LLC now owns 3,242 shares of the financial services provider’s stock worth $1,157,000 after buying an additional 33 shares during the last quarter. Busey Bank lifted its position in shares of AON by 0.3% in the third quarter. Busey Bank now owns 9,565 shares of the financial services provider’s stock valued at $3,411,000 after acquiring an additional 33 shares in the last quarter. Rossby Financial LCC boosted its stake in shares of AON by 9.1% in the second quarter. Rossby Financial LCC now owns 406 shares of the financial services provider’s stock worth $145,000 after acquiring an additional 34 shares during the last quarter. Finally, Heritage Family Offices LLP raised its stake in AON by 1.5% in the 3rd quarter. Heritage Family Offices LLP now owns 2,308 shares of the financial services provider’s stock valued at $823,000 after purchasing an additional 35 shares during the last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.

Key AON News

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

AON Stock Up 2.0%

AON opened at $349.80 on Friday. The company has a market cap of $75.18 billion, a PE ratio of 28.03, a P/E/G 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. The business has a 50 day moving average price of $347.88 and a two-hundred day moving average price of $353.72.

AON (NYSE:AON) last issued 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. The business had revenue of $4.30 billion for the quarter, compared to analyst estimates of $4.38 billion. AON had a net margin of 15.96% and a return on equity of 48.88%. The business’s revenue was up 3.7% compared to the same quarter last year. During the same period in the previous year, the business posted $4.42 earnings per share. As a group, research analysts anticipate that Aon plc will post 17.21 EPS 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 given a dividend of $0.745 per share. This represents a $2.98 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Monday, February 2nd. AON’s dividend payout ratio (DPR) is presently 23.88%.

Analyst Upgrades and Downgrades

AON has been the subject of a number of research reports. Mizuho set a $387.00 target price on shares of AON in a report on Wednesday, January 14th. Citigroup upgraded shares of AON from a “neutral” rating to a “buy” rating and set a $402.00 price objective on the stock in a report on Monday, November 3rd. Keefe, Bruyette & Woods lifted their target price on shares of AON from $410.00 to $416.00 and gave the company an “outperform” rating in a report on Tuesday, January 6th. Weiss Ratings reissued a “hold (c+)” rating on shares of AON in a research note on Monday, December 29th. Finally, UBS Group lowered their price target on shares of AON from $400.00 to $390.00 and set a “neutral” rating for the company in a report on Monday, November 10th. Twelve investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat.com, AON has an average rating of “Moderate Buy” and an average 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.