Cibc World Market Inc. Purchases 1,699 Shares of Aon plc $AON

Cibc World Market Inc. increased its holdings in Aon plc (NYSE:AON) by 3.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 48,997 shares of the financial services provider’s stock after acquiring an additional 1,699 shares during the period. Cibc World Market Inc.’s holdings in AON were worth $17,471,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of AON. Caprock Group LLC bought a new stake in shares of AON during the 3rd quarter worth $1,752,000. Stratos Wealth Partners LTD. raised its stake in shares of AON by 10.0% in the third quarter. Stratos Wealth Partners LTD. now owns 2,812 shares of the financial services provider’s stock valued at $1,003,000 after buying an additional 255 shares during the period. MQS Management LLC purchased a new position in shares of AON during the 3rd quarter valued at $861,000. Jensen Investment Management Inc. grew its stake in shares of AON by 3.1% during the 3rd quarter. Jensen Investment Management Inc. now owns 10,100 shares of the financial services provider’s stock worth $3,601,000 after acquiring an additional 300 shares during the period. Finally, Wesbanco Bank Inc. increased its holdings in AON by 4.6% in the 3rd quarter. Wesbanco Bank Inc. now owns 14,657 shares of the financial services provider’s stock worth $5,226,000 after acquiring an additional 641 shares during the last quarter. Institutional investors own 86.14% of the company’s stock.

AON Price Performance

Shares of NYSE AON opened at $314.52 on Friday. The stock’s 50-day simple moving average is $344.67 and its two-hundred day simple moving average is $352.14. The firm has a market capitalization of $67.60 billion, a P/E ratio of 18.48, a P/E/G ratio of 1.59 and a beta of 0.83. The company has a quick ratio of 1.35, a current ratio of 2.03 and a debt-to-equity ratio of 1.55. Aon plc has a twelve month low of $304.59 and a twelve month high of $412.97.

AON (NYSE:AON) last announced its earnings results on Friday, January 30th. The financial services provider reported $4.85 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.75 by $0.10. The business had revenue of $4.30 billion during the quarter, compared to analyst estimates of $4.38 billion. AON had a net margin of 21.51% and a return on equity of 45.23%. AON’s revenue for the quarter was up 3.7% on a year-over-year basis. During the same period in the previous year, the business posted $4.42 earnings per share. As a group, equities analysts anticipate that Aon plc will post 17.21 EPS for the current fiscal year.

AON Dividend Announcement

The company 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 of this dividend is Monday, February 2nd. This represents a $2.98 annualized dividend and a yield of 0.9%. AON’s dividend payout ratio is currently 17.51%.

Insider Buying and Selling

In other AON news, Director Lester B. Knight purchased 4,000 shares of the firm’s stock in a transaction on Tuesday, February 10th. The shares were purchased at an average cost of $319.24 per share, with a total value of $1,276,960.00. Following the completion of the purchase, the director owned 143,000 shares of the company’s stock, valued at $45,651,320. The trade was a 2.88% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 1.10% of the stock is owned by insiders.

Key Headlines Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Director insider buy: Aon director Lester B. Knight purchased 4,000 shares at about $319.24, increasing his stake to ~143,000 shares—insider buying often signals confidence from management. Insider Purchase Filing
• Positive Sentiment: Leadership appointment: Aon named Joe Peiser CEO of Risk Capital to lead Commercial Risk and Reinsurance Solutions—this consolidates expertise in a high‑margin, capital‑intensive area and may improve execution across reinsurance and capacity solutions. Aon Appoints Joe Peiser
• Positive Sentiment: New business/product: Aon and KNIAZHA VIG launched a $25M war‑risk insurance facility with the U.S. DFC—adds fee revenue and differentiates Aon in geopolitical/war‑risk placements. War‑Risk Facility
• Neutral Sentiment: Analyst note coverage: Multiple outlets picked up on Wall Street views of Aon, summarizing analyst forecasts and commentary—keeps the stock in focus but provides no single decisive view. Analyst Coverage Summary
• Neutral Sentiment: Local hiring and industry moves: Announcements like a director appointment to Aon’s Leeds corporate team and broader industry personnel moves are operationally neutral but support regional franchise strength. Leeds Appointment
• Neutral Sentiment: Market research / thought leadership: Aon survey findings (e.g., cyber and supply‑chain risk in Japan) reinforce Aon’s advisory positioning but are unlikely to move near‑term earnings materially. Aon Survey
• Negative Sentiment: Mixed-to-slightly-lower estimates from Zacks: Zacks issued a series of small revisions—some quarterly upsides but multiple trims to Q1‑2026, Q3‑2026/Q3‑2027 and FY‑2026/FY‑2027 EPS estimates—suggests analysts see limited near‑term upside to consensus and slightly lower medium‑term earnings. Zacks Estimate Changes

Wall Street Analyst Weigh In

AON has been the subject of a number of research reports. UBS Group reiterated a “neutral” rating and set a $385.00 target price on shares of AON in a research report on Monday, February 2nd. Citigroup boosted their target price on shares of AON from $402.00 to $412.00 and gave the company a “buy” rating in a report on Tuesday, February 3rd. Wells Fargo & Company dropped their target price on AON from $448.00 to $443.00 and set an “overweight” rating on the stock in a research report on Sunday, February 1st. JPMorgan Chase & Co. reduced their price target on AON from $433.00 to $406.00 and set an “overweight” rating for the company in a research report on Wednesday, January 7th. Finally, Barclays increased their price objective on AON from $379.00 to $381.00 and gave the stock an “equal weight” rating in a report on Thursday, January 8th. Twelve equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $409.75.

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.