Aon plc $AON Shares Purchased by National Pension Service

National Pension Service grew its holdings in shares of Aon plc (NYSE:AON) by 1.0% in the third quarter, according to its most recent filing with the SEC. The firm owned 420,423 shares of the financial services provider’s stock after acquiring an additional 3,962 shares during the quarter. National Pension Service’s holdings in AON were worth $149,914,000 as of its most recent SEC filing.

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

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on AON. Keefe, Bruyette & Woods lifted their price target on AON from $410.00 to $416.00 and gave the company an “outperform” rating in a research report on Tuesday, January 6th. The Goldman Sachs Group set a $395.00 price target on shares of AON in a research report on Wednesday, January 7th. Cantor Fitzgerald reduced their price objective on shares of AON from $450.00 to $393.00 and set an “overweight” rating for the company in a research report on Wednesday, January 14th. Mizuho set a $387.00 target price on shares of AON in a report on Wednesday, January 14th. Finally, Wells Fargo & Company cut their target price on shares of AON from $449.00 to $448.00 and set an “overweight” rating for the company in a research note on Tuesday, January 13th. Twelve analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $408.47.

AON Stock Performance

Shares of AON opened at $349.80 on Friday. Aon plc has a one year low of $323.73 and a one year high of $412.97. The company has a 50-day moving average of $347.88 and a two-hundred day moving average of $353.72. The company has a debt-to-equity ratio of 1.86, a current ratio of 1.35 and a quick ratio of 1.35. The stock has a market cap of $75.18 billion, a price-to-earnings ratio of 28.03, a PEG ratio of 1.76 and a beta of 0.84.

AON (NYSE:AON) last issued its quarterly earnings results on Friday, January 30th. The financial services provider reported $4.85 EPS for the quarter, beating the consensus estimate 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 the consensus estimate of $4.38 billion. During the same quarter in the prior year, the firm earned $4.42 EPS. The firm’s quarterly revenue was up 3.7% on a year-over-year basis. On average, equities research analysts expect that Aon plc will post 17.21 earnings per share for the current year.

AON Dividend Announcement

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

Key Headlines Impacting AON

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 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.