Aon plc $AON Stake Increased by Westpac Banking Corp

Westpac Banking Corp lifted its holdings in Aon plc (NYSE:AON) by 265.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,093 shares of the financial services provider’s stock after buying an additional 1,521 shares during the period. Westpac Banking Corp’s holdings in AON were worth $676,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of AON. Wealth Watch Advisors INC acquired a new stake in AON during the 3rd quarter worth about $25,000. University of Texas Texas AM Investment Management Co. purchased a new stake in shares of AON in the fourth quarter worth approximately $27,000. Kemnay Advisory Services Inc. acquired a new stake in shares of AON during the fourth quarter worth approximately $29,000. Eagle Bay Advisors LLC purchased a new position in AON during the fourth quarter valued at approximately $30,000. Finally, Strive Asset Management LLC acquired a new position in AON in the 3rd quarter valued at approximately $35,000. 86.14% of the stock is owned by institutional investors and hedge funds.

AON News Roundup

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon expanded its data-center insurance platform by adding $5 billion in capacity, a sign it is capitalizing on fast-growing AI and hyperscale infrastructure demand. Aon adds $5bn in capacity to data center insurance offering, expands integrated risk solutions
• Positive Sentiment: The company said it expects stronger earnings ahead of next week’s report, with analysts noting Aon has traits that could support an earnings beat. Aon (AON) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release
• Positive Sentiment: Aon reported that global insured catastrophe losses reached about $47 billion in the first half of 2026, with U.S. severe convective storms driving losses higher; that backdrop can support pricing power and demand for insurance brokerage and risk services. Aon estimates global insured catastrophe losses at $47bn for H1 2026
• Positive Sentiment: Aon also highlighted that insurer rewards can encourage more climate-resilience spending, reinforcing the company’s positioning in advisory and risk-mitigation services. Insurer Rewards Can Boost Climate Resilience Spending, Aon Says
• Neutral Sentiment: Aon appointed Michael Mahoney as Northeast Region Leader and Co-Head of the U.S., a leadership move that is strategically important but not an immediate financial catalyst. Aon appoints Michael Mahoney as Northeast Region Leader and Co-Head of the US
• Negative Sentiment: The stock may also be reacting to caution ahead of earnings, since the next quarterly report is due soon and investors often trim positions before a catalyst when expectations are elevated. AON (AON) Expected to Announce Quarterly Earnings on Wednesday

AON Stock Performance

Shares of AON opened at $352.46 on Thursday. The company’s fifty day moving average is $334.88 and its 200-day moving average is $331.10. Aon plc has a 12 month low of $304.59 and a 12 month high of $381.00. The firm has a market cap of $75.28 billion, a price-to-earnings ratio of 19.34, a price-to-earnings-growth ratio of 1.88 and a beta of 0.71. The company has a quick ratio of 1.95, a current ratio of 1.95 and a debt-to-equity ratio of 1.36.

AON (NYSE:AON) last issued its quarterly earnings data on Saturday, May 2nd. The financial services provider reported $6.48 earnings per share for the quarter, beating analysts’ consensus estimates of $6.37 by $0.11. AON had a return on equity of 43.50% and a net margin of 22.54%.The business had revenue of $5.03 billion for the quarter, compared to the consensus estimate of $4.97 billion. During the same period last year, the business earned $5.67 EPS. The firm’s revenue was up 6.4% compared to the same quarter last year. Equities analysts expect that Aon plc will post 19.09 EPS for the current fiscal year.

AON Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, August 14th. Stockholders of record on Monday, August 3rd will be given a $0.82 dividend. This represents a $3.28 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Monday, August 3rd. AON’s dividend payout ratio is currently 18.00%.

Analyst Upgrades and Downgrades

AON has been the subject of a number of research reports. UBS Group lifted their target price on shares of AON from $360.00 to $383.00 and gave the company a “neutral” rating in a research note on Wednesday, July 8th. JPMorgan Chase & Co. increased their price objective on AON from $396.00 to $412.00 and gave the stock an “overweight” rating in a report on Monday, July 13th. Barclays lifted their price objective on AON from $372.00 to $382.00 and gave the company an “equal weight” rating in a research report on Tuesday, July 7th. Mizuho upped their target price on AON from $389.00 to $426.00 and gave the stock an “outperform” rating in a research report on Thursday, July 9th. Finally, Piper Sandler downgraded AON from an “overweight” rating to a “neutral” rating and raised their price target for the stock from $355.00 to $377.00 in a research note on Wednesday, July 15th. Twelve equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $404.56.

Insider Activity

In other news, General Counsel Darren Zeidel sold 600 shares of the firm’s stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $360.00, for a total value of $216,000.00. Following the sale, the general counsel owned 15,354 shares in the company, valued at approximately $5,527,440. This trade represents a 3.76% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders own 1.00% of the company’s stock.

About AON

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.