Mather Group LLC. Acquires 9,864 Shares of Aon plc $AON

Mather Group LLC. boosted its holdings in shares of Aon plc (NYSE:AON) by 350.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,675 shares of the financial services provider’s stock after acquiring an additional 9,864 shares during the period. Mather Group LLC.’s holdings in AON were worth $3,508,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the business. SJS Investment Consulting Inc. grew its holdings in AON by 258.3% in the 1st quarter. SJS Investment Consulting Inc. now owns 129 shares of the financial services provider’s stock valued at $42,000 after buying an additional 93 shares in the last quarter. Downshift Financial LLC raised its holdings in shares of AON by 15,700.0% during the 3rd quarter. Downshift Financial LLC now owns 158 shares of the financial services provider’s stock worth $44,000 after acquiring an additional 157 shares during the period. Cassaday & Co Wealth Management LLC purchased a new position in shares of AON during the 1st quarter worth $61,000. Reflection Asset Management acquired a new position in shares of AON during the 4th quarter valued at about $72,000. Finally, Elevation Wealth Partners LLC boosted its position in shares of AON by 35.6% during the 2nd quarter. Elevation Wealth Partners LLC now owns 221 shares of the financial services provider’s stock valued at $73,000 after acquiring an additional 58 shares during the last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.

AON Stock Up 4.2%

NYSE:AON opened at $286.78 on Friday. The company has a quick ratio of 1.54, a current ratio of 1.54 and a debt-to-equity ratio of 1.34. The stock’s fifty day moving average is $312.18 and its two-hundred day moving average is $326.33. Aon plc has a 52 week low of $266.33 and a 52 week high of $382.34. The stock has a market capitalization of $60.83 billion, a price-to-earnings ratio of 15.81, a price-to-earnings-growth ratio of 1.44 and a beta of 0.70.

AON (NYSE:AON) last released its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $3.81 EPS for the quarter, topping the consensus estimate of $3.80 by $0.01. AON had a return on equity of 42.13% and a net margin of 22.27%. The business had revenue of $4.25 billion during the quarter, compared to analyst estimates of $4.28 billion. During the same period last year, the business posted $3.49 earnings per share. The company’s quarterly revenue was up 2.2% on a year-over-year basis. Research analysts anticipate that Aon plc will post 18.74 EPS for the current year.

AON Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Monday, November 2nd will be paid a dividend of $0.82 per share. The ex-dividend date of this dividend is Monday, November 2nd. This represents a $3.28 annualized dividend and a yield of 1.1%. AON’s dividend payout ratio is presently 18.08%.

Wall Street Analyst Weigh In

AON has been the subject of a number of analyst reports. Jefferies Financial Group dropped their price objective on shares of AON from $387.00 to $383.00 and set a “buy” rating for the company in a report on Wednesday, September 30th. Mizuho reduced their target price on shares of AON from $366.00 to $324.00 and set an “outperform” rating on the stock in a research note on Wednesday, October 7th. Roth Capital set a $380.00 target price on shares of AON and gave the company a “buy” rating in a report on Tuesday, September 1st. Piper Sandler dropped their price target on shares of AON from $391.00 to $349.00 and set a “neutral” rating for the company in a research note on Tuesday, September 1st. Finally, Deutsche Bank Aktiengesellschaft reissued a “hold” rating on shares of AON in a research note on Tuesday, September 1st. Twelve equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, AON currently has a consensus rating of “Moderate Buy” and a consensus price target of $367.59.

Key Stories Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Ukraine war-risk facility expanded: Aon and the European Bank for Reconstruction and Development expanded their Ukraine war-risk reinsurance facility to €150 million, with MS Amlin participating. The initiative strengthens Aon’s role in an emerging specialty-insurance market and could create longer-term growth opportunities, although the near-term earnings impact is likely limited. Aon, EBRD expand Ukraine war risk reinsurance
• Positive Sentiment: Potential demand for advisory services: Aon’s report projects Indian salaries will rise 9.1% in fiscal 2026–27, while Australian medical-plan costs are expected to outpace inflation in 2027. These trends may support demand for Aon’s compensation, benefits and health consulting services. India salary outlook Australian medical plan costs
• Neutral Sentiment: Management changes: Aon appointed Leonora Siccardi as global chief execution officer for Risk Capital and Human Capital, named Rafferty chief integration officer and appointed Carleton to lead its Chicago operations. The moves may improve execution and integration, but no immediate financial impact was disclosed. Aon management appointments
• Neutral Sentiment: Earnings focus: Investors are awaiting Aon’s next quarterly report for evidence that revenue growth and margins are improving. The latest available quarter showed modest revenue growth and slightly better-than-expected EPS, but revenue missed consensus estimates. Aon earnings outlook
• Negative Sentiment: Multiple price-target cuts: Morgan Stanley reduced its target to $350, Cantor Fitzgerald lowered its target from $433 to $400, and Keefe Bruyette cut its target from $417 to $342. The revisions signal softer analyst expectations and are the clearest near-term pressure on AON sentiment. Cantor Fitzgerald target cut

Insider Transactions at AON

In other news, Director Lester Knight bought 20,000 shares of the stock in a transaction that occurred on Wednesday, September 2nd. The stock was bought at an average cost of $327.48 per share, for a total transaction of $6,549,600.00. Following the acquisition, the director directly owned 163,000 shares of the company’s stock, valued at $53,379,240. The trade was a 13.99% increase in their position. The purchase was disclosed in a filing with the SEC, which is available at the SEC website. Also, General Counsel Darren Zeidel sold 1,900 shares of AON stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $377.76, for a total value of $717,744.00. Following the completion of the transaction, the general counsel directly owned 11,504 shares of the company’s stock, valued at approximately $4,345,751.04. This represents a 14.17% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.00% of the company’s stock.

About AON

Aon plc is a global professional services firm that helps organizations manage risk, make better decisions and improve performance. Its services are organized around risk capital and human capital, combining advisory expertise, data, analytics and insurance-related solutions.

The company provides commercial risk brokerage and consulting, reinsurance brokerage, retirement and investment advisory services, health benefits consulting, talent and compensation consulting, and related technology and data products.