Aon plc $AON Shares Acquired by Public Sector Pension Investment Board

Public Sector Pension Investment Board grew its holdings in shares of Aon plc (NYSE:AON) by 4.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 46,530 shares of the financial services provider’s stock after buying an additional 2,055 shares during the quarter. Public Sector Pension Investment Board’s holdings in AON were worth $16,592,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in AON. Mutual Advisors LLC lifted its holdings in shares of AON by 17.6% in the 2nd quarter. Mutual Advisors LLC now owns 754 shares of the financial services provider’s stock worth $281,000 after purchasing an additional 113 shares during the last quarter. Nordea Investment Management AB grew its stake in shares of AON by 6.6% in the 2nd quarter. Nordea Investment Management AB now owns 17,062 shares of the financial services provider’s stock worth $6,051,000 after purchasing an additional 1,061 shares during the last quarter. Chevy Chase Trust Holdings LLC boosted its holdings in AON by 0.5% during the second quarter. Chevy Chase Trust Holdings LLC now owns 117,135 shares of the financial services provider’s stock worth $41,789,000 after buying an additional 639 shares in the last quarter. First National Bank of Hutchinson grew its position in AON by 5.2% in the second quarter. First National Bank of Hutchinson now owns 828 shares of the financial services provider’s stock worth $295,000 after buying an additional 41 shares during the last quarter. Finally, Wealthstream Advisors Inc. lifted its holdings in shares of AON by 13.1% during the second quarter. Wealthstream Advisors Inc. now owns 1,119 shares of the financial services provider’s stock valued at $399,000 after purchasing an additional 130 shares during the last quarter. 86.14% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, Director Lester B. Knight purchased 4,000 shares of AON stock in a transaction dated Tuesday, February 10th. The shares were acquired at an average cost of $319.24 per share, for a total transaction of $1,276,960.00. Following the transaction, the director directly owned 143,000 shares of the company’s stock, valued at approximately $45,651,320. This trade represents a 2.88% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Corporate insiders own 1.10% of the company’s stock.

Key Stories Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Director insider buy — Aon director Lester B. Knight bought 4,000 shares at about $319.24, raising his stake and signaling management confidence in the stock. Insider Purchase Filing
• Positive Sentiment: Senior appointment — Aon appointed Joe Peiser as CEO of Risk Capital to lead its Commercial Risk and Reinsurance Solutions effort, strengthening leadership in a high‑margin, capital solutions business. Aon Appoints Joe Peiser
• Positive Sentiment: New product/transaction — Aon and KNIAZHA VIG launched a $25M war‑risk insurance facility backed by the U.S. DFC, which can generate fee income and differentiate Aon in geopolitical/war‑risk placements. War‑Risk Facility
• Neutral Sentiment: Dividend timing — Company announced a quarterly dividend paid mid‑February; supports yield‑oriented holders but is not a catalyst for large price moves. AON Dividend & Profile
• Neutral Sentiment: Analyst/coverage summaries — Multiple outlets are circulating analyst views and price targets, keeping the stock in focus but providing mixed signals rather than a single directional push. Analyst Coverage Summary
• Neutral Sentiment: Market research & regional hires — Aon surveys (e.g., on cyber/supply‑chain risk in Japan) and local hires (Leeds) reinforce advisory positioning and execution depth but are unlikely to move near‑term earnings materially. Aon Survey
• Negative Sentiment: Mixed analyst estimate revisions — Zacks issued several small trims to Q1‑2026, parts of FY‑2026/FY‑2027 and some quarter estimates while boosting a few others, signaling modest downward pressure on near‑to‑medium‑term EPS expectations. Zacks Estimate Changes

Analyst Ratings Changes

A number of equities research analysts have issued reports on the stock. The Goldman Sachs Group set a $395.00 target price on shares of AON in a research report on Wednesday, January 7th. Mizuho set a $398.00 price objective on AON in a research note on Tuesday, February 3rd. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of AON in a research report on Monday, December 29th. Jefferies Financial Group reissued a “buy” rating and set a $408.00 price objective on shares of AON in a research report on Monday, February 2nd. Finally, Barclays upped their price target on AON from $379.00 to $381.00 and gave the company 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 stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $409.75.

AON Price Performance

AON stock opened at $321.15 on Friday. Aon plc has a 52 week low of $304.59 and a 52 week high of $412.97. The firm has a market cap of $69.03 billion, a P/E ratio of 18.87, a P/E/G ratio of 1.65 and a beta of 0.83. The company has a debt-to-equity ratio of 1.55, a quick ratio of 1.35 and a current ratio of 2.03. The business’s fifty day moving average is $344.20 and its two-hundred day moving average is $351.79.

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 the consensus estimate of $4.75 by $0.10. AON had a net margin of 21.51% and a return on equity of 45.23%. The business had revenue of $4.30 billion for the quarter, compared to the consensus estimate of $4.38 billion. During the same quarter in the prior year, the company earned $4.42 EPS. The firm’s quarterly revenue was up 3.7% on a year-over-year basis. Equities research analysts forecast that Aon plc will post 17.21 earnings per share for the current fiscal year.

AON Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Monday, February 2nd were given a dividend of $0.745 per share. The ex-dividend date was Monday, February 2nd. This represents a $2.98 dividend on an annualized basis and a dividend yield of 0.9%. AON’s payout ratio is presently 17.51%.

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.