Aon plc $AON Stock Acquired by Sowell Financial Services LLC

Sowell Financial Services LLC grew its position in shares of Aon plc (NYSE:AON) by 12,855.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 141,861 shares of the financial services provider’s stock after buying an additional 140,766 shares during the period. AON makes up 1.2% of Sowell Financial Services LLC’s holdings, making the stock its 11th biggest position. Sowell Financial Services LLC’s holdings in AON were worth $39,263,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Diversify Advisory Services LLC increased its position in AON by 5,225.7% during the third quarter. Diversify Advisory Services LLC now owns 194,070 shares of the financial services provider’s stock worth $53,713,000 after acquiring an additional 190,426 shares during the period. NBT Bank N.A. bought a new stake in AON in the 3rd quarter valued at about $10,117,000. CYBER HORNET ETFs LLC boosted its holdings in AON by 4,903.4% in the 2nd quarter. CYBER HORNET ETFs LLC now owns 29,470 shares of the financial services provider’s stock valued at $9,775,000 after purchasing an additional 28,881 shares during the period. Farmers & Merchants Investments Inc. grew its position in shares of AON by 76,726.4% during the 3rd quarter. Farmers & Merchants Investments Inc. now owns 113,703 shares of the financial services provider’s stock worth $31,470,000 after purchasing an additional 113,555 shares in the last quarter. Finally, Wellington Management Group LLP grew its position in shares of AON by 16.4% during the 2nd quarter. Wellington Management Group LLP now owns 106,370 shares of the financial services provider’s stock worth $35,282,000 after purchasing an additional 14,996 shares in the last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.

Insider Buying and Selling at AON

In other news, Director Lester Knight purchased 20,000 shares of AON stock in a transaction that occurred on Wednesday, September 2nd. The shares were acquired at an average price of $327.48 per share, for a total transaction of $6,549,600.00. Following the transaction, the director owned 163,000 shares of the company’s stock, valued at approximately $53,379,240. The trade was a 13.99% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link. Company insiders own 1.00% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently commented on AON. UBS Group reaffirmed a “neutral” rating on shares of AON in a report on Monday, August 31st. JPMorgan Chase & Co. cut their price target on AON from $412.00 to $362.00 and set an “overweight” rating for the company in a research note on Thursday, October 1st. Roth Capital set a $380.00 price target on AON and gave the stock a “buy” rating in a research report on Tuesday, September 1st. Wolfe Research lowered AON from a “hold” rating to a “strong sell” rating in a research note on Friday, September 11th. Finally, TD Cowen lifted their price objective on AON from $416.00 to $420.00 and gave the company a “buy” rating in a report on Monday, September 14th. Twelve equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, AON currently has a consensus rating of “Hold” and a consensus target price of $367.59.

AON Trading Up 4.3%

AON opened at $315.38 on Thursday. Aon plc has a twelve month low of $266.33 and a twelve month high of $382.34. The company has a 50-day simple moving average of $303.31 and a 200 day simple moving average of $326.37. 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 has a market capitalization of $66.90 billion, a price-to-earnings ratio of 17.39, a P/E/G ratio of 1.59 and a beta of 0.70.

AON (NYSE:AON) last announced its quarterly earnings data on Wednesday, October 28th. The financial services provider reported $3.36 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.30 by $0.06. AON had a net margin of 22.27% and a return on equity of 42.13%. The firm had revenue of $4.10 billion for the quarter, compared to the consensus estimate of $4.08 billion. During the same period in the prior year, the company posted $3.05 earnings per share. The business’s revenue for the quarter was up 2.6% on a year-over-year basis. Analysts predict that Aon plc will post 18.73 EPS for the current fiscal year.

AON Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Monday, November 2nd will be issued a dividend of $0.82 per share. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Monday, November 2nd. AON’s dividend payout ratio is 18.08%.

Trending Headlines about AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Quarterly results exceeded expectations. Aon reported adjusted EPS of $3.36, above the roughly $3.30 consensus, while revenue reached $4.10 billion versus expectations of approximately $4.08 billion. EPS increased from $3.05 a year earlier. Aon Reports Third-Quarter 2026 Results
• Positive Sentiment: Organic growth and margins strengthened. Total revenue rose 3%, organic revenue grew 6%, and adjusted margins expanded by 70 basis points. Management reaffirmed its 2026 outlook, supporting investor confidence in execution. Aon Q3 Earnings Beat Estimates
• Positive Sentiment: Demand remained healthy in key businesses. Commercial risk and reinsurance activity supported results, with Reinsurance Solutions revenue increasing 7% to $572 million. Aon’s Reinsurance Solutions Delivers 7% Revenue Growth
• Positive Sentiment: The USI acquisition could provide significant cost benefits. Aon expects the transaction to close in the fourth quarter of 2026 and projects $395 million in EBITDA run-rate synergies, offering a potential boost to earnings and cash flow. Aon Expects USI Deal to Close
• Neutral Sentiment: Chief Executive Greg Case said Aon is expanding beyond traditional insurance broking by connecting risk with capital and using alternative capital to broaden the insurance market. The strategy may create long-term growth opportunities, but its near-term financial impact is uncertain. Aon CEO on Connecting Risk With Capital
• Negative Sentiment: Leverage is a key risk ahead of the USI closing. Reports said Aon’s debt has nearly doubled as it prepares for the acquisition, raising concerns about integration, financing costs and balance-sheet flexibility. Aon’s Debt Nearly Doubles
• Negative Sentiment: Some analysts cited a softer insurance market and reduced pricing power, while Zacks Research reportedly downgraded AON from “hold” to “strong sell,” creating a counterweight to the earnings optimism. Aon Strong Q3 but Softer Insurance Market

AON Profile

Aon plc is a global professional services firm that helps organizations manage risk, make informed decisions and improve workforce outcomes. Its services span commercial risk, health, retirement and investments, and data and analytics.

The company provides insurance brokerage and risk-management services, including coverage placement, claims support, risk transfer and consulting. Through its reinsurance business, Aon also serves insurers and other organizations seeking to manage catastrophe, capital and underwriting risks.

Aon’s human capital offerings include employee benefits consulting, retirement advisory services, talent and compensation consulting, and health and workforce solutions.