Capital International Investors Purchases 53,377 Shares of Aon plc $AON

Capital International Investors raised its position in shares of Aon plc (NYSE:AON) by 3.1% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,756,457 shares of the financial services provider’s stock after purchasing an additional 53,377 shares during the period. Capital International Investors owned approximately 0.82% of AON worth $626,179,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Matrix Trust Co lifted 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 worth $150,000 after buying an additional 28 shares during the last quarter. Busey Bank grew its position in 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 last quarter. Westpac Banking Corp raised its stake in shares of AON by 5.6% during the third quarter. Westpac Banking Corp now owns 620 shares of the financial services provider’s stock worth $221,000 after acquiring an additional 33 shares in the last quarter. Mill Creek Capital Advisors LLC lifted its holdings in shares of AON by 5.9% in the 3rd quarter. Mill Creek Capital Advisors LLC now owns 615 shares of the financial services provider’s stock worth $219,000 after acquiring an additional 34 shares during the last quarter. Finally, KCM Investment Advisors LLC boosted its stake in shares of AON by 5.6% in the 3rd quarter. KCM Investment Advisors LLC now owns 636 shares of the financial services provider’s stock valued at $227,000 after purchasing an additional 34 shares in the last quarter. 86.14% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at AON

In related news, General Counsel Darren Zeidel sold 5,040 shares of AON stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $325.79, for a total value of $1,641,981.60. Following the sale, the general counsel owned 20,254 shares in the company, valued at $6,598,550.66. The trade was a 19.93% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Lester B. Knight acquired 4,000 shares of AON stock in a transaction on Tuesday, February 10th. The shares were bought at an average cost of $319.24 per share, for a total transaction of $1,276,960.00. Following the completion of the transaction, the director owned 143,000 shares in the company, valued at approximately $45,651,320. This trade represents a 2.88% increase in their position. The disclosure for this purchase is available in the SEC filing. 1.10% of the stock is currently owned by insiders.

AON Price Performance

AON stock opened at $321.00 on Wednesday. The stock has a market capitalization of $68.78 billion, a price-to-earnings ratio of 18.86, a PEG ratio of 1.76 and a beta of 0.82. The firm’s 50-day moving average price is $336.43 and its two-hundred day moving average price is $347.35. The company has a current ratio of 2.03, a quick ratio of 2.03 and a debt-to-equity ratio of 1.55. Aon plc has a 12-month low of $304.59 and a 12-month high of $402.49.

AON (NYSE:AON) last posted its earnings results on Friday, January 30th. The financial services provider reported $4.85 earnings per share for the quarter, topping analysts’ consensus estimates of $4.75 by $0.10. AON had a net margin of 21.51% and a return on equity of 45.23%. The company had revenue of $4.30 billion during the quarter, compared to analyst estimates of $4.38 billion. During the same period in the prior year, the business posted $4.42 earnings per share. AON’s revenue for the quarter was up 3.7% on a year-over-year basis. As a group, equities analysts predict that Aon plc will post 17.21 earnings per share for the current year.

AON Dividend Announcement

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

AON News Roundup

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon ran a proof‑of‑concept to accept insurance premiums in U.S. dollar stablecoins (USDC on Ethereum and PYUSD on Solana) with Coinbase and Paxos, highlighting potential for faster, cheaper fund flows and new product capabilities for clients. This could reduce friction in global premium settlements and open new revenue/efficiency paths. Aon Announces First Stablecoin Insurance Premium Payment
• Positive Sentiment: Aon signed a multi‑year engagement to implement VIPR Solutions’ delegated‑authority technology across its reinsurance platform to automate bordereaux management, improve data accuracy and speed-to-market—an operational investment that could lower costs and improve underwriting efficiency. VIPR Announces Strategic Engagement with Aon
• Neutral Sentiment: Leadership reshuffle in North America: Anne Corona named CEO of North America, Lori Goltermann elevated to Vice Chair (effective March 31) and Farheen Dam appointed CEO of Enterprise Clients & Chief Client Officer. Management continuity is maintained but investors may await commentary on strategy/compensation and any near-term costs tied to the transition. Aon Appoints Anne Corona as CEO of North America
• Neutral Sentiment: Recent fundamentals remain mixed: Aon’s January quarter beat EPS estimates but missed revenue consensus modestly — investors may be rotating out on valuation or waiting for clearer top‑line momentum despite strong margins and ROE. (Background: Q4 EPS beat, revenue slightly below estimates.)
• Negative Sentiment: Senior departure: Livy Dai, previously at Aon, has been appointed CEO of Lockton China. Loss of experienced regional leadership can create short‑term client/coverage continuity concerns in China, though impact on global results is likely limited. Lockton appoints Aon’s Livy Dai as China CEO

Wall Street Analyst Weigh In

AON has been the topic of a number of analyst reports. Wells Fargo & Company decreased their target price on shares of AON from $448.00 to $443.00 and set an “overweight” rating on the stock in a research report on Sunday, February 1st. Barclays upped their price target on shares of AON from $379.00 to $381.00 and gave the company an “equal weight” rating in a research report on Thursday, January 8th. Bank of America upgraded AON from a “neutral” rating to an “outperform” rating and decreased their price objective for the stock from $398.00 to $397.00 in a report on Friday, February 27th. Morgan Stanley set a $400.00 target price on AON in a report on Tuesday, December 16th. Finally, Evercore restated an “outperform” rating and set a $436.00 price target on shares of AON in a research report on Wednesday, January 7th. Fourteen investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $408.94.

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.