Cibc World Market Inc. Purchases 1,699 Shares of Aon plc $AON

Cibc World Market Inc. grew its position in shares of Aon plc (NYSE:AON) by 3.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 48,997 shares of the financial services provider’s stock after acquiring an additional 1,699 shares during the period. Cibc World Market Inc.’s holdings in AON were worth $17,471,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Norges Bank bought a new stake in shares of AON in the 2nd quarter worth approximately $754,671,000. Vanguard Group Inc. increased its position in shares of AON by 2.6% during the second quarter. Vanguard Group Inc. now owns 20,289,743 shares of the financial services provider’s stock valued at $7,238,569,000 after buying an additional 511,292 shares during the period. Bank of New York Mellon Corp grew its holdings in shares of AON by 15.6% during the 2nd quarter. Bank of New York Mellon Corp now owns 3,507,656 shares of the financial services provider’s stock worth $1,251,391,000 after acquiring an additional 473,594 shares during the period. Altrinsic Global Advisors LLC lifted its stake in shares of AON by 193.2% in the 2nd quarter. Altrinsic Global Advisors LLC now owns 692,633 shares of the financial services provider’s stock valued at $247,104,000 after purchasing an additional 456,399 shares during the period. Finally, Vontobel Holding Ltd. boosted its position in shares of AON by 92.9% during the third quarter. Vontobel Holding Ltd. now owns 889,332 shares of the financial services provider’s stock valued at $317,118,000 after purchasing an additional 428,361 shares in the last quarter. 86.14% of the stock is owned by institutional investors.

Key Stories Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Director insider buy: Aon director Lester B. Knight purchased 4,000 shares at about $319.24, increasing his stake to ~143,000 shares—insider buying often signals confidence from management. Insider Purchase Filing
• Positive Sentiment: Leadership appointment: Aon named Joe Peiser CEO of Risk Capital to lead Commercial Risk and Reinsurance Solutions—this consolidates expertise in a high‑margin, capital‑intensive area and may improve execution across reinsurance and capacity solutions. Aon Appoints Joe Peiser
• Positive Sentiment: New business/product: Aon and KNIAZHA VIG launched a $25M war‑risk insurance facility with the U.S. DFC—adds fee revenue and differentiates Aon in geopolitical/war‑risk placements. War‑Risk Facility
• Neutral Sentiment: Analyst note coverage: Multiple outlets picked up on Wall Street views of Aon, summarizing analyst forecasts and commentary—keeps the stock in focus but provides no single decisive view. Analyst Coverage Summary
• Neutral Sentiment: Local hiring and industry moves: Announcements like a director appointment to Aon’s Leeds corporate team and broader industry personnel moves are operationally neutral but support regional franchise strength. Leeds Appointment
• Neutral Sentiment: Market research / thought leadership: Aon survey findings (e.g., cyber and supply‑chain risk in Japan) reinforce Aon’s advisory positioning but are unlikely to move near‑term earnings materially. Aon Survey
• Negative Sentiment: Mixed-to-slightly-lower estimates from Zacks: Zacks issued a series of small revisions—some quarterly upsides but multiple trims to Q1‑2026, Q3‑2026/Q3‑2027 and FY‑2026/FY‑2027 EPS estimates—suggests analysts see limited near‑term upside to consensus and slightly lower medium‑term earnings. Zacks Estimate Changes

AON Stock Performance

Shares of NYSE AON opened at $314.52 on Friday. The company has a market cap of $67.60 billion, a PE ratio of 18.48, a PEG ratio of 1.59 and a beta of 0.83. The company has a quick ratio of 1.35, a current ratio of 2.03 and a debt-to-equity ratio of 1.55. The firm’s 50-day moving average price is $344.67 and its 200-day moving average price is $352.14. Aon plc has a 52-week low of $304.59 and a 52-week high of $412.97.

AON (NYSE:AON) last released its quarterly earnings results on Friday, January 30th. The financial services provider reported $4.85 earnings per share for the quarter, beating the consensus estimate of $4.75 by $0.10. The firm had revenue of $4.30 billion for the quarter, compared to analysts’ expectations of $4.38 billion. AON had a return on equity of 45.23% and a net margin of 21.51%.The company’s revenue was up 3.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $4.42 EPS. As a group, analysts anticipate that Aon plc will post 17.21 EPS for the current year.

AON Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Monday, February 2nd will be given a $0.745 dividend. The ex-dividend date is Monday, February 2nd. This represents a $2.98 annualized dividend and a yield of 0.9%. AON’s dividend payout ratio (DPR) is presently 17.51%.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the stock. Weiss Ratings restated a “hold (c+)” rating on shares of AON in a report on Monday, December 29th. The Goldman Sachs Group set a $395.00 price objective on shares of AON in a research note on Wednesday, January 7th. Wells Fargo & Company lowered their price objective on AON from $448.00 to $443.00 and set an “overweight” rating for the company in a research note on Sunday, February 1st. Morgan Stanley set a $400.00 price target on AON in a report on Tuesday, December 16th. Finally, Roth Mkm reiterated a “buy” rating and issued a $390.00 price target on shares of AON in a research note on Tuesday, November 4th. Twelve analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $409.75.

Insider Buying and Selling

In related news, Director Lester B. Knight bought 4,000 shares of the stock in a transaction that occurred 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 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 acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 1.10% of the company’s stock.

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.