Key Points
- Lester Knight, an Aon director, bought 4,000 shares at an average price of $319.24 (~$1.277M), boosting his stake to 143,000 shares (a 2.88% increase), a move often viewed as insider confidence in the company.
- Aon beat EPS expectations ($4.85 vs. $4.75) but slightly missed revenue ($4.30B vs. $4.38B), reports strong profitability (ROE 45.2%, net margin 21.5%), pays a $0.745 quarterly dividend (0.9% yield), and has a MarketBeat consensus of "Moderate Buy" with a target of $409.75.
Aon plc (NYSE:AON - Get Free Report) Director Lester Knight acquired 4,000 shares of the firm's stock in a transaction on Tuesday, February 10th. The stock was purchased at an average cost of $319.24 per share, with a total value of $1,276,960.00. Following the purchase, the director owned 143,000 shares of the company's stock, valued at $45,651,320. The trade was a 2.88% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link.
AON Price Performance
Shares of AON stock opened at $314.52 on Friday. The stock has a 50 day moving average price of $344.67 and a 200 day moving average price of $352.14. Aon plc has a 52-week low of $304.59 and a 52-week high of $412.97. 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 firm has a market capitalization of $67.60 billion, a P/E ratio of 18.48, a P/E/G ratio of 1.59 and a beta of 0.83.
AON (NYSE:AON - Get Free Report) last released its earnings results on Friday, January 30th. The financial services provider reported $4.85 earnings per share for the quarter, topping the consensus estimate of $4.75 by $0.10. The business had revenue of $4.30 billion during the quarter, compared to the consensus estimate of $4.38 billion. AON had a return on equity of 45.23% and a net margin of 21.51%.The business's revenue for the quarter was up 3.7% compared to the same quarter last year. During the same period last year, the company earned $4.42 earnings per share. As a group, sell-side analysts predict that Aon plc will post 17.21 earnings per share for the current year.
AON Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Monday, February 2nd will be issued a dividend of $0.745 per share. The ex-dividend date is Monday, February 2nd. This represents a $2.98 dividend on an annualized basis and a yield of 0.9%. AON's dividend payout ratio is currently 17.51%.
Wall Street Analyst Weigh In
A number of equities research analysts have recently weighed in on the company. Keefe, Bruyette & Woods boosted their price target on AON from $410.00 to $416.00 and gave the stock an "outperform" rating in a research note on Tuesday, January 6th. TD Cowen decreased their price objective on AON from $419.00 to $416.00 and set a "buy" rating for the company in a report on Monday, November 3rd. Evercore restated an "outperform" rating and set a $436.00 price target on shares of AON in a research report on Wednesday, January 7th. Cantor Fitzgerald raised their price objective on AON from $393.00 to $412.00 and gave the company an "overweight" rating in a report on Monday, February 2nd. Finally, Jefferies Financial Group reiterated a "buy" rating and set a $408.00 price objective on shares of AON in a research note on Monday, February 2nd. Twelve analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $409.75.
Get Our Latest Analysis on AON
Hedge Funds Weigh In On AON
A number of hedge funds have recently made changes to their positions in the stock. Laurel Oak Wealth Management LLC acquired a new position in shares of AON in the fourth quarter worth $260,000. FineMark National Bank & Trust raised its position in shares of AON by 7.3% during the 4th quarter. FineMark National Bank & Trust now owns 1,155 shares of the financial services provider's stock worth $408,000 after acquiring an additional 79 shares in the last quarter. Comgest Global Investors S.A.S. lifted its position in shares of AON by 1,860.3% during the 4th quarter. Comgest Global Investors S.A.S. now owns 256,800 shares of the financial services provider's stock worth $90,620,000 after buying an additional 243,700 shares during the last quarter. Hollencrest Capital Management lifted its position in AON by 216.2% in the fourth quarter. Hollencrest Capital Management now owns 585 shares of the financial services provider's stock valued at $206,000 after acquiring an additional 400 shares during the last quarter. Finally, Federation des caisses Desjardins du Quebec boosted its position in shares of AON by 4.7% in the 4th quarter. Federation des caisses Desjardins du Quebec now owns 13,591 shares of the financial services provider's stock valued at $4,796,000 after purchasing an additional 612 shares during the period. Hedge funds and other institutional investors own 86.14% of the company's stock.
AON News Roundup
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 Company Profile
(
Get Free Report)
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.
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