Key Points
- Aon General Counsel Darren Zeidel sold 1,900 shares for approximately $717,744, reducing his ownership by 14.17% to 11,504 shares. The sale followed additional share disposals earlier in July.
- Aon reported second-quarter EPS of $3.81, narrowly beating estimates, while revenue rose 2.2% year over year to $4.25 billion but missed expectations. The company also declared a quarterly dividend of $0.82 per share, yielding approximately 0.9%.
- Analysts remain generally positive, with Aon holding a “Moderate Buy” consensus rating and an average price target of $407.19 versus the cited share price of $367.26.
Aon plc (NYSE:AON - Get Free Report) General Counsel Darren Zeidel sold 1,900 shares of the stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $377.76, for a total value of $717,744.00. Following the completion of the transaction, the general counsel owned 11,504 shares of the company's stock, valued at $4,345,751.04. The trade was a 14.17% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website.
Darren Zeidel also recently made the following trade(s):
- On Friday, July 17th, Darren Zeidel sold 1,950 shares of AON stock. The shares were sold at an average price of $372.05, for a total value of $725,497.50.
- On Tuesday, July 7th, Darren Zeidel sold 600 shares of AON stock. The shares were sold at an average price of $360.00, for a total value of $216,000.00.
AON Stock Down 2.6%
Shares of NYSE:AON opened at $367.26 on Friday. The business has a 50-day moving average price of $340.50 and a 200 day moving average price of $331.87. The company has a current ratio of 1.54, a quick ratio of 1.95 and a debt-to-equity ratio of 1.34. The company has a market capitalization of $78.44 billion, a price-to-earnings ratio of 20.25, a PEG ratio of 1.97 and a beta of 0.71. Aon plc has a 12-month low of $304.59 and a 12-month high of $382.34.
AON (NYSE:AON - Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.80 by $0.01. The firm had revenue of $4.25 billion for the quarter, compared to analyst estimates of $4.28 billion. AON had a net margin of 22.27% and a return on equity of 42.13%. AON's revenue was up 2.2% on a year-over-year basis. During the same period in the previous year, the firm earned $3.49 EPS. Sell-side analysts expect that Aon plc will post 19.09 EPS for the current year.
AON Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Stockholders of record on Monday, August 3rd will be paid a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Monday, August 3rd. AON's payout ratio is 18.00%.
AON News Roundup
Here are the key news stories impacting AON this week:
- Positive Sentiment: Aon reported second-quarter adjusted EPS of $3.81, slightly above the $3.80 consensus and up from $3.49 a year earlier. Organic revenue growth was 5%, operating margins expanded, and client retention and new-business wins supported performance. Aon Reports Second-Quarter 2026 Results
- Positive Sentiment: Growth in reinsurance and property-and-casualty businesses, along with a record pace of share repurchases, provided additional support for the investment case. Aon also reaffirmed its full-year guidance, reducing concerns about a broader outlook deterioration. Aon buyback and Q2 growth article
- Positive Sentiment: Citigroup raised its price target to $435 from $420 and kept a Buy rating, while Wells Fargo lifted its target to $419 from $406 and maintained an Overweight rating. These revisions imply meaningful upside based on the cited current price.
- Neutral Sentiment: Aon’s quarterly revenue of $4.25 billion grew 2.2% year over year but fell short of the $4.28 billion analyst estimate. The narrow miss may keep investors focused on the pace of revenue acceleration even as margins improve.
- Negative Sentiment: General Counsel Darren Zeidel sold 1,900 shares for approximately $718,000, following additional sales earlier in July. He continues to hold a substantial position, but the insider selling may weigh modestly on sentiment.
Analyst Ratings Changes
Several research firms recently weighed in on AON. JPMorgan Chase & Co. lifted their target price on shares of AON from $396.00 to $412.00 and gave the company an "overweight" rating in a report on Monday, July 13th. Barclays raised their price target on AON from $372.00 to $382.00 and gave the stock an "equal weight" rating in a research report on Tuesday, July 7th. Wells Fargo & Company lifted their price objective on AON from $406.00 to $419.00 and gave the company an "overweight" rating in a research note on Thursday. UBS Group boosted their price objective on AON from $360.00 to $383.00 and gave the company a "neutral" rating in a report on Wednesday, July 8th. Finally, Piper Sandler raised their target price on AON from $377.00 to $391.00 and gave the company a "neutral" rating in a report on Thursday. Twelve investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, AON currently has an average rating of "Moderate Buy" and a consensus target price of $407.19.
Check Out Our Latest Research Report on AON
Hedge Funds Weigh In On AON
Several institutional investors have recently modified their holdings of the business. Dodge & Cox increased its position in shares of AON by 126.6% during the fourth quarter. Dodge & Cox now owns 7,852,456 shares of the financial services provider's stock worth $2,770,975,000 after acquiring an additional 4,387,773 shares during the period. Norges Bank purchased a new position in AON in the fourth quarter valued at $1,155,981,000. Viking Global Investors LP acquired a new position in AON during the 3rd quarter worth $504,424,000. Balyasny Asset Management L.P. increased its holdings in AON by 40,219.8% during the 3rd quarter. Balyasny Asset Management L.P. now owns 846,715 shares of the financial services provider's stock worth $301,922,000 after purchasing an additional 844,615 shares during the period. Finally, Southpoint Capital Advisors LP acquired a new stake in AON in the 4th quarter valued at about $229,372,000. Institutional investors and hedge funds own 86.14% of the company's stock.
About AON
(
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.
See Also
This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].
