Key Points
- Aon director Lester Knight purchased 20,000 shares at an average price of $327.48, investing approximately $6.55 million and increasing his direct holdings by 13.99% to 163,000 shares.
- Aon’s latest quarterly results slightly exceeded expectations, with adjusted EPS of $3.81 versus the $3.80 consensus, while revenue rose 2.2% year over year to $4.25 billion.
- Analysts maintain a generally positive outlook, assigning Aon a “Moderate Buy” rating and an average price target of $399.12; the company also pays a quarterly dividend of $0.82 per share, yielding about 1.0%.
Aon plc (NYSE:AON - Get Free Report) Director Lester Knight bought 20,000 shares of the firm's stock in a transaction that occurred on Wednesday, September 2nd. The stock was bought at an average cost of $327.48 per share, for a total transaction of $6,549,600.00. Following the completion of the transaction, the director directly 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 can be accessed through this link.
AON Stock Performance
Shares of AON stock opened at $327.57 on Friday. The company has a debt-to-equity ratio of 1.34, a quick ratio of 1.54 and a current ratio of 1.54. The firm has a market capitalization of $69.48 billion, a price-to-earnings ratio of 18.06, a price-to-earnings-growth ratio of 1.75 and a beta of 0.66. Aon plc has a one year low of $304.59 and a one year high of $382.34. The company has a 50 day moving average price of $353.69 and a 200 day moving average price of $334.23.
AON (NYSE:AON - Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share for the quarter, beating analysts' consensus estimates of $3.80 by $0.01. The company 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 for the quarter was up 2.2% on a year-over-year basis. During the same quarter last year, the business earned $3.49 EPS. Sell-side analysts anticipate that Aon plc will post 18.99 EPS for the current year.
AON Announces Dividend
The company also recently declared a quarterly dividend, which was paid on Friday, August 14th. Shareholders of record on Monday, August 3rd were given a dividend of $0.82 per share. This represents a $3.28 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend was Monday, August 3rd. AON's payout ratio is 18.08%.
Analysts Set New Price Targets
A number of equities analysts have recently commented on AON shares. Evercore restated an "outperform" rating and issued a $423.00 price objective on shares of AON in a report on Wednesday. Roth Capital set a $380.00 target price on shares of AON in a research report on Tuesday. Deutsche Bank Aktiengesellschaft restated a "hold" rating on shares of AON in a report on Tuesday. Mizuho decreased their price objective on shares of AON from $437.00 to $398.00 and set an "outperform" rating for the company in a research note on Tuesday. Finally, Barclays increased their price objective on shares of AON from $372.00 to $382.00 and gave the stock an "equal weight" rating in a research report on Tuesday, July 7th. Twelve analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat, AON presently has an average rating of "Moderate Buy" and an average target price of $399.12.
View Our Latest Report on AON
Key AON News
Here are the key news stories impacting AON this week:
- Positive Sentiment: Aon said its earnings are “comfortably” above its cost of capital and expects the reinsurance market to become more flexible in 2027 as available capital approaches $800 billion. Greater market capacity could support transaction activity and Aon’s advisory and brokerage businesses. Aon: More flexible reinsurance marketplace ahead as earnings comfortably exceed cost of capital
- Positive Sentiment: Aon launched a defined-benefit “run-on” service for smaller pension schemes, expanding its retirement consulting opportunity and potentially creating a new source of recurring revenue. Aon launches DB run-on service aimed at smaller schemes
- Positive Sentiment: Analyst commentary said brokerage organic growth remains resilient as insurance pricing softens, with underlying business activity becoming a more important growth driver. 3 Insurance Brokerage Stocks Find New Growth Drivers as Rates Fade
- Positive Sentiment: Keefe, Bruyette & Woods reportedly expects AON shares to rise, providing a favorable counterpoint to more cautious analyst views. AON Stock Price Expected to Rise, Keefe, Bruyette & Woods Analyst Says
- Neutral Sentiment: CEO Greg Case is scheduled to speak at the KBW Insurance Conference on September 10. Investors may look for updates on growth, reinsurance conditions and capital allocation. Aon to Speak at the KBW Insurance Conference
- Neutral Sentiment: Aon Securities estimated the reinsurance sidecar market will reach a record $23 billion in 2026, highlighting a sizable market opportunity but also increased competition for capital. Reinsurance sidecar market estimated at record $23bn in 2026
- Neutral Sentiment: Aon introduced underwriting analytics focused on digital infrastructure concentration risks, which could strengthen risk-management demand while underscoring potential exposure in the sector. Aon flags digital infrastructure concentration risks with Underwriting Analytics launch
- Negative Sentiment: Mizuho issued a pessimistic forecast for AON’s stock, adding near-term valuation pressure and offsetting the more constructive KBW view. Mizuho Issues Pessimistic Forecast for AON Stock Price
Institutional Investors Weigh In On AON
Large investors have recently modified their holdings of the stock. City National Bank of Florida MSD raised its holdings in shares of AON by 3.8% during the 4th quarter. City National Bank of Florida MSD now owns 867 shares of the financial services provider's stock valued at $306,000 after buying an additional 32 shares during the period. MassMutual Private Wealth & Trust FSB grew its position in AON by 5.3% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 650 shares of the financial services provider's stock valued at $216,000 after acquiring an additional 33 shares in the last quarter. CENTRAL TRUST Co raised its stake in shares of AON by 2.6% during the fourth quarter. CENTRAL TRUST Co now owns 1,341 shares of the financial services provider's stock valued at $473,000 after purchasing an additional 34 shares during the period. Larson Financial Group LLC lifted its position in shares of AON by 0.4% during the fourth quarter. Larson Financial Group LLC now owns 9,584 shares of the financial services provider's stock worth $3,382,000 after purchasing an additional 34 shares in the last quarter. Finally, Aspen Grove Capital LLC lifted its position in shares of AON by 4.8% during the first quarter. Aspen Grove Capital LLC now owns 737 shares of the financial services provider's stock worth $238,000 after purchasing an additional 34 shares in the last quarter. 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.
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