Sumitomo Mitsui Trust Group Inc. Decreases Stake in Aon plc $AON

13 Apr 2026, 05:50 by Teresa Graham · The Cerbat Gem

Sumitomo Mitsui Trust Group Inc. lowered its holdings in Aon plc (NYSE:AON – Free Report) by 3.5% in the 4th quarter, Holdings Channel reports. The firm owned 470,902 shares of the financial services provider’s stock after selling 17,135 shares during the period. Sumitomo Mitsui Trust Group Inc.’s holdings in AON were worth $166,172,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of AON. Dodge & Cox purchased a new position in shares of AON in the third quarter worth $1,235,437,000. Viking Global Investors LP purchased a new position in shares of AON in the third quarter worth $504,424,000. Balyasny Asset Management L.P. raised its stake in shares of AON by 40,219.8% in the third 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 last quarter. Independent Franchise Partners LLP increased its position in AON by 41.6% during the third quarter. Independent Franchise Partners LLP now owns 2,096,486 shares of the financial services provider’s stock valued at $747,565,000 after acquiring an additional 615,570 shares during the last quarter. Finally, Vontobel Holding Ltd. increased its position in 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 acquiring an additional 428,361 shares during the last quarter. Hedge funds and other institutional investors own 86.14% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on the company. Evercore reiterated an “outperform” rating and set a $436.00 price objective on shares of AON in a research report on Wednesday, January 7th. Weiss Ratings reiterated a “hold (c+)” rating on shares of AON in a research report on Monday, December 29th. JPMorgan Chase & Co. reduced their price objective on AON from $406.00 to $396.00 and set an “overweight” rating for the company in a research report on Thursday. Morgan Stanley set a $400.00 price objective on AON in a research report on Tuesday, December 16th. Finally, TD Cowen reiterated a “buy” rating on shares of AON in a research report on Monday, March 16th. Fourteen investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $402.00.

Read Our Latest Research Report on AON

AON Stock Performance

Shares of AON opened at $313.10 on Monday. The company has a quick ratio of 2.03, a current ratio of 2.03 and a debt-to-equity ratio of 1.55. The business has a 50-day simple moving average of $326.15 and a two-hundred day simple moving average of $340.46. The stock has a market cap of $67.08 billion, a price-to-earnings ratio of 18.40, a PEG ratio of 1.72 and a beta of 0.83. Aon plc has a 52 week low of $304.59 and a 52 week high of $387.69.

AON (NYSE:AON – Get Free Report) last issued its quarterly earnings results on Friday, January 30th. The financial services provider reported $4.85 EPS for the quarter, topping analysts’ consensus estimates of $4.75 by $0.10. The business had revenue of $4.30 billion during 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 business’s quarterly revenue was up 3.7% on a year-over-year basis. During the same quarter in the prior year, the business posted $4.42 earnings per share. On average, analysts expect that Aon plc will post 17.21 EPS for the current year.

AON Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, May 1st will be given a $0.82 dividend. The ex-dividend date is Friday, May 1st. This is a positive change from AON’s previous quarterly dividend of $0.75. This represents a $3.28 dividend on an annualized basis and a yield of 1.0%. 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: Board approved a 10% increase to the quarterly cash dividend, raising the payout to $0.820 per Class A share — a sign of cash return to shareholders and management confidence. Aon Announces 10% Increase to Quarterly Cash Dividend
Positive Sentiment: KBW reaffirmed its Buy rating on Aon, supporting investor conviction from sell‑side coverage. KBW Reaffirms Their Buy Rating on Aon (AON)
Positive Sentiment: Morgan Stanley remains constructive on Aon (Buy), adding to supportive analyst commentary. Morgan Stanley Remains a Buy on Aon (AON)
Positive Sentiment: Aon announced strategic partnerships and new commercial deals (FIATA / AON World; Cover‑More travel insurance in Australia) that expand distribution and product reach. FIATA and AON World announce strategic partnership
Positive Sentiment: Aon is pushing data and AI into its enterprise strategy — a strategic initiative that can improve client outcomes and long‑term margins. Aon embeds data and AI into enterprise strategy to drive client outcomes
Neutral Sentiment: Aon set its Q1 2026 earnings release and conference call for May 1 — a near‑term catalyst that could swing the stock depending on results and guidance. Aon Announces First-Quarter 2026 Earnings Release and Conference Call Date
Neutral Sentiment: Reinsurance‑related activity and a marine product appointment are incremental operational items; useful for niche business continuity but unlikely to move the stock materially on their own. Aon’s Reinsurance Solutions appoints Jose Maria Lopez as Marine Product Coordinator
Negative Sentiment: JPMorgan trimmed its price target to $396 (from $406) — a modest downtick in analyst upside that can weigh on sentiment despite an overweight rating. AON (NYSE:AON) Price Target Cut to $396.00 by Analysts at JPMorgan Chase & Co.
Negative Sentiment: Wells Fargo lowered its price target to $402 (from $443) — another analyst cut that reduces near‑term upside expectations and likely contributed to selling pressure. Benzinga
Negative Sentiment: MarketWatch notes Aon has recently underperformed peers/market — relative weakness that can trigger short‑term selling by momentum and sector funds. Aon PLC stock underperforms Thursday when compared to competitors

Insider Transactions at AON

In related news, Director Lester B. Knight purchased 4,000 shares of AON stock in a transaction on Tuesday, February 10th. The stock was acquired at an average price of $319.24 per share, for a total transaction of $1,276,960.00. Following the completion of the transaction, the director directly owned 143,000 shares in the company, valued at $45,651,320. This represents a 2.88% increase in their position. The purchase was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, General Counsel Darren Zeidel sold 5,040 shares of the company’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $325.79, for a total value of $1,641,981.60. Following the completion of the sale, the general counsel owned 20,254 shares of the company’s stock, valued at approximately $6,598,550.66. The trade was a 19.93% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 1.10% of the company’s stock.

AON Profile

(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.