Aon plc $AON Shares Purchased by Swiss Life Asset Management Ltd

20 Mar 2026, 08:16 by Scott Moore · The Cerbat Gem

Swiss Life Asset Management Ltd increased its stake in Aon plc (NYSE:AON – Free Report) by 9.3% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 38,449 shares of the financial services provider’s stock after purchasing an additional 3,267 shares during the quarter. Swiss Life Asset Management Ltd’s holdings in AON were worth $13,710,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Matrix Trust Co grew its holdings in AON by 7.1% in the third quarter. Matrix Trust Co now owns 422 shares of the financial services provider’s stock valued at $150,000 after purchasing an additional 28 shares during the last quarter. Busey Bank boosted its position in shares of AON by 0.3% in the 3rd quarter. Busey Bank now owns 9,565 shares of the financial services provider’s stock worth $3,411,000 after buying an additional 33 shares in the last quarter. Westpac Banking Corp grew its stake in AON by 5.6% in the 3rd quarter. Westpac Banking Corp now owns 620 shares of the financial services provider’s stock valued at $221,000 after acquiring an additional 33 shares during the last quarter. Mill Creek Capital Advisors LLC increased its holdings in AON by 5.9% during the 3rd quarter. Mill Creek Capital Advisors LLC now owns 615 shares of the financial services provider’s stock valued at $219,000 after acquiring an additional 34 shares in the last quarter. Finally, KCM Investment Advisors LLC raised its position in AON by 5.6% during the third quarter. KCM Investment Advisors LLC now owns 636 shares of the financial services provider’s stock worth $227,000 after acquiring an additional 34 shares during the last quarter. 86.14% of the stock is owned by institutional investors and hedge funds.

AON Trading Down 0.3%

NYSE AON opened at $316.92 on Friday. The company has a market cap of $67.90 billion, a P/E ratio of 18.62, a P/E/G ratio of 1.74 and a beta of 0.82. Aon plc has a 12 month low of $304.59 and a 12 month high of $402.49. The company has a debt-to-equity ratio of 1.55, a current ratio of 2.03 and a quick ratio of 2.03. The company has a 50-day moving average of $332.11 and a 200-day moving average of $345.27.

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 (EPS) for the quarter, beating analysts’ consensus estimates of $4.75 by $0.10. The firm had revenue of $4.30 billion during the quarter, compared to the consensus estimate of $4.38 billion. AON had a net margin of 21.51% and a return on equity of 45.23%. AON’s revenue was up 3.7% compared to the same quarter last year. During the same period in the previous year, the firm earned $4.42 earnings per share. As a group, equities analysts predict that Aon plc will post 17.21 earnings per share for the current year.

AON Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Monday, February 2nd were issued a dividend of $0.745 per share. This represents a $2.98 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date was Monday, February 2nd. AON’s dividend payout ratio is presently 17.51%.

Analysts Set New Price Targets

AON has been the subject of several research reports. Barclays lifted their price objective on AON from $379.00 to $381.00 and gave the stock an “equal weight” rating in a research report on Thursday, January 8th. Mizuho upgraded AON from a “neutral” rating to an “outperform” rating and set a $397.00 price objective on the stock in a research report on Friday, February 27th. Weiss Ratings reiterated a “hold (c+)” rating on shares of AON in a research report on Monday, December 29th. Bank of America upgraded shares of AON from a “neutral” rating to an “outperform” rating and reduced their target price for the company from $398.00 to $397.00 in a report on Friday, February 27th. Finally, The Goldman Sachs Group set a $395.00 price target on shares of AON in a report on Wednesday, January 7th. Fourteen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $408.94.

Get Our Latest Report on AON

Insider Transactions at AON

In related news, General Counsel Darren Zeidel sold 5,040 shares of the stock in a transaction on 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 directly owned 20,254 shares in the company, valued at approximately $6,598,550.66. This represents a 19.93% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Lester B. Knight bought 4,000 shares of the stock in a transaction dated Tuesday, February 10th. The stock was bought at an average price 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 approximately $45,651,320. This represents a 2.88% increase in their position. The disclosure for this purchase is available in the SEC filing. Company insiders own 1.10% of the company’s stock.

About AON

(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.