Aon Gains After Q3 Results Highlight Strong Organic Growth and Margin Expansion

Aon plc (AON) is up 4.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to Aon’s third-quarter results, which showed solid organic revenue growth, higher adjusted earnings, and improved adjusted margin. Investors also seem to be responding to management’s comments about strong momentum entering the fourth quarter and the expected closing of the USI acquisition in the current quarter.

Details:

Aon reported third-quarter revenue of $4.1 billion, up 3%, with organic revenue growth of 6%.

Adjusted diluted earnings per share rose 10% to $3.36, while adjusted operating margin improved by 70 basis points to 27.0%.

Commercial Risk Solutions and Reinsurance Solutions each posted 7% organic revenue growth, while Health Solutions grew 6% organically.

Management said it expects the USI acquisition to close in the fourth quarter of 2026 and emphasized confidence in full-year performance, which may have supported investor sentiment.

Sources:

Aon Investor Relations, SEC, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$AON Insider Trading Activity

$AON insiders have traded $AON stock on the open market 13 times in the past 6 months. Of those trades, 6 have been purchases and 7 have been sales.

Here’s a breakdown of recent trading of $AON stock by insiders over the last 6 months:

LESTER B KNIGHT has made 6 purchases buying 20,000 shares for an estimated $6,549,688 and 0 sales.
DARREN ZEIDEL (General Counsel) has made 0 purchases and 7 sales selling 4,450 shares for an estimated $1,659,250.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$AON Hedge Fund Activity

We have seen 508 institutional investors add shares of $AON stock to their portfolio, and 657 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JPMORGAN CHASE & CO added 12,175,974 shares (+inf%) to their portfolio in Q2 2026, for an estimated $4,038,648,816
PRICE T ROWE ASSOCIATES INC /MD/ added 1,855,714 shares (+144.9%) to their portfolio in Q2 2026, for an estimated $615,521,776
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 1,817,336 shares (+227.9%) to their portfolio in Q2 2026, for an estimated $602,792,177
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,345,367 shares (+inf%) to their portfolio in Q2 2026, for an estimated $446,244,780
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,236,383 shares (-98.0%) from their portfolio in Q2 2026, for an estimated $410,095,877
POLEN CAPITAL MANAGEMENT LLC removed 1,190,018 shares (-87.9%) from their portfolio in Q2 2026, for an estimated $394,717,070
CANTILLON CAPITAL MANAGEMENT LLC removed 1,095,574 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $363,390,940

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$AON Price Targets

Multiple analysts have issued price targets for $AON recently. We have seen 9 analysts offer price targets for $AON in the last 6 months, with a median target of $400.0.

Here are some recent targets:

Yaron Kinar from Mizuho set a target price of $426.0 on 07/09/2026
Ryan Tunis from Cantor Fitzgerald set a target price of $445.0 on 07/09/2026
Elyse Greenspan from Wells Fargo set a target price of $406.0 on 07/09/2026
Meyer Shields from Keefe, Bruyette & Woods set a target price of $400.0 on 07/08/2026
Brian Meredith from UBS set a target price of $383.0 on 07/08/2026
Alex Scott from Barclays set a target price of $382.0 on 07/07/2026
Michael Phillips from Morgan Stanley set a target price of $380.0 on 07/06/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.