Intech Investment Management Reduces $4M in Aon plc ($AON)
Intech Investment Management trimmed its stake in Aon plc by 7.56% in recent SEC filings.
Key Points
- Intech Investment Management reduced its Aon plc holdings by 11,810 shares, a 7.56% decrease, now holding 144,445 shares worth $48.3 million.
- Aon plc has a market cap of $71.6 billion, a P/E ratio of 18.41, and trades near $334.62 per share.
- Peer funds like State Street Corp and Vanguard Capital Management also adjusted their positions in Aon plc.
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Intech Investment Management recently trimmed its position in Aon plc (NYSE:AON) by 11,810 shares, a 7.56% reduction. As of the latest Form 13F filing with the SEC, the firm now holds 144,445 shares valued at approximately $48.3 million. This filing reflects the holdings as of the end of the reporting period and may not represent the investor's current position.
What Changed in Intech Investment Management's Aon plc Position
The investment management firm reduced its holdings in Aon plc from 156,255 shares to 144,445 shares, marking a decrease of 11,810 shares or about 7.56%. The value of these shares is reported at $48.3 million, indicating a strategic reduction in their investment.
Other Institutional Activity in Aon plc
Several other institutional investors also adjusted their positions in Aon plc. BlackRock, Inc. decreased its holdings by 88,427 shares, now holding 16,148,507 shares valued at around $5.21 billion. Vanguard Capital Management LLC significantly increased its position by 13,581,756 shares, bringing its total to the same number of shares, worth approximately $4.38 billion. Capital World Investors reduced its stake by 775,116 shares, resulting in 11,477,788 shares valued at about $3.70 billion. Meanwhile, State Street Corp added 15,800 shares, ending with 9,219,773 shares valued at nearly $2.98 billion.
Aon plc Stock Down 8.1%
Shares of Aon plc (NYSE:AON) are trading near $334.62. The company has a market capitalization of approximately $71.6 billion and a P/E ratio of 18.41. Aon's beta is 0.714, indicating lower volatility compared to the overall market. The stock's 52-week range is between $304.59 and $381.00, with a 50-day moving average of $322.21 and a 200-day moving average of $338.73.
$AON stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Aon plc reported revenue of $17.49 billion, with a revenue growth rate of 6.5%. The company's net margin stands at 22.54%, and it achieved a return on equity (ROE) of 46.45%. Earnings per share (EPS) were $18.21. The next earnings report is expected on May 1, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
3 target cuts vs 1 raises.
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EPS & revenue
EPS met estimates. Revenue met estimates.
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Profit surprise
EBITDA missed by 5 percent. Operating income missed by 9 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
1 target raise, 3 target cuts.
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Earnings quality
Gross margin up 35.2 points. Operating margin up 5.0 points. Positive free cash flow.
Earnings Call Summary
Aon delivered strong first quarter results with 5 percent organic revenue growth and 14 percent adjusted earnings per share growth on slightly lower reported revenue of 5.03 billion dollars. Management highlighted broad-based strength in Commercial Risk, which grew 7 percent for the fourth consecutive quarter above 6 percent, driven by new hires in construction and data centers, plus strong retention in mid-90s. The company emphasized that artificial intelligence and advanced analytics are now driving both revenue gains and margin expansion through tools like Broker Copilot and Claims Copilot, with plans to invest 1.3 billion dollars in talent and technology through 2026.
Guidance Aon reaffirmed its full year target for mid-single-digit or better organic revenue growth and 70 to 80 basis points of operating margin expansion. The company expects continued momentum from new business wins, revenue-generating hires, and growing demand in data center and workforce solutions throughout 2026.
Very weak report. The release materially worsened the forward outlook.
Dividend
Aon plc offers an annual dividend rate of $3.28, yielding 0.98%. The dividend payout ratio is 16.36%, reflecting a conservative approach to returning capital to shareholders.
Insider Buying and Selling at Aon plc
Recent insider activity at Aon plc includes several transactions. On March 13, 2026, Lori Goltermann, CEO of Regions & North America, bought 518 shares. On the same day, Anne Corona, Chief Commercial Officer, also bought 367 shares. Both executives sold shares on the same day, with Goltermann selling 225 shares at $321.41.
Analysts Set New Price Targets
Analysts have been active in setting new price targets for Aon plc. On May 27, 2026, Citigroup maintained its 'buy' rating with a target of $420. Piper Sandler also maintained its 'buy' rating with a target of $360 on May 26. The consensus among analysts is a 'buy' rating, with a mean target price of $384.11 based on 19 analyst opinions.
About Aon plc
Aon plc is a global professional services firm headquartered in Dublin, Ireland. It operates in the financial services sector, specifically within insurance brokerage. The company provides a wide range of services, including risk and insurance brokerage, health and wealth solutions, and reinsurance. With approximately 60,000 employees, Aon serves clients across the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It is led by CEO Gregory Clarence Case.
Bottom Line
Intech Investment Management's decision to reduce its stake in Aon plc is part of a broader trend among institutional investors adjusting their positions in the company. Aon remains a significant player in the insurance brokerage industry, with a solid market presence and steady financial performance. Investors continue to track these filings to gauge institutional sentiment, keeping in mind that 13F filings are historical snapshots and may not reflect current holdings.
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