Jeffrey Campbell Sells Shares of Aon plc
Jeffrey Campbell sold 186 shares of Aon plc on June 25, 2026.
Key Points
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On June 25, 2026, Jeffrey Campbell sold 186 shares of Aon plc, the global insurance broker, for a total value of $58,766.70. The shares were sold at an average price of $315.95 each. This transaction took place as Aon's stock traded near $328.23 on Tuesday.
Insider Buying and Selling at Aon plc
Several insiders were active at Aon plc on June 25, 2026. Byron Spruell, Gloria Santona, and Richard Notebaert each sold 186 shares at a price of $315.95. In contrast, Adriana Karaboutis, Jeffrey Campbell, and James Stavridis each purchased 776 shares, although the price of these purchases was not disclosed.
Other Institutional Activity in Aon plc
BlackRock, Inc. trimmed its stake in Aon by 88,427 shares, bringing its total to 16,148,507 shares, valued at approximately $5.21 billion. Vanguard Capital Management LLC opened a new position with 13,581,756 shares worth about $4.38 billion. Capital World Investors reduced its holdings by 775,116 shares, resulting in 11,477,788 shares valued at $3.70 billion. Meanwhile, State Street Corp added 15,800 shares, ending with 9,219,773 shares worth around $2.98 billion. Massachusetts Financial Services Co/MA/ cut its position by 186,939 shares to 8,358,097 shares, valued at $2.75 billion.
Aon plc Stock Down 7.6%
Shares of NYSE:AON traded near $328.23 on Tuesday. Aon plc has a market capitalization of approximately $70.2 billion, with a P/E ratio of 18.05 and a forward P/E of 15.36. The stock has a 52-week low of $304.59 and a high of $381.00, with a 50-day moving average of $322.09 and a 200-day moving average of $336.64. The company's beta is 0.714, indicating lower volatility compared to the market.
$AON stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Aon plc reported revenue of $17.49 billion, reflecting a growth rate of 6.5%. The company achieved a net margin of 22.5% and a return on equity of 46.4%. Earnings per share stood at $18.21. The next earnings report is scheduled for July 24, 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 pays an annual dividend of $3.28 per share, yielding 1.0% with a payout ratio of 16.36%.
Analysts Set New Price Targets
On June 16, 2026, UBS maintained its hold rating on Aon, setting a price target of $360. Piper Sandler, on June 15, maintained a buy rating with a target of $355. Citigroup also kept its buy rating, targeting $420 on May 27. Overall, the consensus recommendation for Aon is a 'buy', with a mean target price of $382.37 based on 19 analyst opinions.
About Aon plc
Aon plc is a leading professional services firm headquartered in Dublin, Ireland. It operates through its Risk Capital and Human Capital segments, providing a range of services including insurance brokerage, risk consulting, and health solutions. The company serves clients across the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Led by CEO Gregory Clarence Case, Aon employs around 60,000 people globally.
Bottom Line
Jeffrey Campbell's recent sale of Aon shares is part of a broader pattern of insider transactions at the company. With a strong market position and a positive analyst outlook, Aon remains a key player in the insurance brokerage industry. Keep in mind that insider transactions like these are disclosed after the fact and may not reflect current positions.
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