Cerity Partners Raises Aon Stake 7.4% Ahead of January 30 Earnings Release
Cerity Partners LLC increased its Aon plc stake by 7.4% in Q3, acquiring 2,796 shares to hold 40,399 shares valued at $14.4 million. Aon will release its Q4 and full-year 2025 results on January 30, 2026, with a conference call scheduled for 8:30 AM ET.
1. Institutional Investment Activity in Aon plc
Cerity Partners LLC increased its stake in Aon plc by 7.4% during the third quarter, acquiring an additional 2,796 shares to bring its total holdings to 40,399 shares, valued at $14.405 million at quarter-end. Several other institutions also established or expanded positions: Heartwood Wealth Advisors LLC and Salomon & Ludwin LLC each initiated stakes worth approximately $29,000 and $31,000 respectively, while Atlantic Union Bankshares Corp and Trust Co. of Toledo NA OH entered with positions around $31,000–$32,000. Pinnacle Bancorp Inc. increased its holding by 56.9%, adding 33 shares to reach 91 shares. Hedge funds and other institutions now control roughly 86.14% of the company’s shares.
2. Third-Quarter Financial Performance
In its latest quarterly report, Aon plc delivered earnings per share of $3.05, outperforming the consensus estimate of $2.91 by $0.14. Revenue rose 7.4% year-over-year to $4.0 billion, surpassing analysts’ expectations of $3.97 billion. The firm achieved a return on equity of 48.88% and maintained a net margin of 15.96%. For context, the company reported $2.72 per share in the same period last year. Analysts currently project Aon to generate full-year earnings per share of 17.21.
3. Analyst Ratings and Price Target Consensus
Equities research firms maintain a broadly positive view on Aon plc, with a consensus rating of Moderate Buy based on 19 analyst opinions: one Strong Buy, eleven Buy and seven Hold recommendations. Recent adjustments include Wells Fargo & Company lowering its target from 451 to 448, UBS Group trimming its target from 400 to 390, Morgan Stanley setting an objective of 400, Citigroup upgrading its rating to Buy with a 402 target and JPMorgan Chase & Co. reducing its objective from 433 to 406. The average price target across these reports stands at 411.35.
4. Upcoming Fourth-Quarter and Full-Year 2025 Earnings Release
Aon plc will publish its fourth-quarter and full-year 2025 results on Friday, January 30, 2026, through a news release at 6:30 AM ET. President and CEO Greg Case along with CFO Edmund Reese will host a conference call at 8:30 AM ET the same day, available live via the company’s Investor Relations website, with a replay and slide presentation to follow. Investors can access all materials on ir.aon.com shortly after the live webcast concludes.