Intech Investment Management Reduces $4M in Aon plc ($AON)

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 Snapshot

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.

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.

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.