Schonfeld Strategic Advisors 13F: Adds $14M to AON Stake

Schonfeld Strategic Advisors has boosted its stake in Aon plc (NYSE: AON) by 42,629 shares, a 59.7% increase, bringing its total holdings to 114,003 shares valued at approximately $37.2 million as of the latest Form 13F filing for the quarter ended May 15, 2026.

The increase in shares shows continued confidence in Aon, although the fund's cost basis for its investment is $334.45 per share. The stock was trading at $326.50 at the time of publication, indicating some price movement since the reporting period. Previously, Schonfeld held 71,374 shares.

Other Institutional Activity in Aon plc

In recent filings, other institutional investors have also adjusted their stakes in Aon. BlackRock Inc. trimmed its position by 432,799 shares, leaving it with 15,716,429 shares valued at about $4.56 billion. Vanguard Capital Management LLC increased its holdings by 21,731 shares, now owning 13,603,465 shares worth approximately $3.95 billion. JPMorgan Chase & Co. significantly raised its stake by 6,534,509 shares, resulting in 12,175,974 shares valued at around $3.53 billion. Capital World Investors added 234,141 shares, bringing its total to 11,711,650 shares valued at approximately $3.4 billion. State Street Corporation grew its holdings by 196,379 shares, totaling 9,416,039 shares valued at about $2.73 billion.

Aon plc Stock Up 10.4%

Aon plc's stock trades at $326.50, above its 50-day moving average of $344.23 but below its 200-day average of $334.96. This positioning suggests that the stock has seen some volatility, especially in a market where its shares previously reached a high of $382.34 in the last year.

Recent Earnings

For its latest reporting period, Aon reported annual revenue of approximately $17.58 billion, with a revenue growth of 2.2%. The earnings per share (EPS) stood at $18.15, showcasing strong profitability with a net margin of 22.27%. The next earnings report is scheduled for October 30, 2026.

Insider Buying and Selling at Aon plc

On June 25, 2026, several insiders bought shares of Aon. Richard Notebaert, Gloria Santona, and Sarah Smith each purchased 776 shares, reflecting confidence in the company's future. Additionally, Adriana Karaboutis sold 186 shares at an average price of $315.95, valued at approximately $58,766.

Analysts Set New Price Targets

Analysts have maintained a 'buy' rating on Aon, with Wells Fargo setting a target price of $323.00 on October 12, down from $383.00. Keefe, Bruyette & Woods also kept an 'Outperform' rating with a target of $342.00, down from $417.00. Mizuho and Barclays adjusted their targets to $324.00 and $317.00, respectively, while Cantor Fitzgerald has set a target of $400.00.

About Aon plc

Aon plc is a professional services firm based in Dublin, Ireland, specializing in risk, retirement, and health solutions. The company operates through various segments and has a significant presence across the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The firm's recent stake increase by Schonfeld highlights ongoing interest in the financial services sector.

Bottom Line

Aon plc continues to attract institutional interest, with Schonfeld's recent stake increase reflecting a positive outlook for the company. With its next earnings report due on October 30, 2026, investors will be watching closely for further developments. Remember, the 13F filing reflects holdings as of May 15, 2026, and may not represent the current situation of the investors.