Verition Fund Management 13F: Adds $6.7M to AON Stake
Verition Fund Management raised its holdings in insurance broker Aon plc during the reporting period.
Reviewed by automated data checks against the source filing. How we make and check alerts
Verition Fund Management added 20,647 shares to its stake in Aon plc ($AON), a 9.95% increase, according to a 13F filing with the SEC dated May 15, 2026. It reported 228,209 shares worth $74.51 million at the end of the quarter.
Since the filing, $AON is up 2.4% after 1 week, up 3.9% after 1 month and down 7.6% to date (from the $316.50 close on May 15, 2026).
Find the original: Verition Fund Management 13F filings on SEC EDGAR
AON
Aon plc
Key Points
- Verition Fund Management boosted its position in Aon plc (NYSE:AON) by 9.9% during the reporting period, adding 20,647 shares to reach 228,209 shares valued at about $74.5 million.
- Aon plc trades near $326.50, sitting below its 50-day moving average of $344.23 while carrying a price-to-earnings ratio of 16.02.
- Analyst firms including Wells Fargo, Keefe, Bruyette & Woods, Mizuho, Barclays, and Cantor Fitzgerald updated their views on the stock in October 2026.
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Verition Fund Management Raises Aon Position
Verition Fund Management grew its investment in Aon plc (NYSE:AON) during the period covered by its latest Form 13F filing with the Securities and Exchange Commission. The fund owned 207,562 shares previously and bought 20,647 more shares, bringing its total to 228,209 shares. That 9.9% increase left the firm's stake valued at roughly $74.5 million.
Aon Stock Valuation and Trading Levels
Aon shares recently changed hands at $326.50. The stock has moved between a 52-week low of $290.70 and a 52-week high of $382.34. Its 50-day moving average rests at $344.23, and the 200-day moving average stands at $334.96. The company carries a price-to-earnings ratio of 16.02 and a forward price-to-earnings ratio of 14.34 based on expected earnings.
Recent Earnings and Financial Health
Aon reported annual revenue of $17.58 billion alongside a revenue growth rate of 2.2%. The firm generated earnings of $18.15 per share, supported by a net margin of 22.3% and a return on equity of 44.7%. The next earnings release is scheduled for October 30, 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 Payout Details
The professional services firm pays an annual dividend of $3.28 per share, which translates to a dividend yield of 1.11%. The payout ratio sits at 16.84%, meaning the company uses a modest portion of its earnings to fund the dividend.
Insider Buying and Selling at Aon plc
Insiders were active in the stock during late June. On June 25, 2026, Richard Notebaert purchased 776 shares, Gloria Santona bought 776 shares, and Sarah Smith picked up 776 shares. On the same date, Adriana Karaboutis sold 186 shares at an average price of $315.95, bringing the total value of that transaction to $58,766.70.
Analysts Set New Price Targets
Analyst firms adjusted their views on the insurance broker in October 2026. On October 12, 2026, Wells Fargo maintained its Overweight rating and set a $323.00 price target. On the same day, Keefe, Bruyette & Woods kept an Outperform rating with a $342.00 target. Mizuho maintained its Outperform rating with a $324.00 target on October 7, 2026. Barclays kept an Equal-Weight rating with a $317.00 target on October 7, 2026, while Cantor Fitzgerald maintained an Overweight rating and a $400.00 target on the same date. Across 19 analyst opinions, the stock carries a consensus Buy recommendation and a mean price target of $383.84.
Professional Services Overview
Aon plc operates as a professional services firm with a focus on risk capital and human capital solutions, serving clients across the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. Institutional filings like this one provide a retrospective look at portfolio adjustments from prior quarters and do not reflect ongoing daily trading activity.
Related Filing Alerts
Source: Verition Fund Management's 13F filing on $AON (May 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Verition Fund Management 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts