Captrust Financial Advisors Has $7.98 Million Stake in Aon plc (NYSE:AON)

Captrust Financial Advisors lifted its holdings in Aon plc (NYSE:AON - Free Report) by 11.2% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 23,056 shares of the financial services provider's stock after purchasing an additional 2,315 shares during the quarter. Captrust Financial Advisors' holdings in AON were worth $7,977,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of AON. Valley Wealth Managers Inc. increased its position in shares of AON by 3.3% during the third quarter. Valley Wealth Managers Inc. now owns 886 shares of the financial services provider's stock worth $307,000 after acquiring an additional 28 shares in the last quarter. CVA Family Office LLC lifted its holdings in shares of AON by 8.4% in the third quarter. CVA Family Office LLC now owns 373 shares of the financial services provider's stock valued at $129,000 after purchasing an additional 29 shares in the last quarter. Amplius Wealth Advisors LLC grew its holdings in shares of AON by 2.4% during the third quarter. Amplius Wealth Advisors LLC now owns 1,331 shares of the financial services provider's stock worth $460,000 after buying an additional 31 shares in the last quarter. Intellectus Partners LLC lifted its stake in AON by 3.2% in the 3rd quarter. Intellectus Partners LLC now owns 992 shares of the financial services provider's stock valued at $343,000 after acquiring an additional 31 shares in the last quarter. Finally, waypoint wealth counsel lifted its stake in AON by 3.6% in the 3rd quarter. waypoint wealth counsel now owns 927 shares of the financial services provider's stock valued at $321,000 after acquiring an additional 32 shares in the last quarter. 86.14% of the stock is owned by institutional investors.

AON Price Performance

Shares of AON stock traded down $4.23 on Monday, hitting $387.31. 856,808 shares of the company's stock were exchanged, compared to its average volume of 1,166,906. Aon plc has a 12 month low of $268.06 and a 12 month high of $395.33. The company has a debt-to-equity ratio of 2.66, a current ratio of 2.05 and a quick ratio of 2.05. The company has a 50 day moving average of $366.76 and a 200 day moving average of $331.55. The stock has a market cap of $83.76 billion, a P/E ratio of 32.72, a price-to-earnings-growth ratio of 2.45 and a beta of 0.91.

AON Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, November 15th. Investors of record on Friday, November 1st were issued a dividend of $0.675 per share. This represents a $2.70 annualized dividend and a dividend yield of 0.70%. The ex-dividend date of this dividend was Friday, November 1st. AON's dividend payout ratio (DPR) is presently 22.78%.

Insider Activity at AON

In other AON news, COO Mindy F. Simon sold 650 shares of the business's stock in a transaction that occurred on Wednesday, November 27th. The shares were sold at an average price of $394.34, for a total transaction of $256,321.00. Following the sale, the chief operating officer now directly owns 1,816 shares of the company's stock, valued at $716,121.44. The trade was a 26.36 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Lisa Stevens sold 1,275 shares of the business's stock in a transaction on Tuesday, November 26th. The stock was sold at an average price of $387.68, for a total transaction of $494,292.00. Following the completion of the sale, the insider now directly owns 8,077 shares in the company, valued at approximately $3,131,291.36. This represents a 13.63 % decrease in their position. The disclosure for this sale can be found here. 1.30% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the stock. Bank of America boosted their price target on shares of AON from $345.00 to $375.00 and gave the stock an "underperform" rating in a research report on Thursday, October 10th. BMO Capital Markets raised their price target on AON from $325.00 to $380.00 and gave the company a "market perform" rating in a research note on Monday, November 4th. TD Cowen upped their price objective on AON from $413.00 to $432.00 in a research note on Thursday, October 24th. Keefe, Bruyette & Woods boosted their target price on shares of AON from $385.00 to $415.00 and gave the stock an "outperform" rating in a report on Tuesday, October 29th. Finally, Royal Bank of Canada reaffirmed a "sector perform" rating and set a $335.00 price target on shares of AON in a research report on Monday, August 5th. One equities research analyst has rated the stock with a sell rating, eleven have assigned a hold rating and four have assigned a buy rating to the company. Based on data from MarketBeat, AON presently has a consensus rating of "Hold" and an average target price of $362.06.

AON Company Profile

Aon plc, a professional services firm, provides a range of risk and human capital solutions worldwide. It offers commercial risk solutions, including retail brokerage, specialty solutions, global risk consulting and captives management, and affinity programs; and health solutions, such as health and benefits brokerages, and health care exchanges.