AON
LONGINSIDER SELLCONGRESS BUYAON PLC
Research: Finviz ↗·Perplexity ↗
🗄 Viewing archived Q1 2026 data — frozen, no longer refreshed.
News Summary
NeutralAon delivered solid Q1 and Q2 results with consistent 5% organic revenue growth across all business lines, raised its dividend 10%, and accelerated share buybacks to $1.1B through mid-year, exceeding full-year targets. However, Q2 GAAP EPS missed estimates significantly ($2.58 vs. $2.92), and Piper Sandler downgraded the stock despite raising its price target, signaling valuation concerns amid mixed near-term market conditions.
Red flags
- •Q2 GAAP diluted EPS of $2.58 missed consensus estimate of $2.92 (12% shortfall)
- •Q2 revenue missed Zacks estimate by 0.39%; net income declined sequentially
- •Piper Sandler downgrade from Overweight to Neutral reflects reassessment of market conditions and execution risks
- •Guidance assumes only modest net market impact (0-2 bps) despite acknowledged pricing pressure in property and reinsurance segments
Funds Buying (3)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | % of Fund | QoQ | Status |
|---|---|---|---|---|---|---|---|
| Viking Global | Andreas Halvorsen | 1.1M | +303K | $351M | 1.0% | +39% | Existing |
| Baupost Group | Seth Klarman | 769K | +769K | $248M | 4.9% | — | NEW |
| Point72 | Steve Cohen | 33K | +33K | $11M | <0.1% | — | NEW |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter. % of Fund is the position's share of the fund's reported equity portfolio — it drives the size weighting in the conviction score.
Portfolio Context
Where AON ranks in each buying fund's book, and the positions immediately around it. What a holding sits next to often says more about the thesis than the position size does.
position #9 of this fund's book
- 6ALPHABET INC$339M
- 7FERGUSON ENTERPRISES INC$336M
- 8WILLIS TOWERS WATSON PLC LTD$260M
- 9AON PLC$248M
- 10VISA INC$212M
- 11TELEFLEX INCORPORATED$191M
- 12EAGLE MATLS INC$169M
position #40 of this fund's book
- 37SEA LTD$392M
- 38WATERS CORP$374M
- 39CARNIVAL CORP$355M
- 40AON PLC$351M
Values are quarter-end position sizes. Shown only for funds where AON ranks inside their 40 largest equity positions — below that, neighbouring names carry no signal. Adjacency is an inference about a fund's reasoning, not a disclosure of it.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| Zeidel Darren | General Counsel | SELL | 700 | $376.00 | $0.26M | 2026-07-28 | ↗ |
| Zeidel Darren | General Counsel | SELL | 725 | $378.00 | $0.27M | 2026-07-28 | ↗ |
| Zeidel Darren | General Counsel | SELL | 475 | $380.00 | $0.18M | 2026-07-28 | ↗ |
| Zeidel Darren | General Counsel | SELL | 625 | $370.00 | $0.23M | 2026-07-17 | ↗ |
| Zeidel Darren | General Counsel | SELL | 650 | $372.00 | $0.24M | 2026-07-17 | ↗ |
| Zeidel Darren | General Counsel | SELL | 675 | $374.00 | $0.25M | 2026-07-17 | ↗ |
| Zeidel Darren | General Counsel | SELL | 600 | $360.00 | $0.22M | 2026-07-07 | ↗ |
Congressional Trading
| Member | Chamber | State | Type | Amount Range | Transaction Date | Filed | Src |
|---|---|---|---|---|---|---|---|
| Alan Armstrong | senate | — | BUY | $1,001 - $15,000 | 2026-03-27 | 2026-07-21 | ↗ |
Periodic Transaction Reports filed under the STOCK Act. Amounts are disclosed as ranges, not exact dollar figures.