Dodge & Cox Adds $88M in Aon plc ($AON)
Dodge & Cox increased its holdings in Aon, adding 263,639 shares.
Key Points
- Dodge & Cox boosted its Aon stake by 263,639 shares to 8,116,095 shares, valued at about $2.72 billion.
- Aon shares traded around $334.62, with a market cap of $71.98 billion and a P/E ratio of 18.49.
- Aon offers insurance brokerage and consulting services globally, with a dividend yield of 0.98%.
Dodge & Cox has increased its holdings in Aon (NYSE:AON), adding 263,639 shares to its portfolio. This move brings its total stake to 8,116,095 shares, valued at approximately $2.72 billion. The change, as reported in the latest Form 13F filing with the SEC, reflects a 3.36% increase in its position.
What Changed in Dodge & Cox's Aon Position
Dodge & Cox's recent filing shows a boost in its Aon holdings. The investment firm added 263,639 shares, increasing its stake from 7,852,456 to 8,116,095 shares. This adjustment indicates a 3.36% rise in its investment in Aon, with the shares now valued at about $2.72 billion.
Aon Stock Snapshot
Shares of Aon, trading under the ticker AON on the NYSE, were recently priced at $334.62. The company has a market capitalization of approximately $71.98 billion. Aon's price-to-earnings (P/E) ratio stands at 18.49, with a forward P/E of 15.73 and a beta of 0.714, suggesting less volatility compared to the market. The stock's 52-week range spans from $304.59 to $381.00, with moving averages of $321.93 over 50 days and $338.90 over 200 days.
Recent Earnings
In its most recent earnings report, Aon posted revenue of $17.49 billion, showing a growth of 6.5%. The company achieved a net margin of 22.54% and a return on equity of 46.45%. Earnings per share (EPS) were reported at $18.23. The next earnings release is scheduled for May 1, 2026.
Dividend
Aon offers a dividend rate of $3.28 per share, yielding 0.98%. The dividend payout ratio is a modest 16.36%, indicating a conservative distribution strategy.
About Aon
Aon plc, headquartered in Dublin, Ireland, is a leading global professional services firm. It operates in the financial services sector, primarily within the insurance brokers industry. Aon provides a wide range of services, including risk management, insurance brokerage, and consulting across the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company employs approximately 60,000 people worldwide and is led by CEO Gregory Clarence Case.
Bottom Line
Dodge & Cox's increased stake in Aon highlights the firm's confidence in the insurance giant. Investors often track such moves to gauge institutional sentiment. This 13F filing, covering holdings as of the reporting period, offers a snapshot of past investment strategies. As always, these filings provide historical insights and may not reflect current positions.
See Also
This instant news alert was generated by automated narrative technology and financial data from Opentrades and public regulatory filings. It is for informational purposes only and is not financial advice.