Aon plc (NYSE:AON) Stock Has Average Price Target of $391.00

by · The Markets Daily

Aon plc (NYSE:AON – Get Free Report) has received an average recommendation of “Moderate Buy” from the twenty ratings firms that are covering the stock, MarketBeat reports. Two investment analysts have rated the stock with a sell recommendation, six have given a hold recommendation and twelve have issued a buy recommendation on the company. The average twelve-month price objective among brokers that have issued ratings on the stock in the last year is $375.53.

Several equities research analysts have weighed in on the stock. Citigroup initiated coverage on shares of AON in a report on Monday, September 21st. They issued a “buy” rating and a $435.00 target price on the stock. Piper Sandler reduced their price target on AON from $391.00 to $349.00 and set a “neutral” rating for the company in a research report on Tuesday, September 1st. Cantor Fitzgerald cut their price target on shares of AON from $433.00 to $400.00 and set an “overweight” rating on the stock in a research report on Wednesday, October 7th. UBS Group reissued a “neutral” rating on shares of AON in a research report on Monday, August 31st. Finally, Roth Capital set a $380.00 price objective on shares of AON and gave the stock a “buy” rating in a research note on Tuesday, September 1st.

Check Out Our Latest Stock Analysis on AON

AON Stock Down 0.2%

NYSE:AON opened at $272.94 on Wednesday. The company has a quick ratio of 1.54, a current ratio of 1.54 and a debt-to-equity ratio of 1.34. AON has a 12-month low of $266.33 and a 12-month high of $382.34. The stock’s fifty day simple moving average is $318.62 and its 200-day simple moving average is $327.55. The firm has a market capitalization of $57.90 billion, a P/E ratio of 15.05, a P/E/G ratio of 1.40 and a beta of 0.70.

AON (NYSE:AON – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $3.81 EPS for the quarter, beating analysts’ consensus estimates of $3.80 by $0.01. The business had revenue of $4.25 billion during the quarter, compared to the consensus estimate of $4.28 billion. AON had a return on equity of 42.13% and a net margin of 22.27%. The firm’s revenue was up 2.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $3.49 earnings per share. Equities research analysts expect that AON will post 18.76 earnings per share for the current year.

AON Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Monday, November 2nd will be issued a dividend of $0.82 per share. This represents a $3.28 annualized dividend and a yield of 1.2%. The ex-dividend date is Monday, November 2nd. AON’s dividend payout ratio is presently 18.08%.

Insider Activity at AON

In other AON news, General Counsel Darren Zeidel sold 1,900 shares of the stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $377.76, for a total value of $717,744.00. Following the completion of the sale, the general counsel owned 11,504 shares in the company, valued at $4,345,751.04. This trade represents a 14.17% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Lester Knight bought 20,000 shares of the business’s stock in a transaction that occurred on Wednesday, September 2nd. The stock was purchased at an average price of $327.48 per share, with a total value of $6,549,600.00. Following the completion of the purchase, the director directly owned 163,000 shares in the company, valued at $53,379,240. The trade was a 13.99% increase in their position. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 1.00% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the company. Independent Franchise Partners LLP raised its holdings in shares of AON by 0.9% during the 4th quarter. Independent Franchise Partners LLP now owns 2,115,523 shares of the financial services provider’s stock valued at $746,526,000 after buying an additional 19,037 shares in the last quarter. Bank of America Corp DE lifted its position in AON by 16.3% in the 1st quarter. Bank of America Corp DE now owns 1,582,680 shares of the financial services provider’s stock worth $510,857,000 after buying an additional 222,092 shares during the last quarter. Amundi boosted its stake in AON by 23.5% in the first quarter. Amundi now owns 1,502,890 shares of the financial services provider’s stock worth $485,103,000 after buying an additional 285,549 shares in the last quarter. Dimensional Fund Advisors LP boosted its stake in AON by 20.5% in the first quarter. Dimensional Fund Advisors LP now owns 1,253,769 shares of the financial services provider’s stock worth $404,709,000 after buying an additional 213,051 shares in the last quarter. Finally, Deutsche Bank AG grew its position in AON by 29.9% during the fourth quarter. Deutsche Bank AG now owns 795,630 shares of the financial services provider’s stock valued at $280,762,000 after acquiring an additional 182,923 shares during the last quarter. Institutional investors own 86.14% of the company’s stock.

AON News Roundup

Here are the key news stories impacting AON this week:

  • Positive Sentiment: Expanded middle-market leadership: Aon gave Denise Perlman additional responsibility for middle-market growth across risk capital and reinsurance. The move is intended to strengthen execution in an important growth segment. Aon Expands Denise Perlman’s Leadership Role to Advance Middle Market Growth Across Risk Capital
  • Positive Sentiment: AI and workforce partnerships: Strada announced a partnership with Aon and new AI-powered innovations ahead of Workday Rising U.S. 2026, potentially improving Aon’s technology capabilities and exposure to demand for AI-enabled workforce solutions. Strada unveils Aon partnership and new AI-powered innovations
  • Positive Sentiment: Analyst support: Cantor Fitzgerald assigned Aon a $400 price target, while Morgan Stanley reaffirmed its Buy rating. These calls indicate some analysts view the recent weakness as an opportunity. AON Given New $400.00 Price Target at Cantor Fitzgerald
  • Neutral Sentiment: Insurance-market positioning: Aon and WTW are increasing pressure on insurers to address exclusions for artificial-intelligence-related risks. The issue could create advisory opportunities but also reflects uncertainty over coverage, pricing and potential claims. Aon and WTW add to broker pressure on AI exclusions
  • Negative Sentiment: Lower earnings estimate: Dowling & Partners cut its FY2026 EPS forecast for Aon to $18.70 from $19.50, although the revised estimate remains close to the $18.81 consensus. Lower profit expectations can pressure valuation and investor confidence.
  • Negative Sentiment: Acquisition-related concerns: Suncoast Equity Management discussed exiting Aon after the company’s middle-market M&A activity, signaling that at least one investment manager remains cautious about the strategy’s execution and returns. Exiting Aon Following Middle Market M&A

AON Company Profile

(Get Free Report)

Aon plc is a global professional services firm that helps organizations manage risk, make better decisions and improve performance. Its services are organized around risk capital and human capital, combining advisory expertise, data, analytics and insurance-related solutions.

The company provides commercial risk brokerage and consulting, reinsurance brokerage, retirement and investment advisory services, health benefits consulting, talent and compensation consulting, and related technology and data products.

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