AON (NYSE:AON) Stock Price Target Cut by Cantor Fitzgerald

09 Oct 2026, 06:13 by Michael Walen · The Markets Daily

AON (NYSE:AON – Get Free Report) had its price objective lowered by equities researchers at Cantor Fitzgerald from $433.00 to $400.00 in a note issued to investors on Wednesday, Marketbeat.com reports. The brokerage currently has an “overweight” rating on the financial services provider’s stock. Cantor Fitzgerald’s price objective points to a potential upside of 44.39% from the company’s current price.

Several other research firms also recently issued reports on AON. TD Cowen lifted their price target on AON from $416.00 to $420.00 and gave the company a “buy” rating in a research note on Monday, September 14th. Barclays upped their price objective on AON from $372.00 to $382.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 7th. Piper Sandler dropped their target price on AON from $391.00 to $349.00 and set a “neutral” rating on the stock in a research report on Tuesday, September 1st. BMO Capital Markets reduced their price target on AON from $375.00 to $360.00 and set a “market perform” rating for the company in a research report on Tuesday, September 1st. Finally, Roth Capital set a $380.00 price objective on shares of AON in a report on Tuesday, September 1st. Twelve equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $382.76.

View Our Latest Report on AON

AON Price Performance

NYSE AON opened at $277.03 on Wednesday. The company has a debt-to-equity ratio of 1.34, a quick ratio of 1.54 and a current ratio of 1.54. The stock has a market cap of $58.76 billion, a price-to-earnings ratio of 15.27, a PEG ratio of 1.38 and a beta of 0.70. The business has a 50 day simple moving average of $320.38 and a 200 day simple moving average of $327.92. AON has a 52-week low of $266.33 and a 52-week high of $382.34.

AON (NYSE:AON – Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share for the quarter, beating the consensus estimate of $3.80 by $0.01. AON had a net margin of 22.27% and a return on equity of 42.13%. The company had revenue of $4.25 billion during the quarter, compared to analysts’ expectations of $4.28 billion. During the same quarter in the prior year, the company earned $3.49 earnings per share. The business’s quarterly revenue was up 2.2% compared to the same quarter last year. Analysts anticipate that AON will post 18.81 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, General Counsel Darren Zeidel sold 1,950 shares of the company’s stock in a transaction dated Friday, July 17th. The shares were sold at an average price of $372.05, for a total value of $725,497.50. Following the sale, the general counsel directly owned 13,404 shares of the company’s stock, valued at approximately $4,986,958.20. This represents a 12.70% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Lester B. Knight purchased 20,000 shares of AON stock in a transaction that occurred on Wednesday, September 2nd. The shares were acquired at an average price of $327.48 per share, with a total value of $6,549,600.00. Following the acquisition, the director directly owned 163,000 shares of the company’s stock, valued at $53,379,240. This trade represents a 13.99% increase in their position. The SEC filing for this purchase provides additional information. 1.00% of the stock is currently owned by insiders.

Institutional Trading of AON

A number of hedge funds have recently made changes to their positions in the business. Aviva PLC grew its stake in shares of AON by 2.0% in the fourth quarter. Aviva PLC now owns 333,454 shares of the financial services provider’s stock valued at $117,669,000 after acquiring an additional 6,622 shares in the last quarter. CYBER HORNET ETFs LLC raised its stake in AON by 4,903.4% in the 2nd quarter. CYBER HORNET ETFs LLC now owns 29,470 shares of the financial services provider’s stock worth $9,775,000 after purchasing an additional 28,881 shares in the last quarter. The Manufacturers Life Insurance Company boosted its holdings in AON by 136.1% in the 1st quarter. The Manufacturers Life Insurance Company now owns 547,850 shares of the financial services provider’s stock valued at $176,835,000 after purchasing an additional 315,817 shares during the period. National Pension Service grew its position in shares of AON by 2.0% during the 2nd quarter. National Pension Service now owns 484,892 shares of the financial services provider’s stock worth $160,834,000 after purchasing an additional 9,349 shares in the last quarter. Finally, Ally Financial Inc. bought a new position in shares of AON during the second quarter worth approximately $995,000. 86.14% of the stock is owned by institutional investors and hedge funds.

AON News Roundup

Here are the key news stories impacting AON this week:

Positive Sentiment: Analyst support remains substantial: Morgan Stanley reaffirmed its Buy rating, and Cantor Fitzgerald maintained an Overweight rating despite lowering its price target to $400 from $433. The revised target still implies significant upside, while the broader consensus target is approximately $391. Morgan Stanley Reaffirms Their Buy Rating on Aon AON Given New $400 Price Target
Positive Sentiment: Middle-market expansion: Aon expanded Denise Perlman’s responsibilities to include middle-market reinsurance growth. The move is intended to strengthen coordination across risk capital and reinsurance and could support longer-term revenue growth in an important market. Aon Expands Denise Perlman’s Leadership Role
Neutral Sentiment: Aon and the University of Arizona Global Campus expanded a workforce-development partnership. The initiative may help develop talent but is unlikely to materially affect near-term earnings. University of Arizona Global Campus and Aon Partnership
Negative Sentiment: Reduced valuation target: Cantor Fitzgerald’s cut from $433 to $400 signals lower near-term expectations, even though the firm retained its Overweight rating. A separate investor letter disclosed that Suncoast Equity Management exited its Aon position after reviewing middle-market mergers and acquisitions, potentially adding to investor caution. Exiting Aon Following Middle-Market M&A
Negative Sentiment: AI-related insurance concerns: Aon and WTW are increasing pressure on insurers regarding exclusions for artificial-intelligence risks. While this could help manage underwriting losses, exclusions may limit coverage offerings and highlight uncertainty around a developing risk category. Aon and WTW Add to Broker Pressure on AI Exclusions

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.