AON (NYSE:AON) Stock Price Target Lowered at Keefe, Bruyette & Woods

Posted by Stanley Muller on Oct 13th, 2026

AON (NYSE:AON – Free Report) had its price objective reduced by Keefe, Bruyette & Woods from $417.00 to $342.00 in a report issued on Monday morning,Benzinga reports. They currently have an outperform rating on the financial services provider’s stock.

Several other research firms have also commented on AON. UBS Group reiterated a “neutral” rating on shares of AON in a research report on Monday, August 31st. Cantor Fitzgerald reduced their target price on AON from $433.00 to $400.00 and set an “overweight” rating on the stock in a research note on Wednesday, October 7th. Roth Capital set a $380.00 target price on AON and gave the company a “buy” rating in a report on Tuesday, September 1st. Citigroup assumed coverage on AON in a research report on Monday, September 21st. They set a “buy” rating and a $435.00 price target for the company. Finally, Mizuho cut their price target on AON from $366.00 to $324.00 and set an “outperform” rating for the company in a report on Wednesday, October 7th. Twelve analysts have rated the stock with a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $367.59.

View Our Latest Research Report on AON

AON Price Performance

Shares of NYSE AON opened at $274.84 on Monday. The stock has a market cap of $58.30 billion, a price-to-earnings ratio of 15.15, a PEG ratio of 1.40 and a beta of 0.70. AON has a 52 week low of $266.33 and a 52 week high of $382.34. The company’s 50-day moving average price is $316.96 and its 200 day moving average price is $327.18. The company has a current ratio of 1.54, a quick ratio of 1.54 and a debt-to-equity ratio of 1.34.

AON (NYSE:AON – Get Free Report) last posted its 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. The firm had revenue of $4.25 billion during the quarter, compared to the consensus estimate of $4.28 billion. AON had a net margin of 22.27% and a return on equity of 42.13%. The firm’s revenue for the quarter was up 2.2% on a year-over-year basis. During the same period last year, the firm posted $3.49 EPS. As a group, research analysts forecast that AON will post 18.76 earnings per share for the current fiscal year.

AON Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Monday, November 2nd will be given a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Monday, November 2nd. AON’s payout ratio is currently 18.08%.

Insider Activity at AON

In other news, Director Lester B. Knight bought 20,000 shares of the stock in a transaction on Wednesday, September 2nd. The stock was purchased at an average cost of $327.48 per share, with a total value of $6,549,600.00. Following the purchase, the director owned 163,000 shares of the company’s stock, valued at approximately $53,379,240. The trade was a 13.99% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available at this link. Also, General Counsel Darren Zeidel sold 1,950 shares of the business’s stock in a transaction on Friday, July 17th. The shares were sold at an average price of $372.05, for a total value of $725,497.50. Following the completion of the transaction, the general counsel owned 13,404 shares of the company’s stock, valued at $4,986,958.20. This trade represents a 12.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 1.00% of the company’s stock.

Institutional Investors Weigh In On AON

Several hedge funds have recently made changes to their positions in the business. Independent Franchise Partners LLP lifted its position in AON by 0.9% during the fourth quarter. Independent Franchise Partners LLP now owns 2,115,523 shares of the financial services provider’s stock worth $746,526,000 after buying an additional 19,037 shares during the period. Bank of America Corp DE boosted its stake 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 grew its holdings in AON by 23.5% in the 1st quarter. Amundi now owns 1,502,890 shares of the financial services provider’s stock valued at $485,103,000 after buying an additional 285,549 shares during the period. Dimensional Fund Advisors LP grew its holdings in AON by 20.5% in the 1st quarter. Dimensional Fund Advisors LP now owns 1,253,769 shares of the financial services provider’s stock valued at $404,709,000 after buying an additional 213,051 shares during the period. Finally, Arrowstreet Capital Limited Partnership increased its stake in shares of AON by 74.7% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 797,418 shares of the financial services provider’s stock valued at $257,391,000 after acquiring an additional 340,866 shares during the last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.

Key AON News

Here are the key news stories impacting AON this week:

Positive Sentiment: Aon declared a quarterly dividend of $0.82 per share, payable November 13 to shareholders of record November 2. The dividend implies an annualized payout of $3.28 and a yield of approximately 1.2%, providing ongoing shareholder income.
Positive Sentiment: Keefe, Bruyette & Woods maintained an “outperform” rating while lowering its price target from $417 to $342. The revised target still indicates substantial potential upside from the current valuation, suggesting the analyst remains constructive despite reduced expectations.
Positive Sentiment: Medical-cost inflation is driving expansion of Aon’s employee-benefits captive insurance offerings. The trend could support demand for Aon’s advisory and risk-financing services as employers seek alternatives to rising health-benefit costs. Medical cost pressure drives Aon’s EB captive expansion
Neutral Sentiment: Aon appointed Jayavani Sarkar as head of digital marketing, including a GCC-focused role, and Amit B. as head of regional marketing and events for the GCC. The appointments may strengthen regional marketing execution but are unlikely to materially affect near-term earnings. Jayavani Sarkar steps into leadership role as Aon’s Head of Digital Marketing Aon Announces Appointment of Amit B. as Head of Regional Marketing and Events, GCC
Neutral Sentiment: Aon’s report projects APAC medical-cost growth will slow to 9.7% in 2027. Lower cost growth could ease pressure on clients, although it may also reduce urgency for some cost-management services. APAC Medical Cost Growth Projected to Slow to 9.7% in 2027, Aon Report
Negative Sentiment: Evercore cut its AON price target from $423 to $375. Although the new target remains above the current share price, the sizeable reduction signals weaker near-term expectations and may weigh on the stock. Evercore cuts target for Aon stock

About AON

(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.