Shares of Aon plc (NYSE:AON – Get Free Report) have been assigned a consensus rating of “Moderate Buy” from the nineteen research firms that are presently covering the firm, MarketBeat reports. One equities research analyst has 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 target price among analysts that have updated their coverage on the stock in the last year is $382.76.
Several analysts recently commented on the stock. Keefe, Bruyette & Woods raised their price target on shares of AON from $412.00 to $417.00 and gave the stock an “outperform” rating in a report on Tuesday, September 1st. Barclays cut their target price on shares of AON from $382.00 to $317.00 and set an “equal weight” rating for the company in a research report on Wednesday. Wall Street Zen lowered shares of AON from a “hold” rating to a “sell” rating in a research note on Sunday, September 6th. Roth Capital set a $380.00 price target on shares of AON in a report on Tuesday, September 1st. Finally, Wells Fargo & Company dropped their price target on shares of AON from $419.00 to $383.00 and set an “overweight” rating on the stock in a research note on Tuesday, September 1st.
Read Our Latest Stock Report on AON
AON Stock Down 1.5%
AON (NYSE:AON – Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $3.81 EPS for the quarter, topping analysts’ consensus estimates of $3.80 by $0.01. The firm had revenue of $4.25 billion during the quarter, compared to analyst estimates of $4.28 billion. AON had a return on equity of 42.13% and a net margin of 22.27%. The business’s quarterly revenue was up 2.2% compared to the same quarter last year. During the same period last year, the company posted $3.49 EPS. On average, sell-side analysts forecast that AON will post 18.75 earnings per share for the current fiscal year.
More AON News
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
Insider Activity
In other news, Director Lester B. Knight purchased 20,000 shares of the stock in a transaction that occurred on Wednesday, September 2nd. The stock was acquired at an average price of $327.48 per share, with a total value of $6,549,600.00. Following the purchase, the director owned 163,000 shares in the company, valued at $53,379,240. This represents a 13.99% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, General Counsel Darren Zeidel sold 1,950 shares of the stock in a transaction that occurred on Friday, July 17th. The stock was 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 in the company, valued at $4,986,958.20. This represents a 12.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.00% of the company’s stock.
Institutional Inflows and Outflows
Hedge funds have recently modified their holdings of the business. Independent Franchise Partners LLP grew its holdings in AON by 0.9% in 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 during the last quarter. Bank of America Corp DE grew its stake in shares of AON by 16.3% in the first quarter. Bank of America Corp DE now owns 1,582,680 shares of the financial services provider’s stock worth $510,857,000 after acquiring an additional 222,092 shares during the last quarter. Amundi increased its position in AON by 23.5% during the first quarter. Amundi now owns 1,502,890 shares of the financial services provider’s stock worth $485,103,000 after acquiring an additional 285,549 shares during the period. Dimensional Fund Advisors LP boosted 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 purchasing an additional 213,051 shares during the period. Finally, Arrowstreet Capital Limited Partnership grew its position in AON by 74.7% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 797,418 shares of the financial services provider’s stock worth $257,391,000 after purchasing an additional 340,866 shares during the last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.
AON Company Profile
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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