Mizuho Cuts AON (NYSE:AON) Price Target to $398.00

AON (NYSE:AON) had its price target decreased by Mizuho from $437.00 to $398.00 in a research report released on Tuesday morning,Benzinga reports. Mizuho currently has an outperform rating on the financial services provider’s stock.

A number of other analysts have also recently issued reports on AON. Citigroup raised their target price on shares of AON from $420.00 to $435.00 and gave the stock a “buy” rating in a research note on Thursday, July 30th. UBS Group reissued a “neutral” rating on shares of AON in a report on Monday. Cantor Fitzgerald cut their price objective on shares of AON from $445.00 to $433.00 and set an “overweight” rating for the company in a research report on Tuesday. Wall Street Zen upgraded AON from a “sell” rating to a “hold” rating in a report on Saturday, August 29th. Finally, TD Cowen reiterated a “buy” rating on shares of AON in a research note on Tuesday. Twelve investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $399.12.

AON Stock Down 1.0%

AON stock opened at $327.57 on Tuesday. AON has a 1-year low of $304.59 and a 1-year high of $382.34. The business’s 50 day simple moving average is $353.69 and its 200 day simple moving average is $334.23. The company has a current ratio of 1.54, a quick ratio of 1.54 and a debt-to-equity ratio of 1.34. The firm has a market capitalization of $69.48 billion, a PE ratio of 18.06, a PEG ratio of 1.75 and a beta of 0.66.

AON (NYSE:AON) last announced its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.80 by $0.01. AON had a return on equity of 42.13% and a net margin of 22.27%.The business had revenue of $4.25 billion during the quarter, compared to the consensus estimate of $4.28 billion. During the same quarter last year, the firm posted $3.49 EPS. The company’s quarterly revenue was up 2.2% on a year-over-year basis. As a group, research analysts anticipate that AON will post 18.99 EPS for the current year.

AON Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, August 14th. Stockholders of record on Monday, August 3rd were given a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date was Monday, August 3rd. AON’s payout ratio is presently 18.08%.

Insider Activity at AON

In related news, General Counsel Darren Zeidel sold 1,900 shares of the stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $377.76, for a total transaction of $717,744.00. Following the sale, the general counsel owned 11,504 shares of the company’s stock, valued at $4,345,751.04. This represents a 14.17% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Lester Knight acquired 20,000 shares of the stock in a transaction on Wednesday, September 2nd. The shares were bought at an average price of $327.48 per share, for a total transaction of $6,549,600.00. Following the purchase, the director owned 163,000 shares in the company, valued at approximately $53,379,240. This trade represents a 13.99% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders sold 4,450 shares of company stock valued at $1,659,242. 1.00% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On AON

Institutional investors and hedge funds have recently bought and sold shares of the company. Wealth Watch Advisors INC bought a new position in AON in the 3rd quarter valued at about $25,000. University of Texas Texas AM Investment Management Co. bought a new stake in shares of AON during the 4th quarter worth approximately $27,000. Kemnay Advisory Services Inc. acquired a new stake in shares of AON during the 4th quarter worth approximately $29,000. Strive Asset Management LLC bought a new position in AON in the third quarter valued at approximately $35,000. Finally, Measured Wealth Private Client Group LLC bought a new position in AON in the third quarter valued at approximately $37,000. Institutional investors own 86.14% of the company’s stock.

Key AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon said its earnings are “comfortably” above its cost of capital and expects the reinsurance market to become more flexible in 2027 as available capital approaches $800 billion. Greater market capacity could support transaction activity and Aon’s advisory and brokerage businesses. Aon: More flexible reinsurance marketplace ahead as earnings comfortably exceed cost of capital
• Positive Sentiment: Aon launched a defined-benefit “run-on” service for smaller pension schemes, expanding its retirement consulting opportunity and potentially creating a new source of recurring revenue. Aon launches DB run-on service aimed at smaller schemes
• Positive Sentiment: Analyst commentary said brokerage organic growth remains resilient as insurance pricing softens, with underlying business activity becoming a more important growth driver. 3 Insurance Brokerage Stocks Find New Growth Drivers as Rates Fade
• Positive Sentiment: Keefe, Bruyette & Woods reportedly expects AON shares to rise, providing a favorable counterpoint to more cautious analyst views. AON Stock Price Expected to Rise, Keefe, Bruyette & Woods Analyst Says
• Neutral Sentiment: CEO Greg Case is scheduled to speak at the KBW Insurance Conference on September 10. Investors may look for updates on growth, reinsurance conditions and capital allocation. Aon to Speak at the KBW Insurance Conference
• Neutral Sentiment: Aon Securities estimated the reinsurance sidecar market will reach a record $23 billion in 2026, highlighting a sizable market opportunity but also increased competition for capital. Reinsurance sidecar market estimated at record $23bn in 2026
• Neutral Sentiment: Aon introduced underwriting analytics focused on digital infrastructure concentration risks, which could strengthen risk-management demand while underscoring potential exposure in the sector. Aon flags digital infrastructure concentration risks with Underwriting Analytics launch
• Negative Sentiment: Mizuho issued a pessimistic forecast for AON’s stock, adding near-term valuation pressure and offsetting the more constructive KBW view. Mizuho Issues Pessimistic Forecast for AON Stock Price

AON Company Profile

Aon plc is a global professional services firm that provides a broad suite of risk, retirement and health solutions to corporations, institutions and individuals. The company operates primarily as an insurance broker and risk adviser, helping clients identify, quantify and transfer risk across property, casualty, cyber and other areas. Aon also offers reinsurance brokerage and capital market solutions that connect insurers, reinsurers and corporate buyers.

In addition to traditional brokerage activities, Aon delivers consulting and outsourcing services in areas such as human capital, benefits, and retirement plan design and administration.