Aon plc (NYSE:AON) Stock Has Average Target Price of $367.59

Shares of Aon plc (NYSE:AON) have been given an average rating of “Hold” by the twenty-two brokerages that are covering the company, Marketbeat reports. Three equities research analysts have rated the stock with a sell rating, six have given a hold rating and thirteen have issued a buy rating on the company. The average 1-year price target among brokerages that have issued a report on the stock in the last year is $369.12.

Several research analysts have recently issued reports on the company. Zacks Research downgraded AON from a “hold” rating to a “strong sell” rating in a research note on Monday, October 26th. Evercore cut their target price on shares of AON from $423.00 to $375.00 in a research report on Thursday, October 8th. Cantor Fitzgerald lifted their target price on shares of AON from $400.00 to $410.00 and gave the stock an “overweight” rating in a research report on Monday. Morgan Stanley reduced their target price on shares of AON from $410.00 to $350.00 and set an “overweight” rating on the stock in a report on Tuesday, October 6th. Finally, Citigroup initiated coverage on shares of AON in a research report on Monday, September 21st. They issued a “buy” rating and a $435.00 price target for the company.

Insider Buying and Selling at AON

In related news, Director Lester Knight acquired 20,000 shares of the firm’s stock in a transaction that occurred on Wednesday, September 2nd. The stock was acquired at an average cost of $327.48 per share, for a total transaction of $6,549,600.00. Following the completion of the acquisition, the director directly owned 163,000 shares of the company’s stock, valued at approximately $53,379,240. This trade represents a 13.99% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at the SEC website. 1.00% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Valued Wealth Advisors LLC boosted its holdings in AON by 693.8% in the third quarter. Valued Wealth Advisors LLC now owns 127 shares of the financial services provider’s stock worth $35,000 after acquiring an additional 111 shares in the last quarter. Downshift Financial LLC grew its stake in AON by 15,700.0% in the third quarter. Downshift Financial LLC now owns 158 shares of the financial services provider’s stock valued at $44,000 after acquiring an additional 157 shares during the period. Cassaday & Co Wealth Management LLC bought a new stake in shares of AON during the first quarter valued at approximately $61,000. Ashurst Perkins Coie Trust Co bought a new stake in shares of AON during the third quarter valued at approximately $60,000. Finally, Elevation Wealth Partners LLC raised its position in shares of AON by 35.6% during the second quarter. Elevation Wealth Partners LLC now owns 221 shares of the financial services provider’s stock worth $73,000 after purchasing an additional 58 shares during the period. 86.14% of the stock is owned by institutional investors and hedge funds.

More AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon renewed its Aon Client Treaty for 2027, raising co-insurance on eligible business from 28.5% to 35%. The expansion also applies the 1.5% client dividend to a larger share of eligible placements and adds facultative capacity. It strengthens Aon’s offering to clients, though the announcement did not quantify its earnings impact. Aon Client Treaty expands to 35% co-insurance for 2027
• Positive Sentiment: Aon and Munich Re launched a pandemic reinsurance solution for insurers in Indonesia and the Philippines, potentially creating a new offering in markets with coverage gaps. Aon and Munich Re launch pandemic reinsurance solution
• Neutral Sentiment: Analyst views were mixed: BMO Capital Markets upgraded AON, while UBS cut its price target; Cantor Fitzgerald and Wells Fargo coverage headlines also pointed to expected upside. BMO upgrades AON UBS cuts AON price target
• Negative Sentiment: Dowling & Partners lowered its 2026 EPS estimate to $18.50 from $18.70, although that remains close to the $18.49 consensus estimate. AON analyst estimate update

AON Price Performance

Shares of AON opened at $344.43 on Friday. AON has a 12-month low of $266.33 and a 12-month high of $382.34. The business has a 50-day simple moving average of $300.76 and a two-hundred day simple moving average of $325.95. The company has a quick ratio of 4.72, a current ratio of 4.72 and a debt-to-equity ratio of 2.58. The stock has a market cap of $73.07 billion, a PE ratio of 18.63, a PEG ratio of 1.82 and a beta of 0.63.

AON (NYSE:AON) last posted its earnings results on Wednesday, October 28th. The financial services provider reported $3.36 EPS for the quarter, beating the consensus estimate of $3.30 by $0.06. AON had a return on equity of 40.46% and a net margin of 22.24%. The firm had revenue of $4.10 billion during the quarter, compared to the consensus estimate of $4.08 billion. During the same period last year, the company earned $3.05 earnings per share. The business’s quarterly revenue was up 2.6% on a year-over-year basis. Analysts anticipate that AON will post 18.47 earnings per share for the current fiscal year.

AON Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Monday, November 2nd will be issued a dividend of $0.82 per share. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Monday, November 2nd. AON’s payout ratio is 17.96%.

About AON

Aon plc is a global professional services firm that helps organizations manage risk, make informed decisions and improve workforce outcomes. Its services span commercial risk, health, retirement and investments, and data and analytics.

The company provides insurance brokerage and risk-management services, including coverage placement, claims support, risk transfer and consulting. Through its reinsurance business, Aon also serves insurers and other organizations seeking to manage catastrophe, capital and underwriting risks.

Aon’s human capital offerings include employee benefits consulting, retirement advisory services, talent and compensation consulting, and health and workforce solutions.