AON (NYSE:AON) Price Target Cut to $372.00 by Analysts at Barclays

AON (NYSE:AON) had its target price reduced by stock analysts at Barclays from $381.00 to $372.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage presently has an “equal weight” rating on the financial services provider’s stock. Barclays‘s price target would indicate a potential upside of 12.81% from the company’s current price.

A number of other equities research analysts have also issued reports on the company. Morgan Stanley set a $400.00 target price on AON in a research report on Tuesday, December 16th. Bank of America raised AON from a “neutral” rating to an “outperform” rating and dropped their price target for the stock from $398.00 to $397.00 in a research note on Friday, February 27th. Wells Fargo & Company reduced their price objective on shares of AON from $448.00 to $443.00 and set an “overweight” rating for the company in a research note on Sunday, February 1st. UBS Group reiterated a “neutral” rating and issued a $385.00 target price on shares of AON in a report on Monday, February 2nd. Finally, Jefferies Financial Group restated a “buy” rating and set a $408.00 price target on shares of AON in a report on Monday, February 2nd. Fourteen analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, AON currently has a consensus rating of “Moderate Buy” and an average target price of $405.19.

AON Price Performance

Shares of NYSE AON traded up $7.28 during mid-day trading on Wednesday, reaching $329.75. 307,665 shares of the company traded hands, compared to its average volume of 1,434,845. AON has a fifty-two week low of $304.59 and a fifty-two week high of $387.69. The firm has a market cap of $70.65 billion, a PE ratio of 19.37, a price-to-earnings-growth ratio of 1.77 and a beta of 0.83. The stock has a fifty day simple moving average of $327.30 and a 200-day simple moving average of $341.12. The company has a debt-to-equity ratio of 1.55, a current ratio of 2.03 and a quick ratio of 2.03.

AON (NYSE:AON) last issued its quarterly earnings results on Friday, January 30th. The financial services provider reported $4.85 EPS for the quarter, topping the consensus estimate of $4.75 by $0.10. The firm had revenue of $4.30 billion for the quarter, compared to analysts’ expectations of $4.38 billion. AON had a net margin of 21.51% and a return on equity of 45.23%. AON’s revenue for the quarter was up 3.7% compared to the same quarter last year. During the same period in the previous year, the business earned $4.42 earnings per share. Equities research analysts anticipate that AON will post 17.21 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, Director Lester B. Knight acquired 4,000 shares of AON stock in a transaction that occurred on Tuesday, February 10th. The stock was purchased at an average price of $319.24 per share, with a total value of $1,276,960.00. Following the completion of the transaction, the director owned 143,000 shares in the company, valued at approximately $45,651,320. This trade represents a 2.88% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, General Counsel Darren Zeidel sold 5,040 shares of the business’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $325.79, for a total value of $1,641,981.60. Following the completion of the transaction, the general counsel owned 20,254 shares in the company, valued at $6,598,550.66. This trade represents a 19.93% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 1.10% of the company’s stock.

Institutional Investors Weigh In On AON

Institutional investors have recently made changes to their positions in the company. Murphy Middleton Hinkle & Parker Inc. bought a new stake in shares of AON during the 4th quarter worth about $4,305,000. Silver Lake Advisory LLC bought a new position in shares of AON in the 3rd quarter valued at approximately $1,292,000. Callan Family Office LLC lifted its holdings in AON by 220.7% in the 3rd quarter. Callan Family Office LLC now owns 11,675 shares of the financial services provider’s stock worth $4,163,000 after purchasing an additional 8,034 shares during the last quarter. Caprock Group LLC bought a new stake in AON during the third quarter worth approximately $1,752,000. Finally, Veritas Asset Management LLP grew its holdings in AON by 19.3% during the third quarter. Veritas Asset Management LLP now owns 2,053,673 shares of the financial services provider’s stock valued at $732,299,000 after purchasing an additional 332,685 shares during the last quarter. 86.14% of the stock is currently owned by institutional investors and hedge funds.

Key AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon Affinity extended its travel-protection partnership with Virgin Voyages — a client-retention/renewal win that supports recurring premium income in the affinity/travel channel. Aon Affinity Extends Virgin Voyages Travel Protection Partnership
• Positive Sentiment: Cover-More was named Aon’s travel-insurance provider in Australia — a distribution/market-access win that should help premium flows in APAC. Cover-More named Aon travel insurance provider in Australia
• Positive Sentiment: Aon appointed Winnie Loh to lead real estate and data‑centre business in Southeast Asia — a senior hire that targets a fast-growing, higher-margin commercial line (data‑centre placements). This supports Aon’s regional growth strategy. Winnie Loh to lead Aon’s real estate and data centre team in Southeast Asia
• Neutral Sentiment: MarketWatch noted AON outperformed peers on a relative basis despite the intraday decline — suggesting sector or broader market dynamics may be at play rather than company-specific deterioration. Aon PLC stock outperforms competitors despite losses on the day
• Neutral Sentiment: Aon’s ongoing brand/sponsorship activity (PGA Tour/Aon Swing 5) boosts visibility but is unlikely to move fundamentals in the near term. See who earned Signature Event starts at RBC Heritage via Aon Swing 5
• Neutral Sentiment: Aon and Howden settled a lawsuit — removal of legal overhang can be constructive, though terms/details were not highlighted and immediate financial impact appears limited. Aon and Howden settle lawsuit
• Negative Sentiment: Keefe, Bruyette & Woods cut AON’s price target from $416 to $401 (keeps an Outperform rating) — a downward revision that can pressure sentiment and selling by momentum-focused holders despite still implying upside versus current levels. Price target lowered by Keefe, Bruyette & Woods Read More

About AON

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.