Cantor Fitzgerald Cuts AON (NYSE:AON) Price Target to $433.00

AON (NYSE:AON) had its target price reduced by Cantor Fitzgerald from $445.00 to $433.00 in a research note published on Tuesday morning, Marketbeat Ratings reports. They currently have an overweight rating on the financial services provider’s stock.

Several other equities analysts have also recently weighed in on AON. UBS Group reaffirmed a “neutral” rating on shares of AON in a research note on Monday. Mizuho increased their price target on shares of AON from $426.00 to $437.00 and gave the stock an “outperform” rating in a research report on Monday, August 3rd. Wall Street Zen upgraded shares of AON from a “sell” rating to a “hold” rating in a report on Saturday, August 29th. Roth Capital reiterated a “buy” rating and issued a $420.00 price objective on shares of AON in a research note on Friday, July 31st. Finally, Piper Sandler increased their target price on shares of AON from $377.00 to $391.00 and gave the stock a “neutral” rating in a research report on Thursday, July 30th. Twelve research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $399.12.

AON Price Performance

AON opened at $327.57 on Tuesday. The stock has a fifty day moving average of $353.69 and a 200-day moving average of $334.23. The firm has a market capitalization of $69.48 billion, a P/E ratio of 18.06, a PEG ratio of 1.75 and a beta of 0.66. AON has a 12-month low of $304.59 and a 12-month high of $382.34. The company has a quick ratio of 1.54, a current ratio of 1.54 and a debt-to-equity ratio of 1.34.

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

AON Dividend Announcement

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

Insider Activity at AON

In other news, Director Lester 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 1,900 shares of the firm’s stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $377.76, for a total transaction of $717,744.00. Following the transaction, the general counsel directly owned 11,504 shares in the company, valued at approximately $4,345,751.04. The trade was a 14.17% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 4,450 shares of company stock valued at $1,659,242. 1.00% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On AON

Institutional investors and hedge funds have recently modified their holdings of the business. California State Teachers Retirement System increased its position in AON by 32,835.5% during the second quarter. California State Teachers Retirement System now owns 101,761,829 shares of the financial services provider’s stock worth $33,753,381,000 after buying an additional 101,452,856 shares during the last quarter. Capital World Investors lifted its position in shares of AON by 1.5% in the fourth quarter. Capital World Investors now owns 12,252,904 shares of the financial services provider’s stock worth $4,323,850,000 after buying an additional 176,207 shares during the last quarter. State Street Corp boosted its stake in shares of AON by 1.2% during the 3rd quarter. State Street Corp now owns 9,229,464 shares of the financial services provider’s stock worth $3,291,048,000 after acquiring an additional 105,154 shares in the last quarter. Dodge & Cox increased its holdings in shares of AON by 126.6% during the 4th quarter. Dodge & Cox now owns 7,852,456 shares of the financial services provider’s stock valued at $2,770,975,000 after acquiring an additional 4,387,773 shares during the last quarter. Finally, Geode Capital Management LLC increased its holdings in shares of AON by 0.5% during the 4th quarter. Geode Capital Management LLC now owns 5,141,363 shares of the financial services provider’s stock valued at $1,810,726,000 after acquiring an additional 28,066 shares during the last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.

Key Stories Impacting AON

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.