AON (NYSE:AON) Price Target Raised to $417.00

AON (NYSE:AON) had its price objective lifted by Keefe, Bruyette & Woods from $412.00 to $417.00 in a report published on Tuesday morning,Benzinga reports. Keefe, Bruyette & Woods currently has an outperform rating on the financial services provider’s stock.

Other equities analysts have also recently issued reports about the company. Barclays raised their price objective on AON from $372.00 to $382.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 7th. Mizuho dropped their target price on shares of AON from $437.00 to $398.00 and set an “outperform” rating on the stock in a report on Tuesday. TD Cowen restated a “buy” rating on shares of AON in a research report on Tuesday. Piper Sandler decreased their price target on shares of AON from $391.00 to $349.00 and set a “neutral” rating for the company in a report on Tuesday. Finally, Wall Street Zen raised shares of AON from a “sell” rating to a “hold” rating in a research report on Saturday, August 29th. Twelve research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $399.12.

AON Stock Down 1.0%

Shares of AON stock opened at $327.57 on Tuesday. The business has a 50-day moving average price of $353.69 and a 200 day moving average price of $334.23. AON has a fifty-two week low of $304.59 and a fifty-two week high of $382.34. The firm has a market cap of $69.48 billion, a P/E ratio of 18.06, a P/E/G ratio of 1.75 and a beta of 0.66. 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 released its earnings results 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. AON had a return on equity of 42.13% and a net margin of 22.27%.The company had revenue of $4.25 billion for the quarter, compared to the consensus estimate of $4.28 billion. During the same quarter last year, the business posted $3.49 EPS. AON’s quarterly revenue was up 2.2% compared to the same quarter last year. On average, sell-side analysts forecast that AON will post 18.99 earnings per share for the current fiscal year.

AON Dividend Announcement

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

Insider Activity at AON

In other AON news, Director Lester Knight bought 20,000 shares of the business’s stock in a transaction on Wednesday, September 2nd. The shares were purchased at an average price of $327.48 per share, with a total value of $6,549,600.00. Following the purchase, the director directly owned 163,000 shares of the company’s stock, valued at approximately $53,379,240. The trade was a 13.99% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this link. Also, General Counsel Darren Zeidel sold 1,900 shares of the stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $377.76, for a total value of $717,744.00. Following the completion of the transaction, the general counsel directly owned 11,504 shares of the company’s stock, valued at approximately $4,345,751.04. The trade was a 14.17% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 4,450 shares of company stock worth $1,659,242. 1.00% of the stock is owned by insiders.

Institutional Trading of AON

A number of hedge funds and other institutional investors have recently made changes to their positions in AON. City National Bank of Florida MSD lifted its stake in shares of AON by 3.8% in the 4th quarter. City National Bank of Florida MSD now owns 867 shares of the financial services provider’s stock worth $306,000 after acquiring an additional 32 shares during the period. MassMutual Private Wealth & Trust FSB increased its stake in shares of AON by 5.3% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 650 shares of the financial services provider’s stock valued at $216,000 after acquiring an additional 33 shares during the period. CENTRAL TRUST Co increased its stake in shares of AON by 2.6% during the fourth quarter. CENTRAL TRUST Co now owns 1,341 shares of the financial services provider’s stock valued at $473,000 after acquiring an additional 34 shares during the period. Larson Financial Group LLC raised its holdings in AON by 0.4% during the fourth quarter. Larson Financial Group LLC now owns 9,584 shares of the financial services provider’s stock worth $3,382,000 after purchasing an additional 34 shares in the last quarter. Finally, Aspen Grove Capital LLC lifted its position in AON by 4.8% in the first quarter. Aspen Grove Capital LLC now owns 737 shares of the financial services provider’s stock worth $238,000 after purchasing an additional 34 shares during the period. 86.14% of the stock is currently owned by institutional investors.

AON News Roundup

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.