AON (NYSE:AON) Given New $375.00 Price Target at Evercore

AON (NYSE:AON) had its price target reduced by investment analysts at Evercore from $423.00 to $375.00 in a note issued to investors on Thursday. Evercore’s price objective points to a potential upside of 37.39% from the stock’s previous close.

AON has been the subject of a number of other research reports. Cantor Fitzgerald dropped their price target on shares of AON from $433.00 to $400.00 and set an “overweight” rating for the company in a research note on Wednesday. Weiss Ratings lowered shares of AON from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, September 17th. BMO Capital Markets dropped their target price on shares of AON from $375.00 to $360.00 and set a “market perform” rating for the company in a research report on Tuesday, September 1st. Barclays cut their target price on shares of AON from $382.00 to $317.00 and set an “equal weight” rating on the stock in a research note on Wednesday. Finally, Roth Capital set a $380.00 price target on AON and gave the stock a “buy” rating in a research note on Tuesday, September 1st. Twelve analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $375.29.

AON Price Performance

Shares of NYSE AON opened at $272.94 on Thursday. 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 has a fifty-two week low of $266.33 and a fifty-two week high of $382.34. The business has a 50 day moving average price of $318.62 and a two-hundred day moving average price of $327.54. The firm has a market cap of $57.90 billion, a PE ratio of 15.05, a price-to-earnings-growth ratio of 1.42 and a beta of 0.70.

AON (NYSE:AON) last announced its earnings results on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.80 by $0.01. The company had revenue of $4.25 billion for the quarter, compared to analyst estimates of $4.28 billion. AON had a return on equity of 42.13% and a net margin of 22.27%. AON’s quarterly revenue was up 2.2% on a year-over-year basis. During the same period in the prior year, the company posted $3.49 EPS. Sell-side analysts expect that AON will post 18.75 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other AON news, Director Lester B. Knight purchased 20,000 shares of the firm’s stock in a transaction dated Wednesday, September 2nd. The stock was acquired at an average cost of $327.48 per share, with a total value of $6,549,600.00. Following the acquisition, the director owned 163,000 shares of the company’s stock, valued at approximately $53,379,240. This represents a 13.99% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Also, General Counsel Darren Zeidel sold 1,950 shares of the business’s stock in a transaction dated Friday, July 17th. The shares were sold at an average price of $372.05, for a total transaction of $725,497.50. Following the sale, the general counsel directly owned 13,404 shares of the company’s stock, valued at approximately $4,986,958.20. This represents a 12.70% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 1.00% of the company’s stock.

Hedge Funds Weigh In On AON

Hedge funds and other institutional investors have recently bought and sold shares of the stock. CYBER HORNET ETFs LLC grew its stake in shares of AON by 4,903.4% in the 2nd quarter. CYBER HORNET ETFs LLC now owns 29,470 shares of the financial services provider’s stock worth $9,775,000 after purchasing an additional 28,881 shares during the last quarter. The Manufacturers Life Insurance Company lifted its stake in AON by 136.1% during the first quarter. The Manufacturers Life Insurance Company now owns 547,850 shares of the financial services provider’s stock valued at $176,835,000 after purchasing an additional 315,817 shares during the last quarter. National Pension Service boosted its holdings in AON by 2.0% during the second quarter. National Pension Service now owns 484,892 shares of the financial services provider’s stock worth $160,834,000 after buying an additional 9,349 shares in the last quarter. Ally Financial Inc. acquired a new position in AON in the second quarter worth approximately $995,000. Finally, NEOS Investment Management LLC increased its holdings in shares of AON by 12.8% in the second quarter. NEOS Investment Management LLC now owns 34,465 shares of the financial services provider’s stock valued at $11,432,000 after buying an additional 3,922 shares in the last quarter. 86.14% of the stock is currently owned by institutional investors and hedge funds.

AON News Roundup

Here are the key news stories impacting AON this week:

• Positive Sentiment: Expanded middle-market leadership: Aon gave Denise Perlman additional responsibility for middle-market growth across risk capital and reinsurance. The move is intended to strengthen execution in an important growth segment. Aon Expands Denise Perlman’s Leadership Role to Advance Middle Market Growth Across Risk Capital
• Positive Sentiment: AI and workforce partnerships: Strada announced a partnership with Aon and new AI-powered innovations ahead of Workday Rising U.S. 2026, potentially improving Aon’s technology capabilities and exposure to demand for AI-enabled workforce solutions. Strada unveils Aon partnership and new AI-powered innovations
• Positive Sentiment: Analyst support: Cantor Fitzgerald assigned Aon a $400 price target, while Morgan Stanley reaffirmed its Buy rating. These calls indicate some analysts view the recent weakness as an opportunity. AON Given New $400.00 Price Target at Cantor Fitzgerald
• Neutral Sentiment: Insurance-market positioning: Aon and WTW are increasing pressure on insurers to address exclusions for artificial-intelligence-related risks. The issue could create advisory opportunities but also reflects uncertainty over coverage, pricing and potential claims. Aon and WTW add to broker pressure on AI exclusions
• Negative Sentiment: Lower earnings estimate: Dowling & Partners cut its FY2026 EPS forecast for Aon to $18.70 from $19.50, although the revised estimate remains close to the $18.81 consensus. Lower profit expectations can pressure valuation and investor confidence.
• Negative Sentiment: Acquisition-related concerns: Suncoast Equity Management discussed exiting Aon after the company’s middle-market M&A activity, signaling that at least one investment manager remains cautious about the strategy’s execution and returns. Exiting Aon Following Middle Market M&A

About AON

Aon plc is a global professional services firm that helps organizations manage risk, make better decisions and improve performance. Its services are organized around risk capital and human capital, combining advisory expertise, data, analytics and insurance-related solutions.

The company provides commercial risk brokerage and consulting, reinsurance brokerage, retirement and investment advisory services, health benefits consulting, talent and compensation consulting, and related technology and data products.