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

Shares of Aon plc (NYSE:AON) have received an average rating of “Hold” from the twenty-two research firms that are currently covering the stock, MarketBeat reports. Three investment analysts have rated the stock with a sell rating, six have issued a hold rating and thirteen have assigned a buy rating to the company. The average twelve-month price objective among brokerages that have issued a report on the stock in the last year is $369.12.

A number of research analysts have recently issued reports on the company. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating on shares of AON in a research note on Tuesday, September 1st. Piper Sandler lowered their target price on AON from $391.00 to $349.00 and set a “neutral” rating for the company in a research note on Tuesday, September 1st. TD Cowen increased their target price on AON from $416.00 to $420.00 and gave the company a “buy” rating in a report on Monday, September 14th. UBS Group dropped their target price on AON from $387.00 to $356.00 and set a “neutral” rating for the company in a report on Monday, November 2nd. Finally, Citigroup initiated coverage on AON in a research report on Monday, September 21st. They set a “buy” rating and a $435.00 price target on the stock.

Insider Buying and Selling at AON

In other news, Director Lester Knight bought 20,000 shares of the business’s stock in a transaction dated Wednesday, September 2nd. The shares were purchased at an average price of $327.48 per share, for a total transaction of $6,549,600.00. Following the completion of the acquisition, the director owned 163,000 shares of the company’s stock, valued at approximately $53,379,240. This trade represents a 13.99% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Company insiders own 1.00% of the company’s stock.

Institutional Investors Weigh In On AON

Several institutional investors have recently added to or reduced their stakes in AON. Robeco Institutional Asset Management B.V. grew its holdings in AON by 11,179.6% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 4,026,135 shares of the financial services provider’s stock worth $1,114,313,000 after acquiring an additional 3,990,441 shares during the last quarter. Bank of America Corp DE raised its stake in shares of AON by 16.3% during the first quarter. Bank of America Corp DE now owns 1,582,680 shares of the financial services provider’s stock valued at $510,857,000 after acquiring an additional 222,092 shares during the last quarter. Amundi boosted its holdings in shares of AON by 23.5% during the first quarter. Amundi now owns 1,502,890 shares of the financial services provider’s stock worth $485,103,000 after purchasing an additional 285,549 shares during the period. Retirement Systems of Alabama boosted its holdings in shares of AON by 2,986.4% during the third quarter. Retirement Systems of Alabama now owns 1,384,829 shares of the financial services provider’s stock worth $383,279,000 after purchasing an additional 1,339,960 shares during the period. Finally, Dimensional Fund Advisors LP boosted its holdings in shares of AON by 20.5% during the first quarter. Dimensional Fund Advisors LP now owns 1,253,769 shares of the financial services provider’s stock worth $404,709,000 after purchasing an additional 213,051 shares during the period. Hedge funds and other institutional investors own 86.14% of the company’s stock.

AON Price Performance

Shares of AON stock opened at $334.57 on Friday. The company has a debt-to-equity ratio of 2.58, a quick ratio of 4.72 and a current ratio of 4.72. AON has a 52-week low of $266.33 and a 52-week high of $382.34. The company has a fifty day moving average of $300.47 and a 200-day moving average of $325.93. The stock has a market capitalization of $70.98 billion, a price-to-earnings ratio of 18.32, a price-to-earnings-growth ratio of 1.76 and a beta of 0.63.

AON (NYSE:AON) last issued its earnings results on Wednesday, October 28th. The financial services provider reported $3.36 EPS for the quarter, topping analysts’ consensus estimates of $3.30 by $0.06. The company had revenue of $4.10 billion for the quarter, compared to analysts’ expectations of $4.08 billion. AON had a net margin of 22.24% and a return on equity of 40.46%. The firm’s revenue was up 2.6% compared to the same quarter last year. During the same quarter last year, the company earned $3.05 EPS. Equities research analysts expect that AON will post 18.47 EPS for the current year.

AON Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Monday, November 2nd will be paid 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 of this dividend is Monday, November 2nd. AON’s dividend payout ratio is 17.96%.

Key Stories Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon and funds managed by Blackstone are launching Cortina, a Lloyd’s syndicate intended to provide dedicated, multi-year reinsurance capacity. The venture could broaden capital available to clients, and participating Aon clients may receive a dividend. Cortina is expected to start underwriting on January 1, 2027, subject to final approvals, with QBE as managing agent. Article
• Positive Sentiment: Aon is expanding its Lloyd’s-backed follow-form client treaty facility to cover 35% for 2027, up from 28.5%, and adding facultative capacity for Canadian insurers. The move may strengthen Aon’s reinsurance offering and client relationships, though the expanded capacity is forward-looking. Article
• Positive Sentiment: BMO Capital Markets upgraded its rating on AON, a supportive analyst signal. The linked report does not provide the revised rating or price target. Article
• Neutral Sentiment: An Aon report forecasts India’s medical-cost growth will slow to 10.1% in 2027. This may be useful to clients, but the report’s outlook alone has no clear, direct near-term earnings implication for Aon. Article
• Negative Sentiment: Dowling & Partners lowered its 2026 earnings-per-share estimate to $18.50 from $18.70. The reduction is modest and close to the cited consensus estimate of $18.47, but may weigh on sentiment. Article

AON Company Profile

Aon plc is a global professional services firm that helps organizations manage risk and make decisions about their people and finances. Its services include insurance brokerage, risk consulting, reinsurance solutions, employee benefits consulting and retirement and investment advisory services.

The company serves businesses and institutions across a broad range of industries and geographies. Aon was formed in 1982 as Ryan Insurance Group and adopted the Aon name in 1987. It is headquartered in Dublin, Ireland, and operates internationally.

Greg Case has served as Aon’s chief executive officer since 2005.