Brokerages Set Aon plc (NYSE:AON) Price Target at $408.47

Shares of Aon plc (NYSE:AON) have been given an average recommendation of “Moderate Buy” by the eighteen brokerages that are currently covering the company, MarketBeat reports. Six analysts have rated the stock with a hold rating and twelve have assigned a buy rating to the company. The average 12-month price objective among brokerages that have updated their coverage on the stock in the last year is $409.75.

AON has been the topic of a number of research analyst reports. Morgan Stanley set a $400.00 target price on shares of AON in a report on Tuesday, December 16th. Weiss Ratings restated a “hold (c+)” rating on shares of AON in a research note on Monday, December 29th. Roth Mkm reiterated a “buy” rating and set a $390.00 target price on shares of AON in a research note on Tuesday, November 4th. The Goldman Sachs Group set a $395.00 price target on AON in a research note on Wednesday, January 7th. Finally, Citigroup upped their price objective on shares of AON from $402.00 to $412.00 and gave the company a “buy” rating in a report on Tuesday.

AON Stock Down 2.0%

NYSE:AON opened at $343.35 on Friday. AON has a twelve month low of $323.73 and a twelve month high of $412.97. The firm has a market capitalization of $73.80 billion, a price-to-earnings ratio of 20.17, a price-to-earnings-growth ratio of 1.79 and a beta of 0.83. The company has a quick ratio of 1.35, a current ratio of 2.03 and a debt-to-equity ratio of 1.55. The stock’s 50 day moving average price is $347.65 and its two-hundred day moving average price is $353.52.

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

AON Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Monday, February 2nd will be given a dividend of $0.745 per share. The ex-dividend date is Monday, February 2nd. This represents a $2.98 annualized dividend and a yield of 0.9%. AON’s dividend payout ratio (DPR) is 17.51%.

Institutional Trading of AON

Several hedge funds have recently added to or reduced their stakes in the company. Matrix Trust Co increased its position in AON by 7.1% during the 3rd quarter. Matrix Trust Co now owns 422 shares of the financial services provider’s stock worth $150,000 after buying an additional 28 shares during the period. Sound View Wealth Advisors Group LLC grew its stake in shares of AON by 1.5% in the fourth quarter. Sound View Wealth Advisors Group LLC now owns 1,935 shares of the financial services provider’s stock valued at $683,000 after acquiring an additional 29 shares in the last quarter. Kathmere Capital Management LLC raised its stake in AON by 2.1% in the 4th quarter. Kathmere Capital Management LLC now owns 1,582 shares of the financial services provider’s stock worth $558,000 after purchasing an additional 32 shares in the last quarter. Legacy Wealth Asset Management LLC boosted its holdings in AON by 1.0% in the 2nd quarter. Legacy Wealth Asset Management LLC now owns 3,242 shares of the financial services provider’s stock valued at $1,157,000 after purchasing an additional 33 shares during the period. Finally, Busey Bank grew its position in shares of AON by 0.3% during the 3rd quarter. Busey Bank now owns 9,565 shares of the financial services provider’s stock worth $3,411,000 after purchasing an additional 33 shares in the last quarter. 86.14% of the stock is owned by institutional investors and hedge funds.

More AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon expands its cyber risk capabilities through a partnership with SecurityScorecard, widening its product set for cyber risk scoring and advisory — a direct revenue/ADJ cross-sell opportunity. Aon partners with SecurityScorecard to widen cyber risk offering
• Positive Sentiment: ICICI has deployed Aon’s PathWise to address stricter capital rules — an example of enterprise software demand and recurring-license/implementation revenue from large financial clients. ICICI rolls out Aon’s PathWise to tackle stricter capital rules
• Positive Sentiment: Aon reported a material improvement in profitability, with net income rising to $3.7B for 2025 — a strong earnings signal that supports forward cash flow and valuation. Aon net income jumps to $3.7b in 2025
• Positive Sentiment: Aon’s Global Medical Trend Rates report flags higher employee medical plan costs in India (?11.5% in 2026), which can increase demand for benefits consulting and programme redesign services that Aon provides. Aon’s 2026 Global Medical Trend Rates Report highlights that employee medical plan costs in India are expected to rise by 11.5% in 2026
• Positive Sentiment: Aon is highlighting cyber insurance exposures (regulatory and fine-related) that leave firms exposed — this commentary can drive advisory and placement business as clients seek solutions. Cyber fine insurance rules leaving businesses financially exposed – Aon
• Neutral Sentiment: Aon says buyer-friendly conditions persist in global insurance markets — important market color but mixed implications for broker revenues and pricing leverage. Buyer friendly conditions persist for global insurance market, says Aon
• Neutral Sentiment: Several regional hires and reshuffles (UK insolvency & restructuring team growth; Greece/Cyprus reinsurance reshuffle) indicate continued investment in advisory capabilities but are operational in nature. Aon continues insolvency and restructuring team growth with new appointment Aon reshuffles Reinsurance Solutions business in Greece and Cyprus
• Neutral Sentiment: Additional hires and thought leadership pieces underline strategic focus on analytics and tailored insight for 2026 — positive for long-term positioning but limited immediate EPS impact. Tailored insight and analytics-driven decision-making key for firms in 2026: Aon
• Negative Sentiment: Analysts and coverage pieces highlight mixed recent returns and a modest revenue shortfall in the latest quarter (EPS beat but revenue slightly below estimates), which helps explain short-term selling pressure and investor caution. Is There Still Value In Aon (AON) Shares After Mixed Recent Returns?

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.