Evercore Has Lowered Expectations for AON (NYSE:AON) Stock Price

AON (NYSE:AON) had its price target cut by Evercore from $423.00 to $375.00 in a research report issued on Thursday. Evercore’s target price would indicate a potential upside of 37.39% from the stock’s current price.

AON has been the subject of a number of other reports. Keefe, Bruyette & Woods upped their price objective on AON from $412.00 to $417.00 and gave the stock an “outperform” rating in a report on Tuesday, September 1st. Citigroup began coverage on AON in a research report on Monday, September 21st. They set a “buy” rating and a $435.00 price target for the company. Roth Capital set a $380.00 price objective on AON and gave the stock a “buy” rating in a report on Tuesday, September 1st. Wall Street Zen lowered AON from a “hold” rating to a “sell” rating in a research note on Sunday, September 6th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “hold” rating on shares of AON in a report on Tuesday, September 1st. Twelve analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $375.53.

AON Trading Down 1.5%

NYSE AON opened at $272.94 on Thursday. The company has a market cap of $57.90 billion, a P/E ratio of 15.05, a P/E/G ratio of 1.42 and a beta of 0.70. AON has a 12 month low of $266.33 and a 12 month high of $382.34. The company has a debt-to-equity ratio of 1.34, a current ratio of 1.54 and a quick ratio of 1.54. The company has a 50-day moving average of $318.62 and a 200-day moving average of $327.54.

AON (NYSE:AON) last released its earnings results on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.80 by $0.01. AON had a net margin of 22.27% and a return on equity of 42.13%. The business had revenue of $4.25 billion for the quarter, compared to analysts’ expectations of $4.28 billion. During the same period last year, the company earned $3.49 earnings per share. The company’s quarterly revenue was up 2.2% on a year-over-year basis. As a group, equities analysts predict that AON will post 18.75 earnings per share for the current year.

Insiders Place Their Bets

In related news, Director Lester B. Knight bought 20,000 shares of the firm’s stock in a transaction dated Wednesday, September 2nd. The stock was bought at an average price of $327.48 per share, with a total value of $6,549,600.00. Following the completion of the transaction, the director directly owned 163,000 shares of the company’s stock, valued at approximately $53,379,240. This represents a 13.99% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, General Counsel Darren Zeidel sold 1,900 shares of the stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $377.76, for a total value of $717,744.00. Following the completion of the sale, the general counsel owned 11,504 shares of the company’s stock, valued at approximately $4,345,751.04. This trade represents a 14.17% decrease in their position. The SEC filing for this sale provides additional information. 1.00% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On AON

A number of institutional investors and hedge funds have recently bought and sold shares of AON. Focus Partners Wealth lifted its position in shares of AON by 396.0% during the fourth quarter. Focus Partners Wealth now owns 546,204 shares of the financial services provider’s stock worth $192,756,000 after purchasing an additional 436,093 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its holdings in AON by 74.7% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 797,418 shares of the financial services provider’s stock valued at $257,391,000 after purchasing an additional 340,866 shares in the last quarter. The Manufacturers Life Insurance Company increased its stake in AON by 136.1% during the 1st quarter. The Manufacturers Life Insurance Company now owns 547,850 shares of the financial services provider’s stock worth $176,835,000 after buying an additional 315,817 shares during the period. Amundi lifted its holdings in AON by 23.5% in the 1st quarter. Amundi now owns 1,502,890 shares of the financial services provider’s stock worth $485,103,000 after buying an additional 285,549 shares in the last quarter. Finally, Bank of America Corp DE lifted its holdings in AON by 16.3% in the 1st quarter. Bank of America Corp DE now owns 1,582,680 shares of the financial services provider’s stock worth $510,857,000 after buying an additional 222,092 shares in the last quarter. Hedge funds and other institutional investors own 86.14% of the company’s stock.

Key AON News

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

AON Company Profile

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.