AON (NYSE:AON) Stock Price Target Lowered at Evercore

AON (NYSE:AON) had its price objective cut by Evercore from $423.00 to $375.00 in a research note issued to investors on Thursday morning.

Several other equities analysts have also commented on AON. Piper Sandler reduced their price target on AON from $391.00 to $349.00 and set a “neutral” rating on the stock in a research report on Tuesday, September 1st. Cantor Fitzgerald reduced their target price on shares of AON from $433.00 to $400.00 and set an “overweight” rating on the stock in a research report on Wednesday. Morgan Stanley lowered their price target on shares of AON from $410.00 to $350.00 and set an “overweight” rating for the company in a report on Tuesday. Mizuho dropped their price target on shares of AON from $366.00 to $324.00 and set an “outperform” rating on the stock in a research note on Wednesday. Finally, JPMorgan Chase & Co. decreased their price objective on shares of AON from $412.00 to $362.00 and set an “overweight” rating for the company in a research report on Thursday, October 1st. Twelve equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, AON has an average rating of “Moderate Buy” and an average target price of $375.53.

AON Price Performance

AON opened at $272.94 on Thursday. The company has a 50 day moving average of $318.62 and a two-hundred day moving average of $327.54. AON has a 52-week low of $266.33 and a 52-week high of $382.34. The company has a quick ratio of 1.54, a current ratio of 1.54 and a debt-to-equity ratio of 1.34. 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 (NYSE:AON) last announced its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share for the quarter, topping analysts’ consensus estimates of $3.80 by $0.01. The firm had revenue of $4.25 billion during the quarter, compared to analysts’ expectations of $4.28 billion. AON had a net margin of 22.27% and a return on equity of 42.13%. The firm’s revenue was up 2.2% on a year-over-year basis. During the same period in the prior year, the company earned $3.49 EPS. On average, analysts expect that AON will post 18.75 earnings per share for the current year.

Insider Activity

In related news, General Counsel Darren Zeidel sold 1,950 shares of AON stock in a transaction dated Friday, July 17th. The stock was sold at an average price of $372.05, for a total value of $725,497.50. Following the completion of the transaction, the general counsel directly owned 13,404 shares in the company, valued at approximately $4,986,958.20. This trade represents a 12.70% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Lester Knight acquired 20,000 shares of the stock in a transaction that occurred on Wednesday, September 2nd. The stock was purchased at an average cost of $327.48 per share, with a total value of $6,549,600.00. Following the completion of the acquisition, the director owned 163,000 shares of the company’s stock, valued at $53,379,240. The trade was a 13.99% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 1.00% of the company’s stock.

Institutional Investors Weigh In On AON

Several institutional investors and hedge funds have recently bought and sold shares of the business. Cornerstone Financial Management LLC bought a new stake in shares of AON in the 4th quarter worth approximately $37,000. SJS Investment Consulting Inc. increased its position in AON by 258.3% in the first quarter. SJS Investment Consulting Inc. now owns 129 shares of the financial services provider’s stock worth $42,000 after buying an additional 93 shares during the period. Cassaday & Co Wealth Management LLC acquired a new stake in AON in the first quarter worth $61,000. Reflection Asset Management bought a new stake in AON in the fourth quarter valued at $72,000. Finally, Elevation Wealth Partners LLC boosted its holdings in shares of AON by 35.6% during the second quarter. Elevation Wealth Partners LLC now owns 221 shares of the financial services provider’s stock valued at $73,000 after acquiring an additional 58 shares during the period. Institutional investors and hedge funds own 86.14% of the company’s stock.

Key Stories Impacting AON

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.