AON (NYSE:AON) Price Target Raised to $435.00

AON (NYSE:AON) had its price target upped by Citigroup from $420.00 to $435.00 in a report issued on Thursday,Benzinga reports. The firm presently has a “buy” rating on the financial services provider’s stock. Citigroup’s price target would indicate a potential upside of 19.50% from the stock’s current price.

Other equities research analysts have also recently issued reports about the stock. Weiss Ratings reiterated a “hold (c)” rating on shares of AON in a research report on Friday, July 17th. Piper Sandler increased their price objective on shares of AON from $377.00 to $391.00 and gave the stock a “neutral” rating in a research report on Thursday. Barclays boosted their target price on AON from $372.00 to $382.00 and gave the company an “equal weight” rating in a research report on Tuesday, July 7th. UBS Group lifted their price objective on AON from $360.00 to $383.00 and gave the company a “neutral” rating in a research note on Wednesday, July 8th. Finally, JPMorgan Chase & Co. increased their target price on AON from $396.00 to $412.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. Twelve investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, AON currently has a consensus rating of “Moderate Buy” and an average price target of $407.19.

AON Trading Down 3.5%

Shares of AON stock traded down $13.14 during trading hours on Thursday, hitting $364.02. The company’s stock had a trading volume of 1,907,583 shares, compared to its average volume of 1,489,922. AON has a twelve month low of $304.59 and a twelve month high of $382.34. The firm has a fifty day moving average of $339.64 and a 200-day moving average of $331.76. The stock has a market cap of $77.75 billion, a price-to-earnings ratio of 19.96, a P/E/G ratio of 2.00 and a beta of 0.71. The company has a debt-to-equity ratio of 1.36, a quick ratio of 1.95 and a current ratio of 1.95.

AON (NYSE:AON) last issued its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share (EPS) 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 the consensus estimate of $4.28 billion. AON had a return on equity of 43.50% and a net margin of 22.54%.The company’s quarterly revenue was up 2.2% on a year-over-year basis. During the same period last year, the company earned $3.49 EPS. Research analysts forecast that AON will post 19.09 EPS for the current year.

Insider Activity

In other 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 owned 13,404 shares in the company, valued at approximately $4,986,958.20. This trade represents a 12.70% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders own 1.00% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in AON. Dodge & Cox raised its holdings in shares of AON by 126.6% in the 4th quarter. Dodge & Cox now owns 7,852,456 shares of the financial services provider’s stock valued at $2,770,975,000 after purchasing an additional 4,387,773 shares in the last quarter. Norges Bank acquired a new stake in AON in the fourth quarter valued at $1,155,981,000. Viking Global Investors LP purchased a new stake in AON during the 3rd quarter worth about $504,424,000. Balyasny Asset Management L.P. boosted its position in shares of AON by 40,219.8% during the 3rd quarter. Balyasny Asset Management L.P. now owns 846,715 shares of the financial services provider’s stock worth $301,922,000 after acquiring an additional 844,615 shares in the last quarter. Finally, Southpoint Capital Advisors LP purchased a new position in shares of AON in the 4th quarter valued at about $229,372,000. Hedge funds and other institutional investors own 86.14% of the company’s stock.

Trending Headlines about AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon reported adjusted earnings of $3.81 per share, narrowly exceeding the roughly $3.80 consensus estimate. Revenue increased 2.2% year over year to $4.25 billion, while organic revenue growth reached 5%, supported by new-business wins, strong client retention and margin expansion. Aon Reports Second-Quarter 2026 Results
• Positive Sentiment: Reinsurance and property-and-casualty operations were highlighted as key growth drivers during the quarter. Aon also accelerated share repurchases to a record pace, which could support earnings per share and signal management’s confidence in the stock’s valuation. Aon Buyback and Q2 Growth
• Positive Sentiment: Management reaffirmed its full-year guidance, reducing the risk of a major outlook reset. Wells Fargo raised its price target from $406 to $419 and maintained an “overweight” rating, implying meaningful upside based on the cited reference price. Wells Fargo Raises Aon Price Target
• Neutral Sentiment: Aon launched an AI Risk Diagnostic designed to help organizations identify and manage risks associated with artificial intelligence. The offering may create longer-term growth opportunities but is unlikely to materially affect near-term results. Aon Launches AI Risk Diagnostic
• Negative Sentiment: The principal near-term concern is that quarterly revenue of $4.25 billion fell short of the approximately $4.28 billion analyst forecast. The modest miss overshadowed the small EPS beat, prompting selling pressure and raising questions about the pace of top-line growth.
• Negative Sentiment: General Counsel Darren Zeidel recently sold 1,950 shares worth approximately $725,000, following another sale earlier in July. While insider sales do not necessarily indicate a change in fundamentals, the transactions may add a minor sentiment headwind. Aon Insider Sale

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.