Aon plc (NYSE:AON) Given Average Rating of “Moderate Buy” by Analysts

Aon plc (NYSE:AON) has been given a consensus rating of “Moderate Buy” by the seventeen analysts that are covering the firm, Marketbeat.com reports. Five research analysts have rated the stock with a hold recommendation and twelve have assigned a buy recommendation to the company. The average 1-year price objective among brokerages that have issued ratings on the stock in the last year is $407.1875.

Several research analysts recently issued reports on the stock. Morgan Stanley increased their price target on shares of AON from $370.00 to $380.00 and gave the stock an “overweight” rating in a research note on Monday, July 6th. Wells Fargo & Company boosted their price objective on shares of AON from $406.00 to $419.00 and gave the stock an “overweight” rating in a research note on Thursday. Citigroup raised their target price on shares of AON from $420.00 to $435.00 and gave the company a “buy” rating in a research note on Thursday. Mizuho lifted their target price on shares of AON from $389.00 to $426.00 and gave the company an “outperform” rating in a report on Thursday, July 9th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of AON in a research note on Friday, July 17th.

AON News Summary

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon reported second-quarter adjusted EPS of $3.81, slightly above the $3.80 consensus and up from $3.49 a year earlier. Organic revenue growth was 5%, operating margins expanded, and client retention and new-business wins supported performance. Aon Reports Second-Quarter 2026 Results
• Positive Sentiment: Growth in reinsurance and property-and-casualty businesses, along with a record pace of share repurchases, provided additional support for the investment case. Aon also reaffirmed its full-year guidance, reducing concerns about a broader outlook deterioration. Aon buyback and Q2 growth article
• Positive Sentiment: Citigroup raised its price target to $435 from $420 and kept a Buy rating, while Wells Fargo lifted its target to $419 from $406 and maintained an Overweight rating. These revisions imply meaningful upside based on the cited current price.
• Neutral Sentiment: Aon’s quarterly revenue of $4.25 billion grew 2.2% year over year but fell short of the $4.28 billion analyst estimate. The narrow miss may keep investors focused on the pace of revenue acceleration even as margins improve.
• Negative Sentiment: General Counsel Darren Zeidel sold 1,900 shares for approximately $718,000, following additional sales earlier in July. He continues to hold a substantial position, but the insider selling may weigh modestly on sentiment.

Insider Activity at AON

In other news, General Counsel Darren Zeidel sold 1,900 shares of the firm’s stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $377.76, for a total transaction of $717,744.00. Following the completion of the transaction, the general counsel directly owned 11,504 shares in the company, valued at $4,345,751.04. This trade represents a 14.17% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders sold 4,450 shares of company stock valued at $1,659,242 over the last 90 days. Corporate insiders own 1.00% of the company’s stock.

Hedge Funds Weigh In On AON

A number of hedge funds have recently bought and sold shares of the company. Handelsbanken Fonder AB raised its holdings in AON by 1.9% in the second quarter. Handelsbanken Fonder AB now owns 68,206 shares of the financial services provider’s stock worth $22,623,000 after buying an additional 1,293 shares during the last quarter. Revolve Wealth Partners LLC purchased a new stake in shares of AON during the second quarter valued at approximately $384,000. Legacy Wealth Asset Management LLC grew its holdings in shares of AON by 0.7% during the second quarter. Legacy Wealth Asset Management LLC now owns 7,524 shares of the financial services provider’s stock valued at $2,496,000 after buying an additional 54 shares during the last quarter. HF Advisory Group LLC increased its position in shares of AON by 392.3% during the second quarter. HF Advisory Group LLC now owns 3,638 shares of the financial services provider’s stock valued at $1,207,000 after acquiring an additional 2,899 shares in the last quarter. Finally, Valeo Financial Advisors LLC raised its holdings in AON by 25.2% in the 2nd quarter. Valeo Financial Advisors LLC now owns 1,151 shares of the financial services provider’s stock worth $382,000 after acquiring an additional 232 shares during the last quarter. Institutional investors own 86.14% of the company’s stock.

AON Trading Down 2.6%

NYSE AON opened at $367.26 on Friday. The firm has a market capitalization of $78.44 billion, a PE ratio of 20.25, a P/E/G ratio of 1.97 and a beta of 0.71. The stock’s 50 day moving average is $340.50 and its 200 day moving average is $331.87. AON has a twelve month low of $304.59 and a twelve month high of $382.34. The company has a quick ratio of 1.95, a current ratio of 1.54 and a debt-to-equity ratio of 1.34.

AON (NYSE:AON) last posted 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. AON had a return on equity of 42.13% and a net margin of 22.27%.The business had revenue of $4.25 billion during the quarter, compared to the consensus estimate of $4.28 billion. During the same quarter in the prior year, the company earned $3.49 earnings per share. The firm’s quarterly revenue was up 2.2% compared to the same quarter last year. Research analysts forecast that AON will post 19.09 earnings per share for the current fiscal year.

AON Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Monday, August 3rd will be issued a $0.82 dividend. This represents a $3.28 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Monday, August 3rd. AON’s payout ratio is 18.00%.

AON Company Profile

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.