Cantor Fitzgerald Issues Pessimistic Forecast for AON (NYSE:AON) Stock Price

AON (NYSE:AON) had its price objective lowered by investment analysts at Cantor Fitzgerald from $445.00 to $433.00 in a research report issued to clients and investors on Tuesday, Benzinga reports. The brokerage presently has an “overweight” rating on the financial services provider’s stock. Cantor Fitzgerald’s price target would suggest a potential upside of 35.06% from the stock’s previous close.

Several other brokerages also recently issued reports on AON. Wells Fargo & Company increased their price objective on shares of AON from $406.00 to $419.00 and gave the stock an “overweight” rating in a research report on Thursday, July 30th. Wall Street Zen raised shares of AON from a “sell” rating to a “hold” rating in a research report on Saturday. Weiss Ratings raised shares of AON from a “hold (c)” rating to a “hold (c+)” rating in a research report on Wednesday, August 19th. Keefe, Bruyette & Woods boosted their price target on AON from $400.00 to $412.00 and gave the company an “outperform” rating in a research note on Tuesday, August 4th. Finally, JPMorgan Chase & Co. boosted their price target on AON from $396.00 to $412.00 and gave the company an “overweight” rating in a research note on Monday, July 13th. Twelve analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, AON presently has a consensus rating of “Moderate Buy” and a consensus price target of $411.88.

AON Price Performance

NYSE:AON opened at $320.59 on Tuesday. The company’s 50-day moving average price is $353.25 and its two-hundred day moving average price is $333.95. AON has a 12 month low of $304.59 and a 12 month high of $382.34. The firm has a market cap of $68.00 billion, a PE ratio of 17.67, a price-to-earnings-growth ratio of 1.83 and a beta of 0.69. The company has a quick ratio of 1.54, a current ratio of 1.54 and a debt-to-equity ratio of 1.34.

AON (NYSE:AON) last released its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $3.81 EPS for the quarter, beating 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 in the prior year, the firm earned $3.49 earnings per share. AON’s revenue was up 2.2% compared to the same quarter last year. On average, equities analysts anticipate that AON will post 19.06 EPS for the current fiscal year.

Insider Activity

In related news, General Counsel Darren Zeidel sold 1,950 shares of the business’s stock in a transaction dated Friday, July 17th. The shares were sold at an average price of $372.05, for a total transaction of $725,497.50. Following the sale, the general counsel owned 13,404 shares of the company’s stock, valued at $4,986,958.20. The trade was a 12.70% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Over the last three months, insiders sold 4,450 shares of company stock valued at $1,659,242. 1.00% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On AON

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Wealth Watch Advisors INC purchased a new position in AON in the 3rd quarter worth approximately $25,000. University of Texas Texas AM Investment Management Co. purchased a new position in AON during the fourth quarter worth $27,000. Kemnay Advisory Services Inc. bought a new stake in shares of AON during the 4th quarter worth approximately $29,000. Strive Asset Management LLC bought a new position in AON in the 3rd quarter worth about $35,000. Finally, Measured Wealth Private Client Group LLC purchased a new position in shares of AON during the third quarter valued at $37,000. 86.14% of the stock is currently owned by hedge funds and other institutional investors.

AON News Summary

Here are the key news stories impacting AON this week:

• Positive Sentiment: The acquisition would expand Aon’s reach among U.S. middle-market businesses and strengthen its risk management, employee benefits and retirement-services offerings. USI generates approximately $3 billion in annual revenue, giving Aon greater scale in a large and growing market. Aon to acquire USI to establish the premier US middle-market platform
• Positive Sentiment: Aon expects $395 million of annual run-rate net adjusted EBITDA from revenue and cost synergies, with the transaction expected to be accretive to adjusted earnings per share in 2028. Management also highlighted USI’s excess and surplus lines capabilities, one of the faster-growing areas of commercial insurance. Aon’s shares drop on USI deal news
• Neutral Sentiment: The transaction is expected to close in the fourth quarter of 2026, subject to regulatory approvals. USI CEO Mike Sicard is expected to become Aon’s president and global CEO of Middle Market, potentially supporting integration and growth but adding leadership-transition considerations. Aon CEO discusses USI acquisition
• Negative Sentiment: Aon plans to finance the purchase with new debt. Investors are therefore weighing higher leverage, financing costs and the risk that projected synergies or 2028 earnings accretion take longer to materialize. The stock’s decline followed reports of the completed deal, reversing the initial speculation-driven focus on potential strategic benefits. Aon falls on USI acquisition

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.