AON (NYSE:AON) Stock Gets Price Target Reduction from Cantor Fitzgerald

AON (NYSE:AON) had its price target cut by Cantor Fitzgerald from $433.00 to $400.00 in a research note published on Wednesday, Marketbeat reports. They currently have an overweight rating on the financial services provider’s stock.

Several other equities research analysts have also recently issued reports on AON. Evercore reissued an “outperform” rating and issued a $423.00 price objective on shares of AON in a research report on Wednesday, September 2nd. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating on shares of AON in a research report on Tuesday, September 1st. Mizuho lowered their price target on AON from $398.00 to $366.00 and set an “outperform” rating for the company in a report on Wednesday, September 16th. Wells Fargo & Company dropped their price objective on AON from $419.00 to $383.00 and set an “overweight” rating on the stock in a research note on Tuesday, September 1st. Finally, TD Cowen raised their price objective on AON from $416.00 to $420.00 and gave the stock a “buy” rating in a report on Monday, September 14th. Twelve investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $382.76.

AON Stock Performance

AON stock opened at $272.94 on Wednesday. AON has a twelve month low of $266.33 and a twelve month high of $382.34. The firm has a market cap of $57.90 billion, a price-to-earnings ratio of 15.05, a PEG ratio of 1.42 and a beta of 0.70. The business’s fifty day simple moving average is $318.62 and its two-hundred day simple moving average is $327.54. 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 issued its earnings results on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.80 by $0.01. The firm had revenue of $4.25 billion during the quarter, compared to analyst estimates of $4.28 billion. AON had a net margin of 22.27% and a return on equity of 42.13%. The business’s revenue was up 2.2% on a year-over-year basis. During the same period in the previous year, the firm earned $3.49 earnings per share. Analysts predict that AON will post 18.75 earnings per share for the current year.

Insider Activity

In other AON news, Director Lester Knight purchased 20,000 shares of AON stock in a transaction dated Wednesday, September 2nd. The stock was acquired at an average price of $327.48 per share, for a total transaction of $6,549,600.00. Following the acquisition, the director owned 163,000 shares in the company, valued at $53,379,240. This trade represents a 13.99% increase in their position. The purchase 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 that occurred on Tuesday, July 28th. The shares were sold at an average price of $377.76, for a total transaction of $717,744.00. Following the transaction, the general counsel owned 11,504 shares in the company, valued at approximately $4,345,751.04. This represents a 14.17% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 1.00% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the stock. City National Bank of Florida MSD raised its stake in shares of AON by 3.8% during the 4th quarter. City National Bank of Florida MSD now owns 867 shares of the financial services provider’s stock worth $306,000 after acquiring an additional 32 shares in the last quarter. MassMutual Private Wealth & Trust FSB lifted its position in AON by 5.3% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 650 shares of the financial services provider’s stock valued at $216,000 after acquiring an additional 33 shares during the last quarter. Aspen Grove Capital LLC boosted its stake in AON by 4.8% in the first quarter. Aspen Grove Capital LLC now owns 737 shares of the financial services provider’s stock valued at $238,000 after acquiring an additional 34 shares in the last quarter. Manchester Capital Management LLC grew its holdings in AON by 8.3% in the fourth quarter. Manchester Capital Management LLC now owns 468 shares of the financial services provider’s stock worth $165,000 after purchasing an additional 36 shares during the last quarter. Finally, KCM Investment Advisors LLC increased its position in shares of AON by 6.2% during the first quarter. KCM Investment Advisors LLC now owns 651 shares of the financial services provider’s stock worth $210,000 after purchasing an additional 38 shares in the last quarter. 86.14% of the stock is owned by institutional investors.

More 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.