AON (NYSE:AON) Stock Gets Price Target Cut from UBS Group

AON (NYSE:AON) had its price target reduced by UBS Group from $387.00 to $356.00 in a report released on Monday,Benzinga reports. UBS Group currently has a neutral rating on the financial services provider’s stock.

Several other equities research analysts have also issued reports on AON. Wolfe Research lowered shares of AON from a “hold” rating to a “strong sell” rating in a report on Friday, September 11th. Jefferies Financial Group reduced their price objective on shares of AON from $387.00 to $383.00 and set a “buy” rating for the company in a report on Wednesday, September 30th. The Goldman Sachs Group lifted their target price on shares of AON from $375.00 to $401.00 and gave the company a “buy” rating in a research report on Friday, July 31st. Roth Capital set a $380.00 target price on shares of AON and gave the company a “buy” rating in a research note on Tuesday, September 1st. Finally, Weiss Ratings lowered shares of AON from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, September 17th. Thirteen equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $369.12.

AON Stock Performance

AON opened at $344.87 on Monday. The stock’s 50 day simple moving average is $300.96 and its 200-day simple moving average is $325.95. The company has a current ratio of 4.72, a quick ratio of 4.72 and a debt-to-equity ratio of 2.58. The stock has a market cap of $73.17 billion, a PE ratio of 17.85, a P/E/G ratio of 1.74 and a beta of 0.63. AON has a 1 year low of $266.33 and a 1 year high of $382.34.

AON (NYSE:AON) last issued its earnings results on Wednesday, October 28th. The financial services provider reported $3.36 EPS for the quarter, topping the consensus estimate of $3.30 by $0.06. AON had a return on equity of 40.46% and a net margin of 22.24%. The firm had revenue of $4.10 billion during the quarter, compared to analysts’ expectations of $4.08 billion. During the same period last year, the business earned $3.05 earnings per share. AON’s quarterly revenue was up 2.6% compared to the same quarter last year. Sell-side analysts forecast that AON will post 18.49 EPS for the current year.

AON Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Shareholders of record on Monday, November 2nd will be paid a $0.82 dividend. The ex-dividend date of this dividend is Monday, November 2nd. This represents a $3.28 dividend on an annualized basis and a yield of 1.0%. AON’s payout ratio is currently 17.96%.

Insider Activity at AON

In other AON news, Director Lester Knight bought 20,000 shares of the firm’s stock in a transaction dated Wednesday, September 2nd. The shares were bought at an average price of $327.48 per share, for a total transaction of $6,549,600.00. Following the completion of the acquisition, the director owned 163,000 shares of the company’s stock, valued at approximately $53,379,240. This trade represents a 13.99% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders own 1.00% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. Downshift Financial LLC grew its holdings in AON by 15,700.0% during the 3rd quarter. Downshift Financial LLC now owns 158 shares of the financial services provider’s stock worth $44,000 after acquiring an additional 157 shares during the last quarter. Cassaday & Co Wealth Management LLC acquired a new stake in AON in the 1st quarter valued at about $61,000. Ashurst Perkins Coie Trust Co bought a new position in shares of AON in the third quarter worth about $60,000. Elevation Wealth Partners LLC lifted its position 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 worth $73,000 after purchasing an additional 58 shares in the last quarter. Finally, Basecamp Wealth Advisors LLC grew its stake in shares of AON by 25.0% during the first quarter. Basecamp Wealth Advisors LLC now owns 235 shares of the financial services provider’s stock valued at $76,000 after purchasing an additional 47 shares during the last quarter. 86.14% of the stock is owned by institutional investors.

AON News Summary

Here are the key news stories impacting AON this week:

• Positive Sentiment: Analyst sentiment has improved overall. BMO upgraded AON to “outperform” and raised its price target to $380 from $319. Raymond James also upgraded the stock, while Cantor Fitzgerald and Wells Fargo analysts were reported as expecting shares to rise. Read More., Read More., Read More., Read More..
• Positive Sentiment: Q3 results showed modest growth and beat estimates. Aon reported adjusted earnings of $3.36 per share versus the $3.30 consensus and revenue of $4.10 billion versus $4.08 billion. Investors are also watching the pending USI closing. Read More..
• Positive Sentiment: Aon expanded its client treaty for 2027. The renewed Aon Client Treaty will provide 35% co-insurance on eligible business, up from 28.5% in 2026, and extend the 1.5% client dividend to a larger share of eligible placements. This could strengthen the appeal of Aon’s broking and reinsurance services. Read More..
• Neutral Sentiment: Aon and Munich Re introduced a parametric pandemic insurance solution for Indonesia and the Philippines, broadening their offerings, though the near-term revenue impact is unclear. Read More..
• Neutral Sentiment: Aon says growing capacity and alternative capital are giving insurance buyers more options and easing pricing. This may support placement activity, but softer prices could also weigh on premiums and related brokerage revenue. Read More..
• Negative Sentiment: UBS cut its price target on AON, a cautionary view amid otherwise favorable analyst headlines. Read More..

About AON

Aon plc is a global professional services firm that helps organizations manage risk, make informed decisions and improve workforce outcomes. Its services span commercial risk, health, retirement and investments, and data and analytics.

The company provides insurance brokerage and risk-management services, including coverage placement, claims support, risk transfer and consulting. Through its reinsurance business, Aon also serves insurers and other organizations seeking to manage catastrophe, capital and underwriting risks.

Aon’s human capital offerings include employee benefits consulting, retirement advisory services, talent and compensation consulting, and health and workforce solutions.