Barclays Cuts AON (NYSE:AON) Price Target to $372.00

AON (NYSE:AON) had its price objective reduced by stock analysts at Barclays from $381.00 to $372.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm presently has an “equal weight” rating on the financial services provider’s stock. Barclays‘s target price would suggest a potential upside of 12.81% from the stock’s previous close.

A number of other brokerages have also commented on AON. Cantor Fitzgerald upped their price target on AON from $393.00 to $412.00 and gave the stock an “overweight” rating in a report on Monday, February 2nd. Keefe, Bruyette & Woods dropped their target price on shares of AON from $416.00 to $401.00 and set an “outperform” rating on the stock in a research report on Tuesday. Jefferies Financial Group reiterated a “buy” rating and set a $408.00 target price on shares of AON in a research note on Monday, February 2nd. TD Cowen restated a “buy” rating on shares of AON in a research report on Monday, March 16th. Finally, Bank of America upgraded shares of AON from a “neutral” rating to an “outperform” rating and dropped their price objective for the stock from $398.00 to $397.00 in a report on Friday, February 27th. Fourteen investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, AON currently has an average rating of “Moderate Buy” and an average target price of $405.19.

AON Stock Performance

AON stock traded up $7.28 during mid-day trading on Wednesday, reaching $329.75. 307,665 shares of the stock traded hands, compared to its average volume of 1,434,845. The firm has a market capitalization of $70.65 billion, a PE ratio of 19.37, a P/E/G ratio of 1.77 and a beta of 0.83. The business has a 50-day moving average of $327.30 and a two-hundred day moving average of $341.12. AON has a 52 week low of $304.59 and a 52 week high of $387.69. The company has a quick ratio of 2.03, a current ratio of 2.03 and a debt-to-equity ratio of 1.55.

AON (NYSE:AON) last posted its quarterly earnings data on Friday, January 30th. The financial services provider reported $4.85 earnings per share for the quarter, topping the consensus estimate of $4.75 by $0.10. AON had a return on equity of 45.23% and a net margin of 21.51%.The business had revenue of $4.30 billion during the quarter, compared to analysts’ expectations of $4.38 billion. During the same quarter in the previous year, the firm earned $4.42 EPS. The firm’s revenue was up 3.7% compared to the same quarter last year. As a group, equities analysts predict that AON will post 17.21 EPS for the current fiscal year.

Insider Buying and Selling at AON

In other AON news, General Counsel Darren Zeidel sold 5,040 shares of AON stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $325.79, for a total transaction of $1,641,981.60. Following the sale, the general counsel owned 20,254 shares in the company, valued at $6,598,550.66. The trade was a 19.93% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Lester B. Knight purchased 4,000 shares of the stock in a transaction on Tuesday, February 10th. The stock was acquired at an average cost of $319.24 per share, for a total transaction of $1,276,960.00. Following the acquisition, the director directly owned 143,000 shares in the company, valued at approximately $45,651,320. This trade represents a 2.88% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 1.10% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Westside Investment Management Inc. grew its stake in shares of AON by 100.0% in the 3rd quarter. Westside Investment Management Inc. now owns 70 shares of the financial services provider’s stock valued at $25,000 after purchasing an additional 35 shares during the period. Wealth Watch Advisors INC bought a new position in shares of AON during the 3rd quarter worth approximately $25,000. University of Texas Texas AM Investment Management Co. acquired a new stake in AON in the 4th quarter valued at $27,000. Heartwood Wealth Advisors LLC bought a new stake in AON in the third quarter valued at $29,000. Finally, Kemnay Advisory Services Inc. acquired a new position in AON during the fourth quarter worth $29,000. Institutional investors own 86.14% of the company’s stock.

Key AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon Affinity extended its travel-protection partnership with Virgin Voyages — a client-retention/renewal win that supports recurring premium income in the affinity/travel channel. Aon Affinity Extends Virgin Voyages Travel Protection Partnership
• Positive Sentiment: Cover-More was named Aon’s travel-insurance provider in Australia — a distribution/market-access win that should help premium flows in APAC. Cover-More named Aon travel insurance provider in Australia
• Positive Sentiment: Aon appointed Winnie Loh to lead real estate and data‑centre business in Southeast Asia — a senior hire that targets a fast-growing, higher-margin commercial line (data‑centre placements). This supports Aon’s regional growth strategy. Winnie Loh to lead Aon’s real estate and data centre team in Southeast Asia
• Neutral Sentiment: MarketWatch noted AON outperformed peers on a relative basis despite the intraday decline — suggesting sector or broader market dynamics may be at play rather than company-specific deterioration. Aon PLC stock outperforms competitors despite losses on the day
• Neutral Sentiment: Aon’s ongoing brand/sponsorship activity (PGA Tour/Aon Swing 5) boosts visibility but is unlikely to move fundamentals in the near term. See who earned Signature Event starts at RBC Heritage via Aon Swing 5
• Neutral Sentiment: Aon and Howden settled a lawsuit — removal of legal overhang can be constructive, though terms/details were not highlighted and immediate financial impact appears limited. Aon and Howden settle lawsuit
• Negative Sentiment: Keefe, Bruyette & Woods cut AON’s price target from $416 to $401 (keeps an Outperform rating) — a downward revision that can pressure sentiment and selling by momentum-focused holders despite still implying upside versus current levels. Price target lowered by Keefe, Bruyette & Woods Read More

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.