Aon plc (NYSE:AON) Given Average Recommendation of “Moderate Buy” by Brokerages

Shares of Aon plc (NYSE:AON) have received an average rating of “Moderate Buy” from the seventeen analysts that are presently covering the stock, MarketBeat.com reports. Four research analysts have rated the stock with a hold rating and thirteen have given a buy rating to the company. The average twelve-month price target among analysts that have updated their coverage on the stock in the last year is $397.8750.

AON has been the topic of several analyst reports. TD Cowen reiterated a “buy” rating on shares of AON in a report on Monday, March 16th. Barclays decreased their price objective on AON from $381.00 to $372.00 and set an “equal weight” rating on the stock in a report on Wednesday, April 8th. Bank of America upgraded AON from a “neutral” rating to an “outperform” rating and decreased their price objective for the stock from $398.00 to $397.00 in a report on Friday, February 27th. Weiss Ratings reiterated a “hold (c)” rating on shares of AON in a report on Tuesday, April 21st. Finally, UBS Group reiterated a “neutral” rating and issued a $385.00 price objective on shares of AON in a report on Monday, February 2nd.

Insider Activity

In related news, General Counsel Darren Zeidel sold 5,040 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $325.79, for a total value of $1,641,981.60. Following the sale, the general counsel directly owned 20,254 shares of the company’s stock, valued at $6,598,550.66. This trade represents a 19.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 1.00% of the stock is owned by insiders.

Institutional Trading of AON

Several large investors have recently modified their holdings of the business. The Manufacturers Life Insurance Company grew its stake in shares of AON by 136.1% in the first quarter. The Manufacturers Life Insurance Company now owns 547,850 shares of the financial services provider’s stock worth $176,835,000 after purchasing an additional 315,817 shares during the last quarter. KCM Investment Advisors LLC grew its stake in shares of AON by 6.2% in 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 during the last quarter. Quantinno Capital Management LP grew its stake in shares of AON by 94.1% in the first quarter. Quantinno Capital Management LP now owns 225,807 shares of the financial services provider’s stock worth $72,886,000 after purchasing an additional 109,492 shares during the last quarter. Gateway Wealth Partners LLC bought a new stake in shares of AON in the first quarter worth about $291,000. Finally, Quadcap Wealth Management LLC grew its holdings in shares of AON by 10.3% during the 1st quarter. Quadcap Wealth Management LLC now owns 726 shares of the financial services provider’s stock worth $234,000 after acquiring an additional 68 shares during the period. 86.14% of the stock is owned by institutional investors.

Key Stories Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Zacks Research raised its Q1 2028 EPS estimate for Aon to $7.77 from $7.75, signaling slightly stronger longer-term earnings expectations. AON report
• Positive Sentiment: An Artemis report noted that global property softening is being offset by underwriting discipline and rising ART interest, a backdrop that can support Aon’s insurance-brokerage and specialty business outlook. Global property softening met by underwriting discipline and rising ART interest: Aon
• Neutral Sentiment: Zacks Research also reiterated or adjusted several other out-year EPS forecasts for Aon, with FY2026 at $19.02, FY2027 at $20.96, and FY2028 at $23.11, suggesting broadly steady earnings growth expectations overall.
• Negative Sentiment: The same analyst note included modest cuts to some near- and medium-term estimates, including Q2 2026, Q3 2026, Q4 2026, Q1 2027, Q2 2027, Q3 2027, FY2027, and FY2028, which may temper enthusiasm around the pace of earnings growth. AON report

AON Trading Up 0.6%

NYSE AON opened at $317.15 on Friday. The stock’s 50-day simple moving average is $322.45 and its two-hundred day simple moving average is $335.24. AON has a twelve month low of $304.59 and a twelve month high of $381.00. The company has a quick ratio of 1.95, a current ratio of 1.95 and a debt-to-equity ratio of 1.36. The company has a market capitalization of $67.74 billion, a price-to-earnings ratio of 17.41, a PEG ratio of 1.68 and a beta of 0.72.

AON (NYSE:AON) last released its quarterly earnings data on Saturday, May 2nd. The financial services provider reported $6.48 EPS for the quarter, topping the consensus estimate of $6.37 by $0.11. The firm had revenue of $5.03 billion for the quarter, compared to the consensus estimate of $4.97 billion. AON had a return on equity of 43.50% and a net margin of 22.54%.The company’s quarterly revenue was up 6.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $5.67 earnings per share. Research analysts forecast that AON will post 19.07 EPS for the current fiscal year.

AON Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Friday, May 1st were paid a $0.82 dividend. The ex-dividend date of this dividend was Friday, May 1st. This is a boost from AON’s previous quarterly dividend of $0.75. This represents a $3.28 annualized dividend and a dividend yield of 1.0%. AON’s payout ratio is 16.36%.

About AON

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.