Aon plc (NYSE:AON) Stock Now Rated "Hold" by Sell-Side Brokerages

Key Points

• Analysts hold a neutral view: Aon has a consensus “Hold” rating from 21 brokerages, with 12 buys, six holds and three sells. The average 12-month price target is $367.59, above the reported share price of $321.75.
• Aon exceeded quarterly expectations: The company reported earnings of $3.36 per share and revenue of $4.10 billion, beating consensus estimates, while revenue rose 2.6% year over year. It also announced a quarterly dividend of $0.82 per share, equivalent to a 1.0% yield.
• Growth opportunities come with execution risks: Aon’s planned USI acquisition could generate about $395 million in run-rate EBITDA synergies, but financing and integration concerns remain. The company is also pursuing AI-related insurance opportunities, while warning that complex risks surrounding AI data centers could constrain growth.

Shares of Aon plc (NYSE:AON - Get Free Report) have earned a consensus rating of "Hold" from the twenty-one brokerages that are currently covering the stock, Marketbeat reports. Three investment analysts have rated the stock with a sell rating, six have given a hold rating and twelve have assigned a buy rating to the company. The average 12 month price objective among brokerages that have issued a report on the stock in the last year is $367.59.

AON has been the subject of several research reports. Zacks Research downgraded shares of AON from a "hold" rating to a "strong sell" rating in a research note on Monday, October 26th. BMO Capital Markets decreased their target price on shares of AON from $360.00 to $286.00 and set a "market perform" rating on the stock in a research note on Thursday, October 1st. Bank of America boosted their target price on shares of AON from $298.00 to $327.00 and gave the stock an "underperform" rating in a research note on Wednesday, July 15th. Wall Street Zen downgraded shares of AON from a "hold" rating to a "sell" rating in a report on Sunday, September 6th. Finally, Evercore dropped their price target on AON from $423.00 to $375.00 in a research note on Thursday, October 8th.

AON Stock Up 0.0%

Shares of NYSE AON opened at $321.75 on Friday. The company has a market cap of $68.26 billion, a price-to-earnings ratio of 17.62, a PEG ratio of 1.68 and a beta of 0.70. The company has a current ratio of 4.72, a quick ratio of 1.54 and a debt-to-equity ratio of 2.58. AON has a 12 month low of $266.33 and a 12 month high of $382.34. The stock has a 50-day moving average price of $302.17 and a two-hundred day moving average price of $326.08.

AON (NYSE:AON - Get Free Report) last posted its quarterly earnings results on Wednesday, October 28th. The financial services provider reported $3.36 earnings per share for the quarter, beating analysts' consensus estimates of $3.30 by $0.06. The company had revenue of $4.10 billion for the quarter, compared to the consensus estimate of $4.08 billion. AON had a net margin of 22.24% and a return on equity of 40.46%. The firm's quarterly revenue was up 2.6% compared to the same quarter last year. During the same period last year, the company posted $3.05 EPS. As a group, analysts forecast that AON will post 18.55 earnings per share for the current fiscal year.

AON Announces Dividend

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

Insider Transactions at AON

In other news, Director Lester Knight bought 20,000 shares of the company's stock in a transaction on Wednesday, September 2nd. The stock was purchased at an average cost of $327.48 per share, for a total transaction of $6,549,600.00. Following the completion of the transaction, the director owned 163,000 shares of the company's stock, valued at $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 at this link. 1.00% of the stock is currently owned by insiders.

Institutional Trading of AON

Hedge funds and other institutional investors have recently made changes to their positions in the company. Robeco Institutional Asset Management B.V. raised its holdings in shares of AON by 11,179.6% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 4,026,135 shares of the financial services provider's stock worth $1,114,313,000 after acquiring an additional 3,990,441 shares during the last quarter. Ninety One UK Ltd lifted its position in AON by 419.8% in the 3rd quarter. Ninety One UK Ltd now owns 836,932 shares of the financial services provider's stock valued at $231,638,000 after acquiring an additional 675,919 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its position in AON by 74.7% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 797,418 shares of the financial services provider's stock valued at $257,391,000 after acquiring an additional 340,866 shares in the last quarter. The Manufacturers Life Insurance Company boosted its stake in AON by 136.1% during the 1st quarter. The Manufacturers Life Insurance Company now owns 547,850 shares of the financial services provider's stock valued at $176,835,000 after purchasing an additional 315,817 shares during the last quarter. Finally, Evergreen Capital Management LLC boosted its stake in AON by 10,298.7% during the 3rd quarter. Evergreen Capital Management LLC now owns 290,747 shares of the financial services provider's stock valued at $80,470,000 after purchasing an additional 287,951 shares during the last quarter. 86.14% of the stock is currently owned by institutional investors.

AON News Roundup

Here are the key news stories impacting AON this week:

• Positive Sentiment: Strong quarterly performance: Aon reported adjusted earnings of $3.36 per share, above the $3.30 analyst consensus, while revenue of $4.10 billion also exceeded expectations. Revenue increased 2.6% year over year, supported by 6% organic growth, wider margins and a 4% increase in net income. Aon Soars 5% on Third-Quarter Beat With 6% Organic Growth and Wider Margins
• Positive Sentiment: USI acquisition remains a catalyst: Aon expects its USI transaction to close in the fourth quarter of 2026 and projects approximately $395 million in run-rate EBITDA synergies. Successful integration could strengthen earnings growth, although execution and financing remain important investor considerations. Aon expects USI deal to close in Q4 2026 and outlines $395M in EBITDA run-rate synergies
• Positive Sentiment: AI and agricultural-insurance opportunities: Aon and SAGE launched a U.S. precision crop-insurance program using field-level agricultural data and artificial intelligence to improve risk assessment and pricing. Aon also sees growing demand for insurance, risk engineering and capital solutions tied to AI infrastructure. Aon and SAGE Bring Field-Level Agricultural Intelligence to Crop Insurance
• Neutral Sentiment: Catastrophe losses were relatively moderate: Aon estimated global insured natural-catastrophe losses at $91 billion through the first nine months of 2026, the lowest level since 2019. The figure may reduce near-term concerns about insurance-market stress, but it also could limit demand for some catastrophe-related risk-transfer products. Global insured natural catastrophe losses reach $91bn in 9M’26, lowest since 2019: Aon
• Negative Sentiment: AI data-center risks could constrain growth: CEO Greg Case warned that concentrated equipment values, cyber threats and business interruptions potentially costing millions of dollars per minute could make AI data centers difficult to insure and complicate project financing. Aon CEO warns AI data center insurance risks could threaten financing
• Negative Sentiment: USI-related execution concerns: Bell Global Equities Fund exited its Aon position, citing financial and integration risks associated with the USI acquisition. This may weigh on sentiment despite the announced synergy potential. Bell Global Equities Fund Exits Aon After USI Acquisition Raises Financial and Execution Risks

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.

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