JPMorgan Chase & Co. Issues Pessimistic Forecast for AON (NYSE:AON) Stock Price

Key Points

• JPMorgan cut its price objective on AON from $406 to $396 while keeping an "overweight" rating, a target that implies roughly a 22% upside from the prior close.
• AON shares traded down about 1.6% to $324.62, trading below the consensus price target of $402 and its 200‑day moving average, while the street consensus remains a "Moderate Buy."
• Notable insider activity: General Counsel Darren Zeidel sold 5,040 shares (~$1.64M), reducing his stake nearly 20%, while director Lester B. Knight purchased 4,000 shares; insiders now own about 1.10% of the company.

AON (NYSE:AON - Get Free Report) had its price objective decreased by equities research analysts at JPMorgan Chase & Co. from $406.00 to $396.00 in a note issued to investors on Thursday,Benzinga reports. The firm currently has an "overweight" rating on the financial services provider's stock. JPMorgan Chase & Co.'s price objective suggests a potential upside of 21.99% from the company's previous close.

AON has been the subject of several other research reports. Wells Fargo & Company cut their target price on AON from $443.00 to $402.00 and set an "overweight" rating for the company in a research note on Thursday. UBS Group reissued a "neutral" rating and set a $385.00 target price on shares of AON in a research note on Monday, February 2nd. Morgan Stanley set a $400.00 target price on AON in a research note on Tuesday, December 16th. Barclays cut their target price on AON from $381.00 to $372.00 and set an "equal weight" rating for the company in a research note on Wednesday. Finally, Citigroup raised their target price on AON from $402.00 to $412.00 and gave the stock a "buy" rating in a research note on Tuesday, February 3rd. Fourteen investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $402.00.

AON Trading Down 1.6%

AON stock traded down $5.14 during trading on Thursday, reaching $324.62. 652,103 shares of the company were exchanged, compared to its average volume of 1,439,182. AON has a 52-week low of $304.59 and a 52-week high of $387.69. The company has a market capitalization of $69.55 billion, a P/E ratio of 19.10, a PEG ratio of 1.77 and a beta of 0.83. The company has a debt-to-equity ratio of 1.55, a current ratio of 2.03 and a quick ratio of 2.03. The stock's 50 day simple moving average is $327.24 and its two-hundred day simple moving average is $341.04.

AON (NYSE:AON - Get Free Report) last announced its quarterly earnings data on Friday, January 30th. The financial services provider reported $4.85 EPS for the quarter, topping analysts' consensus estimates of $4.75 by $0.10. AON had a return on equity of 45.23% and a net margin of 21.51%.The firm had revenue of $4.30 billion for the quarter, compared to the consensus estimate of $4.38 billion. During the same quarter last year, the business posted $4.42 earnings per share. The firm's revenue was up 3.7% compared to the same quarter last year. On average, equities research analysts expect that AON will post 17.21 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, General Counsel Darren Zeidel sold 5,040 shares of AON stock in a transaction on 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 completion of the sale, the general counsel directly owned 20,254 shares of the company's stock, valued at approximately $6,598,550.66. The trade was a 19.93% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Lester B. Knight acquired 4,000 shares of the company's stock in a transaction dated Tuesday, February 10th. The stock was purchased at an average cost of $319.24 per share, with a total value of $1,276,960.00. Following the completion of the purchase, the director directly owned 143,000 shares of the company's stock, valued at approximately $45,651,320. This represents a 2.88% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 1.10% of the company's stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Matrix Trust Co grew its stake in AON by 7.1% during the 3rd quarter. Matrix Trust Co now owns 422 shares of the financial services provider's stock worth $150,000 after purchasing an additional 28 shares in the last quarter. Sound View Wealth Advisors Group LLC lifted its holdings in AON by 1.5% during the 4th quarter. Sound View Wealth Advisors Group LLC now owns 1,935 shares of the financial services provider's stock worth $683,000 after buying an additional 29 shares during the last quarter. Kathmere Capital Management LLC lifted its holdings in shares of AON by 2.1% in the 4th quarter. Kathmere Capital Management LLC now owns 1,582 shares of the financial services provider's stock valued at $558,000 after purchasing an additional 32 shares during the last quarter. City National Bank of Florida MSD lifted its holdings in shares of AON by 3.8% in the 4th quarter. City National Bank of Florida MSD now owns 867 shares of the financial services provider's stock valued at $306,000 after purchasing an additional 32 shares during the last quarter. Finally, Busey Bank lifted its holdings in shares of AON by 0.3% in the 3rd quarter. Busey Bank now owns 9,565 shares of the financial services provider's stock valued at $3,411,000 after purchasing an additional 33 shares during the last quarter. 86.14% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Cover-More and Aon launched a travel‑insurance partnership in Australia, expanding distribution in a high-growth travel market and supporting fee revenue growth in APAC. Cover-More and Aon announce new travel insurance partnership in Australia
• Positive Sentiment: Aon Affinity extended its travel‑protection partnership with Virgin Voyages, reinforcing recurring revenue and distribution relationships in leisure travel. Aon Affinity Extends Virgin Voyages Travel Protection Partnership
• Positive Sentiment: Morgan Stanley reiterated a Buy on AON, a supportive institutional vote that can help stabilize sentiment. Morgan Stanley Remains a Buy on Aon (AON)
• Positive Sentiment: Zacks highlights Aon’s strong earnings‑surprise history and flags a solid chance of another beat, which supports near‑term upside expectations. Will Aon (AON) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Aon is embedding data and AI into enterprise strategy to drive client outcomes, a strategic push that could improve margins and product differentiation over time. Aon embeds data and AI into enterprise strategy to drive client outcomes
• Positive Sentiment: Aon commentary on facultative reinsurance growth in Asia Pacific highlights addressable market expansion for its reinsurance solutions. Facultative reinsurance expands role in Asia Pacific as insurers pursue growth and stability: Aon
• Neutral Sentiment: Aon appointed Jose Maria Lopez as Marine Product Coordinator — a personnel move that supports product execution but is unlikely to move the stock materially. Aon’s Reinsurance Solutions appoints Jose Maria Lopez as Marine Product Coordinator
• Neutral Sentiment: MarketWatch pieces note mixed intraday performance (rising on some sessions, still underperforming broader market), reflecting short‑term volatility rather than a change in fundamental trend. Aon PLC stock rises Wednesday, still underperforms market
• Negative Sentiment: Wells Fargo cut its price target from $443 to $402 (still an Overweight rating); the PT reduction tempers upside expectations and likely contributed to downward intraday pressure. Wells Fargo price target cut
• Negative Sentiment: Barclays trimmed its price target to $372 and set an Equal‑Weight rating, a more cautious stance that can weigh on sentiment alongside the Wells Fargo adjustment. Barclays price target cut

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.

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