AON (AON) Stock Forecast & Price Target

Q: What analysts cover AON?

AON has been rated by research analysts at Barclays , BMO Capital Markets , Cantor Fitzgerald , Citigroup , Deutsche Bank Aktiengesellschaft , Evercore , JPMorgan Chase & Co. , Keefe, Bruyette & Woods , Mizuho , Morgan Stanley , Piper Sandler , Roth Capital , TD Cowen , UBS Group , Weiss Ratings , and Wells Fargo & Company in the past 90 days.

$322.57 -4.43 (-1.35%)

As of 09/4/2026 03:58 PM Eastern

Compare

AON - Analysts' Recommendations and Stock Price Forecast (2026)

Consensus Rating

Moderate Buy

Based on 19 Analyst Ratings

Sell
0

Hold
7

Buy
12

Based on 19 Wall Street analysts who have issued ratings for AON in the last 12 months, the stock has a consensus rating of "Moderate Buy." Out of the 19 analysts, 7 have given a hold rating, and 12 have given a buy rating for AON.

Consensus Price Target

$399.12
23.73% Upside

According to the 19 analysts' twelve-month price targets for AON, the average price target is $399.12. The highest price target for AON is $435.00, while the lowest price target for AON is $349.00. The average price target represents a forecasted upside of 23.73% from the current price of $322.57.

MarketBeat calculates consensus analyst ratings for stocks using the most recent rating from each Wall Street analyst that has rated a stock within the last twelve months. Each analyst's rating is normalized to a standardized rating score of 1 (sell), 2 (hold), 3 (buy) or 4 (strong buy). Analyst consensus ratings scores are calculated using the mean average of the number of normalized sell, hold, buy and strong buy ratings from Wall Street analysts. Each stock's consensus analyst rating is derived from its calculated consensus ratings score (0 to .5 = Strong Sell, .5 to 1 = Sell, 1 to 1.5 = Reduce, 1.5 to 2.5 = Hold, 2.5 to 3.0 = Moderate Buy, 3.0 to 3.5 = Buy, >3.5 = Strong Buy). MarketBeat's consensus price targets are a mean average of the most recent available price targets set by each analyst that has set a price target for the stock in the last twelve months. MarketBeat's consensus ratings and consensus price targets may differ from those calculated by other firms due to differences in methodology and available data.

Get the Latest News and Ratings for AON and Related Stocks

Enter your email address to receive the latest news and analysts' ratings for AON and its competitors.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

AON Analyst Ratings Over Time

Type	Current Forecast 9/5/25 to 9/5/26	1 Month Ago 8/6/25 to 8/6/26	3 Months Ago 6/7/25 to 6/7/26	1 Year Ago 9/5/24 to 9/5/25
Strong Buy	0 Strong Buy rating(s)	0 Strong Buy rating(s)	0 Strong Buy rating(s)	1 Strong Buy rating(s)
Buy	12 Buy rating(s)	12 Buy rating(s)	13 Buy rating(s)	8 Buy rating(s)
Hold	7 Hold rating(s)	5 Hold rating(s)	4 Hold rating(s)	4 Hold rating(s)
Sell	0 Sell rating(s)	0 Sell rating(s)	0 Sell rating(s)	2 Sell rating(s)
Consensus Price Target	$399.12	$410.75	$396.81	$412.69
Forecasted Upside	23.73% Upside	13.94% Upside	20.67% Upside	11.52% Upside
Consensus Rating	Moderate Buy	Moderate Buy	Moderate Buy	Moderate Buy

AON Analyst Recommendations By Month

The chart below shows how a company's ratings by analysts have changed over time. Each bar represents the previous year of ratings for that month. Within each bar, the sell ratings are shown in red, the hold ratings are shown in yellow, the buy ratings are shown in green, and the strong buy ratings are shown in dark green.

AON Price Targets by Month

The chart below shows how a company's share price and consensus price target have changed over time. The dark blue line represents the company's actual price. The lighter blue line represents the stock's consensus price target. The even lighter blue range in the background of the two lines represents the low price target and the high price target for each stock.

AON Stock vs. The Competition

Type	AON	Finance Companies	Broader Market
Consensus Rating Score	2.63	2.28	2.53
Consensus Rating	Moderate Buy	Hold	Moderate Buy
Predicted Upside	23.73% Upside	26.88% Upside	14.03% Upside
News Sentiment Rating	Neutral News See Recent AON News	Positive News	Positive News

Recent Analyst Forecasts and Stock Ratings

Rating

Upside/Downside

Action

Time Frame

Start Date

End Date

Show

Export

Date	Brokerage	Analyst	Action	Rating	Price Target	Report Date Upside/Downside
9/2/2026	Evercore 3 of 5 stars		Reiterated Rating	Outperform	$423.00	+28.68%
9/1/2026	TD Cowen 3 of 5 stars		Reiterated Rating	Buy
9/1/2026	Deutsche Bank Aktiengesellschaft 2 of 5 stars		Reiterated Rating	Hold
9/1/2026	BMO Capital Markets Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Michael Zaremski Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Market Perform	$375.00 ➝ $360.00	+12.14%
9/1/2026	Roth Capital Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Set Target		$380.00	+20.64%
9/1/2026	Piper Sandler Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Paul Newsome Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Neutral	$391.00 ➝ $349.00	+8.86%
9/1/2026	Wells Fargo & Company Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Elyse Greenspan Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Overweight	$419.00 ➝ $383.00	+19.47%
9/1/2026	Keefe, Bruyette & Woods Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Meyer Shields Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Outperform	$412.00 ➝ $417.00	+27.69%
9/1/2026	Mizuho Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Yaron Kinar Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Outperform	$437.00 ➝ $398.00	+22.48%
9/1/2026	Cantor Fitzgerald Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Ryan Tunis Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Overweight	$445.00 ➝ $433.00	+35.06%
Get the Latest News and Ratings for AON and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for AON and its competitors with MarketBeat's FREE daily newsletter.
8/31/2026	UBS Group Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Brian Meredith Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Reiterated Rating	Neutral
8/19/2026	Weiss Ratings Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Upgrade	Hold (C) ➝ Hold (C+)
8/19/2026	Morgan Stanley Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Michael Phillips Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Overweight	$380.00 ➝ $410.00	+19.43%
7/30/2026	Citigroup Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Matthew Heimermann Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Buy	$420.00 ➝ $435.00	+19.55%
7/13/2026	JPMorgan Chase & Co. Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Pablo Singzon Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Overweight	$396.00 ➝ $412.00	+14.14%
7/7/2026	Barclays Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Alex Scott Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Equal Weight	$372.00 ➝ $382.00	+7.09%
2/27/2026	Bank of America Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Joshua Shanker Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Upgrade	Neutral ➝ Outperform	$398.00 ➝ $397.00	+20.27%
2/2/2026	Jefferies Financial Group Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Andrew Andersen Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Reiterated Rating	Buy	$408.00	+15.70%
1/7/2026	The Goldman Sachs Group Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Set Target		$395.00	+12.79%
9/15/2025	Wolfe Research Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Tracy Benguigui Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Initiated Coverage	Peer Perform
3/25/2025	Rothschild & Co Redburn Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Daniel Sykes Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Set Target		$445.00	+23.94%
2/3/2025	Royal Bank Of Canada Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Scott Heleniak Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Sector Perform	$390.00 ➝ $400.00	+8.41%

Analyst ratings data on MarketBeat is provided by Benzinga and other data providers. This page was last refreshed on Saturday at 11:11 PM ET.

Should I Buy AON Stock? AON Pros and Cons Explained

These pros and cons were generated based on recent news and financial data from MarketBeat in order to provide readers with the fastest and most accurate insights. They were last updated on Thursday, September 3, 2026. Please send any questions or comments about these AON pros and cons to contact@marketbeat.com.

AON
Bull Case

Here are some ways that investors could benefit from investing in Aon plc:

The stock is currently trading at $327.57, which is significantly below the consensus price target of $410.75 set by analysts, suggesting substantial upside potential for investors who believe the market has overreacted to recent news.
Aon plc recently announced a $17 billion acquisition of USI Insurance, which is expected to generate $395 million in annual run-rate adjusted EBITDA benefits and provide adjusted-EPS accretion beginning in 2028, strengthening the company's position in the fast-growing middle-market and excess and surplus insurance sectors.
The company demonstrated strong financial performance in the most recent quarter, reporting earnings per share of $3.81, which beat the consensus estimate of $3.80, while maintaining a high return on equity of 42.13% and a net margin of 22.27%.
Aon plc offers a stable income stream with a dividend yield of 1.02% and a low payout ratio of 18.08%, indicating that the company retains the majority of its earnings for reinvestment while still providing consistent returns to shareholders.
Institutional investors have shown confidence in the company, with several major funds such as Ironvine Capital Partners LLC and Alliancebernstein L.P. increasing their positions in the second quarter, reflecting a broader trend of institutional accumulation.

AON
Bear Case

Investors should be bearish about investing in Aon plc for these reasons:

The $17 billion USI acquisition is debt-funded, which increases the company's leverage and places significant pressure on management to realize projected synergies, raising concerns about financial risk and execution challenges.
The stock experienced a sharp decline of approximately 9% to 10% following the announcement of the USI deal, indicating that the market views the acquisition as an expensive bet on middle-market growth that may not be immediately accretive to value.
Insider activity has been predominantly negative, with General Counsel Darren Zeidel selling a total of 4,450 shares over the last three months, including a recent sale of 1,900 shares at an average price of $377.76, which may signal a lack of confidence from company leadership.
Short interest in Aon plc has been increasing, with shares shorted rising to 3,368,629 in the most recent reporting period, suggesting that a growing number of investors are betting against the stock's future performance.
The company's debt-to-equity ratio stands at 1.34, which is relatively high for a financial services firm, and the additional debt from the USI acquisition could further constrain financial flexibility and increase vulnerability to economic downturns.

AON Forecast - Frequently Asked Questions

According to the research reports of 19 Wall Street equities research analysts, the average twelve-month stock price forecast for AON is $399.12, with a high forecast of $435.00 and a low forecast of $349.00.

19 Wall Street equities research analysts have issued "buy," "hold," and "sell" ratings for AON in the last twelve months. There are currently 7 hold ratings and 12 buy ratings for the stock. The consensus among Wall Street equities research analysts is that investors should "moderate buy" AON shares.

According to analysts, AON's stock has a predicted upside of 23.73% based on their 12-month stock forecasts.

Over the previous 90 days, AON's stock had 1 upgrade and 1 downgrade by analysts.

AON has been rated by research analysts at Barclays, BMO Capital Markets, Cantor Fitzgerald, Citigroup, Deutsche Bank Aktiengesellschaft, Evercore, JPMorgan Chase & Co., Keefe, Bruyette & Woods, Mizuho, Morgan Stanley, Piper Sandler, Roth Capital, TD Cowen, UBS Group, Weiss Ratings, and Wells Fargo & Company in the past 90 days.

Analysts like AON more than other "finance" companies. The consensus rating for AON is Moderate Buy while the average consensus rating for "finance" companies is Hold. Learn more on how AON compares to other companies.

Stock Forecasts and Research Tools

Related Companies

Today's Analyst Ratings

Top-Rated Stocks

More Ratings Tools

Brokerages With AON Recommendations

MarketBeat monitors more than a dozen sources for AON analyst ratings, with the most recent rating issued on 9/2/2026.

From Our Partners

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

AON (AON) Stock Forecast & Price Target