AON (NYSE:AON) Given New $401.00 Price Target at Keefe, Bruyette & Woods

AON (NYSE:AON) had its price target decreased by Keefe, Bruyette & Woods from $416.00 to $401.00 in a research note published on Tuesday morning,Benzinga reports. Keefe, Bruyette & Woods currently has an outperform rating on the financial services provider’s stock.

Other analysts also recently issued reports about the company. Evercore restated an “outperform” rating and issued a $436.00 target price on shares of AON in a research note on Wednesday, January 7th. Bank of America raised shares of AON from a “neutral” rating to an “outperform” rating and reduced their price target for the company from $398.00 to $397.00 in a research report on Friday, February 27th. Mizuho raised shares of AON from a “neutral” rating to an “outperform” rating and set a $397.00 price target for the company in a research report on Friday, February 27th. Weiss Ratings reissued a “hold (c+)” rating on shares of AON in a research report on Monday, December 29th. Finally, Barclays lifted their price target on shares of AON from $379.00 to $381.00 and gave the company an “equal weight” rating in a research report on Thursday, January 8th. Fourteen research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, AON presently has an average rating of “Moderate Buy” and an average target price of $405.75.

AON Stock Performance

Shares of AON opened at $321.96 on Tuesday. 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 has a 50-day moving average of $327.30 and a 200-day moving average of $341.12. The company has a market cap of $68.98 billion, a PE ratio of 18.92, a P/E/G ratio of 1.77 and a beta of 0.83. AON has a one year low of $304.59 and a one year high of $387.69.

AON (NYSE:AON) last issued its earnings results on Friday, January 30th. The financial services provider reported $4.85 EPS for the quarter, beating the consensus estimate of $4.75 by $0.10. The company had revenue of $4.30 billion during the quarter, compared to the consensus estimate of $4.38 billion. AON had a return on equity of 45.23% and a net margin of 21.51%.The firm’s revenue for the quarter was up 3.7% compared to the same quarter last year. During the same period last year, the business posted $4.42 EPS. On average, equities research analysts predict that AON will post 17.21 EPS for the current fiscal year.

AON Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Monday, February 2nd were paid a dividend of $0.745 per share. The ex-dividend date was Monday, February 2nd. This represents a $2.98 dividend on an annualized basis and a yield of 0.9%. AON’s payout ratio is 17.51%.

Insiders Place Their Bets

In other news, Director Lester B. Knight acquired 4,000 shares of the business’s stock in a transaction on Tuesday, February 10th. The shares were purchased at an average cost of $319.24 per share, with a total value of $1,276,960.00. Following the acquisition, the director directly owned 143,000 shares of the company’s stock, valued at $45,651,320. The trade was a 2.88% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, 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 transaction of $1,641,981.60. Following the transaction, the general counsel directly owned 20,254 shares in the company, valued at $6,598,550.66. This represents a 19.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.10% of the stock is owned by insiders.

Hedge Funds Weigh In On AON

Hedge funds have recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in shares of AON by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 20,171,049 shares of the financial services provider’s stock worth $7,117,960,000 after buying an additional 191,658 shares during the last quarter. Capital World Investors boosted its stake in shares of AON by 1.5% in the 4th quarter. Capital World Investors now owns 12,252,904 shares of the financial services provider’s stock worth $4,323,850,000 after buying an additional 176,207 shares during the last quarter. State Street Corp boosted its stake in shares of AON by 1.2% in the 3rd quarter. State Street Corp now owns 9,229,464 shares of the financial services provider’s stock worth $3,291,048,000 after buying an additional 105,154 shares during the last quarter. Dodge & Cox boosted its stake in shares of AON by 126.6% in the 4th quarter. Dodge & Cox now owns 7,852,456 shares of the financial services provider’s stock worth $2,770,975,000 after buying an additional 4,387,773 shares during the last quarter. Finally, Geode Capital Management LLC boosted its stake in shares of AON by 0.5% in the 4th quarter. Geode Capital Management LLC now owns 5,141,363 shares of the financial services provider’s stock worth $1,810,726,000 after buying an additional 28,066 shares during the last quarter. 86.14% of the stock is owned by hedge funds and other institutional investors.

More AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon Affinity extended its travel‑protection partnership with Virgin Voyages, maintaining a channel that supports premiums and renewals in the travel-insurance line. Aon Affinity extends Virgin Voyages partnership
• Positive Sentiment: Cover‑More was named Aon’s travel‑insurance provider in Australia, a commercial win that can expand distribution and premium flows in a key market. Cover‑More named Aon provider in Australia
• Positive Sentiment: Aon appointed Winnie Loh to lead real estate and data‑centre business in Southeast Asia, strengthening local leadership in fast‑growing, high‑margin advisory segments. Winnie Loh appointment
• Positive Sentiment: Marketing/sponsorship activity continues (Aon Swing 5 / RBC Heritage coverage), supporting brand visibility in corporate and consumer channels. Aon PGA Tour sponsorship
• Neutral Sentiment: Aon and Howden settled a lawsuit — settlement reduces legal overhang but details on cost/terms are limited, so immediate impact is unclear. Aon and Howden settlement
• Neutral Sentiment: MarketWatch noted AON outperformed peers on a relative basis despite moving lower intraday — suggests stock weakness today may be more about market/sector flows than company‑specific deterioration. MarketWatch coverage
• Negative Sentiment: Keefe, Bruyette & Woods cut Aon’s price target from $416 to $401 while keeping an “outperform” rating — the lower target can create modest near‑term selling pressure despite the maintained positive view. KBW 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.