JPMorgan Chase & Co. Cuts AON (NYSE:AON) Price Target to $396.00

AON (NYSE:AON) had its price target reduced by JPMorgan Chase & Co. from $406.00 to $396.00 in a research report released on Thursday morning,Benzinga reports. They currently have an overweight rating on the financial services provider’s stock.

AON has been the topic of several other reports. Keefe, Bruyette & Woods reduced their target price on AON from $416.00 to $401.00 and set an “outperform” rating on the stock in a report on Tuesday, April 7th. The Goldman Sachs Group set a $395.00 target price on AON in a report on Wednesday, January 7th. Mizuho raised AON from a “neutral” rating to an “outperform” rating and set a $397.00 target price on the stock in a report on Friday, February 27th. Wells Fargo & Company reduced their target price on AON from $443.00 to $402.00 and set an “overweight” rating on the stock in a report on Thursday. Finally, Citigroup boosted their target price on AON from $402.00 to $412.00 and gave the stock a “buy” rating in a report on Tuesday, February 3rd. Fourteen equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $402.00.

AON Stock Down 3.8%

NYSE AON opened at $313.10 on Thursday. The company has a current ratio of 2.03, a quick ratio of 2.03 and a debt-to-equity ratio of 1.55. The stock’s 50 day moving average is $326.15 and its two-hundred day moving average is $340.56. The company has a market capitalization of $67.08 billion, a price-to-earnings ratio of 18.40, a PEG ratio of 1.71 and a beta of 0.83. AON has a 1-year low of $304.59 and a 1-year high of $387.69.

AON (NYSE:AON) last released its quarterly earnings data on Friday, January 30th. The financial services provider reported $4.85 earnings per share for the quarter, beating analysts’ consensus estimates of $4.75 by $0.10. The company had revenue of $4.30 billion for 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 company’s quarterly revenue was up 3.7% on a year-over-year basis. During the same period in the previous year, the business earned $4.42 earnings per share. Equities analysts forecast that AON will post 17.21 earnings per share for the current fiscal year.

Insider Activity at AON

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

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of AON. Westside Investment Management Inc. raised its position in AON by 100.0% in the 3rd quarter. Westside Investment Management Inc. now owns 70 shares of the financial services provider’s stock worth $25,000 after purchasing an additional 35 shares during the last quarter. Wealth Watch Advisors INC bought a new position in AON in the 3rd quarter worth approximately $25,000. University of Texas Texas AM Investment Management Co. bought a new position in AON in the 4th quarter worth approximately $27,000. Heartwood Wealth Advisors LLC bought a new stake in shares of AON during the 3rd quarter valued at $29,000. Finally, Kemnay Advisory Services Inc. bought a new stake in shares of AON during the 4th quarter valued at $29,000. Institutional investors own 86.14% of the company’s stock.

Trending Headlines about AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Board approved a 10% increase to the quarterly cash dividend, raising the payout to $0.820 per Class A share — a sign of cash return to shareholders and management confidence. Aon Announces 10% Increase to Quarterly Cash Dividend
• Positive Sentiment: KBW reaffirmed its Buy rating on Aon, supporting investor conviction from sell‑side coverage. KBW Reaffirms Their Buy Rating on Aon (AON)
• Positive Sentiment: Morgan Stanley remains constructive on Aon (Buy), adding to supportive analyst commentary. Morgan Stanley Remains a Buy on Aon (AON)
• Positive Sentiment: Aon announced strategic partnerships and new commercial deals (FIATA / AON World; Cover‑More travel insurance in Australia) that expand distribution and product reach. FIATA and AON World announce strategic partnership
• Positive Sentiment: Aon is pushing data and AI into its enterprise strategy — a strategic initiative that can improve client outcomes and long‑term margins. Aon embeds data and AI into enterprise strategy to drive client outcomes
• Neutral Sentiment: Aon set its Q1 2026 earnings release and conference call for May 1 — a near‑term catalyst that could swing the stock depending on results and guidance. Aon Announces First-Quarter 2026 Earnings Release and Conference Call Date
• Neutral Sentiment: Reinsurance‑related activity and a marine product appointment are incremental operational items; useful for niche business continuity but unlikely to move the stock materially on their own. Aon’s Reinsurance Solutions appoints Jose Maria Lopez as Marine Product Coordinator
• Negative Sentiment: JPMorgan trimmed its price target to $396 (from $406) — a modest downtick in analyst upside that can weigh on sentiment despite an overweight rating. AON (NYSE:AON) Price Target Cut to $396.00 by Analysts at JPMorgan Chase & Co.
• Negative Sentiment: Wells Fargo lowered its price target to $402 (from $443) — another analyst cut that reduces near‑term upside expectations and likely contributed to selling pressure. Benzinga
• Negative Sentiment: MarketWatch notes Aon has recently underperformed peers/market — relative weakness that can trigger short‑term selling by momentum and sector funds. Aon PLC stock underperforms Thursday when compared to competitors

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.