Wells Fargo & Company Cuts AON (NYSE:AON) Price Target to $402.00

AON (NYSE:AON) had its price target decreased by Wells Fargo & Company from $443.00 to $402.00 in a research note issued to investors on Thursday morning,Benzinga reports. Wells Fargo & Company currently has an overweight rating on the financial services provider’s stock.

Other research analysts have also issued research reports about the company. Citigroup raised their target price on AON from $402.00 to $412.00 and gave the company a “buy” rating in a report on Tuesday, February 3rd. Jefferies Financial Group reaffirmed a “buy” rating and set a $408.00 price target on shares of AON in a research report on Monday, February 2nd. Cantor Fitzgerald boosted their price objective on AON from $393.00 to $412.00 and gave the stock an “overweight” rating in a research report on Monday, February 2nd. JPMorgan Chase & Co. reduced their price objective on AON from $433.00 to $406.00 and set an “overweight” rating for the company in a research note on Wednesday, January 7th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of AON in a research note on Monday, December 29th. Fourteen investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, AON has a consensus rating of “Moderate Buy” and an average target price of $402.00.

AON Stock Down 3.8%

AON stock opened at $313.10 on Thursday. AON has a twelve month low of $304.59 and a twelve month high of $387.69. The company has a quick ratio of 2.03, a current 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 200-day moving average is $340.56. The firm has a market capitalization of $67.08 billion, a PE ratio of 18.40, a P/E/G ratio of 1.71 and a beta of 0.83.

AON (NYSE:AON) last posted its earnings results 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. AON had a return on equity of 45.23% and a net margin of 21.51%.The company had revenue of $4.30 billion for the quarter, compared to analyst estimates of $4.38 billion. During the same quarter last year, the company earned $4.42 earnings per share. The company’s revenue for the quarter was up 3.7% on a year-over-year basis. Sell-side analysts expect that AON will post 17.21 EPS for the current fiscal year.

Insider Activity at AON

In related news, General Counsel Darren Zeidel sold 5,040 shares of the company’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 value of $1,641,981.60. Following the transaction, the general counsel owned 20,254 shares in the company, valued at approximately $6,598,550.66. This represents a 19.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Lester B. Knight bought 4,000 shares of the firm’s stock in a transaction on 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 transaction, the director directly owned 143,000 shares of the company’s stock, valued at approximately $45,651,320. The trade was a 2.88% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 1.10% of the stock is currently owned by corporate insiders.

Institutional Trading of AON

A number of large investors have recently bought and sold shares of the company. Purpose Unlimited Inc. purchased a new stake in AON in the fourth quarter worth $227,000. Stance Capital LLC increased its position in AON by 11.1% in the fourth quarter. Stance Capital LLC now owns 4,015 shares of the financial services provider’s stock worth $1,417,000 after buying an additional 402 shares during the last quarter. Rockefeller Capital Management L.P. increased its position in AON by 9.7% in the fourth quarter. Rockefeller Capital Management L.P. now owns 10,448 shares of the financial services provider’s stock worth $3,687,000 after buying an additional 921 shares during the last quarter. Corient Private Wealth LLC increased its position in AON by 5.1% in the fourth quarter. Corient Private Wealth LLC now owns 76,111 shares of the financial services provider’s stock worth $26,986,000 after buying an additional 3,667 shares during the last quarter. Finally, Hsbc Holdings PLC increased its position in AON by 9.7% in the fourth quarter. Hsbc Holdings PLC now owns 190,679 shares of the financial services provider’s stock worth $67,700,000 after buying an additional 16,890 shares during the last quarter. 86.14% of the stock is owned by hedge funds and other institutional investors.

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

About AON

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.