Cantor Fitzgerald Cuts AON (NYSE:AON) Price Target to $433.00

AON (NYSE:AON) had its target price lowered by equities research analysts at Cantor Fitzgerald from $445.00 to $433.00 in a research report issued to clients and investors on Tuesday, Benzinga reports. The firm currently has an “overweight” rating on the financial services provider’s stock. Cantor Fitzgerald’s target price indicates a potential upside of 35.06% from the stock’s current price.

Several other research analysts have also commented on the company. Morgan Stanley lifted their price target on AON from $380.00 to $410.00 and gave the stock an “overweight” rating in a research report on Wednesday, August 19th. Wall Street Zen raised AON from a “sell” rating to a “hold” rating in a report on Saturday. Keefe, Bruyette & Woods increased their target price on shares of AON from $400.00 to $412.00 and gave the company an “outperform” rating in a report on Tuesday, August 4th. Roth Capital restated a “buy” rating and set a $420.00 target price on shares of AON in a report on Friday, July 31st. Finally, Weiss Ratings upgraded shares of AON from a “hold (c)” rating to a “hold (c+)” rating in a research report on Wednesday, August 19th. Twelve investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $411.88.

AON Stock Performance

NYSE:AON opened at $320.59 on Tuesday. AON has a twelve month low of $304.59 and a twelve month high of $382.34. The company has a market cap of $68.00 billion, a P/E ratio of 17.67, a P/E/G ratio of 1.83 and a beta of 0.69. The company’s 50-day moving average price is $353.25 and its 200-day moving average price is $333.95. The company has a current ratio of 1.54, a quick ratio of 1.54 and a debt-to-equity ratio of 1.34.

AON (NYSE:AON) last posted its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share for the quarter, topping analysts’ consensus estimates of $3.80 by $0.01. The firm had revenue of $4.25 billion during the quarter, compared to analysts’ expectations of $4.28 billion. AON had a net margin of 22.27% and a return on equity of 42.13%. The firm’s quarterly revenue was up 2.2% on a year-over-year basis. During the same quarter last year, the company posted $3.49 EPS. On average, sell-side analysts forecast that AON will post 19.06 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, General Counsel Darren Zeidel sold 1,900 shares of AON stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $377.76, for a total value of $717,744.00. Following the completion of the sale, the general counsel owned 11,504 shares in the company, valued at approximately $4,345,751.04. The trade was a 14.17% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. In the last ninety days, insiders sold 4,450 shares of company stock worth $1,659,242. 1.00% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the stock. Corient Private Wealth LP lifted its holdings in AON by 80.0% in the 2nd quarter. Corient Private Wealth LP now owns 73,158 shares of the financial services provider’s stock valued at $24,266,000 after acquiring an additional 32,505 shares during the last quarter. Groupe la Francaise bought a new stake in shares of AON in the 2nd quarter worth approximately $108,000. CYBER HORNET ETFs LLC lifted its stake in AON by 4,903.4% during the second quarter. CYBER HORNET ETFs LLC now owns 29,470 shares of the financial services provider’s stock valued at $9,775,000 after purchasing an additional 28,881 shares during the last quarter. California State Teachers Retirement System grew its position in AON by 32,835.5% in the second quarter. California State Teachers Retirement System now owns 101,761,829 shares of the financial services provider’s stock worth $33,753,381,000 after buying an additional 101,452,856 shares during the last quarter. Finally, Ameritas Advisory Services LLC bought a new position in shares of AON in the second quarter valued at $220,000. 86.14% of the stock is currently owned by institutional investors.

Key Stories Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: The acquisition would expand Aon’s reach among U.S. middle-market businesses and strengthen its risk management, employee benefits and retirement-services offerings. USI generates approximately $3 billion in annual revenue, giving Aon greater scale in a large and growing market. Aon to acquire USI to establish the premier US middle-market platform
• Positive Sentiment: Aon expects $395 million of annual run-rate net adjusted EBITDA from revenue and cost synergies, with the transaction expected to be accretive to adjusted earnings per share in 2028. Management also highlighted USI’s excess and surplus lines capabilities, one of the faster-growing areas of commercial insurance. Aon’s shares drop on USI deal news
• Neutral Sentiment: The transaction is expected to close in the fourth quarter of 2026, subject to regulatory approvals. USI CEO Mike Sicard is expected to become Aon’s president and global CEO of Middle Market, potentially supporting integration and growth but adding leadership-transition considerations. Aon CEO discusses USI acquisition
• Negative Sentiment: Aon plans to finance the purchase with new debt. Investors are therefore weighing higher leverage, financing costs and the risk that projected synergies or 2028 earnings accretion take longer to materialize. The stock’s decline followed reports of the completed deal, reversing the initial speculation-driven focus on potential strategic benefits. Aon falls on USI acquisition

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.