AON (NYSE:AON) Hits New 1-Year Low – Should You Sell?

Aon plc (NYSE:AON)’s share price reached a new 52-week low during trading on Tuesday . The stock traded as low as $290.70 and last traded at $291.19, with a volume of 1936284 shares. The stock had previously closed at $295.64.

Key Stories Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon appointed Jane Drummond as global chief commercial officer, effective January 1, 2027. Drummond currently leads the company’s Asia-Pacific commercial business, and the promotion could improve coordination of global sales efforts and support longer-term growth. Aon Appoints Jane Drummond as Global Chief Commercial Officer
• Positive Sentiment: Aon continues to strengthen specialist and regional operations, naming a new CEO for Aon Reinsurance Solutions Germany and hiring a senior vice president for fine art insurance at Huntington T. Block. These moves may support client retention and specialized revenue generation, although no immediate financial impact was disclosed. Aon Reinsurance Solutions Germany Names Esser CEO
• Neutral Sentiment: Aon projects Southeast Asian salary increases will remain stable at 5.2% in 2027. The outlook points to continued demand for compensation and human-capital advisory services, but it also signals persistent wage-cost pressure for corporate clients. Aon Projects Southeast Asia Salary Increases to Remain Stable at 5.2% in 2027
• Neutral Sentiment: Coverage of the Aon-USI and Baldwin transactions highlights broker valuation levels. High valuations could validate the attractiveness of insurance-broker assets, while also making future acquisitions more expensive for Aon. What Aon-USI and Baldwin Reveal About Broker Valuations
• Negative Sentiment: AON set a new 52-week low and remains well below its 50-day and 200-day moving averages. The weakness appears more closely tied to negative market sentiment and technical pressure than to a newly reported deterioration in fundamentals; the recent articles provide no major earnings warning or guidance cut. AON Sets New 52-Week Low

Analyst Ratings Changes

AON has been the topic of several recent research reports. Morgan Stanley boosted their price objective on shares of AON from $380.00 to $410.00 and gave the company an “overweight” rating in a research note on Wednesday, August 19th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating on shares of AON in a report on Tuesday, September 1st. UBS Group reiterated a “neutral” rating on shares of AON in a research note on Monday, August 31st. Wall Street Zen cut shares of AON from a “hold” rating to a “sell” rating in a report on Sunday, September 6th. Finally, Piper Sandler lowered their price objective on AON from $391.00 to $349.00 and set a “neutral” rating on the stock in a report on Tuesday, September 1st. Twelve research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $397.47.

AON Trading Down 1.6%

The company has a quick ratio of 1.54, a current ratio of 1.54 and a debt-to-equity ratio of 1.34. The business’s fifty day moving average is $340.35 and its 200 day moving average is $331.72. The stock has a market cap of $59.71 billion, a PE ratio of 15.52, a P/E/G ratio of 1.45 and a beta of 0.66.

AON (NYSE:AON) last posted its earnings results on Wednesday, July 29th. The financial services provider reported $3.81 EPS for the quarter, topping analysts’ consensus estimates of $3.80 by $0.01. AON had a return on equity of 42.13% and a net margin of 22.27%.The company had revenue of $4.25 billion for the quarter, compared to the consensus estimate of $4.28 billion. During the same period in the previous year, the business earned $3.49 earnings per share. AON’s quarterly revenue was up 2.2% compared to the same quarter last year. As a group, analysts predict that Aon plc will post 18.93 earnings per share for the current year.

AON Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, August 14th. Shareholders of record on Monday, August 3rd were given a dividend of $0.82 per share. The ex-dividend date was Monday, August 3rd. This represents a $3.28 dividend on an annualized basis and a yield of 1.2%. AON’s payout ratio is presently 18.08%.

Insider Buying and Selling

In other news, General Counsel Darren Zeidel sold 1,900 shares of the business’s stock in a transaction that occurred 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 transaction, the general counsel owned 11,504 shares of the company’s stock, valued at $4,345,751.04. The trade was a 14.17% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Lester B. Knight bought 20,000 shares of the firm’s stock in a transaction that occurred on Wednesday, September 2nd. The shares were purchased at an average price of $327.48 per share, for a total transaction of $6,549,600.00. Following the transaction, the director owned 163,000 shares of the company’s stock, valued at $53,379,240. The trade was a 13.99% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 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 corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of AON. Cornerstone Financial Management LLC purchased a new position in AON during the fourth quarter worth approximately $37,000. SJS Investment Consulting Inc. grew its stake in shares of AON by 258.3% during the 1st quarter. SJS Investment Consulting Inc. now owns 129 shares of the financial services provider’s stock valued at $42,000 after buying an additional 93 shares during the period. Palladiem LLC acquired a new stake in shares of AON during the 4th quarter worth $47,000. Cassaday & Co Wealth Management LLC purchased a new position in shares of AON in the 1st quarter worth $61,000. Finally, Reflection Asset Management acquired a new position in AON in the fourth quarter valued at $72,000. Institutional investors and hedge funds own 86.14% of the company’s stock.

About AON

Aon plc is a global professional services firm that helps organizations manage risk, support workforce strategies and make informed decisions. Its principal activities include commercial risk brokerage, insurance and reinsurance consulting, retirement and investment advisory services, health and benefits consulting, and data- and analytics-based business solutions.

Aon serves businesses, governments, institutional investors and individuals across a broad range of industries and geographies.