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AONAONFinancial Services · Insurance Brokers

AON Stock Forecast: Aon Plc Price Predictions for 2026-2027

Last close, 29 Oct 2026
$322
+1.88% on the day

The 21 Wall Street analysts covering Aon Plc hold a median 12-month price target of $350 — +8.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 20 of 100 as at 28 Oct 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$64.2B
Ticker Nerd rank
20/ 100
Median analyst target
$350
Analysts covering
21
Revenue$4.2B+2.2% y/y
Operating income$1.0B
Net income$565.0M
Free cash flow$483.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+4.8%
1M
+16.6%
YTD
−8.4%
1Y
−0.9%
From 52W high
−15.4%
From 52W low
+19.4%
$269
$380
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

AON stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Aon Plc on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 28 Oct 2026
20/ 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Quality
88
Volatility
74
Growth
70
Revisions
37
Issuance
32
Momentum
24
Accruals
14
Value
13
Size
4

Quality (88): The business earns solid, repeatable profits on what it owns.

Value (13): The shares cost a lot relative to the profits and assets behind them.

Size (4): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.

Wall Street

AON stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on AON, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$200$250$300$350$400$450Jan 26Apr 26Jul 26Oct 26AONHigh $435Median $350Low $229

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says21 analysts
13 Buy5 Hold3 Sell
Low $229Median $350High $435

The green dot is the last close — the median target sits +8.8% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 2 moved their price target up and 11 moved it down.

DateFirmActionRatingTarget
12 Oct 2026Keefe, Bruyette & WoodsMaintainsOutperform$417 → $342
12 Oct 2026Wells FargoMaintainsOverweight$383 → $323
7 Oct 2026BarclaysMaintainsEqual-Weight$382 → $317
7 Oct 2026Cantor FitzgeraldMaintainsOverweight$433 → $400
7 Oct 2026MizuhoMaintainsOutperform$366 → $324
6 Oct 2026Morgan StanleyMaintainsOverweight$410 → $350
1 Oct 2026JP MorganMaintainsOverweight$412 → $362
1 Oct 2026JP MorganMaintainsOverweight—
21 Sept 2026CitigroupReinstatesBuy$435
16 Sept 2026MizuhoMaintainsOutperform—
16 Sept 2026MizuhoMaintainsOutperform$398 → $366
14 Sept 2026TD CowenMaintainsBuy$416 → $420
14 Sept 2026TD CowenMaintainsBuy—
2 Sept 2026Evercore ISI GroupMaintainsOutperform—
2 Sept 2026Evercore ISI GroupMaintainsOutperform$436 → $423
1 Sept 2026BMO CapitalMaintainsMarket Perform—
1 Sept 2026BMO CapitalMaintainsMarket Perform$375 → $360
1 Sept 2026Cantor FitzgeraldMaintainsOverweight—
1 Sept 2026Cantor FitzgeraldMaintainsOverweight$445 → $433
1 Sept 2026Keefe, Bruyette & WoodsMaintainsOutperform$412 → $417

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

AON appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
  • The AI build-out map, free: every AI company we track, part by part, and one part in full with each verdict.

Free. Unsubscribe any time.

The AI build-out map
PDF

  • AI cloud capacity

    MSFTAMZNGOOGLORCL

  • AI chips

    NVDAAVGOAMDMU

  • AI networking and serversIn full

    ANETDELLLITECRDO

  • Data centre power

    VRTCEGGEVVST

Performance

AON vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 29 Oct 2026, Aon Plc returned −0.9% against +13.1% for the S&P 500, dividends included.

AON vs S&P 500, last 12 monthsTotal return, rebased to 100
8090100110120Jan 26Apr 26Jul 26Oct 26AONS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

AON analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−2.8%
Analysts raising
4
Analysts cutting
10
Fundamentals

Aon Plc (AON) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
16.7×

Cheaper than 43% of US stocks

Price / sales
3.7×

Cheaper than 32% of US stocks

Price / book
6.7×

Cheaper than 14% of US stocks

EV / EBITDA
13.4×

Cheaper than 27% of US stocks

Growth & margins
Revenue growth (YoY)
2.2%

Higher than 33% of US stocks

Earnings growth (YoY)
−4.8%

Higher than 31% of US stocks

Gross margin
46.5%

Higher than 58% of US stocks

Operating margin
23.5%

Higher than 82% of US stocks

Net margin
22.3%

Higher than 84% of US stocks

Returns & dividend
Return on equity
44.7%

Higher than 92% of US stocks

Return on assets
5.8%

Higher than 81% of US stocks

Dividend yield
1.1%

Higher than 71% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Aon Plc (AON) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Aon Plc has a market value of $64.2B and an enterprise value of $79.1B.

  • Revenue in the twelve months to 30 June 2026: $17.6B. The latest quarter grew 2.2% year on year.

  • Net income over the same four quarters: $4.0B, a 22.6% net margin.

  • Diluted earnings per share, trailing twelve months: $18.14.

  • Free cash flow in the twelve months to 30 June 2026: $3.2B, after $283.0M of capital spending.

  • Aon Plc spent $1.6B on share buybacks and $658.0M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 213.6M.

  • Trailing P/E: 16.7×; forward P/E: 15.0× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.08%, paying out 17% of earnings.

  • Aon Plc employs 60,000 people — $293K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 29 Oct 2026

Data provided by Twelve Data

Peers

AON vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelInsurance Brokers
CompanyMarket capTKN rank
AONAon Plc$64.2B20
AJGArthur J. Gallagher & Co.$66.9B17
MRSHMarsh & McLennan Cos., Inc.$94.2B58
WTWWillis Towers Watson Plc$30.3B41
BROBrown & Brown, Inc.$22.3B25
ERIEErie Indemnity Co.$11.5B33
RYANRyan Specialty Holdings, Inc.$11.2B56

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Aon Plc — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest AON news & analysis

Aon CEO warns AI data center insurance risks could threaten financing

CNBC · 29 Oct 2026neutral

Aon CEO Greg Case said concentrating billions of dollars of equipment in AI data centers can make projects harder to insure and may affect how developers finance them. He noted that business interruptions could cost millions of dollars per minute, increasing pressure on insurance capacity and risk engineering.

Why it matters — The comments highlight potential challenges and demand pressures in insuring AI data center projects, an area relevant to Aon’s risk and insurance work.

Aon and SAGE Bring Field-Level Agricultural Intelligence to Crop Insurance

GlobeNewsWire · 29 Oct 2026positive

Aon and agricultural risk intelligence company SAGE announced a new U.S. precision crop insurance program. It is designed to assess agricultural risk more accurately and help price insurance more effectively.

Why it matters — The program is an Aon initiative in agricultural risk assessment and insurance pricing.

Aon plc (AON) Q3 2026 Earnings Call Transcript

Seeking Alpha · 28 Oct 2026neutral

The headline identifies a Seeking Alpha transcript of Aon plc’s Q3 2026 earnings call; no further call details are provided in the excerpt.

Why it matters — AON watchers may review the transcript for management’s comments, but the excerpt itself contains no business or financial details.

AON Q3 Earnings Call Highlights

MarketBeat · 28 Oct 2026positive

Aon reported 6% organic revenue growth in the third quarter of 2026, with 7% growth in both commercial risk and reinsurance. The company attributed its results to broad-based demand for risk, capital and human-capital solutions amid market and technology changes.

Why it matters — The results highlight revenue growth across Aon’s commercial risk and reinsurance businesses and the demand conditions cited by the company.

Aon: Strong Q3 '26, But Softer Insurance Market Means Lower Price Target

Seeking Alpha · 28 Oct 2026negative

A Seeking Alpha article rates Aon 'Hold,' citing Q3 '26 mid-single-digit organic growth alongside a 1% decline in GAAP operating income and 70-basis-point margin compression. It says softer insurance pricing and industry headwinds support a lower forward P/E multiple and notes shares trade above its $300 fair value target.

Why it matters — AON watchers may focus on the combination of continued organic growth and weaker margins, as well as the article's concerns about growth visibility and valuation.

FAQ

Frequently asked questions about AON stock

What is the AON stock price forecast for 2026-2027?

The 21 Wall Street analysts covering Aon Plc have a median 12-month price target of $350, with estimates ranging from $229 to $435. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is AON stock a buy right now?

Of the 21 analysts covering Aon Plc, 13 rate it a Buy, 5 a Hold and 3 a Sell. Ticker Nerd's systematic factor model ranks Aon Plc 20 out of 100 across roughly 4,600 US stocks as at 28 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank AON?

As at 28 Oct 2026, Aon Plc ranks 20 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (88 of 100).

Will AON stock go up?

No one can know that. What the data says: the median 12-month target from 21 analysts implies +8.8% from the last close, and Ticker Nerd's factor model ranks Aon Plc 20 out of 100 as at 28 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the AON stock forecast for 2030?

No analyst covering Aon Plc publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AON are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $229 to $435 over the next 12 months.

How has AON stock performed over the past year?

Aon Plc returned -0.9% over the 12 months to 29 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Aon Plc do?

Aon plc Class A is a global professional services company focused on insurance and reinsurance brokerage, risk management, and human capital solutions. The company helps organizations manage commercial risk, structure coverage, and access advisory services across areas such as claims, analytics, retirement, health and benefits, talent, and workplace wellbeing.

What is the latest news on AON?

The most recent item we track (CNBC, 29 Oct 2026): "Aon CEO warns AI data center insurance risks could threaten financing". Aon CEO Greg Case said concentrating billions of dollars of equipment in AI data centers can make projects harder to insure and may affect how developers finance them. He noted that business interruptions could cost millions of dollars per minute, increasing pressure on insurance capacity and risk engineering.

Company

About Aon Plc.

Aon plc Class A is a global professional services company focused on insurance and reinsurance brokerage, risk management, and human capital solutions. The company helps organizations manage commercial risk, structure coverage, and access advisory services across areas such as claims, analytics, retirement, health and benefits, talent, and workplace wellbeing. Its business is organized around serving corporate, institutional, and public-sector clients that need support in navigating risk, workforce planning, and related consulting needs. Aon plc Class A operates across a broad international footprint, providing services in more than 120 countries through a network built around brokerage and advisory expertise. The company’s role in the financial market is tied to its position as an intermediary and consultant in the insurance ecosystem, connecting clients with risk-transfer solutions and specialized insights.

CEO Mr. Gregory Clarence Case · 60,000 employees · Ireland · https://www.aon.com