AONFinancial Services · Insurance BrokersThe 19 Wall Street analysts covering Aon plc hold a median 12-month price target of $402 — +22.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 51 of 100 as at 2 Sept 2026 — in the upper half.
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.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (92): The share count has been shrinking and the company is not leaning on new borrowing.
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 quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on AON, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +22.8% from it.
Of the 20 most recent actions, 8 moved their price target up and 6 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 2 Sept 2026 | Evercore ISI Group | Maintains | Outperform | $436 → $423 |
| 1 Sept 2026 | BMO Capital | Maintains | Market Perform | $375 → $360 |
| 1 Sept 2026 | Cantor Fitzgerald | Maintains | Overweight | $445 → $433 |
| 1 Sept 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | $412 → $417 |
| 1 Sept 2026 | Mizuho | Maintains | Outperform | $437 → $398 |
| 1 Sept 2026 | Piper Sandler | Maintains | Neutral | $391 → $349 |
| 1 Sept 2026 | Wells Fargo | Maintains | Overweight | $419 → $383 |
| 19 Aug 2026 | Morgan Stanley | Maintains | Overweight | $380 → $410 |
| 4 Aug 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | $400 → $412 |
| 4 Aug 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | — |
| 3 Aug 2026 | Mizuho | Maintains | Outperform | — |
| 3 Aug 2026 | Mizuho | Maintains | Outperform | $426 → $437 |
| 3 Aug 2026 | UBS | Maintains | Neutral | $383 → $387 |
| 3 Aug 2026 | UBS | Maintains | Neutral | — |
| 30 July 2026 | Citigroup | Maintains | Buy | — |
| 30 July 2026 | Citigroup | Maintains | Buy | $420 → $435 |
| 30 July 2026 | Piper Sandler | Maintains | Neutral | — |
| 30 July 2026 | Piper Sandler | Maintains | Neutral | $377 → $391 |
| 30 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 30 July 2026 | Wells Fargo | Maintains | Overweight | $406 → $419 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. AON appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 3 Sept 2026, Aon plc returned −12.1% against +21.4% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 39% of US stocks
Cheaper than 32% of US stocks
Cheaper than 15% of US stocks
Cheaper than 25% of US stocks
Higher than 32% of US stocks
Higher than 30% of US stocks
Higher than 58% of US stocks
Higher than 82% of US stocks
Higher than 84% of US stocks
Higher than 92% of US stocks
Higher than 80% of US stocks
Higher than 23% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 $70.2B and an enterprise value of $85.1B.
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.
Trailing P/E: 18.3×; forward P/E: 16.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.99%, paying out 17% of earnings.
Aon plc employs 60,000 people — $293K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
Aon plc announced that its Chief Executive Officer, Greg Case, will speak at the KBW Insurance Conference in New York on Thursday, September 10, in a session starting at 1:35 PM ET.
Why it matters — The CEO's presentation at a major industry conference offers Aon watchers an opportunity to hear directly from the company's leadership.
Zacks reports that rising employer healthcare costs could boost Marsh's consulting demand and create growth avenues for UnitedHealth and Centene through cost-control solutions, according to the article.
Why it matters — As a peer of Marsh in insurance broking and benefits consulting, healthcare-cost pressure may point to similar demand tailwinds for Aon's health and benefits business.
As insurance pricing softens, brokerage stocks including WTW, AJG, and AON are finding growth in underlying business activity rather than rate increases, according to Zacks Investment Research.
Why it matters — AON watchers will note that the company's organic growth is expected to come from business activity rather than favorable market pricing, a key factor shaping its near-term performance outlook.
Aon has completed a $17 billion acquisition of USI, expanding its reach in the middle market and adding specialty capabilities. The deal also increases Aon's debt load and adds pressure on the company to execute its integration.
Why it matters — Aon watchers would care because this large acquisition reshapes the company's business mix while its higher debt and integration demands introduce new execution risks.
Aon plc held an M&A call, the transcript of which was published by Seeking Alpha. The call covered the company's merger and acquisition activities.
Why it matters — A transcript of an M&A call offers Aon watchers direct insight into the company's strategic acquisition discussions and management commentary.
The 19 Wall Street analysts covering Aon plc have a median 12-month price target of $402, with estimates ranging from $341 to $433. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 19 analysts covering Aon plc, 11 rate it a Buy, 7 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Aon plc 51 out of 100 across roughly 4,600 US stocks as at 2 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 2 Sept 2026, Aon plc ranks 51 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 Issuance (92 of 100).
No one can know that. What the data says: the median 12-month target from 19 analysts implies +22.8% from the last close, and Ticker Nerd's factor model ranks Aon plc 51 out of 100 as at 2 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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: $341 to $433 over the next 12 months.
Aon plc returned -12.1% over the 12 months to 3 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Aon plc Class A is a global professional services company focused on risk, retirement, health, and wealth solutions. Aon provides insurance and reinsurance brokerage, helping organizations assess exposures, structure coverage, and manage complex claims across commercial and specialty markets.
The most recent item we track (PRNewsWire, 3 Sept 2026): "Aon to Speak at the KBW Insurance Conference". Aon plc announced that its Chief Executive Officer, Greg Case, will speak at the KBW Insurance Conference in New York on Thursday, September 10, in a session starting at 1:35 PM ET.
Aon plc Class A is a global professional services company focused on risk, retirement, health, and wealth solutions. Aon provides insurance and reinsurance brokerage, helping organizations assess exposures, structure coverage, and manage complex claims across commercial and specialty markets. Its human capital offerings include benefits consulting, talent-related analytics, and retirement and wealth advisory services designed for employers and institutional clients. The company also delivers data-driven insights and advisory support that help businesses manage workforce costs, employee well-being, and operational resilience. Serving clients across industries such as financial services, healthcare, manufacturing, technology, and public institutions, Aon plays an important intermediary role in the insurance and advisory ecosystem by connecting clients with risk-transfer solutions and people-related services.
CEO Mr. Gregory Clarence Case · 60,000 employees · Ireland · https://www.aon.com
