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

Last close, 8 Oct 2026
$277
+2.46% on the day

The 21 Wall Street analysts covering Aon plc hold a median 12-month price target of $375 — +35.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 45 of 100 as at 8 Oct 2026 — in the lower half.

Market cap
$58.8B
Ticker Nerd rank
45 / 100
Median analyst target
$375
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
+0.4%
1M
−12.2%
YTD
−21.1%
1Y
−23.8%
From 52W high
−27.1%
From 52W low
+2.8%
$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 8 Oct 2026
45 / 100

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
Quality
81
Growth
75
Volatility
71
Accruals
62
Revisions
44
Momentum
18
Value
16
Size
5

Issuance (92): The share count has been shrinking and the company is not leaning on new borrowing.

Value (16): The shares cost a lot relative to the profits and assets behind them.

Size (5): 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.

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 $375Low $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 $375High $435

The green dot is the last close — the median target sits +35.3% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 2 moved their price target up and 10 moved it down.

DateFirmActionRatingTarget
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
21 Sept 2026CitigroupReinstatesBuy$435
16 Sept 2026MizuhoMaintainsOutperform$398 → $366
16 Sept 2026MizuhoMaintainsOutperform—
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—
1 Sept 2026Keefe, Bruyette & WoodsMaintainsOutperform$412 → $417
1 Sept 2026MizuhoMaintainsOutperform$437 → $398
1 Sept 2026MizuhoMaintainsOutperform—

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.

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.

Free, every Monday. Unsubscribe any time.

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 8 Oct 2026, Aon plc returned −23.8% against +16.2% for the S&P 500, dividends included.

AON vs S&P 500, last 12 monthsTotal return, rebased to 100
708090100110120Jan 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
−2.5%
Analysts raising
1
Analysts cutting
15
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
15.3×

Cheaper than 45% of US stocks

Price / sales
3.3×

Cheaper than 36% of US stocks

Price / book
6.1×

Cheaper than 16% of US stocks

EV / EBITDA
12.5×

Cheaper than 29% of US stocks

Growth & margins
Revenue growth (YoY)
2.2%

Higher than 32% 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 83% 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
1.2%

Higher than 72% 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 $58.8B and an enterprise value of $73.7B.

  • 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: 15.3×; forward P/E: 13.7× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.18%, 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 9 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$58.8B
45
AJGArthur J. Gallagher & Co.$60.1B
13
MRSHMarsh & McLennan Cos., Inc.$86.6B
57
WTWWillis Towers Watson plc$28.1B
48
BROBrown & Brown, Inc.$21.6B
19
ERIEErie Indemnity Co.$10.6B
24
RYANRyan Specialty Holdings, Inc.$10.0B
61

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 Broadens Energy Risk Offerings With Power Lifecycle Launch

Zacks Investment Research · 28 Sept 2026positive

Aon has broadened its energy-risk offerings by launching a Power Lifecycle Program that provides coordinated coverage for gas power projects, spanning from the construction phase through early operations. The program expands the company's reach within the energy risk sector.

Why it matters — This initiative signals Aon's continued expansion into energy-specific risk solutions, potentially strengthening its competitive position in this market segment.

Aon Launches Power Lifecycle Program to Support Conventional Gas Power Projects Powering Digital Infrastructure Growth

PRNewsWire · 28 Sept 2026positive

Aon launched its Power Lifecycle Program (PLP), a new multiline insurance solution supporting conventional gas power projects from construction through testing, commissioning, and operations. The program offers up to $2.5 billion in coverage for utility and digital infrastructure clients.

Why it matters — This new integrated insurance offering expands Aon's product portfolio into a growing segment tied to digital infrastructure and conventional gas power demand.

Virtus SGA U.S. Large Cap Growth Q2 2026 Portfolio Update

Seeking Alpha · 23 Sept 2026negative

In a Q2 2026 portfolio update, the SGA U.S. Large Cap Growth portfolio reported returns of 6.8% (Gross) and 6.0% (Net), trailing its benchmarks, and said it liquidated its position in Aon and Intuit while adding Equinix and Arista Networks.

Why it matters — The liquidation of the fund's Aon stake indicates a large-cap growth manager reduced its exposure to Aon during the quarter.

Aon Appoints Jane Drummond as Global Chief Commercial Officer

PRNewsWire · 22 Sept 2026neutral

Aon plc announced that Jane Drummond has been appointed Global Chief Commercial Officer, effective January 1, 2027. The appointment was announced via press release on September 22, 2026.

Why it matters — Aon watchers would note a change in senior leadership of its global commercial operations, which could influence the firm's commercial strategy.

Aon Chairman Lester Knight Buys 20,000 Shares for $6.5 Million. What Does This Mean for Investors?

The Motley Fool · 16 Sept 2026positive

Aon plc Chairman Lester Knight purchased 20,000 shares for approximately $6.5 million, based on execution prices as of September 2, 2026. The transaction represents 7% of the director's total equity stake held before the filing.

Why it matters — An Aon watcher would care because a chairman's large personal purchase into the company may signal insider confidence in the firm's outlook.

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 $375, 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 45 out of 100 across roughly 4,600 US stocks as at 8 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank AON?

As at 8 Oct 2026, Aon plc ranks 45 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).

Will AON stock go up?

No one can know that. What the data says: the median 12-month target from 21 analysts implies +35.3% from the last close, and Ticker Nerd's factor model ranks Aon plc 45 out of 100 as at 8 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 -23.8% over the 12 months to 8 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 (Zacks Investment Research, 28 Sept 2026): "AON Broadens Energy Risk Offerings With Power Lifecycle Launch". Aon has broadened its energy-risk offerings by launching a Power Lifecycle Program that provides coordinated coverage for gas power projects, spanning from the construction phase through early operations. The program expands the company's reach within the energy risk sector.

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