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Dublin, Ireland-based Aon plc (AON) operates as a professional services firm in the United States and internationally. Valued at a market cap of $75.5 billion, the company operates through Risk Capital and Human Capital segments and offers commercial risk solutions comprising retail and insurance brokerage, specialty solutions, global risk consulting, captives management, and more.
AON stock has lagged behind the broader market over the past year, declining 2.9% compared to the S&P 500 Index’s ($SPX) 20.4% surge. Moreover, in 2026, the stock has grown by nearly 1%, underperforming the SPX’s 13.7% rise.
Zooming in further, the State Street Financial Select Sector SPDR ETF (XLF) has risen 10.5% over the past year, lagging behind the stock. In 2026, XLF has grown 5.9% and has outpaced the stock.
On July 29, AON stock declined 1.1% following the release of its Q2 2026 earnings. The company’s revenue for the quarter amounted to $4.3 billion and missed the Street’s forecasts. However, its adjusted EPS came in at $3.81 and surpassed Wall Street’s estimates. AON’s fiduciary investment income decreased by 12% from the prior year’s period due to lower interest rates and impacted overall revenue, leading to a loss in investor confidence.
For the current year, which ends in December, analysts expect AON’s EPS to grow 11.6% to $19.05 on a diluted basis. The company surpassed the consensus estimate in each of the last four quarters.
Among 24 Wall Street analysts covering AON stock, the consensus is a “Moderate Buy.” That’s based on 13 “Strong Buy” ratings, one “Moderate Buy,” eight “Holds,” one “Moderate Sell,” and one “Strong Sell.”
The configuration has remained more or less unchanged over months.
On Aug. 3, Morgan Stanley analyst Bob Huang maintained a “Buy” rating for AON stock and set a price target of $380.
AON’s mean price target of $403 offers a 13.7% upside compared to the current market price. Its Street-high target of $445 implies a robust 25.5% upside from current levels.
