Aon (AON)

• Market cap: $79.1B
• 1 day: -0.73%
• 5 days: -2.13%
• 1 month: -6.87%
• 3 months: -0.82%
• 6 months: 2.60%
• Year to date: 3.14%
• 1 year: 18.56%
• 5 years: 108.58%
• 10 years: 274.22%
• Sector: Financials
• Industry: Insurance Brokers

About: Aon is a leading global provider of insurance and reinsurance brokerage and human resources solutions. Its operations are tilted toward its brokerage operations. Headquartered in London, Aon has about 50,000 employees and operations in over 120 countries.

Employees: 60,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

66% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 82

60% more call options, than puts

Call options by funds: $937M | Put options by funds: $585M

6% more funds holding in top 10

Funds holding in top 10: 33 [Q3] → 35 (+2) [Q4]

6% more capital invested

Capital invested by funds: $65.1B [Q3] → $68.7B (+$3.63B) [Q4]

3% more funds holding

Funds holding: 1,129 [Q3] → 1,165 (+36) [Q4]

1.75% more ownership

Funds ownership: 86.79% [Q3] → 88.55% (+1.75%) [Q4]

2% more repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 402

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $384 5% upside
• Avg. target: $414 13% upside
• High target: $445 22% upside

7 analyst ratings

• positive: 4 57%
• neutral: 3 43%
• negative: 0 0%

Barclays Alex Scott 39% 1-year accuracy 37 / 94 met price target	17% upside $430	Overweight Maintained	11 Apr 2025
Jefferies Andrew Andersen 50% 1-year accuracy 4 / 8 met price target	14% upside $416	Hold Maintained	11 Apr 2025
JP Morgan Jimmy Bhullar 56% 1-year accuracy 20 / 36 met price target	12% upside $409	Overweight Maintained	8 Apr 2025
Keefe, Bruyette & Woods Meyer Shields 71% 1-year accuracy 80 / 113 met price target	13% upside $414	Outperform Maintained	5 Feb 2025
Piper Sandler Paul Newsome 69% 1-year accuracy 27 / 39 met price target	5% upside $384	Neutral Maintained	3 Feb 2025