Analyst Sentiment Remains Mixed on Aon (AON) as BofA Stays Bearish Despite Higher Target

By Ali Hassan | October 23, 2025, 10:53 AM

Aon plc (NYSE:AON) is one of Warren Buffett’s 10 Stock Picks with the Strongest Upside Potential. On October 13, BofA raised the price target on Aon plc (NYSE:AON) from $397 to $412, keeping the Sell rating on the stock.

BofA has raised price targets for the U.S. Insurance companies. Joshua Shanker from BofA has increased the price target following a steady and calm third quarter, with no hurricanes making landfall in the country. After a notable number of macro uncertainties during the first half of 2025, it did not reflect a material adverse impact on earnings, according to BofA.

BofA Raises Price Target on Aon From $397 to $412 After Revision on U.S. Insurance Companies

Separately, Aon plc (NYSE:AON) is working on implementing its Aon United strategy, which has driven sustainable top-line growth and margin expansion in the previous quarters. For the third quarter, analysts on average expect the company to post adjusted earnings per share of around $2.91, while the revenue is projected at $3.96 billion. On October 9, Cantor Fitzgerald analyst Ryan Tunis kept his Buy rating on AON, with a price target of $440. Out of 26 Wall Street analysts, 13 have given a Buy rating to AON ahead of the Q3 earnings.

As of October 21, Aon plc’s (NYSE:AON) average price target of $422.50, based on analysts’ estimates, implies an upside of almost 23.02% from current levels.

Aon plc (NYSE:AON) is a global professional services company. The company operates through Risk Capital and Human Capital segments. Aon offers commercial risk services, such as retail brokerage, specialty solutions, and global risk consulting and captive management, among others.

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READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

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