Form 4 Aon plc For: Sep 02 Filed by: KNIGHT LESTER B

Thu, 03 Sep 2026 20:33:00 -0400

si-local-file:///var/storage/secattach/20260903/27026580.html

Aon to Speak at the KBW Insurance Conference

Thu, 03 Sep 2026 16:02:00 -0400

DUBLIN, Sept. 3, 2026 /PRNewswire/ -- Greg Case, Chief Executive Officer of Aon plc (NYSE: AON), a leading global professional services firm, will speak at the KBW Insurance Conference in New York on Thursday, September 10, in a session that begins at 1:35 PM ET.

A live webcast will be available on the day of the conference via Aon's Investor Relations website at ir.aon.com. A replay will be available on the same website, shortly after the event.

About Aon

Aon to Speak at the KBW Insurance Conference

Thu, 03 Sep 2026 16:02:00 -0400

DUBLIN, Sept. 3, 2026 /PRNewswire/ -- Greg Case, Chief Executive Officer of Aon plc (NYSE: AON), a leading global professional services firm, will speak at the KBW Insurance Conference in New York on Thursday, September 10, in a session that begins at 1:35 PM ET.
A live webcast will be available on the day of the conference via Aon's Investor Relations website at ir.aon.com. A replay will be available on the same website, shortly after the event.
About Aon

Aon Corp (AON) PT Raised to $417 at Keefe, Bruyette & Woods

Tue, 01 Sep 2026 09:20:22 -0400
(Updated - September 1, 2026 9:20 AM EDT)
Keefe, Bruyette & Woods analyst Meyer Shields raised the price target on Aon Corp (NYSE: AON) to $417.00 (from $412.00) while maintaining an Outperform rating.
The analyst commented: "We maintain our Outperform rating on AON's shares and raise our 12-month target price to $417 (18.5x our 2028E EPS, discounted by 10%) from $412 following its announced proposed acquisition of USI. We lower our 2026E/2027E EPS to $18.75/ $20.00 from $19.10/$21.70, assuming higher interest expense and share counts and lower 2027E margins, partly offset by higher acquisition-driven revenues. We raise our 2028E EPS to $24.80

Aon Corp (AON) PT Raised to $417 at Keefe, Bruyette & Woods

Tue, 01 Sep 2026 09:20:22 -0400
(Updated - September 1, 2026 9:20 AM EDT)
Keefe, Bruyette & Woods analyst Meyer Shields raised the price target on Aon Corp (NYSE: AON) to $417.00 (from $412.00) while maintaining an Outperform rating.
The analyst commented: "We maintain our Outperform rating on AON's shares and raise our 12-month target price to $417 (18.5x our 2028E EPS, discounted by 10%) from $412 following its announced proposed acquisition of USI. We lower our 2026E/2027E EPS to $18.75/ $20.00 from $19.10/$21.70, assuming higher interest expense and share counts and lower 2027E margins, partly offset by higher acquisition-driven revenues. We raise our 2028E EPS to $24.80

TD Cowen on Aon Corp (AON): 'USI Acquisition Represents Big Opportunity for AON'

Tue, 01 Sep 2026 09:18:32 -0400

TD Cowen analyst Andrew Kligerman reiterated a Buy rating and $416.00 price target on Aon Corp (NYSE: AON).
The analyst commented: "USI Acquisition Represents Big Opportunity for AON; Before markets opened on 8/31, AON announced its acquisition of U.S. middle-market broker USI from private equity firm KKR in a ~$17B deal that is expected to close in 4Q26. AON stock fell (9.5)% as investors saw the lofty price tag, but we think the Street is underappreciating AON's opportunity to leapfrog U.S. middle market competitors and to capitalize on USI's E&S business.
AON stock dropped on 8/31 as investors pointed to the headline

Aon Corp (AON) PT Lowered to $360 at BMO Capital

Tue, 01 Sep 2026 09:13:41 -0400
(Updated - September 1, 2026 9:13 AM EDT)
BMO Capital analyst Michael Zaremski lowered the price target on Aon Corp (NYSE: AON) to $360.00 (from $375.00) while maintaining a Market Perform rating.
The analyst commented: "Aon Making Case for More SME Biz W/USI; See BMO's M&A Benchmarking KPI Scorecard; Join our 15-minute conference call tomorrow at 10:00AM EDT to discuss the implications of AON's $17 billion acquisition of USI. Reach out to us/your salesperson for details. Aon's $17 billion acquisition of USI isn't necessarily a surprise given it strategically entered the small-to-middle market client facing segment last year when it closed its

Aon Corp (AON) PT Lowered to $360 at BMO Capital

Tue, 01 Sep 2026 09:13:41 -0400
(Updated - September 1, 2026 9:13 AM EDT)
BMO Capital analyst Michael Zaremski lowered the price target on Aon Corp (NYSE: AON) to $360.00 (from $375.00) while maintaining a Market Perform rating.
The analyst commented: "Aon Making Case for More SME Biz W/USI; See BMO's M&A Benchmarking KPI Scorecard; Join our 15-minute conference call tomorrow at 10:00AM EDT to discuss the implications of AON's $17 billion acquisition of USI. Reach out to us/your salesperson for details. Aon's $17 billion acquisition of USI isn't necessarily a surprise given it strategically entered the small-to-middle market client facing segment last year when it closed its

Aon Corp (AON) PT Lowered to $349 at Piper Sandler

Tue, 01 Sep 2026 09:01:10 -0400
(Updated - September 1, 2026 9:01 AM EDT)
Piper Sandler analyst Paul Newsome lowered the price target on Aon Corp (NYSE: AON) to $349.00 (from $391.00) while maintaining a Neutral rating.
The analyst commented: "We are maintaining our Neutral rating on Aon following its announced acquisition of USI. We think it will take time for Aon to demonstrate the needed synergies that are required to make the transaction work financially. In the meantime, the elimination of stock repurchases and the potential for execution risk will likely make Aon’s shares look relatively less attractive versus its peers and potentially weigh on the valuation

Aon Corp (AON) PT Lowered to $349 at Piper Sandler

Tue, 01 Sep 2026 09:01:10 -0400
(Updated - September 1, 2026 9:01 AM EDT)
Piper Sandler analyst Paul Newsome lowered the price target on Aon Corp (NYSE: AON) to $349.00 (from $391.00) while maintaining a Neutral rating.
The analyst commented: "We are maintaining our Neutral rating on Aon following its announced acquisition of USI. We think it will take time for Aon to demonstrate the needed synergies that are required to make the transaction work financially. In the meantime, the elimination of stock repurchases and the potential for execution risk will likely make Aon’s shares look relatively less attractive versus its peers and potentially weigh on the valuation

Aon Corp (AON) PT Lowered to $433 at Cantor Fitzgerald on Disappointing Upside from Deal

Tue, 01 Sep 2026 07:08:16 -0400

Cantor Fitzgerald analyst Ryan Tunis lowered the price target on Aon Corp (NYSE: AON) to $433.00 (from $445.00) while maintaining an Overweight rating.
The analyst commented, "We think AON’s acquisition of USI (Private) makes some strategic sense and offers modest upside to 2028 estimates with what we view as low execution risk. The problem is that simple modest upside from a deal of this size comes as a disappointment, especially as AON has been viewed by investors as well-positioned as a stable organic growth story with a strong share repurchase. The high valuation being paid for USI (22x EBITDA vs. the

Aon Corp (AON) PT Lowered to $433 at Cantor Fitzgerald on Disappointing Upside from Deal

Tue, 01 Sep 2026 07:08:16 -0400

Cantor Fitzgerald analyst Ryan Tunis lowered the price target on Aon Corp (NYSE: AON) to $433.00 (from $445.00) while maintaining an Overweight rating.
The analyst commented, "We think AON’s acquisition of USI (Private) makes some strategic sense and offers modest upside to 2028 estimates with what we view as low execution risk. The problem is that simple modest upside from a deal of this size comes as a disappointment, especially as AON has been viewed by investors as well-positioned as a stable organic growth story with a strong share repurchase. The high valuation being paid for USI (22x EBITDA vs. the

Aon Corp (AON) PT Lowered to $383 at Wells Fargo

Tue, 01 Sep 2026 06:43:33 -0400
Wells Fargo analyst Elyse Greenspan lowered the price target on Aon Corp (NYSE: AON) to $383.00 (from $419.00) while maintaining a Overweight rating.

Aon Corp (AON) PT Lowered to $398 at Mizuho

Tue, 01 Sep 2026 04:13:09 -0400

Mizuho analyst Yaron Kinar lowered the price target on Aon Corp (NYSE: AON) to $398.00 (from $437.00) while maintaining a Outperform rating.
The analyst comments "Today AON announced the $17bn all-cash acquisition of private-equity-sponsored USI, the 10th-largest insurance broker by revenues. 68% of USI's TTM $3bn of revenues are P&C and specialty brokerage-weighted, and 32% are employee benefits. USI is a middle-market-oriented broker, with direct E&S capabilities - two slices of the insurance market in which AON is under-represented. AON expects the acquisition to close in 4Q26, and be dilutive to FY27 but accretive to FY28. Net of tax attributes, the

Aon Corp (AON) PT Lowered to $398 at Mizuho

Tue, 01 Sep 2026 04:13:09 -0400

Mizuho analyst Yaron Kinar lowered the price target on Aon Corp (NYSE: AON) to $398.00 (from $437.00) while maintaining a Outperform rating.
The analyst comments "Today AON announced the $17bn all-cash acquisition of private-equity-sponsored USI, the 10th-largest insurance broker by revenues. 68% of USI's TTM $3bn of revenues are P&C and specialty brokerage-weighted, and 32% are employee benefits. USI is a middle-market-oriented broker, with direct E&S capabilities - two slices of the insurance market in which AON is under-represented. AON expects the acquisition to close in 4Q26, and be dilutive to FY27 but accretive to FY28. Net of tax attributes, the

Aon (AON) Reiterated at Neutral by UBS: Nearing Agreement to Acquire USI Insurance Services

Mon, 31 Aug 2026 07:07:00 -0400

UBS analyst Brian Meredith reiterated a Neutral rating and $387.00 price target on Aon Corp (NYSE: AON).
The analyst commented, "AON is nearing an agreement to acquire USI Insurance Services from KKR for roughly $17b, including debt, with an announcement potentially coming as soon as Monday if the transaction is finalized. The transaction would strengthen AON's presence in the middle-market segment and is expected to be accretive to earnings as soon as 2028, according to the article. USI generates approximately $3 billion in annual revenue, implying a potential headline EV/revenue multiple of ~6x. For illustrative purposes, applying a 30% to 35%

Form 8-K Aon plc For: Aug 30

Mon, 31 Aug 2026 06:56:00 -0400
si-local-file:///var/storage/secattach/20260831/27000582.html

Aon to acquire USI Insurance for $17 billion in cash

Mon, 31 Aug 2026 06:30:36 -0400

Aon plc (NYSE: AON) has signed a definitive agreement to acquire USI Insurance Services from KKR and other shareholders for $17.0 billion, the company announced Aug. 31, 2026.

USI, headquartered in Valhalla, New York, is the tenth largest U.S. insurance broker, with approximately $3 billion in annual revenue and more than 10,500 employees across nearly 200 U.S. offices. The company provides property and casualty, employee benefits, personal risk and retirement solutions primarily to middle-market clients.

Aon said it plans to fund the transaction with new debt across a range of maturities. The net purchase price of $16.7 billion, which reflects approximately $278

Aon to acquire USI to establish the premier U.S. middle-market platform

Mon, 31 Aug 2026 06:30:00 -0400

Builds on the successful acquisition of NFP to advance leading platform in the large and growing U.S. middle market
Extends Aon's differentiated capabilities to provide better choice, superior solutions and greater value for clients
Expands Aon's access to the Excess & Surplus (E&S) segment, among the fastest-growing areas in U.S. commercial insurance
Enhances Aon's industry-leading data platform, deepening its context advantage
Following the close of the transaction, USI Chairman and CEO Mike Sicard will serve as President of Aon plc and global CEO of

Aon to acquire USI to establish the premier U.S. middle-market platform

Mon, 31 Aug 2026 06:30:00 -0400

Builds on the successful acquisition of NFP to advance leading platform in the large and growing U.S. middle market
Extends Aon's differentiated capabilities to provide better choice, superior solutions and greater value for clients
Expands Aon's access to the Excess & Surplus (E&S) segment, among the fastest-growing areas in U.S. commercial insurance
Enhances Aon's industry-leading data platform, deepening its context advantage
Following the close of the transaction, USI Chairman and CEO Mike Sicard will serve as President of Aon plc and global CEO of

Aon plc (AON) call put ratio 1.9 calls to 1 put

Mon, 31 Aug 2026 05:29:06 -0400

Aon plc (NYSE: AON) 30-day option implied volatility is at 23; compared to its 52-week of 18 to 39. Call put ratio 1.9 calls to 1 put.

Form 3 Aon plc For: Aug 17 Filed by: Virani Nadin

Wed, 26 Aug 2026 16:31:00 -0400
si-local-file:///var/storage/secattach/20260826/26982283.html

Form 3 Aon plc For: Aug 17 Filed by: Virani Nadin

Wed, 26 Aug 2026 16:31:00 -0400
si-local-file:///var/storage/secattach/20260826/26982283.html

Q3 2026 Insurance Labor Market Study Results Reflect Slowing Turnover and Modest Growth

Tue, 25 Aug 2026 15:03:00 -0400

CHICAGO--(BUSINESS WIRE)-- The latest iteration of the Semi-Annual U.S. Insurance Labor Market Study, conducted by The Jacobson Group, the leading provider of talent to the insurance industry, and Aon (NYSE: AON), a leading global professional services firm, found 89% of respondents intend to increase or maintain staff size in the next 12 months.
“While about half of carriers plan to increase their staff sizes in the next 12 months, it seems many companies are hiring to backfill key positions and bring in new talent, rather than hiring for growth, given

Q3 2026 Insurance Labor Market Study Results Reflect Slowing Turnover and Modest Growth

Tue, 25 Aug 2026 15:03:00 -0400

CHICAGO--(BUSINESS WIRE)-- The latest iteration of the Semi-Annual U.S. Insurance Labor Market Study, conducted by The Jacobson Group, the leading provider of talent to the insurance industry, and Aon (NYSE: AON), a leading global professional services firm, found 89% of respondents intend to increase or maintain staff size in the next 12 months.
“While about half of carriers plan to increase their staff sizes in the next 12 months, it seems many companies are hiring to backfill key positions and bring in new talent, rather than hiring for growth, given

StreetInsider.com News Articles

Form 4 Aon plc For: Sep 02 Filed by: KNIGHT LESTER B

Aon to Speak at the KBW Insurance Conference

Aon to Speak at the KBW Insurance Conference

Aon Corp (AON) PT Raised to $417 at Keefe, Bruyette & Woods

Aon Corp (AON) PT Raised to $417 at Keefe, Bruyette & Woods

TD Cowen on Aon Corp (AON): 'USI Acquisition Represents Big Opportunity for AON'

Aon Corp (AON) PT Lowered to $360 at BMO Capital

Aon Corp (AON) PT Lowered to $360 at BMO Capital

Aon Corp (AON) PT Lowered to $349 at Piper Sandler

Aon Corp (AON) PT Lowered to $349 at Piper Sandler

Aon Corp (AON) PT Lowered to $433 at Cantor Fitzgerald on Disappointing Upside from Deal

Aon Corp (AON) PT Lowered to $433 at Cantor Fitzgerald on Disappointing Upside from Deal

Aon Corp (AON) PT Lowered to $383 at Wells Fargo

Aon Corp (AON) PT Lowered to $398 at Mizuho

Aon Corp (AON) PT Lowered to $398 at Mizuho

Aon (AON) Reiterated at Neutral by UBS: Nearing Agreement to Acquire USI Insurance Services

Form 8-K Aon plc For: Aug 30

Aon to acquire USI Insurance for $17 billion in cash

Aon to acquire USI to establish the premier U.S. middle-market platform

Aon to acquire USI to establish the premier U.S. middle-market platform

Aon plc (AON) call put ratio 1.9 calls to 1 put

Form 3 Aon plc For: Aug 17 Filed by: Virani Nadin

Form 3 Aon plc For: Aug 17 Filed by: Virani Nadin

Q3 2026 Insurance Labor Market Study Results Reflect Slowing Turnover and Modest Growth

Q3 2026 Insurance Labor Market Study Results Reflect Slowing Turnover and Modest Growth