What is AON stock price target for 2026?

WallStSmart's 12-month price target for Aon PLC is $325.92, representing 4.6% upside from the current price of $311.65.

What is AON stock forecast?

Aon PLC forecast includes bull, base, and bear case scenarios from 2026 through 2030. Revenue and EPS projections are derived from analyst consensus and conservative extrapolation with growth deceleration for outer years.

AON

Aon PLC

NYSE: AON · FINANCIAL SERVICES · INSURANCE BROKERS

$311.65

-3.36% today

Updated 2026-04-30

Market cap

$66.56B

P/E ratio

18.30

P/S ratio

3.87x

EPS (TTM)

$17.03

Dividend yield

0.90%

52W range

$304 – $378

Volume

1.4M

Market cap

$66.56B

P/E ratio

18.30

P/S ratio

3.87x

EPS (TTM)

$17.03

Dividend yield

0.90%

52W range

$304 – $378

Volume

1.4M

Aon PLC (AON) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current

$311.65

Consensus

$411.60

+32.07%

2030 Target

$1,292.56

+314.75%

DCF

—

Current price

$311.65

Analyst consensus

$411.60

+32.07%

2030 Target

$1,292.56

+314.75%

Intrinsic (DCF)

—

16 analysts:

8 Buy4 Hold2 Sell

Management guidance

No specific CEO revenue targets disclosed in available data. Latest earnings (Jan 30, 2026) showed Q4 2025 net profit grew 136% and company reported strong new business growth and retention. Management has emphasized strategic AI investments (Radford McLagan enhancements) and margin durability but has not issued explicit revenue guidance for 2026-2030.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range

Bull case (2030)

$2,165.04

$23.4B Rev × 20x P/S

Base case (2030)

$1,292.56

$23.4B Rev × 12x P/S

Bear case (2030)

$872.48

$23.4B Rev × 8x P/S

Financial forecast — research-backed

Metric	2023	2024	2025	2026 (E)	2027 (E)	2028 (E)	2029 (E)	2030 (E)
Revenue	$13.4B	$15.7B	$17.2B	$18.2B	$19.4B	$20.6B	$21.9B	$23.4B
Revenue growth	—	17.4%	9.4%	6.0%	6.5%	6.4%	6.4%	6.4%
EPS	$14.14	$15.73	$18.26	$19.34	$21.75	$24.51	$27.57	$31.02
P/S ratio	—	—	—	12.0x	12.0x	12.0x	12.0x	12.0x
Implied price	—	—	—	$1,001.73	$1,098.68	$1,163.30	$1,227.93	$1,292.56

Catalysts & risks

Growth catalysts

+ AI-driven talent valuation services expansion (Radford McLagan database enhancements)

+ Strong M&A pipeline and integration execution (similar to peer acquisitions by Gallagher/AJG)

+ Margin expansion from technology leverage and operational efficiency gains

+ Market consolidation in insurance brokerage sector driving organic growth and rate increases

Key risks

- AI disruption concerns in white-collar professional services (stock down 9.27% on AI insurance app news Feb 2026)

- Rising operating costs despite margin management initiatives

- Regulatory and compliance risks in international markets

- Economic slowdown reducing client spending on risk management and consulting services

Methodology

Aon PLC's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 16 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 6, 2026.