Piper Sandler Boosts AON Target After Better-Than-Expected Revenue Results

Aon plc (NYSE:AON) is included among the 10 Best Value Stocks to Buy in 2026 According to Warren Buffett.

Piper Sandler Boosts AON Target After Better-Than-Expected Revenue Results

On May 4, Piper Sandler raised its price recommendation on Aon plc (NYSE:AON) to $388 from $355. It reiterated an Overweight rating on the shares. The firm said quarterly revenue came in better than expected, while organic growth was mostly in line with consensus estimates, though slightly below its own expectations. Piper also noted that adjusted operating margin exceeded expectations, and the company reaffirmed its 2026 guidance. The firm said Aon delivered a solid quarter, with results holding up relatively well.

During Aon’s Q1 2026 earnings call, Executive Vice President and CFO Edmund Reese said the quarter reflected the strength and resilience of the company’s business model. He added that the results supported Aon’s long-term goal of delivering mid-single-digit or higher organic growth. Reese also discussed the company’s capital allocation strategy during the quarter. He said Aon took advantage of market conditions to repurchase $500 million worth of shares.

In addition, the company invested $349 million in high-growth tuck-in acquisitions within the middle-market segment. He also reaffirmed Aon’s full-year 2026 outlook, saying the company still expects to achieve mid-single-digit or higher organic revenue growth, along with 70 to 80 basis points of margin expansion for the year.

Aon plc (NYSE:AON) is a global professional services company. Its operations are divided into two segments: Risk Capital and Human Capital. The Risk Capital segment supports clients through its Commercial Risk and Reinsurance solution lines.

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