Wells Fargo analyst Elyse Greenspan maintains $Aon PLC (AON.US)$ with a sell rating, and adjusts the target price from $300 to $315.
According to TipRanks data, the analyst has a success rate of 64.5% and a total average return of 8.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Aon PLC (AON.US)$'s main analysts recently are as follows:
Insurance brokers remain generally positive about the prospects for organic growth guidance into 2024, with expectations for large-cap broker organic growth to be above average in the third quarter. Nonetheless, there is an anticipation for a gradual deceleration of the group's underlying growth towards long-term norms over the years 2025 to 2026. Changes in target assessments for the group are reflective of events transpiring throughout the quarter as well as a widespread expansion in market price-to-earnings multiples.
Property & Casualty insurance stocks performed well in the third quarter due to a lighter natural catastrophe season and market positioning, pushing the stocks to new highs. Despite the changing dynamics brought on by Hurricane Helene and Hurricane Milton, it is anticipated that the upcoming reports from the underwriters will still be favorable.
Q3 outcomes, particularly for reinsurers, could be impacted by the recent Hurricane Milton. The sentiment is more positive on Personal due to bettering margins and growth in policies-in-force. The anticipation for Q3 suggests catastrophe losses might be lower than the five-year seasonal average but still significantly higher than the same quarter the previous year, which could present challenges for primary insurers.
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富國集團分析師Elyse Greenspan維持$怡安保險 (AON.US)$賣出評級,並將目標價從300美元上調至315美元。
根據TipRanks數據顯示,該分析師近一年總勝率為64.5%,總平均回報率為8.6%。
此外,綜合報道,$怡安保險 (AON.US)$近期主要分析師觀點如下:
保險經紀人普遍對2024年的有機增長指引前景持樂觀態度,預計第三季度大型經紀商的有機增長將高於平均水平。儘管如此,預計該集團的潛在增長將在2025年至2026年間逐漸減速,朝着長期標準邁進。該集團目標評估的變化反映了整個季度發生的事件以及市場市盈倍數的廣泛擴大。
財產和意外傷害保險股在第三季度表現良好,這要歸因於自然災害季節的減弱和市場定位,將股票推至新高。儘管颶風海倫和米爾頓颶風帶來了動態變化,但預計承銷商即將發佈的報告仍將是有利的。
第三季度的業績,尤其是再保險公司的業績,可能會受到最近的米爾頓颶風的影響。由於利潤率的提高和現行政策的增長,個人市場情緒更加樂觀。對第三季度的預期表明,災難損失可能低於五年的季節性平均水平,但仍明顯高於去年同期,這可能會給主要保險公司帶來挑戰。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否,取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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