Aon Market Sentiment

Bulls vs Bears

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Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Sep 21, 2026	Citigroup	Matthew Heimermann—	+55.5%	$435	Reinstates	Buy
Sep 16, 2026	Mizuho	Yaron Kinar—	+30.9%	$398 → $366	Maintained	Outperform
Sep 14, 2026	TD Cowen	Andrew Kligerman—	+50.2%	$416 → $420	Maintained	Buy
Sep 2, 2026	Evercore ISI Group	David Motemaden—	+51.2%	$436 → $423	Maintained	Outperform
Sep 1, 2026	BMO Capital	Michael Zaremski—	+28.7%	$375 → $360	Maintained	Market Perform
Sep 1, 2026	Keefe, Bruyette & Woods	Meyer Shields—	+49.1%	$412 → $417	Maintained	Outperform
Sep 1, 2026	Piper Sandler	Paul Newsome—	+24.8%	$391 → $349	Maintained	Neutral
Sep 1, 2026	Mizuho	Yaron Kinar—	+42.3%	$437 → $398	Maintained	Outperform
Sep 1, 2026	Wells Fargo	Elyse Greenspan—	+36.9%	$419 → $383	Maintained	Overweight
Sep 1, 2026	Cantor Fitzgerald	Ryan Tunis—	+54.8%	$445 → $433	Maintained	Overweight
Aug 19, 2026	Morgan Stanley	Michael Phillips—	+46.6%	$380 → $410	Maintained	Overweight
Aug 4, 2026	Keefe, Bruyette & Woods	Meyer Shields—	+47.3%	$400 → $412	Maintained	Outperform
Aug 3, 2026	UBS	Brian Meredith—	+38.4%	$383 → $387	Maintained	Neutral
Aug 3, 2026	Mizuho	Yaron Kinar—	+56.3%	$426 → $437	Maintained	Outperform
Jul 30, 2026	Citigroup	Matthew Heimermann—	+55.5%	$420 → $435	Maintained	Buy
Jul 30, 2026	Piper Sandler	Paul Newsome—	+39.8%	$377 → $391	Maintained	Neutral
Jul 30, 2026	Wells Fargo	Elyse Greenspan—	+49.8%	$406 → $419	Maintained	Overweight
Jul 15, 2026	Piper Sandler	Paul Newsome—	+34.8%	$355 → $377	Downgrade	Overweight→Neutral
Jul 13, 2026	JP Morgan	Pablo Singzon—	+47.3%	$396 → $412	Maintained	Overweight
Jul 9, 2026	Wells Fargo	Elyse Greenspan—	+45.2%	$409 → $406	Maintained	Overweight
Jul 9, 2026	Cantor Fitzgerald	Ryan Tunis—	+59.1%	$416 → $445	Maintained	Overweight
Jul 9, 2026	Mizuho	Yaron Kinar—	+52.3%	$389 → $426	Maintained	Outperform
Jul 8, 2026	UBS	Brian Meredith—	+36.9%	$360 → $383	Maintained	Neutral
Jul 8, 2026	Keefe, Bruyette & Woods	Meyer Shields—	+43.0%	$404 → $400	Maintained	Outperform
Jul 7, 2026	Barclays	Alex Scott—	+36.6%	$372 → $382	Maintained	Equal-Weight

Date

Firm

Analyst & Accuracy

Upside / Downside

PT Change

Action

Rating

Sep 21, 2026

Citigroup

Matthew Heimermann—

+55.5%

$435

Reinstates

Buy

Sep 16, 2026

Mizuho

Yaron Kinar—

+30.9%

$398 → $366

Maintained

Outperform

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