Stock Movers: Aon Drops, Intuitive Surgical Falls, Synchrony Financial Rises on Walmart Deal

Aon's Investor Day and Financials

• 📉 Aon (AON) shares are down over 4% ahead of its investor day, where management will reaffirm 2025 guidance.
• ⚠️ The company's first-quarter earnings missed consensus on key metrics, including adjusted operating margin.
• 📊 While guidance implies margin improvement, organic growth is expected to slow from prior years.

Intuitive Surgical Faces Risks

• 📉 Intuitive Surgical (ISRG) shares have fallen more than 6% following a downgrade from Deutsche Bank to 'sell'.
• ⚠️ Deutsche Bank cited significant risks to its Instruments & Accessories business due to encroachment by remanufactured instruments.
• 🎯 Approximately 46% of the company's revenue in this segment is potentially at risk from third-party remanufacturing devices.

Synchrony Financial's Walmart Partnership

• 📈 Synchrony Financial (SYF) shares are up over 2% on a report that Walmart credit cards will be re-issued by the company.
• 🤝 OnePay, a fintech firm backed by Walmart, has chosen Synchrony to issue both a co-branded card for use outside Walmart and a private-label card for in-store purchases.
• 💳 Synchrony previously issued Walmart credit cards for nearly two decades before switching to Capital One in 2018.