Brokers Issue Forecasts for AON’s Q4 Earnings (NYSE:AON)

Aon plc (NYSE:AON) – Analysts at Roth Capital dropped their Q4 2025 earnings estimates for AON in a research report issued on Monday, July 28th. Roth Capital analyst H. Fong now anticipates that the financial services provider will post earnings per share of $4.80 for the quarter, down from their previous estimate of $4.90. The consensus estimate for AON’s current full-year earnings is $17.21 per share.

AON (NYSE:AON) last posted its quarterly earnings results on Friday, July 25th. The financial services provider reported $3.49 earnings per share for the quarter, topping the consensus estimate of $3.40 by $0.09. The firm had revenue of $4.16 billion for the quarter, compared to the consensus estimate of $4.16 billion. AON had a net margin of 15.54% and a return on equity of 50.91%. The company’s revenue for the quarter was up 10.5% on a year-over-year basis. During the same period last year, the firm posted $2.93 earnings per share.

Other equities analysts also recently issued reports about the stock. Jefferies Financial Group raised shares of AON from a “hold” rating to a “buy” rating and lifted their target price for the stock from $400.00 to $426.00 in a research note on Wednesday. Piper Sandler lifted their target price on shares of AON from $393.00 to $413.00 and gave the stock an “overweight” rating in a research note on Monday. Wells Fargo & Company reaffirmed an “overweight” rating and set a $438.00 target price (up from $436.00) on shares of AON in a research note on Thursday, July 10th. JPMorgan Chase & Co. lifted their target price on shares of AON from $394.00 to $409.00 and gave the stock an “overweight” rating in a research note on Tuesday, April 8th. Finally, Barclays reduced their target price on shares of AON from $415.00 to $401.00 and set an “overweight” rating on the stock in a research note on Monday, July 7th. One analyst has rated the stock with a sell rating, four have issued a hold rating and eight have issued a buy rating to the stock. According to MarketBeat.com, AON presently has a consensus rating of “Moderate Buy” and an average price target of $407.86.

AON Price Performance

Shares of AON stock opened at $355.30 on Tuesday. The company has a debt-to-equity ratio of 1.93, a current ratio of 1.52 and a quick ratio of 1.73. The firm’s 50-day moving average is $358.14 and its two-hundred day moving average is $370.81. AON has a 12 month low of $322.95 and a 12 month high of $412.97. The company has a market capitalization of $76.61 billion, a PE ratio of 29.76, a price-to-earnings-growth ratio of 2.10 and a beta of 0.84.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. Portside Wealth Group LLC grew its holdings in shares of AON by 530.6% in the first quarter. Portside Wealth Group LLC now owns 11,055 shares of the financial services provider’s stock valued at $4,412,000 after purchasing an additional 9,302 shares in the last quarter. Aviva PLC grew its holdings in shares of AON by 19.0% in the fourth quarter. Aviva PLC now owns 255,760 shares of the financial services provider’s stock valued at $91,859,000 after purchasing an additional 40,850 shares in the last quarter. WCM Investment Management LLC grew its holdings in shares of AON by 0.3% in the first quarter. WCM Investment Management LLC now owns 2,051,816 shares of the financial services provider’s stock valued at $809,544,000 after purchasing an additional 6,038 shares in the last quarter. Sumitomo Mitsui DS Asset Management Company Ltd grew its holdings in AON by 5.6% during the 1st quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 28,022 shares of the financial services provider’s stock worth $11,183,000 after acquiring an additional 1,489 shares in the last quarter. Finally, Catalyst Capital Advisors LLC grew its holdings in AON by 425.3% during the 1st quarter. Catalyst Capital Advisors LLC now owns 1,907 shares of the financial services provider’s stock worth $761,000 after acquiring an additional 1,544 shares in the last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.

AON Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, August 15th. Investors of record on Friday, August 1st will be issued a $0.745 dividend. This represents a $2.98 dividend on an annualized basis and a dividend yield of 0.84%. The ex-dividend date is Friday, August 1st. AON’s dividend payout ratio (DPR) is currently 24.96%.

AON Company Profile

Aon Plc engages in the provision of risk, health, and wealth solutions. It focuses on risk capital including claim management, reinsurance, risk analysis, management, retention, and transfer; and human capital involving analytics, health and benefits, investments, pensions and retirement, talent and rewards, and workplace wellbeing.