Roth Capital Weighs in on Aon plc’s Q3 2025 Earnings (NYSE:AON)

Aon plc (NYSE:AON) – Analysts at Roth Capital raised their Q3 2025 earnings estimates for AON in a note issued to investors on Monday, April 29th. Roth Capital analyst H. Fong now expects that the financial services provider will post earnings of $3.05 per share for the quarter, up from their previous forecast of $2.99. The consensus estimate for AON’s current full-year earnings is $15.59 per share. Roth Capital also issued estimates for AON’s Q4 2025 earnings at $5.30 EPS.

AON (NYSE:AON) last issued its earnings results on Friday, April 26th. The financial services provider reported $5.66 EPS for the quarter, missing analysts’ consensus estimates of $5.86 by ($0.20). AON had a negative return on equity of 1,083.00% and a net margin of 19.04%. The firm had revenue of $4.07 billion for the quarter, compared to analyst estimates of $4.14 billion. During the same quarter in the previous year, the firm posted $5.17 EPS. The business’s revenue for the quarter was up 5.1% on a year-over-year basis.

AON has been the subject of a number of other reports. Piper Sandler reduced their target price on shares of AON from $326.00 to $312.00 and set a “neutral” rating for the company in a report on Monday. Wells Fargo & Company reduced their target price on shares of AON from $300.00 to $289.00 and set an “underweight” rating for the company in a report on Monday. TD Cowen began coverage on shares of AON in a research note on Wednesday, January 10th. They set an “outperform” rating and a $390.00 price target on the stock. The Goldman Sachs Group dropped their price target on shares of AON from $350.00 to $310.00 and set a “neutral” rating on the stock in a research note on Tuesday, January 9th. Finally, JPMorgan Chase & Co. upped their target price on shares of AON from $318.00 to $353.00 and gave the stock an “overweight” rating in a research report on Monday, April 8th. Two research analysts have rated the stock with a sell rating, nine have given a hold rating and two have issued a buy rating to the company. Based on data from MarketBeat, AON has an average rating of “Hold” and a consensus price target of $329.69.

AON Stock Performance

Shares of NYSE:AON opened at $280.04 on Wednesday. The company has a 50-day simple moving average of $314.57 and a 200-day simple moving average of $312.92. AON has a one year low of $268.06 and a one year high of $347.37. The stock has a market capitalization of $60.89 billion, a price-to-earnings ratio of 21.95, a PEG ratio of 1.78 and a beta of 0.90.

Hedge Funds Weigh In On AON

A number of hedge funds have recently made changes to their positions in AON. Norges Bank purchased a new position in shares of AON in the 4th quarter valued at $423,030,000. Fiera Capital Corp grew its holdings in AON by 410.9% during the 3rd quarter. Fiera Capital Corp now owns 654,446 shares of the financial services provider’s stock valued at $212,184,000 after purchasing an additional 526,353 shares in the last quarter. The Manufacturers Life Insurance Company grew its holdings in AON by 44.1% during the 4th quarter. The Manufacturers Life Insurance Company now owns 950,153 shares of the financial services provider’s stock valued at $276,514,000 after purchasing an additional 290,936 shares in the last quarter. Assenagon Asset Management S.A. grew its holdings in AON by 401.6% during the 1st quarter. Assenagon Asset Management S.A. now owns 344,891 shares of the financial services provider’s stock valued at $115,097,000 after purchasing an additional 276,131 shares in the last quarter. Finally, FIL Ltd grew its holdings in AON by 36.1% during the 4th quarter. FIL Ltd now owns 1,030,177 shares of the financial services provider’s stock valued at $299,802,000 after purchasing an additional 273,141 shares in the last quarter. Hedge funds and other institutional investors own 86.14% of the company’s stock.

Insiders Place Their Bets

In other AON news, insider Lisa Stevens sold 13,000 shares of the stock in a transaction that occurred on Friday, February 23rd. The shares were sold at an average price of $315.26, for a total transaction of $4,098,380.00. Following the transaction, the insider now owns 10,073 shares of the company’s stock, valued at $3,175,613.98. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. In other AON news, insider Lisa Stevens sold 13,000 shares of the stock in a transaction that occurred on Friday, February 23rd. The shares were sold at an average price of $315.26, for a total transaction of $4,098,380.00. Following the transaction, the insider now owns 10,073 shares of the company’s stock, valued at $3,175,613.98. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, insider Michael Neller sold 750 shares of the firm’s stock in a transaction on Thursday, February 15th. The shares were sold at an average price of $312.00, for a total transaction of $234,000.00. Following the completion of the transaction, the insider now directly owns 3,869 shares in the company, valued at approximately $1,207,128. The disclosure for this sale can be found here. Insiders have sold a total of 74,532 shares of company stock valued at $23,335,805 over the last quarter. Company insiders own 1.15% of the company’s stock.

AON Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, May 15th. Shareholders of record on Wednesday, May 1st will be paid a dividend of $0.675 per share. The ex-dividend date is Tuesday, April 30th. This represents a $2.70 dividend on an annualized basis and a yield of 0.96%. This is an increase from AON’s previous quarterly dividend of $0.62. AON’s dividend payout ratio (DPR) is currently 21.16%.

About AON

Aon plc, a professional services firm, provides a range of risk and human capital solutions worldwide. It offers commercial risk solutions, including retail brokerage, specialty solutions, global risk consulting and captives management, and affinity programs; and health solutions, such as health and benefits brokerages, and health care exchanges.