Zacks Research Issues Pessimistic Estimate for AON Earnings

Aon plc (NYSE:AON) – Zacks Research reduced their Q3 2025 earnings per share estimates for AON in a research note issued on Tuesday, August 5th. Zacks Research analyst K. Dey now expects that the financial services provider will post earnings per share of $2.88 for the quarter, down from their prior forecast of $2.89. The consensus estimate for AON’s current full-year earnings is $17.21 per share. Zacks Research also issued estimates for AON’s Q4 2025 earnings at $4.77 EPS, Q1 2026 earnings at $6.43 EPS, Q2 2026 earnings at $3.78 EPS, Q1 2027 earnings at $6.99 EPS and Q2 2027 earnings at $4.18 EPS.

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

A number of other equities analysts also recently issued reports on the company. Evercore ISI increased their price objective on AON from $411.00 to $421.00 and gave the stock an “outperform” rating in a report on Monday, July 28th. Keefe, Bruyette & Woods decreased their price target on shares of AON from $414.00 to $409.00 and set an “outperform” rating for the company in a research note on Wednesday, April 30th. Barclays reissued an “overweight” rating and set a $420.00 price objective (up previously from $401.00) on shares of AON in a research note on Thursday, July 31st. Jefferies Financial Group raised shares of AON from a “hold” rating to a “buy” rating and raised their target price for the company from $400.00 to $426.00 in a research note on Wednesday, July 30th. Finally, The Goldman Sachs Group raised AON from a “neutral” rating to a “buy” rating and set a $408.00 price target on the stock in a research report on Tuesday, May 13th. One equities research 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. Based on data from MarketBeat, AON currently has a consensus rating of “Moderate Buy” and an average target price of $409.21.

AON Stock Up 0.6%

Shares of NYSE:AON opened at $363.73 on Wednesday. The firm has a market capitalization of $78.43 billion, a P/E ratio of 30.46, a P/E/G ratio of 2.14 and a beta of 0.83. The company has a debt-to-equity ratio of 1.93, a quick ratio of 1.52 and a current ratio of 1.52. The stock has a 50 day moving average price of $358.13 and a 200-day moving average price of $370.68. AON has a 52-week low of $323.73 and a 52-week high of $412.97.

AON Announces Dividend

The company 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. The ex-dividend date of this dividend is Friday, August 1st. This represents a $2.98 annualized dividend and a dividend yield of 0.8%. AON’s payout ratio is presently 24.96%.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the company. Vanguard Group Inc. increased its position in shares of AON by 1.3% during the 1st quarter. Vanguard Group Inc. now owns 19,778,451 shares of the financial services provider’s stock valued at $7,893,382,000 after purchasing an additional 258,699 shares during the last quarter. Bank of New York Mellon Corp grew its position in AON by 15.6% during the second quarter. Bank of New York Mellon Corp now owns 3,507,656 shares of the financial services provider’s stock valued at $1,251,391,000 after buying an additional 473,594 shares during the period. Polen Capital Management LLC increased its holdings in AON by 318.1% during the first quarter. Polen Capital Management LLC now owns 3,007,719 shares of the financial services provider’s stock valued at $1,200,350,000 after buying an additional 2,288,397 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. raised its position in AON by 2.6% in the first quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 2,390,571 shares of the financial services provider’s stock worth $954,053,000 after acquiring an additional 61,350 shares during the period. Finally, Northern Trust Corp boosted its stake in shares of AON by 6.1% during the 1st quarter. Northern Trust Corp now owns 2,290,619 shares of the financial services provider’s stock worth $914,163,000 after acquiring an additional 131,676 shares during the last quarter. Institutional investors own 86.14% of the company’s stock.

About AON

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.