Roth Capital Has Pessimistic Outlook of AON Q2 Earnings

Aon plc (NYSE:AON) – Research analysts at Roth Capital reduced their Q2 2026 earnings per share estimates for shares of AON in a report released on Tuesday, November 4th. Roth Capital analyst H. Fong now anticipates that the financial services provider will post earnings per share of $3.85 for the quarter, down from their prior forecast of $3.98. Roth Capital currently has a “Buy” rating and a $390.00 target price on the stock. The consensus estimate for AON’s current full-year earnings is $17.21 per share. Roth Capital also issued estimates for AON’s Q3 2026 earnings at $3.38 EPS and Q4 2026 earnings at $5.43 EPS.

AON (NYSE:AON) last posted its earnings results on Friday, October 31st. The financial services provider reported $3.05 earnings per share for the quarter, beating analysts’ consensus estimates of $2.91 by $0.14. AON had a return on equity of 50.91% and a net margin of 15.54%.The company had revenue of $4 billion for the quarter, compared to the consensus estimate of $3.97 billion. During the same quarter in the prior year, the company earned $2.72 earnings per share. AON’s revenue was up 7.4% on a year-over-year basis.

AON has been the topic of several other reports. Wells Fargo & Company decreased their price target on shares of AON from $451.00 to $448.00 and set an “overweight” rating on the stock in a research report on Wednesday, October 8th. Jefferies Financial Group raised shares of AON from a “hold” rating to a “buy” rating and increased their target price for the stock from $400.00 to $426.00 in a report on Wednesday, July 30th. Citigroup raised shares of AON from a “neutral” rating to a “buy” rating and set a $402.00 price target on the stock in a report on Monday. Weiss Ratings reiterated a “buy (b-)” rating on shares of AON in a research note on Wednesday, October 8th. Finally, Barclays reissued an “overweight” rating and set a $420.00 target price (up previously from $401.00) on shares of AON in a research note on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $421.07.

AON Stock Performance

AON opened at $339.91 on Thursday. The company’s 50 day moving average is $354.50 and its 200 day moving average is $357.88. The company has a current ratio of 1.52, a quick ratio of 1.52 and a debt-to-equity ratio of 1.93. The company has a market cap of $73.06 billion, a price-to-earnings ratio of 28.47, a PEG ratio of 1.92 and a beta of 0.86. AON has a 12-month low of $323.73 and a 12-month high of $412.97.

AON Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, November 14th. Stockholders of record on Monday, November 3rd will be issued a $0.745 dividend. This represents a $2.98 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Monday, November 3rd. AON’s dividend payout ratio (DPR) is 23.88%.

Institutional Trading of AON

Institutional investors have recently added to or reduced their stakes in the company. Financial Gravity Asset Management Inc. bought a new stake in shares of AON during the 1st quarter worth approximately $28,000. Westside Investment Management Inc. lifted its position in shares of AON by 100.0% during the third quarter. Westside Investment Management Inc. now owns 70 shares of the financial services provider’s stock worth $25,000 after purchasing an additional 35 shares during the last quarter. Saudi Central Bank purchased a new position in AON in the 1st quarter worth about $31,000. Heartwood Wealth Advisors LLC bought a new stake in AON during the 3rd quarter valued at about $29,000. Finally, HHM Wealth Advisors LLC boosted its position in AON by 54.7% in the 1st quarter. HHM Wealth Advisors LLC now owns 82 shares of the financial services provider’s stock valued at $33,000 after buying an additional 29 shares during the period. Institutional investors own 86.14% of the company’s stock.

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.