Brokers Offer Predictions for AON’s Q1 Earnings (NYSE:AON)

Aon plc (NYSE:AON) – Investment analysts at Zacks Research decreased their Q1 2026 earnings per share (EPS) estimates for shares of AON in a report issued on Wednesday, February 11th. Zacks Research analyst Team now expects that the financial services provider will earn $6.35 per share for the quarter, down from their prior forecast of $6.41. The consensus estimate for AON’s current full-year earnings is $17.21 per share. Zacks Research also issued estimates for AON’s Q2 2026 earnings at $3.85 EPS, Q3 2026 earnings at $3.45 EPS, Q4 2026 earnings at $5.41 EPS, FY2026 earnings at $19.06 EPS, Q1 2027 earnings at $7.09 EPS, Q2 2027 earnings at $4.32 EPS, Q3 2027 earnings at $3.87 EPS, Q4 2027 earnings at $6.07 EPS, FY2027 earnings at $21.35 EPS and FY2028 earnings at $23.48 EPS.

A number of other analysts have also recently issued reports on AON. TD Cowen reduced their price objective on AON from $419.00 to $416.00 and set a “buy” rating for the company in a research report on Monday, November 3rd. Keefe, Bruyette & Woods lifted their price target on AON from $410.00 to $416.00 and gave the company an “outperform” rating in a report on Tuesday, January 6th. Barclays boosted their price target on AON from $379.00 to $381.00 and gave the company an “equal weight” rating in a research note on Thursday, January 8th. The Goldman Sachs Group set a $395.00 target price on shares of AON in a research note on Wednesday, January 7th. Finally, Jefferies Financial Group reissued a “buy” rating and issued a $408.00 target price on shares of AON in a research report on Monday, February 2nd. Twelve investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, AON currently has an average rating of “Moderate Buy” and an average target price of $409.75.

AON Trading Up 1.5%

Shares of NYSE:AON opened at $314.52 on Thursday. AON has a 12-month low of $304.59 and a 12-month high of $412.97. The company has a quick ratio of 1.35, a current ratio of 2.03 and a debt-to-equity ratio of 1.55. The firm has a market capitalization of $67.60 billion, a P/E ratio of 18.48, a price-to-earnings-growth ratio of 1.59 and a beta of 0.83. The firm has a fifty day moving average of $344.67 and a two-hundred day moving average of $352.14.

AON (NYSE:AON) last announced its quarterly earnings data on Friday, January 30th. The financial services provider reported $4.85 EPS for the quarter, beating analysts’ consensus estimates of $4.75 by $0.10. AON had a net margin of 21.51% and a return on equity of 45.23%. The firm had revenue of $4.30 billion for the quarter, compared to the consensus estimate of $4.38 billion. During the same period in the previous year, the firm posted $4.42 earnings per share. The firm’s revenue was up 3.7% on a year-over-year basis.

AON Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Monday, February 2nd will be given a dividend of $0.745 per share. The ex-dividend date of this dividend is Monday, February 2nd. This represents a $2.98 dividend on an annualized basis and a yield of 0.9%. AON’s payout ratio is currently 17.51%.

Insider Transactions at AON

In other AON news, Director Lester B. Knight acquired 4,000 shares of the company’s stock in a transaction dated Tuesday, February 10th. The shares were acquired at an average cost of $319.24 per share, for a total transaction of $1,276,960.00. Following the completion of the purchase, the director owned 143,000 shares of the company’s stock, valued at approximately $45,651,320. This trade represents a 2.88% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this hyperlink. 1.10% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the stock. Westside Investment Management Inc. increased its stake in AON by 100.0% during the third quarter. Westside Investment Management Inc. now owns 70 shares of the financial services provider’s stock valued at $25,000 after acquiring an additional 35 shares during the period. Wealth Watch Advisors INC acquired a new stake in shares of AON during the 3rd quarter worth approximately $25,000. Heartwood Wealth Advisors LLC bought a new stake in shares of AON during the third quarter valued at approximately $29,000. Eagle Bay Advisors LLC acquired a new position in shares of AON in the fourth quarter valued at $30,000. Finally, Atlantic Union Bankshares Corp acquired a new stake in AON during the second quarter worth $31,000. Institutional investors and hedge funds own 86.14% of the company’s stock.

Key Stories Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Director insider buy: Aon director Lester B. Knight purchased 4,000 shares at about $319.24, increasing his stake to ~143,000 shares—insider buying often signals confidence from management. Insider Purchase Filing
• Positive Sentiment: Leadership appointment: Aon named Joe Peiser CEO of Risk Capital to lead Commercial Risk and Reinsurance Solutions—this consolidates expertise in a high‑margin, capital‑intensive area and may improve execution across reinsurance and capacity solutions. Aon Appoints Joe Peiser
• Positive Sentiment: New business/product: Aon and KNIAZHA VIG launched a $25M war‑risk insurance facility with the U.S. DFC—adds fee revenue and differentiates Aon in geopolitical/war‑risk placements. War‑Risk Facility
• Neutral Sentiment: Analyst note coverage: Multiple outlets picked up on Wall Street views of Aon, summarizing analyst forecasts and commentary—keeps the stock in focus but provides no single decisive view. Analyst Coverage Summary
• Neutral Sentiment: Local hiring and industry moves: Announcements like a director appointment to Aon’s Leeds corporate team and broader industry personnel moves are operationally neutral but support regional franchise strength. Leeds Appointment
• Neutral Sentiment: Market research / thought leadership: Aon survey findings (e.g., cyber and supply‑chain risk in Japan) reinforce Aon’s advisory positioning but are unlikely to move near‑term earnings materially. Aon Survey
• Negative Sentiment: Mixed-to-slightly-lower estimates from Zacks: Zacks issued a series of small revisions—some quarterly upsides but multiple trims to Q1‑2026, Q3‑2026/Q3‑2027 and FY‑2026/FY‑2027 EPS estimates—suggests analysts see limited near‑term upside to consensus and slightly lower medium‑term earnings. Zacks Estimate Changes

About AON

Aon plc is a global professional services firm that provides a broad suite of risk, retirement and health solutions to corporations, institutions and individuals. The company operates primarily as an insurance broker and risk adviser, helping clients identify, quantify and transfer risk across property, casualty, cyber and other areas. Aon also offers reinsurance brokerage and capital market solutions that connect insurers, reinsurers and corporate buyers.

In addition to traditional brokerage activities, Aon delivers consulting and outsourcing services in areas such as human capital, benefits, and retirement plan design and administration.