Analysts Set Expectations for AON's Q3 Earnings (NYSE:AON)

Key Points

• Zacks Research lowered AON’s Q3 2026 EPS estimate to $3.34 from $3.38, while its FY2026 forecast of $18.94 remains below the $19.06 consensus estimate.
• Analyst sentiment remains favorable, with 12 Buy ratings and five Holds producing a “Moderate Buy” consensus and an average price target of $410.75.
• AON’s latest quarter modestly exceeded EPS expectations at $3.81, though revenue of $4.25 billion fell short of forecasts; the company also declared a quarterly dividend of $0.82 per share.

Aon plc (NYSE:AON - Free Report) - Investment analysts at Zacks Research reduced their Q3 2026 earnings per share estimates for shares of AON in a report released on Tuesday, August 11th. Zacks Research analyst Team now expects that the financial services provider will post earnings per share of $3.34 for the quarter, down from their prior estimate of $3.38. The consensus estimate for AON's current full-year earnings is $19.06 per share. Zacks Research also issued estimates for AON's Q4 2026 earnings at $5.31 EPS, FY2026 earnings at $18.94 EPS, Q1 2027 earnings at $7.08 EPS, Q2 2027 earnings at $4.18 EPS, Q3 2027 earnings at $3.74 EPS, Q4 2027 earnings at $5.97 EPS, Q2 2028 earnings at $4.61 EPS and FY2028 earnings at $23.07 EPS.

Several other brokerages have also commented on AON. Mizuho lifted their price objective on AON from $426.00 to $437.00 and gave the stock an "outperform" rating in a report on Monday, August 3rd. Barclays lifted their price target on shares of AON from $372.00 to $382.00 and gave the company an "equal weight" rating in a report on Tuesday, July 7th. Roth Capital reiterated a "buy" rating and set a $420.00 target price on shares of AON in a research report on Friday, July 31st. Cantor Fitzgerald lifted their price objective on shares of AON from $416.00 to $445.00 and gave the company an "overweight" rating in a research report on Thursday, July 9th. Finally, JPMorgan Chase & Co. boosted their price target on shares of AON from $396.00 to $412.00 and gave the stock an "overweight" rating in a research note on Monday, July 13th. Twelve analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $410.75.

AON Price Performance

NYSE AON opened at $356.39 on Wednesday. The business's fifty day moving average price is $346.59 and its 200-day moving average price is $332.72. The stock has a market capitalization of $75.60 billion, a price-to-earnings ratio of 19.65, a PEG ratio of 1.84 and a beta of 0.69. The company has a debt-to-equity ratio of 1.34, a current ratio of 1.54 and a quick ratio of 1.54. AON has a 1-year low of $304.59 and a 1-year high of $382.34.

AON (NYSE:AON - Get Free Report) last issued its earnings results on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.80 by $0.01. AON had a net margin of 22.27% and a return on equity of 42.13%. The company had revenue of $4.25 billion for the quarter, compared to analysts' expectations of $4.28 billion. During the same quarter last year, the company posted $3.49 earnings per share. The firm's quarterly revenue was up 2.2% on a year-over-year basis.

AON Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Stockholders of record on Monday, August 3rd will be issued a $0.82 dividend. The ex-dividend date is Monday, August 3rd. This represents a $3.28 dividend on an annualized basis and a dividend yield of 0.9%. AON's payout ratio is 18.08%.

Insider Activity

In related news, General Counsel Darren Zeidel sold 1,900 shares of the stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $377.76, for a total value of $717,744.00. Following the completion of the transaction, the general counsel owned 11,504 shares of the company's stock, valued at approximately $4,345,751.04. This trade represents a 14.17% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. In the last 90 days, insiders have sold 4,450 shares of company stock worth $1,659,242. 1.00% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On AON

Several institutional investors have recently modified their holdings of AON. Commerzbank Aktiengesellschaft FI purchased a new position in shares of AON in the 2nd quarter worth approximately $720,000. Trust Co. of Vermont purchased a new stake in AON during the 2nd quarter valued at $89,000. Plato Investment Management Ltd bought a new stake in AON in the second quarter worth $1,593,000. Stoneridge Investment Partners LLC purchased a new position in AON during the second quarter worth $619,000. Finally, Handelsbanken Fonder AB increased its position in AON by 1.9% during the second quarter. Handelsbanken Fonder AB now owns 68,206 shares of the financial services provider's stock valued at $22,623,000 after acquiring an additional 1,293 shares during the last quarter. 86.14% of the stock is owned by institutional investors.

More AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Zacks raised its Q1 2027 EPS estimate to $7.08 from $7.03, and increased its Q4 2027 forecast to $5.97 from $5.90. These upgrades suggest some confidence in Aon's earnings outlook during parts of 2027.
• Neutral Sentiment: The analyst's estimates imply EPS of $18.94 for FY2026 and $23.07 for FY2028. However, the FY2026 figure remains below the broader consensus estimate of $19.06, limiting the positive impact of the longer-term outlook.
• Negative Sentiment: Zacks lowered estimates for Q3 2026 EPS to $3.34 from $3.38, Q4 2026 EPS to $5.31 from $5.35, Q2 2027 EPS to $4.18 from $4.21, Q3 2027 EPS to $3.74 from $3.83, Q2 2028 EPS to $4.61 from $4.66, FY2026 EPS to $18.94 from $19.02, and FY2028 EPS to $23.07 from $23.11. The broad pattern points to modestly softer expected earnings growth.
• Negative Sentiment: Aon’s report that insurance prices are falling as geopolitical conflicts prompt insurers to tighten underwriting checks may concern investors. Lower pricing can weigh on premium growth, while stricter checks could slow business volumes, although demand for risk-management services may provide some offset. Insurance prices fall as wars push insurers to tighten checks: Aon
• Negative Sentiment: An outside analysis describes Aon as fundamentally strong but argues that its roughly 19–22 times earnings valuation is high relative to about 5% organic growth, pressured margins, client-retention risks and a dividend yield below 1%. This valuation concern may limit upside and contribute to selling pressure. Aon: Fundamentally Strong, But Needs To Become Cheaper

AON Company Profile

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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