AON (AON) Projected to Post Earnings on Friday

Key Points

• AON will report Q1 2026 results before the market opens on April 24, with analysts forecasting $6.42 EPS and about $5.01 billion in revenue; the company’s earnings call is scheduled for May 1 at 8:00 AM ET.
• AON raised its quarterly dividend to $0.82 (up from $0.75), with an ex-dividend date of May 1 and payment on May 15, implying an annualized $3.28 payout and roughly a 1.0% yield.
• Strategic catalyst and analyst backdrop: AON expanded its data‑center lifecycle insurance capacity to $3.5 billion, drawing positive brokerage support, and analysts collectively rate the stock a "Moderate Buy" with an average target of $401.81 (14 Buys, 4 Holds).

AON (NYSE:AON - Get Free Report) is expected to be releasing its Q1 2026 results before the market opens on Friday, April 24th. Analysts expect AON to post earnings of $6.42 per share and revenue of $5.0114 billion for the quarter. Interested persons are encouraged to explore the company's upcoming Q1 2026 earning overview page for the latest details on the call scheduled for Friday, May 1, 2026 at 8:00 AM ET.

AON (NYSE:AON - Get Free Report) last released its earnings results on Friday, January 30th. The financial services provider reported $4.85 EPS for the quarter, topping analysts' consensus estimates of $4.75 by $0.10. The business had revenue of $4.30 billion during the quarter, compared to analysts' expectations of $4.38 billion. AON had a net margin of 21.51% and a return on equity of 45.23%. The company's quarterly revenue was up 3.7% on a year-over-year basis. During the same quarter in the previous year, the company earned $4.42 earnings per share. On average, analysts expect AON to post $17 EPS for the current fiscal year and $19 EPS for the next fiscal year.

AON Stock Up 2.3%

AON stock opened at $335.73 on Friday. The stock has a market capitalization of $71.93 billion, a P/E ratio of 19.73, a P/E/G ratio of 1.79 and a beta of 0.83. The firm has a 50-day simple moving average of $324.59 and a 200-day simple moving average of $339.93. The company has a quick ratio of 2.03, a current ratio of 2.03 and a debt-to-equity ratio of 1.55. AON has a 52 week low of $304.59 and a 52 week high of $381.00.

AON Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Friday, May 1st will be paid a dividend of $0.82 per share. This is an increase from AON's previous quarterly dividend of $0.75. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Friday, May 1st. AON's dividend payout ratio is presently 17.51%.

More AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon expanded its Data Center Lifecycle Insurance Program capacity to $3.5 billion and extended coverage to include operational/existing data centers, positioning Aon to capture more of the fast-growing digital infrastructure insurance market. This is the primary catalyst for the stock move as it increases addressable market and sticky, higher‑margin client relationships. PR Newswire
• Positive Sentiment: Multiple industry outlets and analysts highlighted the data-center expansion and reiterated or raised constructive views, contributing to broader brokerage support after Aon’s recent earnings. Analyst backing and positive media coverage are supporting buying interest. Kalkine Media
• Positive Sentiment: NFP (part of Aon’s distribution footprint) acquired the Hamilton Group to expand its property & casualty capabilities, a tuck-in that should help cross-sell and grow fee income in commercial lines. This supports inorganic growth and scale in distribution. Yahoo Finance
• Neutral Sentiment: Aon promoted Jeff Alpaugh into an expanded Chief Commercial Officer role for Risk Capital, signaling leadership continuity and focus on scaling risk-capital solutions; important operationally but not a near-term revenue inflection by itself. Reinsurance News Insurance Times
• Negative Sentiment: Bank of America Securities reiterated a sell rating on Aon, a reminder that some sell‑side skeptics remain concerned about valuation and execution risk; this opinion could cap upside if it influences institutional flows. The Globe and Mail

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on AON. Bank of America raised shares of AON from a "neutral" rating to an "outperform" rating and cut their target price for the stock from $398.00 to $397.00 in a research note on Friday, February 27th. Cantor Fitzgerald boosted their target price on shares of AON from $393.00 to $412.00 and gave the stock an "overweight" rating in a research note on Monday, February 2nd. JPMorgan Chase & Co. dropped their price objective on shares of AON from $406.00 to $396.00 and set an "overweight" rating for the company in a research note on Thursday, April 9th. Mizuho dropped their price objective on shares of AON from $397.00 to $394.00 and set an "outperform" rating for the company in a research note on Monday. Finally, UBS Group reaffirmed a "neutral" rating and set a $385.00 price objective on shares of AON in a research note on Monday, February 2nd. Fourteen investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $401.81.

Insider Activity

In other news, General Counsel Darren Zeidel sold 5,040 shares of the business's stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $325.79, for a total transaction of $1,641,981.60. Following the transaction, the general counsel owned 20,254 shares of the company's stock, valued at approximately $6,598,550.66. The trade was a 19.93% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Lester B. Knight purchased 4,000 shares of the company's stock in a transaction dated Tuesday, February 10th. The stock was purchased at an average cost of $319.24 per share, with a total value of $1,276,960.00. Following the purchase, the director owned 143,000 shares in the company, valued at approximately $45,651,320. This trade represents a 2.88% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders own 1.10% of the company's stock.

Institutional Trading of AON

Several hedge funds have recently made changes to their positions in the company. State Street Corp grew its stake in shares of AON by 1.2% in the 3rd quarter. State Street Corp now owns 9,229,464 shares of the financial services provider's stock valued at $3,291,048,000 after buying an additional 105,154 shares during the period. Dodge & Cox boosted its position in shares of AON by 126.6% during the 4th quarter. Dodge & Cox now owns 7,852,456 shares of the financial services provider's stock worth $2,770,975,000 after purchasing an additional 4,387,773 shares during the period. Farallon Capital Management LLC boosted its position in shares of AON by 17.0% during the 4th quarter. Farallon Capital Management LLC now owns 2,665,238 shares of the financial services provider's stock worth $940,509,000 after purchasing an additional 387,221 shares during the period. Boston Partners boosted its position in shares of AON by 15.5% during the 3rd quarter. Boston Partners now owns 1,711,250 shares of the financial services provider's stock worth $610,986,000 after purchasing an additional 230,098 shares during the period. Finally, Viking Global Investors LP purchased a new position in shares of AON during the 3rd quarter worth approximately $504,424,000. Hedge funds and other institutional investors own 86.14% of the company's stock.

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.

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