FY2027 Earnings Estimate for AON Issued By DOWLING & PARTN

Key Points

• Dowling & Partners forecasts AON FY2027 EPS of $20.00, above the $18.76 consensus estimate, and projects FY2028 EPS of $23.00.
• Analyst sentiment remains broadly positive, with 12 Buy, six Hold and two Sell ratings; the consensus target price is $375.53, despite several firms recently lowering their price targets.
• AON shares opened at $272.94, near their 12-month low of $266.33 and below both their 50-day and 200-day moving averages. The company recently slightly exceeded quarterly EPS estimates, reporting $3.81 versus $3.80 consensus.

Aon plc (NYSE:AON - Free Report) - Equities researchers at DOWLING & PARTN issued their FY2027 earnings estimates for shares of AON in a research note issued to investors on Wednesday, October 7th. DOWLING & PARTN analyst J. Christiana anticipates that the financial services provider will post earnings per share of $20.00 for the year. The consensus estimate for AON's current full-year earnings is $18.76 per share. DOWLING & PARTN also issued estimates for AON's FY2028 earnings at $23.00 EPS.

A number of other brokerages also recently issued reports on AON. Barclays reduced their price objective on AON from $382.00 to $317.00 and set an "equal weight" rating for the company in a research note on Wednesday. Citigroup initiated coverage on AON in a research note on Monday, September 21st. They set a "buy" rating and a $435.00 target price on the stock. Jefferies Financial Group cut their price target on shares of AON from $387.00 to $383.00 and set a "buy" rating on the stock in a report on Wednesday, September 30th. Weiss Ratings lowered shares of AON from a "hold (c+)" rating to a "hold (c)" rating in a research report on Thursday, September 17th. Finally, Mizuho decreased their price objective on shares of AON from $366.00 to $324.00 and set an "outperform" rating for the company in a report on Wednesday. Twelve research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $375.53.

AON Stock Performance

Shares of AON stock opened at $272.94 on Monday. The business's fifty day simple moving average is $318.62 and its 200 day simple moving average is $327.55. The company has a current ratio of 1.54, a quick ratio of 1.54 and a debt-to-equity ratio of 1.34. AON has a 12 month low of $266.33 and a 12 month high of $382.34. The firm has a market capitalization of $57.90 billion, a P/E ratio of 15.05, a price-to-earnings-growth ratio of 1.40 and a beta of 0.70.

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

Institutional Investors Weigh In On AON

A number of hedge funds and other institutional investors have recently bought and sold shares of AON. Independent Franchise Partners LLP boosted its stake in AON by 0.9% during the fourth quarter. Independent Franchise Partners LLP now owns 2,115,523 shares of the financial services provider's stock valued at $746,526,000 after buying an additional 19,037 shares during the period. Bank of America Corp DE grew its position in AON by 16.3% during the first quarter. Bank of America Corp DE now owns 1,582,680 shares of the financial services provider's stock worth $510,857,000 after buying an additional 222,092 shares in the last quarter. Amundi increased its stake in AON by 23.5% in the 1st quarter. Amundi now owns 1,502,890 shares of the financial services provider's stock worth $485,103,000 after acquiring an additional 285,549 shares during the last quarter. Dimensional Fund Advisors LP increased its stake in AON by 20.5% in the 1st quarter. Dimensional Fund Advisors LP now owns 1,253,769 shares of the financial services provider's stock worth $404,709,000 after acquiring an additional 213,051 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership raised its holdings in shares of AON by 74.7% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 797,418 shares of the financial services provider's stock valued at $257,391,000 after acquiring an additional 340,866 shares in the last quarter. Institutional investors own 86.14% of the company's stock.

Insider Activity at AON

In related news, General Counsel Darren Zeidel sold 1,900 shares of the firm's stock in a transaction that occurred on 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 directly 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Lester B. Knight acquired 20,000 shares of AON stock in a transaction that occurred on Wednesday, September 2nd. The stock was acquired at an average price of $327.48 per share, with a total value of $6,549,600.00. Following the completion of the purchase, the director directly owned 163,000 shares in the company, valued at $53,379,240. This represents a 13.99% increase in their position. The SEC filing for this purchase provides additional information. Insiders own 1.00% of the company's stock.

Key Headlines Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Expanded middle-market leadership: Aon gave Denise Perlman additional responsibility for middle-market growth across risk capital and reinsurance. The move is intended to strengthen execution in an important growth segment. Aon Expands Denise Perlman's Leadership Role to Advance Middle Market Growth Across Risk Capital
• Positive Sentiment: AI and workforce partnerships: Strada announced a partnership with Aon and new AI-powered innovations ahead of Workday Rising U.S. 2026, potentially improving Aon’s technology capabilities and exposure to demand for AI-enabled workforce solutions. Strada unveils Aon partnership and new AI-powered innovations
• Positive Sentiment: Analyst support: Cantor Fitzgerald assigned Aon a $400 price target, while Morgan Stanley reaffirmed its Buy rating. These calls indicate some analysts view the recent weakness as an opportunity. AON Given New $400.00 Price Target at Cantor Fitzgerald
• Neutral Sentiment: Insurance-market positioning: Aon and WTW are increasing pressure on insurers to address exclusions for artificial-intelligence-related risks. The issue could create advisory opportunities but also reflects uncertainty over coverage, pricing and potential claims. Aon and WTW add to broker pressure on AI exclusions
• Negative Sentiment: Lower earnings estimate: Dowling & Partners cut its FY2026 EPS forecast for Aon to $18.70 from $19.50, although the revised estimate remains close to the $18.81 consensus. Lower profit expectations can pressure valuation and investor confidence.
• Negative Sentiment: Acquisition-related concerns: Suncoast Equity Management discussed exiting Aon after the company’s middle-market M&A activity, signaling that at least one investment manager remains cautious about the strategy’s execution and returns. Exiting Aon Following Middle Market M&A

AON Company Profile

Aon plc is a global professional services firm that helps organizations manage risk, make better decisions and improve performance. Its services are organized around risk capital and human capital, combining advisory expertise, data, analytics and insurance-related solutions.

The company provides commercial risk brokerage and consulting, reinsurance brokerage, retirement and investment advisory services, health benefits consulting, talent and compensation consulting, and related technology and data products.

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