What is Roth Capital's Estimate for AON Q4 Earnings?

Key Points

• Roth Capital has downgraded its Q4 2025 earnings estimate for Aon to $4.80 per share, down from $4.90, while the consensus for the full-year earnings remains at $17.21 per share.
• Several analysts have given mixed ratings for Aon, with Wells Fargo setting a target price of $438.00 and Barclays reducing theirs to $401.00, resulting in a consensus rating of "Hold" with an average target price of $407.14.
• Aon announced a quarterly dividend of $0.745 per share, reflecting an annualized yield of 0.81% and a payout ratio of 24.96%.

Aon plc (NYSE:AON - Free Report) - Research analysts at Roth Capital lowered their Q4 2025 earnings estimates for AON in a report released on Monday, July 28th. Roth Capital analyst H. Fong now anticipates that the financial services provider will post earnings of $4.80 per share for the quarter, down from their previous forecast of $4.90. The consensus estimate for AON's current full-year earnings is $17.21 per share.

A number of other brokerages also recently weighed in on AON. Piper Sandler increased their price objective on shares of AON from $393.00 to $413.00 and gave the company an "overweight" rating in a research report on Monday. Wells Fargo & Company reiterated an "overweight" rating and issued a $438.00 price target (up from $436.00) on shares of AON in a research report on Thursday, July 10th. Barclays reiterated an "overweight" rating and issued a $420.00 price target (up from $401.00) on shares of AON in a research report on Thursday. Keefe, Bruyette & Woods decreased their price target on shares of AON from $414.00 to $409.00 and set an "outperform" rating on the stock in a research report on Wednesday, April 30th. Finally, The Goldman Sachs Group upgraded shares of AON from a "neutral" rating to a "buy" rating and set a $408.00 price target on the stock in a research report on Tuesday, May 13th. One investment analyst has rated the stock with a sell rating, four have given a hold rating and eight have assigned a buy rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $409.21.

AON Stock Performance

AON stock traded down $2.62 during midday trading on Tuesday, reaching $353.09. 1,640,932 shares of the company traded hands, compared to its average volume of 1,331,812. The firm has a market capitalization of $76.14 billion, a price-to-earnings ratio of 29.57, a price-to-earnings-growth ratio of 2.11 and a beta of 0.84. The business has a 50 day moving average of $358.15 and a two-hundred day moving average of $370.81. AON has a 12 month low of $322.95 and a 12 month high of $412.97. The company has a debt-to-equity ratio of 1.93, a current ratio of 1.52 and a quick ratio of 1.73.

AON (NYSE:AON - Get Free Report) last released its quarterly earnings data on Friday, July 25th. The financial services provider reported $3.49 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.40 by $0.09. The business had revenue of $4.16 billion for the quarter, compared to analysts' expectations of $4.16 billion. AON had a return on equity of 50.91% and a net margin of 15.54%. The firm's quarterly revenue was up 10.5% on a year-over-year basis. During the same period in the prior year, the firm posted $2.93 EPS.

AON Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, August 15th. Shareholders of record on Friday, August 1st will be paid a $0.745 dividend. This represents a $2.98 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Friday, August 1st. AON's dividend payout ratio (DPR) is presently 24.96%.

Hedge Funds Weigh In On AON

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Vanguard Group Inc. increased its position in shares of AON by 1.3% during the first quarter. Vanguard Group Inc. now owns 19,778,451 shares of the financial services provider's stock worth $7,893,382,000 after acquiring an additional 258,699 shares during the period. Geode Capital Management LLC raised its holdings in shares of AON by 14.5% during the fourth quarter. Geode Capital Management LLC now owns 4,949,919 shares of the financial services provider's stock worth $1,773,165,000 after purchasing an additional 627,742 shares during the last quarter. Bank of New York Mellon Corp raised its holdings in shares of AON by 18.3% during the first quarter. Bank of New York Mellon Corp now owns 3,034,062 shares of the financial services provider's stock worth $1,210,864,000 after purchasing an additional 469,238 shares during the last quarter. Polen Capital Management LLC raised its position in shares of AON by 318.1% in the first quarter. Polen Capital Management LLC now owns 3,007,719 shares of the financial services provider's stock worth $1,200,350,000 after acquiring an additional 2,288,397 shares during the period. Finally, Mitsubishi UFJ Asset Management Co. Ltd. raised its position in shares of AON by 2.6% in the first quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 2,390,571 shares of the financial services provider's stock worth $954,053,000 after acquiring an additional 61,350 shares during the period. 86.14% of the stock is owned by hedge funds and other institutional investors.

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.