Roth Capital Analysts Lower Earnings Estimates for AON

Aon plc (NYSE:AON - Free Report) - Investment analysts at Roth Capital lowered their Q2 2025 EPS estimates for AON in a research note issued on Tuesday, May 27th. Roth Capital analyst H. Fong now forecasts that the financial services provider will post earnings per share of $3.35 for the quarter, down from their prior forecast of $3.41. The consensus estimate for AON's current full-year earnings is $17.21 per share. Roth Capital also issued estimates for AON's Q3 2025 earnings at $2.87 EPS, Q1 2026 earnings at $7.44 EPS, Q2 2026 earnings at $3.80 EPS and Q3 2026 earnings at $3.17 EPS.

AON (NYSE:AON - Get Free Report) last announced its earnings results on Friday, April 25th. The financial services provider reported $5.67 earnings per share for the quarter, missing analysts' consensus estimates of $6.04 by ($0.37). AON had a return on equity of 70.84% and a net margin of 16.91%. The firm had revenue of $4.73 billion for the quarter, compared to the consensus estimate of $4.83 billion. During the same period in the prior year, the business earned $5.66 EPS. AON's quarterly revenue was up 16.2% on a year-over-year basis.

AON has been the subject of several other reports. Redburn Partners set a $445.00 price target on shares of AON in a research note on Tuesday, March 25th. Evercore ISI reduced their price objective on shares of AON from $420.00 to $398.00 and set an "outperform" rating for the company in a report on Monday, April 28th. Keefe, Bruyette & Woods reduced their price objective on shares of AON from $414.00 to $409.00 and set an "outperform" rating for the company in a report on Wednesday, April 30th. Jefferies Financial Group lifted their price objective on shares of AON from $396.00 to $416.00 and gave the stock a "hold" rating in a research report on Friday, April 11th. Finally, Redburn Atlantic raised shares of AON to a "hold" rating in a research report on Tuesday, March 25th. One research analyst has rated the stock with a sell rating, six have issued a hold rating and seven have given a buy rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus target price of $397.27.

AON Stock Up 1.4%

AON traded up $5.16 during midday trading on Thursday, hitting $372.08. The company had a trading volume of 1,849,194 shares, compared to its average volume of 1,198,179. AON has a 52 week low of $276.76 and a 52 week high of $412.97. The company has a quick ratio of 1.40, a current ratio of 1.40 and a debt-to-equity ratio of 2.58. The company has a market capitalization of $80.35 billion, a price-to-earnings ratio of 29.39, a PEG ratio of 2.12 and a beta of 0.89. The stock's 50 day moving average price is $366.68 and its 200 day moving average price is $374.19.

AON Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, May 15th. Investors of record on Thursday, May 1st were issued a dividend of $0.745 per share. This represents a $2.98 dividend on an annualized basis and a yield of 0.80%. The ex-dividend date was Thursday, May 1st. This is a positive change from AON's previous quarterly dividend of $0.68. AON's dividend payout ratio is 25.38%.

Institutional Trading of AON

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Vanguard Group Inc. increased its holdings in AON by 1.3% during the 1st 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 increased its holdings in AON by 14.5% during the 4th quarter. Geode Capital Management LLC now owns 4,949,919 shares of the financial services provider's stock worth $1,773,165,000 after acquiring an additional 627,742 shares during the period. Bank of New York Mellon Corp increased its holdings in AON by 18.3% during the 1st 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 acquiring an additional 469,238 shares during the period. Polen Capital Management LLC increased its holdings in AON by 318.1% during the 1st 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. increased its holdings in AON by 2.6% during the 1st 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. Institutional investors own 86.14% of the company's stock.

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.