Roth Capital Weighs in on AON's FY2025 Earnings (NYSE:AON)

Aon plc (NYSE:AON - Free Report) - Research analysts at Roth Capital reduced their FY2025 earnings per share estimates for AON in a report released on Tuesday, May 27th. Roth Capital analyst H. Fong now expects that the financial services provider will post earnings of $16.80 per share for the year, down from their previous forecast of $17.50. The consensus estimate for AON's current full-year earnings is $17.21 per share. Roth Capital also issued estimates for AON's Q4 2025 earnings at $4.90 EPS, Q4 2026 earnings at $5.18 EPS and FY2026 earnings at $19.60 EPS.

AON (NYSE:AON - Get Free Report) last released its quarterly earnings data 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). The company had revenue of $4.73 billion for the quarter, compared to analyst estimates of $4.83 billion. AON had a net margin of 16.91% and a return on equity of 70.84%. The firm's revenue for the quarter was up 16.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $5.66 earnings per share.

A number of other equities research analysts also recently weighed in on the company. Evercore ISI decreased their price objective on AON from $420.00 to $398.00 and set an "outperform" rating on the stock in a report on Monday, April 28th. The Goldman Sachs Group raised AON from a "neutral" rating to a "buy" rating and set a $408.00 target price on the stock in a report on Tuesday, May 13th. Piper Sandler raised AON from a "neutral" rating to an "overweight" rating and reduced their target price for the stock from $384.00 to $378.00 in a report on Monday, April 28th. Redburn Atlantic raised AON to a "hold" rating in a report on Tuesday, March 25th. Finally, Jefferies Financial Group boosted their target price on AON from $396.00 to $416.00 and gave the stock a "hold" rating in a report on Friday, April 11th. One equities research analyst has rated the stock with a sell rating, six have given a hold rating and seven have assigned a buy rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus target price of $397.27.

AON Price Performance

NYSE AON traded up $5.16 during trading on Wednesday, reaching $372.08. 1,849,194 shares of the company traded hands, compared to its average volume of 1,198,179. The company has a debt-to-equity ratio of 2.58, a quick ratio of 1.40 and a current ratio of 1.40. The stock's 50 day moving average price is $366.68 and its two-hundred day moving average price is $374.19. The company has a market cap of $80.35 billion, a price-to-earnings ratio of 29.39, a P/E/G ratio of 2.12 and a beta of 0.89. AON has a 1-year low of $276.76 and a 1-year high of $412.97.

AON Increases Dividend

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

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of AON. Strs Ohio bought a new stake in shares of AON during the 1st quarter valued at $25,509,000. GK Wealth Management LLC bought a new stake in shares of AON during the 1st quarter valued at $281,000. Jacobi Capital Management LLC bought a new stake in shares of AON during the 1st quarter valued at $214,000. Carderock Capital Management Inc. raised its position in shares of AON by 5.7% during the 1st quarter. Carderock Capital Management Inc. now owns 19,551 shares of the financial services provider's stock valued at $7,803,000 after acquiring an additional 1,054 shares during the last quarter. Finally, Advisors Capital Management LLC raised its position in shares of AON by 2.0% during the 1st quarter. Advisors Capital Management LLC now owns 83,379 shares of the financial services provider's stock valued at $33,275,000 after acquiring an additional 1,614 shares during the last quarter. Institutional investors and hedge funds own 86.14% of the company's stock.

About AON

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.