Research Analysts Issue Forecasts for AON Q3 Earnings

Key Points

• Roth Capital has raised its Q3 2025 earnings per share (EPS) estimate for Aon from $2.87 to $2.93, reflecting positive growth expectations for the financial services provider.
• Aon reported Q2 earnings of $3.49 per share, exceeding analyst predictions of $3.40, and its revenue increased by 10.5% year-over-year.
• The company has a current price target range set by analysts, with the highest being $438.00 and a consensus estimate of $407.14, amidst various ratings and adjustments from different financial firms.

Aon plc (NYSE:AON - Free Report) - Stock analysts at Roth Capital raised their Q3 2025 earnings estimates for AON in a report released on Monday, July 28th. Roth Capital analyst H. Fong now forecasts that the financial services provider will earn $2.93 per share for the quarter, up from their prior estimate of $2.87. The consensus estimate for AON's current full-year earnings is $17.21 per share. Roth Capital also issued estimates for AON's FY2025 earnings at $16.90 EPS, Q1 2026 earnings at $6.63 EPS, Q2 2026 earnings at $3.98 EPS, Q3 2026 earnings at $3.48 EPS and Q4 2026 earnings at $5.51 EPS.

AON has been the subject of a number of other research reports. The Goldman Sachs Group upgraded AON from a "neutral" rating to a "buy" rating and set a $408.00 price target for the company in a research report on Tuesday, May 13th. Wells Fargo & Company reiterated an "overweight" rating and set a $438.00 price objective (up previously from $436.00) on shares of AON in a research report on Thursday, July 10th. Keefe, Bruyette & Woods dropped their price objective on AON from $414.00 to $409.00 and set an "outperform" rating for the company in a research report on Wednesday, April 30th. Barclays reiterated an "overweight" rating and set a $420.00 price objective (up previously from $401.00) on shares of AON in a research report on Thursday. Finally, Jefferies Financial Group upgraded AON from a "hold" rating to a "buy" rating and lifted their price objective for the stock from $400.00 to $426.00 in a research report on Wednesday. One equities research analyst has rated the stock with a sell rating, four have assigned a hold rating and eight have issued a buy rating to the stock. According to data from MarketBeat, AON currently has an average rating of "Moderate Buy" and a consensus target price of $409.21.

AON Stock Performance

Shares of AON stock traded down $2.62 during trading hours on Wednesday, hitting $353.09. The stock had a trading volume of 1,640,932 shares, compared to its average volume of 1,348,763. The firm has a market capitalization of $76.14 billion, a PE ratio of 29.57, a PEG ratio of 2.11 and a beta of 0.83. AON has a twelve month low of $322.95 and a twelve month high of $412.97. The stock's 50 day moving average is $358.15 and its 200 day moving average is $370.81. 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 announced its quarterly earnings data on Friday, July 25th. The financial services provider reported $3.49 EPS for the quarter, topping analysts' consensus estimates of $3.40 by $0.09. AON had a return on equity of 50.91% and a net margin of 15.54%. The business had revenue of $4.16 billion during the quarter, compared to the consensus estimate of $4.16 billion. During the same period in the previous year, the company posted $2.93 earnings per share. The business's revenue for the quarter was up 10.5% on a year-over-year basis.

Institutional Investors Weigh In On AON

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Schroder Investment Management Group increased its holdings in AON by 17.5% in the fourth quarter. Schroder Investment Management Group now owns 104,179 shares of the financial services provider's stock valued at $37,293,000 after purchasing an additional 15,495 shares during the period. RWA Wealth Partners LLC acquired a new stake in AON in the fourth quarter valued at $250,000. O Shaughnessy Asset Management LLC increased its holdings in AON by 8.6% in the fourth quarter. O Shaughnessy Asset Management LLC now owns 24,955 shares of the financial services provider's stock valued at $8,963,000 after purchasing an additional 1,986 shares during the period. Summit Financial LLC increased its holdings in AON by 7.2% in the fourth quarter. Summit Financial LLC now owns 655 shares of the financial services provider's stock valued at $235,000 after purchasing an additional 44 shares during the period. Finally, Franklin Resources Inc. increased its holdings in AON by 17.8% in the fourth quarter. Franklin Resources Inc. now owns 67,305 shares of the financial services provider's stock valued at $24,173,000 after purchasing an additional 10,192 shares during the period. 86.14% of the stock is currently owned by institutional investors.

AON Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, August 15th. Investors of record on Friday, August 1st will be paid a $0.745 dividend. This represents a $2.98 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Friday, August 1st. AON's payout ratio is 24.96%.

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.