AON (AON) Expected to Announce Quarterly Earnings on Wednesday

Key Points

• Aon is expected to report Q3 2026 results before markets open Wednesday, October 28. Analysts forecast earnings of $3.30 per share on $4.08 billion in revenue; the earnings call is scheduled for 8:30 a.m. ET.
• In the prior quarter, Aon earned $3.81 per share, slightly exceeding estimates, while revenue rose 2.2% year over year to $4.25 billion but fell short of expectations.
• Aon recently declared a quarterly dividend of $0.82 per share, equivalent to a $3.28 annualized payout and a 1.1% yield. Wall Street maintains a “Moderate Buy” consensus with an average price target of $367.59, although concerns over the USI acquisition and mixed target-price revisions remain.

AON (NYSE:AON - Get Free Report) is projected to release its Q3 2026 results before the market opens on Wednesday, October 28th. Analysts expect AON to announce earnings of $3.30 per share and revenue of $4.08 billion for the quarter. Individuals may visit the company's upcoming Q3 2026 earnings summary page for the latest details on the call scheduled for Wednesday, October 28, 2026 at 8:30 AM ET.

AON (NYSE:AON - Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share for the quarter, beating analysts' consensus estimates of $3.80 by $0.01. The business had revenue of $4.25 billion for the quarter, compared to analysts' expectations of $4.28 billion. AON had a return on equity of 42.13% and a net margin of 22.27%. The firm's revenue for the quarter was up 2.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $3.49 EPS. On average, analysts expect AON to post $18.73 EPS for the current fiscal year and $20.05 EPS for the next fiscal year.

AON Stock Performance

NYSE AON opened at $296.95 on Wednesday. The stock has a market cap of $62.99 billion, a PE ratio of 16.37, a P/E/G ratio of 1.52 and a beta of 0.70. The company has a debt-to-equity ratio of 1.34, a quick ratio of 1.54 and a current ratio of 1.54. AON has a 52-week low of $266.33 and a 52-week high of $382.34. The firm has a 50-day moving average of $308.36 and a 200-day moving average of $325.71.

AON Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Shareholders of record on Monday, November 2nd will be issued a $0.82 dividend. The ex-dividend date of this dividend is Monday, November 2nd. This represents a $3.28 dividend on an annualized basis and a yield of 1.1%. AON's payout ratio is currently 18.08%.

AON News Roundup

Here are the key news stories impacting AON this week:

• Positive Sentiment: Zacks Research projects Aon earnings of $20.05 per share in 2027 and $22.33 per share in 2028, compared with the current-year consensus of $18.73. The forecasts suggest continued earnings growth and may support the stock’s recent strength. Zacks Research earnings estimates
• Positive Sentiment: Aon said improving conditions in Canada’s property-and-casualty insurance market could create more favorable conditions for business decision-makers entering 2027, potentially supporting client activity and brokerage opportunities. Strong Canadian Property and Casualty Market Creates More Favourable Conditions for Business Decision Makers Entering 2027
• Neutral Sentiment: Aon highlighted that Canadian insurance rates are easing, while elevated U.S. litigation risks remain a challenge. Lower rates may benefit customers but could limit pricing-related revenue growth for brokers. Canadian businesses see insurance rates ease, but US litigation risks remain a problem
• Neutral Sentiment: Aon executives said reinsurers need to accept more risk, while the company’s industry outlook warned that traditional insurance “cash cows” are coming under pressure. The comments point to changing market conditions but do not represent a direct earnings revision. Aon's De Bosini: Reinsurers need to lean towards risk
• Negative Sentiment: Investor scrutiny of the price tag for Aon’s USI deal continues to pressure the shares, raising concerns about acquisition returns, integration execution and leverage. Aon plc Underperforms Amid Scrutiny Over USI Deal Price Tag
• Negative Sentiment: Morgan Stanley lowered its price target for Aon to $350, a cautious signal even though the target remains above the recent trading level. Morgan Stanley cuts target to $350

Insider Buying and Selling at AON

In other news, General Counsel Darren Zeidel sold 1,900 shares of the company's stock in a transaction 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 sale, the general counsel directly owned 11,504 shares of the company's stock, valued at approximately $4,345,751.04. This represents a 14.17% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Lester B. Knight purchased 20,000 shares of the firm's stock in a transaction on Wednesday, September 2nd. The shares were acquired at an average price of $327.48 per share, with a total value of $6,549,600.00. Following the completion of the acquisition, the director owned 163,000 shares in the company, valued at approximately $53,379,240. This trade represents a 13.99% increase in their position. The disclosure for this purchase is available in the SEC filing. 1.00% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on AON. TD Cowen increased their target price on AON from $416.00 to $420.00 and gave the stock a "buy" rating in a report on Monday, September 14th. Roth Capital set a $380.00 price target on shares of AON and gave the stock a "buy" rating in a report on Tuesday, September 1st. BMO Capital Markets reduced their price target on shares of AON from $360.00 to $286.00 and set a "market perform" rating on the stock in a research report on Thursday, October 1st. Wells Fargo & Company decreased their price objective on shares of AON from $383.00 to $323.00 and set an "overweight" rating on the stock in a research note on Monday, October 12th. Finally, Bank of America boosted their price objective on shares of AON from $298.00 to $327.00 and gave the company an "underperform" rating in a research report on Wednesday, July 15th. Twelve analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $367.59.

About AON

Aon plc is a global professional services firm that helps organizations manage risk, make informed decisions and improve workforce outcomes. Its services span commercial risk, health, retirement and investments, and data and analytics.

The company provides insurance brokerage and risk-management services, including coverage placement, claims support, risk transfer and consulting. Through its reinsurance business, Aon also serves insurers and other organizations seeking to manage catastrophe, capital and underwriting risks.

Aon's human capital offerings include employee benefits consulting, retirement advisory services, talent and compensation consulting, and health and workforce solutions.

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