Analysts Issue Forecasts for AON's Q3 Earnings (NYSE:AON)

Key Points

• Zacks Research has lowered its Q3 2025 EPS estimate for AON to $2.88 per share, down from $2.89, while the consensus estimate for the full-year earnings stands at $17.21 per share.
• Piper Sandler and Evercore ISI have recently increased their target prices for AON to $413.00 and $421.00 respectively, reflecting an overall positive sentiment among analysts with a consensus rating of "Moderate Buy."
• AON declared a quarterly dividend of $0.745, which translates to an annualized dividend yield of 0.8%, set to be paid on August 15th.

Aon plc (NYSE:AON - Free Report) - Stock analysts at Zacks Research decreased their Q3 2025 earnings per share (EPS) estimates for shares of AON in a note issued to investors on Tuesday, August 5th. Zacks Research analyst K. Dey now forecasts that the financial services provider will earn $2.88 per share for the quarter, down from their previous forecast of $2.89. The consensus estimate for AON's current full-year earnings is $17.21 per share. Zacks Research also issued estimates for AON's Q4 2025 earnings at $4.77 EPS, Q1 2026 earnings at $6.43 EPS, Q2 2026 earnings at $3.78 EPS, Q1 2027 earnings at $6.99 EPS and Q2 2027 earnings at $4.18 EPS.

A number of other brokerages have also recently commented on AON. Evercore ISI raised their target price on AON from $411.00 to $421.00 and gave the company an "outperform" rating in a report on Monday, July 28th. Barclays restated an "overweight" rating and issued a $420.00 price objective (up previously from $401.00) on shares of AON in a report on Thursday, July 31st. Keefe, Bruyette & Woods reduced their target price on shares of AON from $414.00 to $409.00 and set an "outperform" rating on the stock in a report on Wednesday, April 30th. Wells Fargo & Company reaffirmed 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. Finally, The Goldman Sachs Group upgraded AON from a "neutral" rating to a "buy" rating and set a $408.00 target price for the company in a report on Tuesday, May 13th. One analyst has rated the stock with a sell rating, four have issued a hold rating and eight have assigned a buy rating to the company. Based on data from MarketBeat, AON currently has an average rating of "Moderate Buy" and a consensus price target of $409.21.

AON Trading Up 0.4%

Shares of AON traded up $1.36 during midday trading on Wednesday, hitting $366.39. 1,095,233 shares of the stock were exchanged, compared to its average volume of 1,402,192. The company has a debt-to-equity ratio of 1.93, a quick ratio of 1.52 and a current ratio of 1.52. The firm has a market cap of $79.00 billion, a P/E ratio of 30.69, a P/E/G ratio of 2.16 and a beta of 0.83. AON has a 52-week low of $323.73 and a 52-week high of $412.97. The stock has a fifty day simple moving average of $357.97 and a 200 day simple moving average of $370.66.

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

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the company. FMR LLC increased its stake in AON by 43.4% in the 4th quarter. FMR LLC now owns 902,192 shares of the financial services provider's stock valued at $324,031,000 after buying an additional 273,236 shares during the period. Invesco Ltd. boosted its position in shares of AON by 5.8% during the 4th quarter. Invesco Ltd. now owns 1,021,021 shares of the financial services provider's stock worth $366,710,000 after purchasing an additional 56,076 shares in the last quarter. Shelton Capital Management increased its holdings in shares of AON by 3.9% in the 4th quarter. Shelton Capital Management now owns 1,230 shares of the financial services provider's stock valued at $442,000 after purchasing an additional 46 shares in the last quarter. Bank of Nova Scotia grew its position in AON by 200.1% during the fourth quarter. Bank of Nova Scotia now owns 81,878 shares of the financial services provider's stock worth $29,407,000 after buying an additional 54,593 shares during the period. Finally, Applied Finance Capital Management LLC lifted its position in shares of AON by 3.7% during the 4th quarter. Applied Finance Capital Management LLC now owns 4,955 shares of the financial services provider's stock valued at $1,780,000 after acquiring an additional 176 shares during the period. Institutional investors and hedge funds own 86.14% of the company's stock.

AON Announces Dividend

The company 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 dividend of $0.745 per share. This represents a $2.98 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Friday, August 1st. AON's dividend payout ratio (DPR) is currently 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.