Q3 2025 EPS Estimates for Aon plc Boosted by Analyst (NYSE:AON)

Aon plc (NYSE:AON) – Equities research analysts at Roth Capital lifted their Q3 2025 EPS estimates for shares of AON in a report issued on Monday, April 29th. Roth Capital analyst H. Fong now expects that the financial services provider will post earnings per share of $3.05 for the quarter, up from their prior forecast of $2.99. The consensus estimate for AON’s current full-year earnings is $15.64 per share. Roth Capital also issued estimates for AON’s Q4 2025 earnings at $5.30 EPS.

A number of other brokerages have also weighed in on AON. UBS Group decreased their price target on shares of AON from $333.00 to $308.00 and set a “neutral” rating on the stock in a report on Monday, February 5th. Morgan Stanley lifted their price target on shares of AON from $325.00 to $327.00 and gave the company an “equal weight” rating in a report on Monday, April 15th. Wells Fargo & Company reduced their target price on shares of AON from $300.00 to $289.00 and set an “underweight” rating on the stock in a report on Monday. Keefe, Bruyette & Woods lifted their target price on shares of AON from $294.00 to $312.00 and gave the company an “underperform” rating in a report on Wednesday, April 10th. Finally, TD Cowen started coverage on shares of AON in a report on Wednesday, January 10th. They set an “outperform” rating and a $390.00 target price on the stock. Two investment analysts have rated the stock with a sell rating, nine have issued a hold rating and two have given a buy rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $329.69.

AON Stock Performance

AON stock opened at $282.01 on Wednesday. The stock has a market capitalization of $61.32 billion, a P/E ratio of 22.10, a PEG ratio of 1.72 and a beta of 0.86. The company has a 50 day moving average price of $315.83 and a two-hundred day moving average price of $313.36. AON has a one year low of $268.06 and a one year high of $347.37.

AON (NYSE:AON) last released its earnings results on Friday, April 26th. The financial services provider reported $5.66 EPS for the quarter, missing the consensus estimate of $5.86 by ($0.20). The firm had revenue of $4.07 billion during the quarter, compared to analysts’ expectations of $4.14 billion. AON had a negative return on equity of 1,083.00% and a net margin of 19.04%. The firm’s revenue was up 5.1% on a year-over-year basis. During the same period in the previous year, the firm posted $5.17 earnings per share.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in AON. Commonwealth Equity Services LLC boosted its holdings in shares of AON by 2.2% during the 3rd quarter. Commonwealth Equity Services LLC now owns 28,719 shares of the financial services provider’s stock worth $9,311,000 after buying an additional 619 shares during the period. Toews Corp ADV bought a new position in shares of AON during the 3rd quarter worth about $746,000. Robeco Institutional Asset Management B.V. lifted its holdings in shares of AON by 57.8% during the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 69,891 shares of the financial services provider’s stock worth $22,660,000 after acquiring an additional 25,595 shares during the period. Xponance Inc. increased its position in shares of AON by 2.7% during the 3rd quarter. Xponance Inc. now owns 25,013 shares of the financial services provider’s stock worth $8,110,000 after purchasing an additional 669 shares in the last quarter. Finally, Pinnacle Associates Ltd. increased its position in shares of AON by 76.8% during the 3rd quarter. Pinnacle Associates Ltd. now owns 1,388 shares of the financial services provider’s stock worth $450,000 after purchasing an additional 603 shares in the last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.

Insiders Place Their Bets

In other news, insider Lisa Stevens sold 13,000 shares of the company’s stock in a transaction that occurred on Friday, February 23rd. The shares were sold at an average price of $315.26, for a total value of $4,098,380.00. Following the completion of the sale, the insider now directly owns 10,073 shares of the company’s stock, valued at approximately $3,175,613.98. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. In related news, insider Lisa Stevens sold 13,000 shares of the stock in a transaction that occurred on Friday, February 23rd. The shares were sold at an average price of $315.26, for a total transaction of $4,098,380.00. Following the completion of the sale, the insider now directly owns 10,073 shares of the company’s stock, valued at $3,175,613.98. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Lester B. Knight bought 50,000 shares of the business’s stock in a transaction that occurred on Wednesday, February 7th. The shares were acquired at an average cost of $301.97 per share, with a total value of $15,098,500.00. Following the completion of the purchase, the director now owns 134,000 shares of the company’s stock, valued at $40,463,980. The disclosure for this purchase can be found here. In the last 90 days, insiders sold 74,532 shares of company stock worth $23,335,805. Insiders own 1.15% of the company’s stock.

AON Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, May 15th. Shareholders of record on Wednesday, May 1st will be given a $0.675 dividend. This is a boost from AON’s previous quarterly dividend of $0.62. The ex-dividend date of this dividend is Tuesday, April 30th. This represents a $2.70 annualized dividend and a yield of 0.96%. AON’s dividend payout ratio is 19.28%.

AON Company Profile

Aon plc, a professional services firm, provides a range of risk and human capital solutions worldwide. It offers commercial risk solutions, including retail brokerage, specialty solutions, global risk consulting and captives management, and affinity programs; and health solutions, such as health and benefits brokerages, and health care exchanges.