Zacks Research Weighs in on AON’s Q1 Earnings (NYSE:AON)

Aon plc (NYSE:AON) – Stock analysts at Zacks Research dropped their Q1 2026 earnings per share (EPS) estimates for AON in a research report issued on Wednesday, February 11th. Zacks Research analyst Team now expects that the financial services provider will post earnings of $6.35 per share for the quarter, down from their previous estimate of $6.41. The consensus estimate for AON’s current full-year earnings is $17.21 per share. Zacks Research also issued estimates for AON’s Q2 2026 earnings at $3.85 EPS, Q3 2026 earnings at $3.45 EPS, Q4 2026 earnings at $5.41 EPS, FY2026 earnings at $19.06 EPS, Q1 2027 earnings at $7.09 EPS, Q2 2027 earnings at $4.32 EPS, Q3 2027 earnings at $3.87 EPS, Q4 2027 earnings at $6.07 EPS, FY2027 earnings at $21.35 EPS and FY2028 earnings at $23.48 EPS.

Other equities research analysts have also issued research reports about the company. Citigroup lifted their price target on AON from $402.00 to $412.00 and gave the stock a “buy” rating in a research note on Tuesday, February 3rd. Keefe, Bruyette & Woods boosted their target price on AON from $410.00 to $416.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. Jefferies Financial Group reiterated a “buy” rating and set a $408.00 price target on shares of AON in a research report on Monday, February 2nd. Wells Fargo & Company decreased their price target on shares of AON from $448.00 to $443.00 and set an “overweight” rating on the stock in a research note on Sunday, February 1st. Finally, TD Cowen cut their price objective on shares of AON from $419.00 to $416.00 and set a “buy” rating for the company in a research note on Monday, November 3rd. Twelve research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, AON presently has a consensus rating of “Moderate Buy” and a consensus price target of $409.75.

AON Stock Performance

NYSE AON opened at $310.10 on Thursday. AON has a 52-week low of $307.01 and a 52-week high of $412.97. The company has a fifty day moving average of $345.34 and a 200-day moving average of $352.40. The company has a market capitalization of $66.65 billion, a P/E ratio of 18.22, a P/E/G ratio of 1.63 and a beta of 0.83. The company has a debt-to-equity ratio of 1.55, a quick ratio of 1.35 and a current ratio of 2.03.

AON (NYSE:AON) last announced its earnings results on Friday, January 30th. The financial services provider reported $4.85 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.75 by $0.10. The business had revenue of $4.30 billion during the quarter, compared to analyst estimates of $4.38 billion. AON had a net margin of 21.51% and a return on equity of 45.23%. AON’s revenue for the quarter was up 3.7% on a year-over-year basis. During the same period in the previous year, the business posted $4.42 earnings per share.

AON Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Monday, February 2nd will be issued a $0.745 dividend. The ex-dividend date is Monday, February 2nd. This represents a $2.98 annualized dividend and a dividend yield of 1.0%. AON’s dividend payout ratio (DPR) is currently 17.51%.

Institutional Investors Weigh In On AON

Institutional investors have recently added to or reduced their stakes in the company. Westside Investment Management Inc. raised its stake in shares of AON by 100.0% during the third quarter. Westside Investment Management Inc. now owns 70 shares of the financial services provider’s stock valued at $25,000 after acquiring an additional 35 shares during the last quarter. Wealth Watch Advisors INC purchased a new position in AON during the 3rd quarter valued at about $25,000. Heartwood Wealth Advisors LLC bought a new position in AON during the 3rd quarter valued at approximately $29,000. Eagle Bay Advisors LLC purchased a new stake in AON in the 4th quarter worth approximately $30,000. Finally, Atlantic Union Bankshares Corp bought a new stake in shares of AON in the 2nd quarter worth approximately $31,000. Hedge funds and other institutional investors own 86.14% of the company’s stock.

Key AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Zacks raised some forward-line forecasts (notably Q2 2026 and Q2 2027) and published a material FY2028 estimate ($23.48), signaling upside in longer?term earnings power despite near-term trims.
• Positive Sentiment: Aon and KNIAZHA VIG secured a new $25M war?risk reinsurance/insurance facility backed by the U.S. DFC — a revenue/fee opportunity in a specialized, high?demand market. Aon and KNIAZHA VIG unveil new $25m war-risk insurance facility with US DFC
• Positive Sentiment: Aon named Joe Peiser CEO of Aon’s Risk Capital, strengthening leadership in reinsurance, ILS and capacity delivery — a move supportive of execution in higher?margin businesses. Joe Peiser named CEO of Aon’s Risk Capital
• Neutral Sentiment: Aon published regional market insight (Japan cyber & supply?chain survey) — useful for product positioning but unlikely to move near?term earnings. Cyber and Supply Chain Risks Reshaping Japan’s Business Landscape, Aon Survey
• Neutral Sentiment: Local hires and internal moves (director appointment in Leeds; industry “insurance moves” coverage) are continuity signals for operations but not material to near?term earnings. Director appointed to Aon’s Leeds corporate team
• Neutral Sentiment: Coverage pieces summarizing analysts’ expectations (e.g., Yahoo Finance Q&A on analyst sentiment) aggregate view but don’t add new fundamental information. Are Wall Street Analysts Predicting Aon Stock Will Climb or Sink?
• Negative Sentiment: Zacks issued multiple small downward revisions to near?term EPS: trims to FY2026 (to $19.06 from $19.10), FY2027 (to $21.35 from $21.49) and cuts to several quarterly estimates (including Q1 2026 and Q1 2027). These aggregated downgrades reduce near?term earnings visibility and likely explain selling pressure.
• Negative Sentiment: News/market commentary noted Aon underperforming peers on certain trading days, reinforcing momentum?driven weakness as investors reprice relative performance. Aon PLC stock underperforms Monday when compared to competitors

About AON

Aon plc is a global professional services firm that provides a broad suite of risk, retirement and health solutions to corporations, institutions and individuals. The company operates primarily as an insurance broker and risk adviser, helping clients identify, quantify and transfer risk across property, casualty, cyber and other areas. Aon also offers reinsurance brokerage and capital market solutions that connect insurers, reinsurers and corporate buyers.

In addition to traditional brokerage activities, Aon delivers consulting and outsourcing services in areas such as human capital, benefits, and retirement plan design and administration.