What is Zacks Research’s Forecast for AON Q1 Earnings?

Aon plc (NYSE:AON) – Zacks Research issued their Q1 2027 earnings per share estimates for shares of AON in a note issued to investors on Friday, October 16th. Zacks Research analyst Team anticipates that the financial services provider will earn $6.89 per share for the quarter. The consensus estimate for AON’s current full-year earnings is $18.73 per share. Zacks Research also issued estimates for AON’s Q2 2027 earnings at $3.96 EPS, Q3 2027 earnings at $3.50 EPS, Q4 2027 earnings at $5.70 EPS, FY2027 earnings at $20.05 EPS, Q1 2028 earnings at $7.63 EPS, Q2 2028 earnings at $4.31 EPS, Q3 2028 earnings at $3.89 EPS and FY2028 earnings at $22.33 EPS.

AON (NYSE:AON) last released its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share for the quarter, topping the consensus estimate of $3.80 by $0.01. AON had a return on equity of 42.13% and a net margin of 22.27%. The company had revenue of $4.25 billion during the quarter, compared to the consensus estimate of $4.28 billion. During the same quarter last year, the business posted $3.49 earnings per share. AON’s revenue was up 2.2% compared to the same quarter last year.

A number of other analysts have also recently commented on the company. Morgan Stanley dropped their price objective on AON from $410.00 to $350.00 and set an “overweight” rating for the company in a research report on Tuesday, October 6th. JPMorgan Chase & Co. decreased their price target on shares of AON from $412.00 to $362.00 and set an “overweight” rating on the stock in a research note on Thursday, October 1st. TD Cowen lifted their price target on shares of AON from $416.00 to $420.00 and gave the stock a “buy” rating in a report on Monday, September 14th. Deutsche Bank Aktiengesellschaft reissued a “hold” rating on shares of AON in a research report on Tuesday, September 1st. Finally, Piper Sandler reduced their price objective on shares of AON from $391.00 to $349.00 and set a “neutral” rating on the stock in a research note on Tuesday, September 1st. Twelve analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $367.59.

AON Stock Down 0.9%

Shares of NYSE:AON opened at $290.06 on Tuesday. The company has a quick ratio of 1.54, a current ratio of 1.54 and a debt-to-equity ratio of 1.34. AON has a 52-week low of $266.33 and a 52-week high of $382.34. The stock’s fifty day simple moving average is $309.55 and its 200-day simple moving average is $325.88. The company has a market capitalization of $61.53 billion, a P/E ratio of 15.99, a P/E/G ratio of 1.53 and a beta of 0.70.

AON Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Monday, November 2nd will be given a $0.82 dividend. The ex-dividend date of this dividend is Monday, November 2nd. This represents a $3.28 annualized dividend and a dividend yield of 1.1%. AON’s dividend payout ratio (DPR) is currently 18.08%.

Insider Activity at AON

In other news, Director Lester B. Knight acquired 20,000 shares of the company’s stock in a transaction dated Wednesday, September 2nd. The stock was acquired at an average cost of $327.48 per share, for a total transaction of $6,549,600.00. Following the acquisition, the director directly owned 163,000 shares in the company, valued at approximately $53,379,240. This represents a 13.99% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this link. Also, General Counsel Darren Zeidel sold 1,900 shares of the stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $377.76, for a total value of $717,744.00. Following the completion of the transaction, the general counsel directly owned 11,504 shares in the company, valued at $4,345,751.04. This trade represents a 14.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.00% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On AON

A number of institutional investors have recently added to or reduced their stakes in the company. MassMutual Private Wealth & Trust FSB lifted its position in shares of AON by 5.3% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 650 shares of the financial services provider’s stock worth $216,000 after buying an additional 33 shares in the last quarter. Aspen Grove Capital LLC grew its holdings in AON by 4.8% during the 1st quarter. Aspen Grove Capital LLC now owns 737 shares of the financial services provider’s stock valued at $238,000 after buying an additional 34 shares in the last quarter. Novem Group grew its holdings in AON by 1.0% during the 3rd quarter. Novem Group now owns 3,460 shares of the financial services provider’s stock valued at $958,000 after buying an additional 35 shares in the last quarter. KCM Investment Advisors LLC increased its stake in AON by 6.2% in the 1st quarter. KCM Investment Advisors LLC now owns 651 shares of the financial services provider’s stock worth $210,000 after acquiring an additional 38 shares during the last quarter. Finally, RDA Financial Network increased its stake in AON by 2.9% in the 2nd quarter. RDA Financial Network now owns 1,451 shares of the financial services provider’s stock worth $481,000 after acquiring an additional 41 shares during the last quarter. Hedge funds and other institutional investors own 86.14% of the company’s stock.

Trending Headlines about AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Long-term earnings outlook remains constructive. Zacks Research projects EPS of $20.05 for fiscal 2027 and $22.33 for fiscal 2028, compared with the current-year consensus estimate of $18.73. The quarterly forecasts imply continued earnings growth, although these are analyst estimates rather than new company guidance.
• Positive Sentiment: Dividend support. Aon declared its quarterly dividend, providing income support as the shares trade well below their 12-month high. Aon declares quarterly dividend
• Positive Sentiment: Canadian commercial insurance conditions are improving. Aon said a stronger Canadian property-and-casualty market is creating more favorable conditions for businesses entering 2027, potentially supporting brokerage activity in the region. Strong Canadian Property and Casualty Market
• Neutral Sentiment: Insurance pricing is becoming more mixed. Canadian insurance rates are easing, while U.S. litigation risk remains a concern. Lower rates may reduce pricing tailwinds, although demand for risk-management services could remain resilient. Canadian businesses see insurance rates ease
• Negative Sentiment: Analyst target-cut and deal concerns are weighing on sentiment. Morgan Stanley lowered its Aon price target to $350, while investors continue scrutinizing the price tag and execution risks associated with the USI deal. Morgan Stanley cuts target Scrutiny over USI deal price tag

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.