Zacks Research Has Negative Estimate for AON FY2026 Earnings

Aon plc (NYSE:AON) – Equities research analysts at Zacks Research decreased their FY2026 EPS estimates for AON in a research note issued on Wednesday, November 11th. Zacks Research analyst Team now anticipates that the financial services provider will post earnings of $18.27 per share for the year, down from their previous forecast of $18.85. Zacks Research has a “Strong Sell” rating on the stock. The consensus estimate for AON’s current full-year earnings is $18.49 per share. Zacks Research also issued estimates for AON’s Q1 2027 earnings at $6.87 EPS, Q2 2027 earnings at $3.84 EPS, Q3 2027 earnings at $3.37 EPS, FY2027 earnings at $19.81 EPS, Q2 2028 earnings at $4.27 EPS and Q3 2028 earnings at $3.87 EPS.

AON (NYSE:AON) last posted its quarterly earnings results on Wednesday, October 28th. The financial services provider reported $3.36 earnings per share for the quarter, topping analysts’ consensus estimates of $3.30 by $0.06. The business had revenue of $4.10 billion during the quarter, compared to analyst estimates of $4.08 billion. AON had a net margin of 22.24% and a return on equity of 40.46%. The company’s revenue was up 2.6% on a year-over-year basis. During the same period in the prior year, the business posted $3.05 earnings per share.

Other analysts also recently issued research reports about the company. Wells Fargo & Company lifted their target price on AON from $323.00 to $364.00 and gave the company an “overweight” rating in a research note on Monday, November 2nd. Barclays dropped their price target on AON from $382.00 to $317.00 and set an “equal weight” rating for the company in a research note on Wednesday, October 7th. Roth Capital set a $380.00 price objective on shares of AON and gave the company a “buy” rating in a report on Tuesday, September 1st. Raymond James Financial upgraded shares of AON from an “underperform” rating to a “market perform” rating in a research report on Monday, November 2nd. Finally, Deutsche Bank reissued a “hold” rating on shares of AON in a report on Tuesday, September 1st. Thirteen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $369.12.

AON Stock Performance

NYSE AON opened at $333.29 on Friday. The firm has a market cap of $70.71 billion, a price-to-earnings ratio of 18.25, a price-to-earnings-growth ratio of 1.77 and a beta of 0.63. The company has a quick ratio of 4.72, a current ratio of 4.72 and a debt-to-equity ratio of 2.58. The business has a 50-day moving average price of $300.62 and a 200-day moving average price of $325.91. AON has a twelve month low of $266.33 and a twelve month high of $382.34.

AON Dividend Announcement

The company 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. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Monday, November 2nd. AON’s payout ratio is currently 17.96%.

Insider Activity at AON

In other news, Director Lester Knight purchased 20,000 shares of the company’s stock in a transaction that occurred on Wednesday, September 2nd. The stock was bought at an average cost of $327.48 per share, with a total value of $6,549,600.00. Following the completion of the purchase, the director owned 163,000 shares in the company, valued at approximately $53,379,240. This represents a 13.99% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this hyperlink. Corporate insiders own 1.00% of the company’s stock.

Institutional Trading of AON

A number of large investors have recently added to or reduced their stakes in AON. Boston Partners grew its holdings in shares of AON by 602.5% in the third quarter. Boston Partners now owns 14,681,614 shares of the financial services provider’s stock valued at $4,063,430,000 after purchasing an additional 12,591,841 shares in the last quarter. Robeco Institutional Asset Management B.V. raised its stake in AON by 11,179.6% during the third quarter. Robeco Institutional Asset Management B.V. now owns 4,026,135 shares of the financial services provider’s stock valued at $1,114,313,000 after purchasing an additional 3,990,441 shares in the last quarter. Bank of America Corp DE lifted its position in AON by 16.3% during the first quarter. Bank of America Corp DE now owns 1,582,680 shares of the financial services provider’s stock valued at $510,857,000 after purchasing an additional 222,092 shares during the last quarter. Amundi lifted its position in AON by 23.5% during the first quarter. Amundi now owns 1,502,890 shares of the financial services provider’s stock valued at $485,103,000 after purchasing an additional 285,549 shares during the last quarter. Finally, Retirement Systems of Alabama grew its stake in shares of AON by 2,986.4% in the 3rd quarter. Retirement Systems of Alabama now owns 1,384,829 shares of the financial services provider’s stock worth $383,279,000 after buying an additional 1,339,960 shares in the last quarter. Institutional investors own 86.14% of the company’s stock.

About AON

Aon plc is a global professional services firm that helps organizations manage risk and make decisions about their people and finances. Its services include insurance brokerage, risk consulting, reinsurance solutions, employee benefits consulting and retirement and investment advisory services. The company serves businesses and institutions across a broad range of industries and geographies. Aon was formed in 1982 as Ryan Insurance Group and adopted the Aon name in 1987. It is headquartered in Dublin, Ireland, and operates internationally.