Equities Analysts Set Expectations for AON FY2027 Earnings

Aon plc (NYSE:AON) – Research analysts at DOWLING & PARTN issued their FY2027 EPS estimates for AON in a research report issued on Wednesday, October 7th. DOWLING & PARTN analyst J. Christiana forecasts that the financial services provider will post earnings per share of $20.00 for the year. The consensus estimate for AON’s current full-year earnings is $18.74 per share. DOWLING & PARTN also issued estimates for AON’s FY2028 earnings at $23.00 EPS.

AON (NYSE:AON) last announced its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $3.81 EPS for the quarter, topping analysts’ consensus estimates of $3.80 by $0.01. AON had a net margin of 22.27% and a return on equity of 42.13%. The business had revenue of $4.25 billion for the quarter, compared to analyst estimates of $4.28 billion. During the same quarter in the previous year, the firm posted $3.49 earnings per share. The firm’s revenue for the quarter was up 2.2% on a year-over-year basis.

Other equities research analysts have also recently issued reports about the stock. Piper Sandler cut their price target on shares of AON from $391.00 to $349.00 and set a “neutral” rating on the stock in a research report on Tuesday, September 1st. UBS Group restated a “neutral” rating on shares of AON in a research note on Monday, August 31st. Deutsche Bank Aktiengesellschaft restated a “hold” rating on shares of AON in a report on Tuesday, September 1st. Keefe, Bruyette & Woods lowered their target price on AON from $417.00 to $342.00 and set an “outperform” rating on the stock in a research report on Monday. Finally, Citigroup started coverage on AON in a research report on Monday, September 21st. They issued a “buy” rating and a $435.00 target price on the stock. Twelve investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, AON presently has an average rating of “Moderate Buy” and an average price target of $367.59.

AON Stock Up 0.0%

AON stock opened at $274.82 on Monday. The company has a market cap of $58.30 billion, a P/E ratio of 15.11, a price-to-earnings-growth ratio of 1.41 and a beta of 0.70. AON has a 1-year low of $266.33 and a 1-year high of $382.34. The company has a fifty day simple moving average of $315.32 and a 200 day simple moving average of $326.86. The company has a current ratio of 1.54, a quick ratio of 1.54 and a debt-to-equity ratio of 1.34.

AON Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Monday, November 2nd will be issued a $0.82 dividend. This represents a $3.28 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Monday, November 2nd. AON’s dividend payout ratio is presently 18.08%.

Insider Buying and Selling at AON

In other AON news, General Counsel Darren Zeidel sold 1,950 shares of the company’s stock in a transaction on Friday, July 17th. The shares were sold at an average price of $372.05, for a total transaction of $725,497.50. Following the sale, the general counsel directly owned 13,404 shares of the company’s stock, valued at approximately $4,986,958.20. This represents a 12.70% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Lester B. Knight purchased 20,000 shares of the company’s stock in a transaction on Wednesday, September 2nd. The shares were purchased at an average cost of $327.48 per share, for a total transaction of $6,549,600.00. Following the completion of the transaction, the director directly owned 163,000 shares of the company’s stock, valued at approximately $53,379,240. This represents a 13.99% increase in their position. The disclosure for this purchase is available in the SEC filing. 1.00% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Independent Franchise Partners LLP raised its holdings in shares of AON by 0.9% in the 4th quarter. Independent Franchise Partners LLP now owns 2,115,523 shares of the financial services provider’s stock valued at $746,526,000 after purchasing an additional 19,037 shares during the period. Bank of America Corp DE lifted its stake in AON by 16.3% in the 1st 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 grew its holdings in AON by 23.5% during the first quarter. Amundi now owns 1,502,890 shares of the financial services provider’s stock worth $485,103,000 after purchasing an additional 285,549 shares during the period. Dimensional Fund Advisors LP grew its holdings in AON by 20.5% during the first quarter. Dimensional Fund Advisors LP now owns 1,253,769 shares of the financial services provider’s stock worth $404,709,000 after purchasing an additional 213,051 shares during the period. Finally, Arrowstreet Capital Limited Partnership increased its position in AON by 74.7% during the first quarter. Arrowstreet Capital Limited Partnership now owns 797,418 shares of the financial services provider’s stock worth $257,391,000 after buying an additional 340,866 shares during the last quarter. Institutional investors own 86.14% of the company’s stock.

Key Headlines Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Aon expanded its Ukraine Recovery and Reconstruction Guarantee Facility with the European Bank for Reconstruction and Development, increasing guarantee capacity from €110 million to €150 million. The program has already supported more than €500 million of reinsurance coverage across nearly 10,000 policies, strengthening Aon’s role in specialty war-risk insurance and Ukraine’s reconstruction market. Aon and the European Bank for Reconstruction and Development expand war risk insurance facility for Ukraine
• Positive Sentiment: Ukrainian insurers UNIVERSALNA and USG joined the facility, broadening its distribution and potential underwriting reach. The development is strategically favorable, though the immediate earnings contribution is likely limited. Vienna Insurance Group: Ukrainian company USG joins Aon and EBRD war risk insurance facility
• Positive Sentiment: Aon declared a quarterly dividend of $0.82 per share, or $3.28 annualized, supporting the stock’s income appeal and signaling continued capital-return capacity.
• Neutral Sentiment: Aon projects Asia-Pacific medical-cost inflation will slow to 9.7% in 2027. Lower cost growth may benefit employer clients, but it could also reduce pricing and premium-growth opportunities for benefits-related business. APAC Medical Cost Growth Projected to Slow to 9.7% in 2027, Aon Report
• Negative Sentiment: Analysts continued to lower their valuation targets: Wells Fargo reduced its target to $323, Evercore cut its target to $375 from $423, and Keefe, Bruyette & Woods lowered its target to $342 from $417. Although the firms remain constructive—KBW retained an “outperform” rating—the cuts reflect reduced expectations and are the clearest immediate pressure on AON.

AON Company Profile

Aon plc is a global professional services firm that helps organizations manage risk, make better decisions and improve performance. Its services are organized around risk capital and human capital, combining advisory expertise, data, analytics and insurance-related solutions.

The company provides commercial risk brokerage and consulting, reinsurance brokerage, retirement and investment advisory services, health benefits consulting, talent and compensation consulting, and related technology and data products.