Analysts Issue Forecasts for AON’s Q1 Earnings (NYSE:AON)

Aon plc (NYSE:AON) – Zacks Research decreased their Q1 2025 earnings per share (EPS) estimates for AON in a research note issued to investors on Friday, February 14th. Zacks Research analyst K. Dey now anticipates that the financial services provider will post earnings per share of $6.08 for the quarter, down from their prior forecast of $6.16. The consensus estimate for AON’s current full-year earnings is $17.24 per share. Zacks Research also issued estimates for AON’s Q2 2025 earnings at $3.42 EPS, Q3 2025 earnings at $2.89 EPS, Q4 2025 earnings at $4.82 EPS, FY2025 earnings at $17.21 EPS, Q1 2026 earnings at $6.72 EPS, Q2 2026 earnings at $3.94 EPS, Q3 2026 earnings at $3.33 EPS, Q4 2026 earnings at $5.39 EPS, FY2026 earnings at $19.37 EPS and FY2027 earnings at $21.59 EPS.

AON (NYSE:AON) last announced its quarterly earnings results on Friday, January 31st. The financial services provider reported $4.42 EPS for the quarter, beating analysts’ consensus estimates of $4.25 by $0.17. AON had a net margin of 16.91% and a return on equity of 70.84%. During the same quarter in the previous year, the company posted $3.89 EPS.

Other equities research analysts also recently issued reports about the stock. Evercore ISI raised shares of AON from an “in-line” rating to an “outperform” rating and increased their price target for the stock from $407.00 to $420.00 in a report on Wednesday, January 8th. Royal Bank of Canada upped their price objective on shares of AON from $390.00 to $400.00 and gave the stock a “sector perform” rating in a research report on Monday, February 3rd. Barclays lifted their target price on shares of AON from $394.00 to $440.00 and gave the company an “overweight” rating in a research report on Thursday, November 21st. BMO Capital Markets raised their price objective on shares of AON from $325.00 to $380.00 and gave the company a “market perform” rating in a research report on Monday, November 4th. Finally, JPMorgan Chase & Co. upped their target price on shares of AON from $379.00 to $394.00 and gave the stock an “overweight” rating in a research report on Friday, January 3rd. One equities research analyst has rated the stock with a sell rating, seven have issued a hold rating and five have given a buy rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $386.21.

AON Stock Performance

Shares of AON opened at $390.73 on Monday. The company has a debt-to-equity ratio of 2.58, a quick ratio of 2.05 and a current ratio of 1.40. The stock has a market capitalization of $84.50 billion, a price-to-earnings ratio of 30.86, a price-to-earnings-growth ratio of 2.09 and a beta of 0.93. AON has a 52-week low of $268.06 and a 52-week high of $395.33. The stock’s 50-day simple moving average is $366.14 and its 200 day simple moving average is $360.21.

AON Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, February 14th. Investors of record on Monday, February 3rd were given a dividend of $0.675 per share. The ex-dividend date of this dividend was Monday, February 3rd. This represents a $2.70 annualized dividend and a yield of 0.69%. AON’s payout ratio is 21.33%.

Insiders Place Their Bets

In related news, COO Mindy F. Simon sold 650 shares of AON stock in a transaction on Wednesday, November 27th. The shares were sold at an average price of $394.34, for a total value of $256,321.00. Following the sale, the chief operating officer now owns 1,816 shares in the company, valued at $716,121.44. The trade was a 26.36 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Lisa Stevens sold 1,275 shares of the company’s stock in a transaction on Tuesday, November 26th. The stock was sold at an average price of $387.68, for a total transaction of $494,292.00. Following the completion of the transaction, the insider now owns 8,077 shares of the company’s stock, valued at $3,131,291.36. This trade represents a 13.63 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 1.30% of the company’s stock.

Hedge Funds Weigh In On AON

Several hedge funds and other institutional investors have recently modified their holdings of AON. Valley Wealth Managers Inc. grew its holdings in shares of AON by 3.3% during the 3rd quarter. Valley Wealth Managers Inc. now owns 886 shares of the financial services provider’s stock worth $307,000 after acquiring an additional 28 shares during the period. Value Partners Investments Inc. raised its stake in AON by 1.9% during the fourth quarter. Value Partners Investments Inc. now owns 1,485 shares of the financial services provider’s stock valued at $533,000 after buying an additional 28 shares during the last quarter. Intellectus Partners LLC grew its stake in shares of AON by 3.2% in the third quarter. Intellectus Partners LLC now owns 992 shares of the financial services provider’s stock worth $343,000 after acquiring an additional 31 shares during the last quarter. V Square Quantitative Management LLC raised its position in shares of AON by 1.3% in the 4th quarter. V Square Quantitative Management LLC now owns 2,338 shares of the financial services provider’s stock worth $840,000 after purchasing an additional 31 shares during the last quarter. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in AON by 5.2% in the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 673 shares of the financial services provider’s stock worth $242,000 after purchasing an additional 33 shares in the last quarter. Hedge funds and other institutional investors own 86.14% of the company’s stock.

AON Company Profile

Aon Plc engages in the provision of risk, health, and wealth solutions. It focuses on risk capital including claim management, reinsurance, risk analysis, management, retention, and transfer; and human capital involving analytics, health and benefits, investments, pensions and retirement, talent and rewards, and workplace wellbeing.