Zacks Research Has Negative Outlook for AON Q1 Earnings

Aon plc (NYSE:AON) – Analysts at Zacks Research dropped their Q1 2026 earnings estimates for AON in a report released on Wednesday, February 11th. Zacks Research analyst Team now anticipates that the financial services provider will post earnings of $6.35 per share for the quarter, down from their previous forecast 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.

A number of other equities analysts also recently issued reports on the company. UBS Group reiterated a “neutral” rating and issued a $385.00 price objective on shares of AON in a report on Monday, February 2nd. TD Cowen decreased their price target 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. Barclays lifted their price target on shares of AON from $379.00 to $381.00 and gave the company an “equal weight” rating in a research report on Thursday, January 8th. JPMorgan Chase & Co. decreased their target price on shares of AON from $433.00 to $406.00 and set an “overweight” rating for the company in a research note on Wednesday, January 7th. Finally, Mizuho set a $398.00 target price on shares of AON in a report on Tuesday, February 3rd. Twelve analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $409.75.

AON Stock Down 2.5%

Shares of NYSE:AON opened at $310.10 on Thursday. 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 has a 52-week low of $307.01 and a 52-week high of $412.97. The firm 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 stock has a 50 day moving average price of $345.34 and a 200-day moving average price of $352.40.

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

Hedge Funds Weigh In On AON

A number of hedge funds have recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake in AON by 2.6% during the 2nd quarter. Vanguard Group Inc. now owns 20,289,743 shares of the financial services provider’s stock valued at $7,238,569,000 after purchasing an additional 511,292 shares during the last quarter. Capital World Investors lifted its holdings in shares of AON by 1.5% during the fourth quarter. Capital World Investors now owns 12,252,904 shares of the financial services provider’s stock valued at $4,323,850,000 after purchasing an additional 176,207 shares in the last quarter. State Street Corp boosted its position in shares of AON by 1.2% during the third quarter. State Street Corp now owns 9,229,464 shares of the financial services provider’s stock valued at $3,291,048,000 after buying an additional 105,154 shares during the last quarter. Geode Capital Management LLC increased its holdings in AON by 3.2% in the 2nd quarter. Geode Capital Management LLC now owns 5,588,279 shares of the financial services provider’s stock worth $1,987,961,000 after buying an additional 173,722 shares in the last quarter. Finally, Bank of New York Mellon Corp raised its position in AON by 5.9% in the 3rd quarter. Bank of New York Mellon Corp now owns 3,715,346 shares of the financial services provider’s stock worth $1,324,818,000 after buying an additional 207,690 shares during the last quarter. 86.14% of the stock is currently owned by hedge funds and other institutional investors.

AON Announces Dividend

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 paid a $0.745 dividend. This represents a $2.98 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Monday, February 2nd. AON’s dividend payout ratio is currently 17.51%.

Key Headlines Impacting AON

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

AON Company Profile

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.