DOWLING & PARTN Issues Pessimistic Estimate for AON Earnings

Aon plc (NYSE:AON) – DOWLING & PARTN dropped their FY2026 earnings per share (EPS) estimates for shares of AON in a note issued to investors on Wednesday, November 4th. DOWLING & PARTN analyst J. Christiana now expects that the financial services provider will post earnings per share of $18.50 for the year, down from their prior forecast of $18.70. The consensus estimate for AON’s current full-year earnings is $18.49 per share.

AON (NYSE:AON) last released its quarterly earnings results on Wednesday, October 28th. The financial services provider reported $3.36 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.30 by $0.06. The firm had revenue of $4.10 billion for the quarter, compared to analysts’ expectations of $4.08 billion. AON had a net margin of 22.24% and a return on equity of 40.46%. The firm’s revenue for the quarter was up 2.6% compared to the same quarter last year. During the same quarter last year, the company earned $3.05 EPS.

AON has been the topic of several other research reports. Wolfe Research lowered shares of AON from a “hold” rating to a “strong sell” rating in a research report on Friday, September 11th. The Goldman Sachs Group upped their price target on shares of AON from $375.00 to $401.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Cantor Fitzgerald raised their price target on shares of AON from $400.00 to $410.00 and gave the company an “overweight” rating in a research note on Monday. Wall Street Zen cut AON from a “hold” rating to a “sell” rating in a report on Sunday, September 6th. Finally, Barclays cut their price objective 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. Thirteen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $369.12.

AON Stock Performance

NYSE:AON opened at $344.87 on Thursday. The company has a debt-to-equity ratio of 2.58, a quick ratio of 4.72 and a current ratio of 4.72. The company has a fifty day moving average of $300.96 and a two-hundred day moving average of $325.95. The stock has a market capitalization of $73.17 billion, a PE ratio of 17.85, a P/E/G ratio of 1.74 and a beta of 0.63. AON has a fifty-two week low of $266.33 and a fifty-two week high of $382.34.

AON Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Monday, November 2nd will be issued a dividend of $0.82 per share. The ex-dividend date of this dividend is Monday, November 2nd. This represents a $3.28 dividend on an annualized basis and a dividend yield of 1.0%. AON’s dividend payout ratio is presently 17.96%.

Insider Activity at AON

In other AON news, Director Lester Knight purchased 20,000 shares of the firm’s stock in a transaction dated Wednesday, September 2nd. The shares were purchased 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 position. The acquisition was disclosed in a document filed with the SEC, which is available through this link. 1.00% of the stock is owned by company insiders.

Institutional Trading of AON

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

More AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Analyst sentiment has improved overall. BMO upgraded AON to “outperform” and raised its price target to $380 from $319. Raymond James also upgraded the stock, while Cantor Fitzgerald and Wells Fargo analysts were reported as expecting shares to rise. Read More., Read More., Read More., Read More..
• Positive Sentiment: Q3 results showed modest growth and beat estimates. Aon reported adjusted earnings of $3.36 per share versus the $3.30 consensus and revenue of $4.10 billion versus $4.08 billion. Investors are also watching the pending USI closing. Read More..
• Positive Sentiment: Aon expanded its client treaty for 2027. The renewed Aon Client Treaty will provide 35% co-insurance on eligible business, up from 28.5% in 2026, and extend the 1.5% client dividend to a larger share of eligible placements. This could strengthen the appeal of Aon’s broking and reinsurance services. Read More..
• Neutral Sentiment: Aon and Munich Re introduced a parametric pandemic insurance solution for Indonesia and the Philippines, broadening their offerings, though the near-term revenue impact is unclear. Read More..
• Neutral Sentiment: Aon says growing capacity and alternative capital are giving insurance buyers more options and easing pricing. This may support placement activity, but softer prices could also weigh on premiums and related brokerage revenue. Read More..
• Negative Sentiment: UBS cut its price target on AON, a cautionary view amid otherwise favorable analyst headlines. Read More..

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.