Zacks Research Estimates AON’s Q1 Earnings (NYSE:AON)

Aon plc (NYSE:AON) – Equities research analysts at Zacks Research issued their Q1 2027 earnings estimates for AON in a note issued to investors on Friday, October 16th. Zacks Research analyst Team anticipates that the financial services provider will post earnings per share of $6.89 for the quarter. The consensus estimate for AON’s current full-year earnings is $18.73 per share. Zacks Research also issued estimates for AON’s Q2 2027 earnings at $3.96 EPS, Q3 2027 earnings at $3.50 EPS, Q4 2027 earnings at $5.70 EPS, FY2027 earnings at $20.05 EPS, Q1 2028 earnings at $7.63 EPS, Q2 2028 earnings at $4.31 EPS, Q3 2028 earnings at $3.89 EPS and FY2028 earnings at $22.33 EPS.

AON (NYSE:AON) last issued 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 during the quarter, compared to analysts’ expectations of $4.28 billion. During the same period last year, the company posted $3.49 EPS. The business’s revenue was up 2.2% on a year-over-year basis.

AON has been the subject of several other research reports. The Goldman Sachs Group lifted their price target on AON from $375.00 to $401.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Bank of America upped their price objective on AON from $298.00 to $327.00 and gave the company an “underperform” rating in a research report on Wednesday, July 15th. Wall Street Zen lowered AON from a “hold” rating to a “sell” rating in a research note on Sunday, September 6th. Roth Capital set a $380.00 target price on AON and gave the stock a “buy” rating in a report on Tuesday, September 1st. Finally, Wells Fargo & Company cut their target price on AON from $383.00 to $323.00 and set an “overweight” rating on the stock in a research report on Monday, October 12th. Twelve research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $367.59.

AON Stock Down 0.9%

Shares of NYSE AON opened at $290.06 on Tuesday. The firm’s 50-day moving average price is $309.55 and its 200-day moving average price is $325.88. The company has a current ratio of 1.54, a quick ratio of 1.54 and a debt-to-equity ratio of 1.34. The stock has a market capitalization of $61.53 billion, a price-to-earnings ratio of 15.99, a P/E/G ratio of 1.53 and a beta of 0.70. AON has a 12-month low of $266.33 and a 12-month high of $382.34.

Hedge Funds Weigh In On AON

Several hedge funds have recently bought and sold shares of the business. Sumitomo Mitsui DS Asset Management Company Ltd lifted its holdings in AON by 955.5% during the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 305,099 shares of the financial services provider’s stock worth $84,442,000 after buying an additional 276,194 shares during the period. CWA Asset Management Group LLC increased its holdings in shares of AON by 302.6% in the 3rd quarter. CWA Asset Management Group LLC now owns 10,737 shares of the financial services provider’s stock valued at $2,972,000 after acquiring an additional 8,070 shares during the period. Novem Group increased its holdings in shares of AON by 1.0% in the 3rd quarter. Novem Group now owns 3,460 shares of the financial services provider’s stock valued at $958,000 after acquiring an additional 35 shares during the period. Value Partners Investments Inc. raised its position in shares of AON by 15.2% in the 3rd quarter. Value Partners Investments Inc. now owns 6,167 shares of the financial services provider’s stock worth $1,710,000 after acquiring an additional 814 shares in the last quarter. Finally, Clark Wealth Partners lifted its stake in shares of AON by 2,200.0% during the 3rd quarter. Clark Wealth Partners now owns 253 shares of the financial services provider’s stock worth $70,000 after purchasing an additional 242 shares during the last quarter. Institutional investors own 86.14% of the company’s stock.

Insider Activity

In other AON news, General Counsel Darren Zeidel sold 1,900 shares of the business’s stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $377.76, for a total transaction of $717,744.00. Following the completion of the transaction, the general counsel owned 11,504 shares in the company, valued at $4,345,751.04. The trade was a 14.17% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Lester Knight bought 20,000 shares of the business’s stock in a transaction dated Wednesday, September 2nd. The shares were acquired at an average cost of $327.48 per share, for a total transaction of $6,549,600.00. Following the purchase, the director owned 163,000 shares of the company’s stock, valued at approximately $53,379,240. The trade was a 13.99% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 1.00% of the stock is owned by company insiders.

AON Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Shareholders of record on Monday, November 2nd will be paid a $0.82 dividend. The ex-dividend date of this dividend is Monday, November 2nd. This represents a $3.28 annualized dividend and a yield of 1.1%. AON’s dividend payout ratio (DPR) is presently 18.08%.

Key Headlines Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Long-term earnings outlook remains constructive. Zacks Research projects EPS of $20.05 for fiscal 2027 and $22.33 for fiscal 2028, compared with the current-year consensus estimate of $18.73. The quarterly forecasts imply continued earnings growth, although these are analyst estimates rather than new company guidance.
• Positive Sentiment: Dividend support. Aon declared its quarterly dividend, providing income support as the shares trade well below their 12-month high. Aon declares quarterly dividend
• Positive Sentiment: Canadian commercial insurance conditions are improving. Aon said a stronger Canadian property-and-casualty market is creating more favorable conditions for businesses entering 2027, potentially supporting brokerage activity in the region. Strong Canadian Property and Casualty Market
• Neutral Sentiment: Insurance pricing is becoming more mixed. Canadian insurance rates are easing, while U.S. litigation risk remains a concern. Lower rates may reduce pricing tailwinds, although demand for risk-management services could remain resilient. Canadian businesses see insurance rates ease
• Negative Sentiment: Analyst target-cut and deal concerns are weighing on sentiment. Morgan Stanley lowered its Aon price target to $350, while investors continue scrutinizing the price tag and execution risks associated with the USI deal. Morgan Stanley cuts target Scrutiny over USI deal price tag

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.