Roth Capital Issues Optimistic Outlook for AON Earnings

Aon plc (NYSE:AON) – Analysts at Roth Capital lifted their Q2 2025 earnings estimates for shares of AON in a research report issued to clients and investors on Monday, February 3rd. Roth Capital analyst H. Fong now anticipates that the financial services provider will post earnings of $3.41 per share for the quarter, up from their previous estimate of $3.26. The consensus estimate for AON’s current full-year earnings is $17.39 per share. Roth Capital also issued estimates for AON’s Q3 2025 earnings at $2.90 EPS, Q1 2026 earnings at $7.68 EPS, Q2 2026 earnings at $3.84 EPS, Q3 2026 earnings at $3.19 EPS and Q4 2026 earnings at $5.23 EPS.

AON (NYSE:AON) last issued its quarterly earnings data on Friday, January 31st. The financial services provider reported $4.42 EPS for the quarter, topping the consensus estimate 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 period last year, the company posted $3.89 EPS.

A number of other research firms have also weighed in on AON. Wells Fargo & Company upped their price objective on AON from $410.00 to $445.00 and gave the stock an “overweight” rating in a research report on Monday. BMO Capital Markets lifted their price objective on AON from $325.00 to $380.00 and gave the company a “market perform” rating in a research note on Monday, November 4th. Evercore ISI upgraded shares of AON from an “in-line” rating to an “outperform” rating and lifted their price target for the stock from $407.00 to $420.00 in a research note on Wednesday, January 8th. Jefferies Financial Group lifted their price objective on shares of AON from $344.00 to $365.00 and gave the stock a “hold” rating in a research report on Wednesday, October 9th. Finally, Keefe, Bruyette & Woods dropped their target price on AON from $415.00 to $411.00 and set an “outperform” rating on the stock in a report on Friday, January 10th. One research analyst has rated the stock with a sell rating, eight have assigned a hold rating and five have given a buy rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $380.80.

AON Trading Up 1.2 %

NYSE AON opened at $375.29 on Tuesday. The company has a debt-to-equity ratio of 2.58, a quick ratio of 2.05 and a current ratio of 1.40. AON has a one year low of $268.06 and a one year high of $395.33. The firm has a market cap of $81.16 billion, a price-to-earnings ratio of 29.64, a PEG ratio of 2.02 and a beta of 0.93. The firm has a 50 day simple moving average of $366.35 and a 200-day simple moving average of $354.50.

Hedge Funds Weigh In On AON

Hedge funds and other institutional investors have recently modified their holdings of the company. Valley Wealth Managers Inc. grew its holdings in AON by 3.3% during the 3rd quarter. Valley Wealth Managers Inc. now owns 886 shares of the financial services provider’s stock valued at $307,000 after purchasing an additional 28 shares in the last quarter. CVA Family Office LLC boosted its holdings in AON by 8.4% in the third quarter. CVA Family Office LLC now owns 373 shares of the financial services provider’s stock valued at $129,000 after purchasing an additional 29 shares during the last quarter. Amplius Wealth Advisors LLC increased its holdings in AON by 2.4% during the 3rd quarter. Amplius Wealth Advisors LLC now owns 1,331 shares of the financial services provider’s stock worth $460,000 after purchasing an additional 31 shares during the last quarter. Intellectus Partners LLC boosted its stake in shares of AON by 3.2% during the 3rd quarter. Intellectus Partners LLC now owns 992 shares of the financial services provider’s stock valued at $343,000 after buying an additional 31 shares during the last quarter. Finally, V Square Quantitative Management LLC grew its position in shares of AON by 1.3% during the fourth quarter. V Square Quantitative Management LLC now owns 2,338 shares of the financial services provider’s stock worth $840,000 after buying an additional 31 shares in the last quarter. 86.14% of the stock is owned by institutional investors and hedge funds.

Insider Activity at AON

In related news, COO Mindy F. Simon sold 650 shares of the business’s stock in a transaction that occurred 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 completion of the sale, the chief operating officer now directly owns 1,816 shares in the company, valued at approximately $716,121.44. The trade was a 26.36 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Lisa Stevens sold 1,275 shares of the stock in a transaction on Tuesday, November 26th. The stock was sold at an average price of $387.68, for a total value of $494,292.00. Following the completion of the transaction, the insider now directly owns 8,077 shares in the company, 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. 1.30% of the stock is currently owned by corporate insiders.

AON Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 14th. Investors of record on Monday, February 3rd will be given a dividend of $0.675 per share. This represents a $2.70 dividend on an annualized basis and a yield of 0.72%. The ex-dividend date of this dividend is Monday, February 3rd. AON’s dividend payout ratio is presently 21.33%.

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.