What is Zacks Research’s Estimate for AON FY2026 Earnings?

Aon plc (NYSE:AON) – Equities research analysts at Zacks Research dropped their FY2026 earnings per share estimates for shares of AON in a research note issued on Wednesday, November 11th. Zacks Research analyst Team now anticipates that the financial services provider will earn $18.27 per share for the year, down from their previous forecast of $18.85. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for AON’s current full-year earnings is $18.49 per share. Zacks Research also issued estimates for AON’s Q1 2027 earnings at $6.87 EPS, Q2 2027 earnings at $3.84 EPS, Q3 2027 earnings at $3.37 EPS, FY2027 earnings at $19.81 EPS, Q2 2028 earnings at $4.27 EPS and Q3 2028 earnings at $3.87 EPS.

A number of other equities analysts have also recently issued reports on the stock. Keefe, Bruyette & Woods dropped their price target on shares of AON from $417.00 to $342.00 and set an “outperform” rating on the stock in a research note on Monday, October 12th. Cantor Fitzgerald raised their price objective on shares of AON from $400.00 to $410.00 and gave the company an “overweight” rating in a research note on Monday, November 2nd. Piper Sandler decreased their target price on shares of AON from $391.00 to $349.00 and set a “neutral” rating for the company in a report on Tuesday, September 1st. The Goldman Sachs Group upped their target price on shares of AON from $375.00 to $401.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Finally, TD Cowen increased their price target on shares of AON from $416.00 to $420.00 and gave the company a “buy” rating in a report on Monday, September 14th. Thirteen equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, AON currently has a consensus rating of “Hold” and an average price target of $369.12.

AON Price Performance

Shares of NYSE:AON opened at $333.29 on Friday. AON has a 1-year low of $266.33 and a 1-year high of $382.34. The company has a debt-to-equity ratio of 2.58, a current ratio of 4.72 and a quick ratio of 4.72. The business has a fifty day moving average price of $300.62 and a 200-day moving average price of $325.91. The company has a market capitalization of $70.71 billion, a PE ratio of 18.25, a PEG ratio of 1.77 and a beta of 0.63.

AON (NYSE:AON) last announced its quarterly earnings data 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. AON had a return on equity of 40.46% and a net margin of 22.24%. The business had revenue of $4.10 billion during the quarter, compared to analysts’ expectations of $4.08 billion. During the same quarter in the previous year, the business earned $3.05 earnings per share. The firm’s quarterly revenue was up 2.6% compared to the same quarter last year.

AON Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Monday, November 2nd will be issued a $0.82 dividend. This represents a $3.28 annualized dividend and a yield of 1.0%. The ex-dividend date is Monday, November 2nd. AON’s dividend payout ratio (DPR) is presently 17.96%.

Insider Buying and Selling

In other AON news, Director Lester Knight bought 20,000 shares of the firm’s stock in a transaction on Wednesday, September 2nd. The stock was acquired at an average price of $327.48 per share, with a total value of $6,549,600.00. Following the transaction, the director owned 163,000 shares in the company, valued at $53,379,240. This represents a 13.99% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 1.00% of the company’s stock.

Institutional Trading of AON

A number of large investors have recently made changes to their positions in AON. Boston Partners raised its holdings in shares of AON by 602.5% during the third quarter. Boston Partners now owns 14,681,614 shares of the financial services provider’s stock valued at $4,063,430,000 after purchasing an additional 12,591,841 shares during the last quarter. Robeco Institutional Asset Management B.V. boosted its holdings in AON by 11,179.6% in the third quarter. Robeco Institutional Asset Management B.V. now owns 4,026,135 shares of the financial services provider’s stock worth $1,114,313,000 after purchasing an additional 3,990,441 shares during the last quarter. Retirement Systems of Alabama grew its position in AON by 2,986.4% in the 3rd quarter. Retirement Systems of Alabama now owns 1,384,829 shares of the financial services provider’s stock worth $383,279,000 after purchasing an additional 1,339,960 shares during the period. Cibc World Market Inc. grew its position in AON by 3,062.3% in the 3rd quarter. Cibc World Market Inc. now owns 1,101,266 shares of the financial services provider’s stock worth $304,797,000 after purchasing an additional 1,066,441 shares during the period. Finally, HighTower Advisors LLC raised its stake in AON by 2,594.5% during the 3rd quarter. HighTower Advisors LLC now owns 852,402 shares of the financial services provider’s stock valued at $235,919,000 after buying an additional 820,767 shares during the last quarter. 86.14% of the stock is currently owned by institutional investors.

About AON

Aon plc is a global professional services firm that helps organizations manage risk and make decisions about their people and finances. Its services include insurance brokerage, risk consulting, reinsurance solutions, employee benefits consulting and retirement and investment advisory services. The company serves businesses and institutions across a broad range of industries and geographies. Aon was formed in 1982 as Ryan Insurance Group and adopted the Aon name in 1987. It is headquartered in Dublin, Ireland, and operates internationally.