Brokers Issue Forecasts for AON’s Q2 Earnings (NYSE:AON)

Aon plc (NYSE:AON) – Analysts at Roth Capital increased their Q2 2025 earnings estimates for AON in a research note issued on Monday, February 3rd. Roth Capital analyst H. Fong now anticipates that the financial services provider will post earnings per share of $3.41 for the quarter, up from their prior forecast 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 posted its quarterly earnings data on Friday, January 31st. The financial services provider reported $4.42 earnings per share for the quarter, topping the consensus estimate of $4.25 by $0.17. AON had a return on equity of 70.84% and a net margin of 16.91%. During the same quarter in the previous year, the business posted $3.89 EPS.

AON has been the subject of several other reports. Keefe, Bruyette & Woods boosted their price objective on shares of AON from $411.00 to $414.00 and gave the company an “outperform” rating in a research report on Wednesday. Jefferies Financial Group raised their price objective on AON from $344.00 to $365.00 and gave the company a “hold” rating in a research note on Wednesday, October 9th. Royal Bank of Canada boosted their target price on AON from $390.00 to $400.00 and gave the stock a “sector perform” rating in a research note on Monday. Piper Sandler raised their price target on shares of AON from $372.00 to $384.00 and gave the company a “neutral” rating in a research note on Monday. Finally, TD Cowen upped their price objective on shares of AON from $413.00 to $432.00 in a research report on Thursday, October 24th. One investment analyst has rated the stock with a sell rating, seven have issued a hold rating and five have assigned a buy rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $386.21.

AON Trading Up 1.4 %

Shares of NYSE:AON opened at $382.62 on Tuesday. The company has a market capitalization of $82.75 billion, a P/E ratio of 30.22, a P/E/G ratio of 2.02 and a beta of 0.93. The company has a debt-to-equity ratio of 2.58, a current ratio of 1.40 and a quick ratio of 2.05. The business’s 50 day simple moving average is $365.81 and its 200 day simple moving average is $355.61. AON has a 1 year low of $268.06 and a 1 year high of $395.33.

AON Announces Dividend

The company also recently declared 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 dividend yield of 0.71%. The ex-dividend date is Monday, February 3rd. AON’s payout ratio is currently 21.33%.

Insider Buying and Selling at AON

In related news, COO Mindy F. Simon sold 650 shares of the business’s stock in a transaction dated Wednesday, November 27th. The stock was sold at an average price of $394.34, for a total value of $256,321.00. Following 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 position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Lisa Stevens sold 1,275 shares of the stock in a transaction dated Tuesday, November 26th. The stock was sold at an average price of $387.68, for a total transaction of $494,292.00. Following the transaction, the insider now owns 8,077 shares of the company’s stock, valued at $3,131,291.36. This represents a 13.63 % decrease in their position. The disclosure for this sale can be found here. Company insiders own 1.30% of the company’s stock.

Institutional Trading of AON

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Valley Wealth Managers Inc. raised its holdings in shares of AON by 3.3% in the 3rd quarter. Valley Wealth Managers Inc. now owns 886 shares of the financial services provider’s stock valued at $307,000 after acquiring an additional 28 shares in the last quarter. CVA Family Office LLC lifted its position in AON by 8.4% during 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 shares of AON by 2.4% in the 3rd quarter. Amplius Wealth Advisors LLC now owns 1,331 shares of the financial services provider’s stock worth $460,000 after buying an additional 31 shares during the last quarter. Intellectus Partners LLC raised its position 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 in the last quarter. Finally, V Square Quantitative Management LLC grew its position in AON by 1.3% in the fourth quarter. V Square Quantitative Management LLC now owns 2,338 shares of the financial services provider’s stock worth $840,000 after acquiring an additional 31 shares in the last quarter. 86.14% of the stock is currently owned by institutional investors.

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.