DOWLING & PARTN Has Bearish Estimate for AON FY2026 Earnings

Aon plc (NYSE:AON) – DOWLING & PARTN dropped their FY2026 EPS estimates for shares of AON in a report released on Wednesday, October 7th. DOWLING & PARTN analyst J. Christiana now forecasts that the financial services provider will earn $18.70 per share for the year, down from their previous forecast of $19.50. The consensus estimate for AON’s current full-year earnings is $18.81 per share.

Several other analysts have also recently issued reports on the company. Roth Capital set a $380.00 price objective on AON in a report on Tuesday, September 1st. Deutsche Bank Aktiengesellschaft reissued a “hold” rating on shares of AON in a report on Tuesday, September 1st. Wolfe Research downgraded shares of AON from a “hold” rating to a “strong sell” rating in a research note on Friday, September 11th. Morgan Stanley lowered their price objective on shares of AON from $410.00 to $350.00 and set an “overweight” rating for the company in a research report on Tuesday. Finally, Wells Fargo & Company dropped their price objective on shares of AON from $419.00 to $383.00 and set an “overweight” rating for the company in a research note on Tuesday, September 1st. Twelve research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, AON currently has an average rating of “Moderate Buy” and an average target price of $382.76.

AON Price Performance

Shares of AON stock opened at $277.03 on Friday. The firm has a market cap of $58.76 billion, a PE ratio of 15.27, a PEG ratio of 1.38 and a beta of 0.70. The stock has a 50 day moving average of $320.38 and a 200 day moving average of $327.92. The company has a current ratio of 1.54, a quick ratio of 1.54 and a debt-to-equity ratio of 1.34. AON has a 12 month low of $266.33 and a 12 month high of $382.34.

AON (NYSE:AON) last issued its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $3.81 earnings per share for the quarter, beating analysts’ consensus estimates of $3.80 by $0.01. The firm had revenue of $4.25 billion during the quarter, compared to analyst estimates of $4.28 billion. AON had a return on equity of 42.13% and a net margin of 22.27%.The business’s quarterly revenue was up 2.2% compared to the same quarter last year. During the same quarter last year, the business posted $3.49 earnings per share.

Insider Transactions at AON

In other AON news, General Counsel Darren Zeidel sold 1,950 shares of the firm’s stock in a transaction dated Friday, July 17th. The shares were sold at an average price of $372.05, for a total value of $725,497.50. Following the completion of the sale, the general counsel owned 13,404 shares of the company’s stock, valued at $4,986,958.20. This trade represents a 12.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Lester B. Knight bought 20,000 shares of the company’s stock in a transaction on Wednesday, September 2nd. The shares were acquired at an average price of $327.48 per share, with a total value of $6,549,600.00. Following the transaction, the director directly owned 163,000 shares of the company’s stock, valued at approximately $53,379,240. This trade represents a 13.99% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 1.00% of the stock is currently owned by insiders.

Institutional Investors Weigh In On AON

A number of institutional investors and hedge funds have recently modified their holdings of the business. Central Pacific Bank Trust Division boosted its stake in shares of AON by 3.3% during the third quarter. Central Pacific Bank Trust Division now owns 1,575 shares of the financial services provider’s stock valued at $436,000 after purchasing an additional 50 shares during the period. QRG Capital Management Inc. increased its stake in AON by 10.9% in the 2nd quarter. QRG Capital Management Inc. now owns 6,841 shares of the financial services provider’s stock worth $2,269,000 after buying an additional 672 shares during the period. Andra AP fonden purchased a new position in AON in the 2nd quarter worth about $5,191,000. Sequoia Financial Advisors LLC lifted its holdings in AON by 10.9% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 17,646 shares of the financial services provider’s stock valued at $5,853,000 after buying an additional 1,739 shares in the last quarter. Finally, National Pension Service boosted its position in AON by 2.0% in the 2nd quarter. National Pension Service now owns 484,892 shares of the financial services provider’s stock valued at $160,834,000 after buying an additional 9,349 shares during the period. 86.14% of the stock is owned by institutional investors.

AON News Summary

Here are the key news stories impacting AON this week:

• Positive Sentiment: Analyst support remains substantial: Morgan Stanley reaffirmed its Buy rating, and Cantor Fitzgerald maintained an Overweight rating despite lowering its price target to $400 from $433. The revised target still implies significant upside, while the broader consensus target is approximately $391. Morgan Stanley Reaffirms Their Buy Rating on Aon AON Given New $400 Price Target
• Positive Sentiment: Middle-market expansion: Aon expanded Denise Perlman’s responsibilities to include middle-market reinsurance growth. The move is intended to strengthen coordination across risk capital and reinsurance and could support longer-term revenue growth in an important market. Aon Expands Denise Perlman’s Leadership Role
• Neutral Sentiment: Aon and the University of Arizona Global Campus expanded a workforce-development partnership. The initiative may help develop talent but is unlikely to materially affect near-term earnings. University of Arizona Global Campus and Aon Partnership
• Negative Sentiment: Reduced valuation target: Cantor Fitzgerald’s cut from $433 to $400 signals lower near-term expectations, even though the firm retained its Overweight rating. A separate investor letter disclosed that Suncoast Equity Management exited its Aon position after reviewing middle-market mergers and acquisitions, potentially adding to investor caution. Exiting Aon Following Middle-Market M&A
• Negative Sentiment: AI-related insurance concerns: Aon and WTW are increasing pressure on insurers regarding exclusions for artificial-intelligence risks. While this could help manage underwriting losses, exclusions may limit coverage offerings and highlight uncertainty around a developing risk category. Aon and WTW Add to Broker Pressure on AI Exclusions

About AON

Aon plc is a global professional services firm that helps organizations manage risk, make better decisions and improve performance. Its services are organized around risk capital and human capital, combining advisory expertise, data, analytics and insurance-related solutions.

The company provides commercial risk brokerage and consulting, reinsurance brokerage, retirement and investment advisory services, health benefits consulting, talent and compensation consulting, and related technology and data products.