AON Stock Gets Increased EPS Estimate from Zacks Research

Aon plc (NYSE:AON) – Zacks Research lifted their Q3 2026 EPS estimates for AON in a research report issued to clients and investors on Friday, October 16th. Zacks Research analyst Team now anticipates that the financial services provider will earn $3.38 per share for the quarter, up from their previous estimate of $3.34. The consensus estimate for AON’s current full-year earnings is $18.73 per share. Zacks Research also issued estimates for AON’s Q4 2026 earnings at $5.19 EPS and FY2026 earnings at $18.85 EPS.

Other equities analysts also recently issued reports about the company. Morgan Stanley dropped their price objective on AON from $410.00 to $350.00 and set an “overweight” rating for the company in a research note on Tuesday, October 6th. Piper Sandler decreased their target price on AON from $391.00 to $349.00 and set a “neutral” rating on the stock in a research report on Tuesday, September 1st. Cantor Fitzgerald lowered their target price on AON from $433.00 to $400.00 and set an “overweight” rating on the stock in a report on Wednesday, October 7th. Barclays lowered their target price on AON from $382.00 to $317.00 and set an “equal weight” rating on the stock in a report on Wednesday, October 7th. Finally, Wolfe Research cut AON from a “hold” rating to a “strong sell” rating in a research report on Friday, September 11th. Twelve analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $367.59.

AON Stock Performance

AON opened at $296.95 on Monday. The stock has a market cap of $62.99 billion, a P/E ratio of 15.93, a P/E/G ratio of 1.52 and a beta of 0.70. The company has a debt-to-equity ratio of 1.34, a current ratio of 1.54 and a quick ratio of 1.54. The stock’s 50 day simple moving average is $308.36 and its 200 day simple moving average is $325.71. AON has a 1-year low of $266.33 and a 1-year high of $382.34.

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

Hedge Funds Weigh In On AON

Institutional investors have recently made changes to their positions in the stock. SJS Investment Consulting Inc. lifted its stake in shares of AON by 258.3% during the first quarter. SJS Investment Consulting Inc. now owns 129 shares of the financial services provider’s stock worth $42,000 after purchasing an additional 93 shares in the last quarter. Downshift Financial LLC boosted its position in shares of AON by 15,700.0% in the third quarter. Downshift Financial LLC now owns 158 shares of the financial services provider’s stock worth $44,000 after buying an additional 157 shares during the period. Ashurst Perkins Coie Trust Co acquired a new stake in shares of AON in the third quarter valued at about $60,000. Cassaday & Co Wealth Management LLC acquired a new stake in shares of AON in the first quarter valued at about $61,000. Finally, Maryland Capital Advisors Inc. raised its holdings in shares of AON by 23,400.0% during the 3rd quarter. Maryland Capital Advisors Inc. now owns 235 shares of the financial services provider’s stock valued at $65,000 after buying an additional 234 shares during the period. 86.14% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, Director Lester B. Knight bought 20,000 shares of AON stock in a transaction that occurred on Wednesday, September 2nd. The shares were purchased at an average price of $327.48 per share, with a total value of $6,549,600.00. Following the purchase, 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 transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, General Counsel Darren Zeidel sold 1,900 shares of the stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $377.76, for a total value of $717,744.00. Following the sale, the general counsel owned 11,504 shares in the company, valued at approximately $4,345,751.04. This trade represents a 14.17% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.00% of the company’s stock.

AON Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Monday, November 2nd will be given a $0.82 dividend. The ex-dividend date is Monday, November 2nd. This represents a $3.28 annualized dividend and a dividend yield of 1.1%. AON’s dividend payout ratio is currently 18.08%.

Key Headlines Impacting AON

Here are the key news stories impacting AON this week:

• Positive Sentiment: Zacks Research projects Aon earnings of $20.05 per share in 2027 and $22.33 per share in 2028, compared with the current-year consensus of $18.73. The forecasts suggest continued earnings growth and may support the stock’s recent strength. Zacks Research earnings estimates
• Positive Sentiment: Aon said improving conditions in Canada’s property-and-casualty insurance market could create more favorable conditions for business decision-makers entering 2027, potentially supporting client activity and brokerage opportunities. Strong Canadian Property and Casualty Market Creates More Favourable Conditions for Business Decision Makers Entering 2027
• Neutral Sentiment: Aon highlighted that Canadian insurance rates are easing, while elevated U.S. litigation risks remain a challenge. Lower rates may benefit customers but could limit pricing-related revenue growth for brokers. Canadian businesses see insurance rates ease, but US litigation risks remain a problem
• Neutral Sentiment: Aon executives said reinsurers need to accept more risk, while the company’s industry outlook warned that traditional insurance “cash cows” are coming under pressure. The comments point to changing market conditions but do not represent a direct earnings revision. Aon’s De Bosini: Reinsurers need to lean towards risk
• Negative Sentiment: Investor scrutiny of the price tag for Aon’s USI deal continues to pressure the shares, raising concerns about acquisition returns, integration execution and leverage. Aon plc Underperforms Amid Scrutiny Over USI Deal Price Tag
• Negative Sentiment: Morgan Stanley lowered its price target for Aon to $350, a cautious signal even though the target remains above the recent trading level. Morgan Stanley cuts target to $350

AON Company Profile

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.