Brokers Issue Forecasts for AON’s Q3 Earnings (NYSE:AON)

Aon plc (NYSE:AON) – Stock analysts at Zacks Research lifted their Q3 2026 earnings estimates for AON in a research report issued on Friday, October 16th. Zacks Research analyst Team now forecasts that the financial services provider will post earnings per share of $3.38 for the quarter, up from their previous forecast 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.

Several other brokerages have also recently weighed in on AON. Piper Sandler reduced their price target on AON from $391.00 to $349.00 and set a “neutral” rating on the stock in a research note on Tuesday, September 1st. BMO Capital Markets decreased their price objective on AON from $360.00 to $286.00 and set a “market perform” rating for the company in a report on Thursday, October 1st. Keefe, Bruyette & Woods lowered their price objective on AON from $417.00 to $342.00 and set an “outperform” rating for the company in a research report on Monday, October 12th. Mizuho dropped their target price on shares of AON from $366.00 to $324.00 and set an “outperform” rating on the stock in a report on Wednesday, October 7th. Finally, Roth Capital set a $380.00 target price on shares of AON and gave the stock a “buy” rating in a research report on Tuesday, September 1st. Twelve equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $367.59.

AON Trading Down 0.9%

AON opened at $290.06 on Monday. The stock has a market cap of $61.53 billion, a PE ratio of 16.08, a PEG ratio of 1.53 and a beta of 0.70. The company has a quick ratio of 1.54, a current ratio of 1.54 and a debt-to-equity ratio of 1.34. The business has a 50 day moving average of $309.55 and a 200-day moving average of $325.88. AON has a 52 week low of $266.33 and a 52 week high of $382.34.

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

AON Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Shareholders of record on Monday, November 2nd will be paid a dividend of $0.82 per share. The ex-dividend date is Monday, November 2nd. This represents a $3.28 dividend on an annualized basis and a yield of 1.1%. AON’s payout ratio is presently 18.08%.

Insider Buying and Selling at AON

In other news, General Counsel Darren Zeidel sold 1,900 shares of the stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $377.76, for a total value of $717,744.00. Following the sale, the general counsel directly owned 11,504 shares of the company’s stock, valued at approximately $4,345,751.04. This represents a 14.17% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Lester Knight purchased 20,000 shares of AON stock in a transaction dated Wednesday, September 2nd. The shares were bought at an average price of $327.48 per share, with a total value of $6,549,600.00. Following the completion of the acquisition, the director directly owned 163,000 shares of the company’s stock, valued at approximately $53,379,240. This represents a 13.99% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders own 1.00% of the company’s stock.

Institutional Trading of AON

A number of institutional investors and hedge funds have recently bought and sold shares of the company. CYBER HORNET ETFs LLC increased its holdings in AON by 4,903.4% during the second quarter. CYBER HORNET ETFs LLC now owns 29,470 shares of the financial services provider’s stock valued at $9,775,000 after buying an additional 28,881 shares during the last quarter. The Manufacturers Life Insurance Company boosted its stake in shares of AON by 136.1% during the 1st quarter. The Manufacturers Life Insurance Company now owns 547,850 shares of the financial services provider’s stock worth $176,835,000 after acquiring an additional 315,817 shares during the last quarter. Wellington Management Group LLP boosted its stake in shares of AON by 16.4% during the 2nd quarter. Wellington Management Group LLP now owns 106,370 shares of the financial services provider’s stock worth $35,282,000 after acquiring an additional 14,996 shares during the last quarter. Salem Investment Counselors Inc. grew its position in shares of AON by 638.1% during the 3rd quarter. Salem Investment Counselors Inc. now owns 5,639 shares of the financial services provider’s stock valued at $1,561,000 after acquiring an additional 4,875 shares during the period. Finally, National Pension Service grew its position in shares of AON by 2.0% during the 2nd quarter. National Pension Service now owns 484,892 shares of the financial services provider’s stock valued at $160,834,000 after acquiring an additional 9,349 shares during the period. 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, 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.