AON (AON) Set to Release Earnings on Wednesday

AON (NYSE:AON) is expected to announce its Q3 2026 results before the market opens on Wednesday, October 28th. Analysts expect the company to post earnings of $3.30 per share and revenue of $4.08 billion for the quarter. Parties can check the company’s upcoming Q3 2026 earnings report for the latest details on the call scheduled for Wednesday, October 28, 2026 at 8:30 AM ET.

AON (NYSE:AON) last issued its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $3.81 EPS for the quarter, topping analysts’ consensus estimates of $3.80 by $0.01. The business had revenue of $4.25 billion for 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%. AON’s quarterly revenue was up 2.2% compared to the same quarter last year. During the same period last year, the company posted $3.49 earnings per share. On average, analysts expect AON to post $18.73 EPS for the current fiscal year and $20.05 EPS for the next fiscal year.

AON Trading Up 2.5%

NYSE AON opened at $296.95 on Wednesday. The business’s fifty day moving average is $308.36 and its 200-day moving average is $325.71. 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 has a market capitalization of $62.99 billion, a price-to-earnings ratio of 16.37, a PEG ratio of 1.52 and a beta of 0.70. AON has a one year low of $266.33 and a one year high of $382.34.

AON Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Stockholders 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 annualized dividend and a dividend yield of 1.1%. AON’s dividend payout ratio is presently 18.08%.

Key Stories 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

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on AON. Piper Sandler reduced their price objective on shares of AON from $391.00 to $349.00 and set a “neutral” rating for the company in a research note on Tuesday, September 1st. TD Cowen boosted their target price on shares of AON from $416.00 to $420.00 and gave the company a “buy” rating in a report on Monday, September 14th. The Goldman Sachs Group increased their target price on AON from $375.00 to $401.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Barclays cut their price target on AON from $382.00 to $317.00 and set an “equal weight” rating for the company in a report on Wednesday, October 7th. Finally, Wall Street Zen cut AON from a “hold” rating to a “sell” rating in a research report on Sunday, September 6th. Twelve equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $367.59.

Insider Buying and Selling at AON

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

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.