Roth Capital Issues Negative Forecast for AON Earnings

Aon plc (NYSE:AON) – Analysts at Roth Capital lowered their Q1 2025 earnings per share estimates for AON in a research report issued to clients and investors on Monday, February 3rd. Roth Capital analyst H. Fong now expects that the financial services provider will post earnings per share of $6.24 for the quarter, down from their previous estimate of $6.26. The consensus estimate for AON’s current full-year earnings is $17.39 per share. Roth Capital also issued estimates for AON’s Q4 2025 earnings at $4.95 EPS.

Other equities analysts have also issued research reports about the company. Bank of America raised their price target on AON from $345.00 to $375.00 and gave the stock an “underperform” rating in a report on Thursday, October 10th. Barclays boosted their target price on AON from $394.00 to $440.00 and gave the company an “overweight” rating in a report on Thursday, November 21st. Piper Sandler lifted their price objective on shares of AON from $372.00 to $384.00 and gave the company a “neutral” rating in a research report on Monday. Evercore ISI upgraded shares of AON from an “in-line” rating to an “outperform” rating and upped their price objective for the stock from $407.00 to $420.00 in a research report on Wednesday, January 8th. Finally, JPMorgan Chase & Co. lifted their target price on shares of AON from $379.00 to $394.00 and gave the company an “overweight” rating in a report on Friday, January 3rd. One analyst has rated the stock with a sell rating, seven have assigned a hold rating and five have given a buy rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $386.21.

AON Stock Up 0.6 %

Shares of NYSE:AON opened at $384.67 on Wednesday. AON has a 1-year low of $268.06 and a 1-year high of $395.33. 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 stock has a market cap of $83.19 billion, a P/E ratio of 30.38, a P/E/G ratio of 2.02 and a beta of 0.93. The firm has a fifty day moving average price of $365.59 and a 200 day moving average price of $355.80.

AON (NYSE:AON) last issued its quarterly earnings data on Friday, January 31st. The financial services provider reported $4.42 earnings per share for the quarter, beating analysts’ consensus estimates 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 period in the previous year, the company earned $3.89 earnings per share.

AON Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, February 14th. Stockholders of record on Monday, February 3rd will be paid a dividend of $0.675 per share. This represents a $2.70 annualized dividend and a dividend yield of 0.70%. The ex-dividend date of this dividend is Monday, February 3rd. AON’s dividend payout ratio (DPR) is 21.33%.

Insider Buying and Selling

In other news, insider Lisa Stevens sold 1,275 shares of the firm’s stock in a transaction that occurred on Tuesday, November 26th. The shares were sold at an average price of $387.68, for a total transaction of $494,292.00. Following the completion of the transaction, the insider now directly owns 8,077 shares of the company’s stock, valued at $3,131,291.36. This trade represents a 13.63 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, COO Mindy F. Simon sold 650 shares of the company’s stock in a transaction that occurred on Wednesday, November 27th. The shares were sold at an average price of $394.34, for a total value of $256,321.00. Following the completion of 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 disclosure for this sale can be found here. Insiders own 1.30% of the company’s stock.

Hedge Funds Weigh In On AON

A number of institutional investors have recently made changes to their positions in AON. AMF Tjanstepension AB purchased a new stake in AON during the 3rd quarter worth about $20,856,000. Czech National Bank grew its holdings in shares of AON by 6.8% during the third quarter. Czech National Bank now owns 44,254 shares of the financial services provider’s stock worth $15,311,000 after buying an additional 2,821 shares in the last quarter. GAMMA Investing LLC raised its position in shares of AON by 78.9% in the third quarter. GAMMA Investing LLC now owns 880 shares of the financial services provider’s stock valued at $304,000 after buying an additional 388 shares during the last quarter. Fulton Bank N.A. lifted its stake in shares of AON by 40.4% during the third quarter. Fulton Bank N.A. now owns 1,379 shares of the financial services provider’s stock valued at $477,000 after buying an additional 397 shares during the period. Finally, Atomi Financial Group Inc. purchased a new stake in AON in the 3rd quarter worth approximately $438,000. 86.14% of the stock is owned by institutional investors and hedge funds.

About AON

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.