Roth Capital Issues Optimistic Forecast for AON Earnings

Aon plc (NYSE:AON) – Equities research analysts at Roth Capital boosted their FY2024 earnings estimates for shares of AON in a research note issued on Tuesday, October 29th. Roth Capital analyst H. Fong now forecasts that the financial services provider will post earnings per share of $15.45 for the year, up from their prior forecast of $15.25. The consensus estimate for AON’s current full-year earnings is $15.25 per share. Roth Capital also issued estimates for AON’s Q3 2025 earnings at $2.82 EPS, Q4 2025 earnings at $5.16 EPS, FY2025 earnings at $17.50 EPS, Q1 2026 earnings at $7.63 EPS, Q2 2026 earnings at $3.70 EPS and Q3 2026 earnings at $3.07 EPS.

A number of other brokerages have also issued reports on AON. Morgan Stanley cut their price target on shares of AON from $300.00 to $296.00 and set an “equal weight” rating on the stock in a report on Wednesday, July 10th. Evercore ISI lifted their target price on shares of AON from $338.00 to $384.00 and gave the company an “in-line” rating in a research note on Wednesday, October 9th. Jefferies Financial Group lifted their target price on shares of AON from $344.00 to $365.00 and gave the company a “hold” rating in a research note on Wednesday, October 9th. Royal Bank of Canada reaffirmed a “sector perform” rating and set a $335.00 target price on shares of AON in a research note on Monday, August 5th. Finally, TD Cowen lifted their target price on shares of AON from $413.00 to $432.00 in a research note on Thursday, October 24th. One research analyst has rated the stock with a sell rating, eleven have assigned a hold rating and four have issued a buy rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $355.75.

AON Price Performance

Shares of AON stock opened at $366.79 on Thursday. The firm has a market cap of $79.32 billion, a PE ratio of 30.95, a price-to-earnings-growth ratio of 2.43 and a beta of 0.92. AON has a 12-month low of $268.06 and a 12-month high of $389.21. The company has a quick ratio of 2.42, a current ratio of 2.05 and a debt-to-equity ratio of 2.66. The company’s fifty day simple moving average is $351.60 and its two-hundred day simple moving average is $318.23.

AON Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, November 15th. Shareholders of record on Friday, November 1st will be issued a $0.675 dividend. The ex-dividend date is Friday, November 1st. This represents a $2.70 annualized dividend and a yield of 0.74%. AON’s dividend payout ratio (DPR) is presently 22.78%.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of AON. Y.D. More Investments Ltd purchased a new position in shares of AON during the second quarter valued at approximately $31,000. Eastern Bank purchased a new position in shares of AON during the third quarter valued at approximately $43,000. Nemes Rush Group LLC purchased a new position in shares of AON during the second quarter valued at approximately $45,000. Bruce G. Allen Investments LLC raised its holdings in shares of AON by 52.7% during the second quarter. Bruce G. Allen Investments LLC now owns 168 shares of the financial services provider’s stock valued at $49,000 after purchasing an additional 58 shares during the last quarter. Finally, LRI Investments LLC purchased a new position in shares of AON during the first quarter valued at approximately $55,000. 86.14% of the stock is owned by hedge funds and other institutional investors.

About AON

Aon plc, a professional services firm, provides a range of risk and human capital solutions worldwide. It offers commercial risk solutions, including retail brokerage, specialty solutions, global risk consulting and captives management, and affinity programs; and health solutions, such as health and benefits brokerages, and health care exchanges.