Roth Capital Has Negative Outlook for AON Q1 Earnings

Aon plc (NYSE:AON) – Investment analysts at Roth Capital decreased their Q1 2025 earnings estimates for shares of AON in a research note issued to investors on Monday, February 3rd. Roth Capital analyst H. Fong now anticipates that the financial services provider will earn $6.24 per share for the quarter, down from their prior forecast 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.

AON (NYSE:AON) last announced its earnings results on Friday, January 31st. The financial services provider reported $4.42 EPS for the quarter, topping the consensus estimate of $4.25 by $0.17. AON had a net margin of 16.91% and a return on equity of 70.84%. During the same quarter in the prior year, the company posted $3.89 EPS.

Several other research analysts have also recently commented on AON. Wells Fargo & Company increased their price target on AON from $410.00 to $445.00 and gave the company an “overweight” rating in a research report on Monday. Barclays lifted their target price on shares of AON from $394.00 to $440.00 and gave the stock an “overweight” rating in a report on Thursday, November 21st. Evercore ISI upgraded AON from an “in-line” rating to an “outperform” rating and increased their price objective for the stock from $407.00 to $420.00 in a research report on Wednesday, January 8th. Piper Sandler boosted their price target on AON from $372.00 to $384.00 and gave the company a “neutral” rating in a research note on Monday. Finally, Royal Bank of Canada increased their price objective on shares of AON from $390.00 to $400.00 and gave the stock a “sector perform” rating in a research note on Monday. One analyst has rated the stock with a sell rating, seven have issued a hold rating and five have given a buy rating to the company. Based on data from MarketBeat.com, AON has a consensus rating of “Hold” and an average price target of $386.21.

AON Stock Up 1.4 %

Shares of AON stock opened at $382.62 on Wednesday. AON has a 52-week low of $268.06 and a 52-week high of $395.33. The business’s 50 day simple moving average is $365.81 and its 200 day simple moving average is $355.61. The firm has a market cap of $82.75 billion, a PE ratio of 30.22, a P/E/G ratio of 2.02 and a beta of 0.93. The company has a debt-to-equity ratio of 2.58, a quick ratio of 2.05 and a current ratio of 1.40.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the business. Endeavor Private Wealth Inc. bought a new position in shares of AON during the fourth quarter valued at about $29,000. Richardson Financial Services Inc. boosted its holdings in AON by 2,025.0% in the 4th quarter. Richardson Financial Services Inc. now owns 85 shares of the financial services provider’s stock worth $30,000 after buying an additional 81 shares during the period. Anchor Investment Management LLC grew its position in shares of AON by 1,162.5% in the third quarter. Anchor Investment Management LLC now owns 101 shares of the financial services provider’s stock valued at $35,000 after purchasing an additional 93 shares in the last quarter. First Personal Financial Services bought a new stake in shares of AON during the third quarter valued at about $37,000. Finally, Centricity Wealth Management LLC purchased a new stake in AON in the 4th quarter worth approximately $39,000. 86.14% of the stock is owned by institutional investors.

Insider Transactions at AON

In other AON news, COO Mindy F. Simon sold 650 shares of AON stock in a transaction that occurred on Wednesday, November 27th. The stock was 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Lisa Stevens sold 1,275 shares of the stock in a transaction on Tuesday, November 26th. The stock was sold at an average price of $387.68, for a total transaction of $494,292.00. Following the transaction, the insider now directly owns 8,077 shares in the company, valued at approximately $3,131,291.36. This represents a 13.63 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 1.30% of the stock is owned by corporate insiders.

AON Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, February 14th. Investors of record on Monday, February 3rd will be paid a $0.675 dividend. The ex-dividend date is Monday, February 3rd. This represents a $2.70 annualized dividend and a dividend yield of 0.71%. AON’s dividend payout ratio is 21.33%.

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.