Aon plc (NYSE:AON) to Post Q3 2025 Earnings of $3.05 Per Share, Roth Capital Forecasts

Aon plc (NYSE:AON) – Stock analysts at Roth Capital lifted their Q3 2025 earnings per share (EPS) estimates for shares of AON in a research note issued on Monday, April 29th. Roth Capital analyst H. Fong now anticipates that the financial services provider will post earnings per share of $3.05 for the quarter, up from their prior forecast of $2.99. The consensus estimate for AON’s current full-year earnings is $15.64 per share. Roth Capital also issued estimates for AON’s Q4 2025 earnings at $5.30 EPS.

Other analysts have also issued reports about the company. Bank of America decreased their price objective on AON from $378.00 to $345.00 and set a “neutral” rating for the company in a report on Monday. Morgan Stanley raised their price objective on AON from $325.00 to $327.00 and gave the company an “equal weight” rating in a research note on Monday, April 15th. Wells Fargo & Company reduced their target price on shares of AON from $300.00 to $289.00 and set an “underweight” rating for the company in a research note on Monday. UBS Group dropped their price target on AON from $333.00 to $308.00 and set a “neutral” rating on the stock in a report on Monday, February 5th. Finally, Royal Bank of Canada dropped their target price on shares of AON from $325.00 to $315.00 and set a “sector perform” rating on the stock in a research note on Monday. Two investment analysts have rated the stock with a sell rating, nine have assigned a hold rating and two have issued a buy rating to the company. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $329.69.

AON Price Performance

AON opened at $283.55 on Wednesday. AON has a fifty-two week low of $268.06 and a fifty-two week high of $347.37. The firm has a market capitalization of $61.65 billion, a PE ratio of 22.22, a P/E/G ratio of 1.72 and a beta of 0.86. The company’s 50-day moving average is $315.28 and its 200 day moving average is $313.15.

AON (NYSE:AON) last released its quarterly earnings data on Friday, April 26th. The financial services provider reported $5.66 earnings per share for the quarter, missing the consensus estimate of $5.86 by ($0.20). The business had revenue of $4.07 billion for the quarter, compared to analyst estimates of $4.14 billion. AON had a negative return on equity of 1,083.00% and a net margin of 19.04%. The business’s quarterly revenue was up 5.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $5.17 EPS.

Institutional Trading of AON

A number of large investors have recently modified their holdings of the business. Integrated Advisors Network LLC grew its stake in AON by 5.1% in the 3rd quarter. Integrated Advisors Network LLC now owns 665 shares of the financial services provider’s stock worth $215,000 after buying an additional 32 shares in the last quarter. Capital Planning Advisors LLC increased its stake in AON by 0.3% in the third quarter. Capital Planning Advisors LLC now owns 11,793 shares of the financial services provider’s stock valued at $3,824,000 after acquiring an additional 35 shares during the last quarter. Valley Wealth Managers Inc. raised its position in AON by 4.9% during the third quarter. Valley Wealth Managers Inc. now owns 777 shares of the financial services provider’s stock valued at $252,000 after purchasing an additional 36 shares in the last quarter. Lincoln National Corp lifted its stake in AON by 0.7% during the third quarter. Lincoln National Corp now owns 5,446 shares of the financial services provider’s stock worth $1,766,000 after purchasing an additional 37 shares during the last quarter. Finally, Atria Wealth Solutions Inc. increased its position in shares of AON by 2.2% during the 3rd quarter. Atria Wealth Solutions Inc. now owns 1,727 shares of the financial services provider’s stock valued at $560,000 after purchasing an additional 37 shares during the last quarter. Institutional investors own 86.14% of the company’s stock.

Insider Activity at AON

In related news, Director Lester B. Knight bought 50,000 shares of the business’s stock in a transaction on Wednesday, February 7th. The stock was acquired at an average price of $301.97 per share, for a total transaction of $15,098,500.00. Following the purchase, the director now directly owns 134,000 shares in the company, valued at $40,463,980. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. In other news, Director Lester B. Knight bought 50,000 shares of the stock in a transaction on Wednesday, February 7th. The shares were acquired at an average cost of $301.97 per share, for a total transaction of $15,098,500.00. Following the purchase, the director now directly owns 134,000 shares of the company’s stock, valued at approximately $40,463,980. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Michael Neller sold 750 shares of the business’s stock in a transaction on Thursday, February 15th. The shares were sold at an average price of $312.00, for a total transaction of $234,000.00. Following the transaction, the insider now owns 3,869 shares of the company’s stock, valued at $1,207,128. The disclosure for this sale can be found here. In the last three months, insiders have sold 74,532 shares of company stock worth $23,335,805. 1.15% of the stock is owned by company insiders.

AON Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, May 15th. Stockholders of record on Wednesday, May 1st will be issued a $0.675 dividend. This is a positive change from AON’s previous quarterly dividend of $0.62. This represents a $2.70 dividend on an annualized basis and a dividend yield of 0.95%. The ex-dividend date of this dividend is Tuesday, April 30th. AON’s dividend payout ratio (DPR) is presently 19.28%.

AON Company Profile

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.