Zacks Research Has Pessimistic Outlook of AON Q1 Earnings

Aon plc (NYSE:AON) – Research analysts at Zacks Research dropped their Q1 2026 EPS estimates for AON in a research note issued to investors on Wednesday, February 11th. Zacks Research analyst Team now anticipates that the financial services provider will post earnings of $6.35 per share for the quarter, down from their prior forecast of $6.41. The consensus estimate for AON’s current full-year earnings is $17.21 per share. Zacks Research also issued estimates for AON’s Q2 2026 earnings at $3.85 EPS, Q3 2026 earnings at $3.45 EPS, Q4 2026 earnings at $5.41 EPS, FY2026 earnings at $19.06 EPS, Q1 2027 earnings at $7.09 EPS, Q2 2027 earnings at $4.32 EPS, Q3 2027 earnings at $3.87 EPS, Q4 2027 earnings at $6.07 EPS, FY2027 earnings at $21.35 EPS and FY2028 earnings at $23.48 EPS.

AON (NYSE:AON) last released its earnings results on Friday, January 30th. The financial services provider reported $4.85 EPS for the quarter, beating the consensus estimate of $4.75 by $0.10. The firm had revenue of $4.30 billion for the quarter, compared to analysts’ expectations of $4.38 billion. AON had a net margin of 21.51% and a return on equity of 45.23%. AON’s quarterly revenue was up 3.7% on a year-over-year basis. During the same quarter last year, the company earned $4.42 EPS.

A number of other equities analysts have also issued reports on the company. Citigroup increased their price target on AON from $402.00 to $412.00 and gave the company a “buy” rating in a research note on Tuesday, February 3rd. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of AON in a research note on Monday, December 29th. Keefe, Bruyette & Woods upped their price target on shares of AON from $410.00 to $416.00 and gave the company an “outperform” rating in a report on Tuesday, January 6th. Barclays lifted their price objective on shares of AON from $379.00 to $381.00 and gave the stock an “equal weight” rating in a research note on Thursday, January 8th. Finally, Jefferies Financial Group reissued a “buy” rating and set a $408.00 target price on shares of AON in a research note on Monday, February 2nd. Twelve investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $409.75.

AON Trading Up 2.1%

AON stock opened at $321.15 on Thursday. AON has a 12-month low of $304.59 and a 12-month high of $412.97. The stock has a market capitalization of $69.03 billion, a PE ratio of 18.87, a price-to-earnings-growth ratio of 1.61 and a beta of 0.83. The firm has a 50 day simple moving average of $344.20 and a 200-day simple moving average of $351.81. The company has a debt-to-equity ratio of 1.55, a current ratio of 2.03 and a quick ratio of 1.35.

Institutional Trading of AON

Several hedge funds and other institutional investors have recently modified their holdings of AON. Westside Investment Management Inc. lifted its stake in AON by 100.0% in the 3rd quarter. Westside Investment Management Inc. now owns 70 shares of the financial services provider’s stock worth $25,000 after acquiring an additional 35 shares in the last quarter. Wealth Watch Advisors INC purchased a new stake in shares of AON in the third quarter worth approximately $25,000. Heartwood Wealth Advisors LLC acquired a new stake in shares of AON during the third quarter worth approximately $29,000. Eagle Bay Advisors LLC purchased a new position in AON during the fourth quarter valued at approximately $30,000. Finally, Atlantic Union Bankshares Corp acquired a new position in AON in the 2nd quarter valued at approximately $31,000. Institutional investors and hedge funds own 86.14% of the company’s stock.

Insider Buying and Selling

In other news, Director Lester B. Knight acquired 4,000 shares of the firm’s stock in a transaction that occurred on Tuesday, February 10th. The stock was purchased at an average price of $319.24 per share, with a total value of $1,276,960.00. Following the purchase, the director owned 143,000 shares of the company’s stock, valued at approximately $45,651,320. This trade represents a 2.88% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at the SEC website. Corporate insiders own 1.10% of the company’s stock.

AON Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Monday, February 2nd were issued a dividend of $0.745 per share. The ex-dividend date was Monday, February 2nd. This represents a $2.98 dividend on an annualized basis and a dividend yield of 0.9%. AON’s payout ratio is currently 17.51%.

More AON News

Here are the key news stories impacting AON this week:

• Positive Sentiment: Director insider buy — Aon director Lester B. Knight bought 4,000 shares at about $319.24, raising his stake and signaling management confidence in the stock. Insider Purchase Filing
• Positive Sentiment: Senior appointment — Aon appointed Joe Peiser as CEO of Risk Capital to lead its Commercial Risk and Reinsurance Solutions effort, strengthening leadership in a high‑margin, capital solutions business. Aon Appoints Joe Peiser
• Positive Sentiment: New product/transaction — Aon and KNIAZHA VIG launched a $25M war‑risk insurance facility backed by the U.S. DFC, which can generate fee income and differentiate Aon in geopolitical/war‑risk placements. War‑Risk Facility
• Neutral Sentiment: Dividend timing — Company announced a quarterly dividend paid mid‑February; supports yield‑oriented holders but is not a catalyst for large price moves. AON Dividend & Profile
• Neutral Sentiment: Analyst/coverage summaries — Multiple outlets are circulating analyst views and price targets, keeping the stock in focus but providing mixed signals rather than a single directional push. Analyst Coverage Summary
• Neutral Sentiment: Market research & regional hires — Aon surveys (e.g., on cyber/supply‑chain risk in Japan) and local hires (Leeds) reinforce advisory positioning and execution depth but are unlikely to move near‑term earnings materially. Aon Survey
• Negative Sentiment: Mixed analyst estimate revisions — Zacks issued several small trims to Q1‑2026, parts of FY‑2026/FY‑2027 and some quarter estimates while boosting a few others, signaling modest downward pressure on near‑to‑medium‑term EPS expectations. Zacks Estimate Changes

AON Company Profile

Aon plc is a global professional services firm that provides a broad suite of risk, retirement and health solutions to corporations, institutions and individuals. The company operates primarily as an insurance broker and risk adviser, helping clients identify, quantify and transfer risk across property, casualty, cyber and other areas. Aon also offers reinsurance brokerage and capital market solutions that connect insurers, reinsurers and corporate buyers.

In addition to traditional brokerage activities, Aon delivers consulting and outsourcing services in areas such as human capital, benefits, and retirement plan design and administration.