William Blair Has Negative Estimate for AON Q4 Earnings

Aon plc (NYSE:AON) – Stock analysts at William Blair reduced their Q4 2025 earnings per share estimates for shares of AON in a report issued on Friday, October 31st. William Blair analyst A. Klauber now anticipates that the financial services provider will post earnings per share of $4.76 for the quarter, down from their prior estimate of $4.81. The consensus estimate for AON’s current full-year earnings is $17.21 per share. William Blair also issued estimates for AON’s Q1 2026 earnings at $6.38 EPS, Q2 2026 earnings at $3.81 EPS and FY2026 earnings at $18.82 EPS.

AON has been the subject of several other reports. JPMorgan Chase & Co. lowered their price objective on shares of AON from $436.00 to $433.00 and set an “overweight” rating for the company in a research note on Thursday, October 9th. Jefferies Financial Group raised AON from a “hold” rating to a “buy” rating and upped their price target for the stock from $400.00 to $426.00 in a report on Wednesday, July 30th. Wolfe Research started coverage on AON in a report on Monday, September 15th. They issued a “peer perform” rating for the company. Citigroup upgraded AON from a “neutral” rating to a “buy” rating and set a $402.00 price objective for the company in a research note on Monday. Finally, Evercore ISI upped their price target on AON from $427.00 to $435.00 and gave the company an “outperform” rating in a research report on Monday. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $423.21.

AON Trading Down 0.3%

Shares of NYSE:AON opened at $339.63 on Monday. AON has a 12-month low of $323.73 and a 12-month high of $412.97. The business’s fifty day simple moving average is $356.07 and its 200-day simple moving average is $358.28. The company has a market capitalization of $73.23 billion, a PE ratio of 28.44, a P/E/G ratio of 1.92 and a beta of 0.89. The company has a current ratio of 1.52, a quick ratio of 1.52 and a debt-to-equity ratio of 1.93.

AON (NYSE:AON) last released its quarterly earnings data on Friday, October 31st. The financial services provider reported $3.05 EPS for the quarter, topping the consensus estimate of $2.91 by $0.14. AON had a return on equity of 50.91% and a net margin of 15.54%.The company had revenue of $4 billion for the quarter, compared to the consensus estimate of $3.97 billion. During the same period last year, the business posted $2.72 EPS. AON’s quarterly revenue was up 7.4% on a year-over-year basis.

AON Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, November 14th. Investors of record on Monday, November 3rd will be issued a $0.745 dividend. This represents a $2.98 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Monday, November 3rd. AON’s dividend payout ratio is 23.88%.

Institutional Trading of AON

A number of hedge funds and other institutional investors have recently bought and sold shares of AON. Polen Capital Management LLC raised its stake in AON by 318.1% in the first quarter. Polen Capital Management LLC now owns 3,007,719 shares of the financial services provider’s stock valued at $1,200,350,000 after buying an additional 2,288,397 shares in the last quarter. Norges Bank acquired a new stake in shares of AON during the second quarter worth about $754,671,000. Nuveen LLC acquired a new stake in shares of AON during the first quarter worth about $505,108,000. Wellington Management Group LLP acquired a new stake in shares of AON during the first quarter worth about $490,634,000. Finally, Vanguard Group Inc. increased its position in shares of AON by 2.6% during the second quarter. Vanguard Group Inc. now owns 20,289,743 shares of the financial services provider’s stock worth $7,238,569,000 after purchasing an additional 511,292 shares in the last quarter. 86.14% of the stock is currently 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.