Roth Capital Issues Pessimistic Forecast for AON Earnings

Aon plc (NYSE:AON) – Analysts at Roth Capital cut their Q2 2026 earnings estimates for shares of AON in a note issued to investors on Tuesday, November 4th. Roth Capital analyst H. Fong now forecasts that the financial services provider will post earnings of $3.85 per share for the quarter, down from their previous forecast of $3.98. Roth Capital has a “Buy” rating and a $390.00 price target on the stock. The consensus estimate for AON’s current full-year earnings is $17.21 per share. Roth Capital also issued estimates for AON’s Q3 2026 earnings at $3.38 EPS and Q4 2026 earnings at $5.43 EPS.

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

AON has been the subject of a number of other research reports. Citigroup raised shares of AON from a “neutral” rating to a “buy” rating and set a $402.00 target price for the company in a report on Monday. Keefe, Bruyette & Woods lowered their target price on shares of AON from $428.00 to $410.00 and set an “outperform” rating for the company in a report on Tuesday. TD Cowen lowered their target price on shares of AON from $419.00 to $416.00 and set a “buy” rating for the company in a report on Monday. Cantor Fitzgerald raised shares of AON to a “strong-buy” rating in a report on Wednesday, August 13th. Finally, Morgan Stanley raised shares of AON from an “equal weight” rating to an “overweight” rating and lifted their target price for the stock from $385.00 to $430.00 in a report on Thursday, September 11th. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, AON has a consensus rating of “Moderate Buy” and a consensus target price of $421.07.

AON Stock Performance

AON stock opened at $342.03 on Thursday. The company has a 50 day moving average price of $355.04 and a 200 day moving average price of $358.01. The company has a debt-to-equity ratio of 1.93, a current ratio of 1.52 and a quick ratio of 1.52. AON has a fifty-two week low of $323.73 and a fifty-two week high of $412.97. The stock has a market capitalization of $73.51 billion, a PE ratio of 28.65, a price-to-earnings-growth ratio of 1.92 and a beta of 0.86.

Hedge Funds Weigh In On AON

A number of institutional investors and hedge funds have recently added to or reduced their stakes in AON. Peak Financial Advisors LLC acquired a new stake in shares of AON during the 2nd quarter worth approximately $2,464,000. First National Bank & Trust Co. of Newtown acquired a new stake in shares of AON during the 1st quarter worth approximately $399,000. Nordea Investment Management AB boosted its position in shares of AON by 6.6% during the 2nd quarter. Nordea Investment Management AB now owns 17,062 shares of the financial services provider’s stock worth $6,051,000 after acquiring an additional 1,061 shares in the last quarter. Focus Partners Wealth boosted its position in shares of AON by 27.7% during the 1st quarter. Focus Partners Wealth now owns 125,834 shares of the financial services provider’s stock worth $50,219,000 after acquiring an additional 27,280 shares in the last quarter. Finally, Jump Financial LLC boosted its position in shares of AON by 314.2% during the 1st quarter. Jump Financial LLC now owns 8,809 shares of the financial services provider’s stock worth $3,516,000 after acquiring an additional 6,682 shares in the last quarter. 86.14% of the stock is owned by institutional investors and hedge funds.

AON Dividend Announcement

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

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.