Roth Capital Weighs in on AON's Q1 Earnings (NYSE:AON)

Aon plc (NYSE:AON - Free Report) - Roth Capital reduced their Q1 2025 earnings per share estimates for AON in a note issued to investors on Monday, February 3rd. Roth Capital analyst H. Fong now expects that the financial services provider will earn $6.24 per share for the quarter, down from their previous estimate 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.

Several other brokerages have also recently issued reports on AON. Bank of America boosted their price target on AON from $345.00 to $375.00 and gave the company an "underperform" rating in a research note on Thursday, October 10th. Piper Sandler increased their target price on AON from $372.00 to $384.00 and gave the stock a "neutral" rating in a report on Monday. Wells Fargo & Company boosted their price target on AON from $410.00 to $445.00 and gave the company an "overweight" rating in a research note on Monday. JPMorgan Chase & Co. increased their price objective on shares of AON from $379.00 to $394.00 and gave the stock an "overweight" rating in a research note on Friday, January 3rd. Finally, BMO Capital Markets upped their price target on shares of AON from $325.00 to $380.00 and gave the stock a "market perform" rating in a report on Monday, November 4th. One investment analyst has rated the stock with a sell rating, seven have given a hold rating and five have given a buy rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Hold" and a consensus target price of $386.21.

AON Stock Performance

NYSE AON traded up $2.12 during trading on Wednesday, reaching $384.51. The company's stock had a trading volume of 507,750 shares, compared to its average volume of 1,083,252. The firm has a 50 day moving average price of $365.59 and a 200 day moving average price of $355.80. AON has a 12 month low of $268.06 and a 12 month high of $395.33. The firm has a market capitalization of $83.16 billion, a price-to-earnings ratio of 30.37, a price-to-earnings-growth ratio of 2.02 and a beta of 0.93. The company has a current ratio of 1.40, a quick ratio of 2.05 and a debt-to-equity ratio of 2.58.

AON (NYSE:AON - Get Free Report) last posted its quarterly earnings data on Friday, January 31st. The financial services provider reported $4.42 earnings per share for the quarter, topping the consensus estimate of $4.25 by $0.17. AON had a return on equity of 70.84% and a net margin of 16.91%. During the same quarter in the previous year, the business posted $3.89 EPS.

AON Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 14th. Investors of record on Monday, February 3rd will be issued a dividend of $0.675 per share. This represents a $2.70 annualized dividend and a dividend yield of 0.70%. The ex-dividend date of this dividend is Monday, February 3rd. AON's dividend payout ratio (DPR) is 21.33%.

Insiders Place Their Bets

In related news, COO Mindy F. Simon sold 650 shares of the firm's stock in a transaction on Wednesday, November 27th. The stock was sold at an average price of $394.34, for a total transaction of $256,321.00. Following the completion of the transaction, the chief operating officer now directly owns 1,816 shares of the company's stock, valued at $716,121.44. This trade represents a 26.36 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Lisa Stevens sold 1,275 shares of the company's stock in a transaction dated Tuesday, November 26th. The shares were sold at an average price of $387.68, for a total value of $494,292.00. Following the completion of the sale, the insider now owns 8,077 shares in the company, valued at $3,131,291.36. This trade represents a 13.63 % decrease in their position. The disclosure for this sale can be found here. Insiders own 1.30% of the company's stock.

Institutional Trading of AON

Several institutional investors have recently added to or reduced their stakes in AON. Diamond Hill Capital Management Inc. bought a new stake in shares of AON in the 3rd quarter valued at $336,375,000. Veritas Asset Management LLP boosted its position in AON by 41.6% during the third quarter. Veritas Asset Management LLP now owns 3,010,557 shares of the financial services provider's stock valued at $1,041,623,000 after acquiring an additional 883,761 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in AON by 334.9% during the 3rd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,050,537 shares of the financial services provider's stock worth $363,475,000 after acquiring an additional 808,990 shares during the period. Proficio Capital Partners LLC lifted its stake in shares of AON by 43,000.8% in the 4th quarter. Proficio Capital Partners LLC now owns 390,924 shares of the financial services provider's stock valued at $140,404,000 after purchasing an additional 390,017 shares during the period. Finally, Bank of New York Mellon Corp grew its stake in AON by 15.5% during the fourth quarter. Bank of New York Mellon Corp now owns 2,564,824 shares of the financial services provider's stock worth $921,182,000 after purchasing an additional 343,592 shares during the period. 86.14% of the stock is currently owned by institutional investors.

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.