Aon Earnings Preview: What to Expect

Aon plc_ bilboard- by monticello via Shutterstock

Dublin, Ireland-based Aon plc (AON) operates as a professional services firm with clients in over 120 countries across the globe. With a market cap of $81.3 billion, Aon’s offerings include risk management services, insurance and reinsurance brokerage, human resource consulting and outsourcing services.

Aon is expected to announce its first-quarter results on Friday, Apr. 25. Ahead of the event, analysts expect Aon to report a non-GAAP profit of $6.04 per share, up 6.7% from $5.66 per share reported in the year-ago quarter. While the company has missed Street’s bottom-line estimates twice over the past four quarters, it has surpassed the projections on two other occasions.

For the full fiscal 2025, Aon is expected to report a non-GAAP EPS of $17.13, up 9.8% from $15.60 in fiscal 2024. While in fiscal 2026, its earnings are expected to further surge 12.6% year-over-year to $19.28 per share.

www.barchart.com

AON stock has soared 21% over the past 52 weeks, notably outperforming the S&P 500 Index’s ($SPX) 3.2% uptick and the Financial Select Sector SPDR Fund’s (XLF) 15% gains during the same time frame.

www.barchart.com

Aon’s stock prices observed a marginal dip after the release of its mixed Q4 results on Jan. 31. While the company’s organic revenues increased 6% compared to the year-ago quarter, its overall topline experienced a significant boost from the acquisition of NFP in April last year. Aon’s total revenues for the quarter surged 22.9% year-over-year to $4.1 billion however, this figure fell short of Street’s expectations. On the brighter side, its non-GAAP EPS increased 13.6% year-over-year to $4.42, exceeding the consensus estimates by 4.3%.

The consensus opinion on AON stock is moderately optimistic, with a “Moderate Buy” rating overall. Out of the 22 analysts covering the stock, seven recommend “Strong Buy,” one advises “Moderate Buy,” 11 suggest “Hold,” one gives “Moderate Sell,” and two advocate a “Strong Sell” rating. Its mean price target of $406.89 represents an 8.1% upside potential from current price levels.


On the date of publication, Aditya Sarawgi did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.