April 14, 2025

Ron Finklestien

Aon Earnings Forecast: Key Insights and Anticipations

Aon plc Set to Report Q1 Results Amid Positive Market Trends

Dublin, Ireland-based Aon plc (AON) is a leading professional services firm operating in over 120 countries. With a market capitalization of $81.3 billion, Aon provides a range of services including risk management, insurance and reinsurance brokerage, as well as human resources consulting and outsourcing solutions.

Upcoming Q1 Earnings Announcement

Aon is scheduled to announce its first-quarter financial results on Friday, April 25. Analysts predict the company will report a non-GAAP profit of $6.04 per share, reflecting a 6.7% increase from the $5.66 per share reported in the same quarter last year. Notably, Aon has faced challenges over the past year, missing bottom-line estimates in two of its last four quarters, while managing to exceed projections in two other instances.

Projections for Fiscal Years 2025 and 2026

Looking ahead, Aon is expected to report a non-GAAP EPS of $17.13 for fiscal 2025, representing a robust 9.8% growth compared to $15.60 in fiscal 2024. For fiscal 2026, earnings are forecasted to jump 12.6% year-over-year to $19.28 per share.

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Stock Performance and Market Comparison

Aon’s stock has increased by 21% over the past 52 weeks. This performance significantly exceeds the S&P 500 Index’s ($SPX) 3.2% increase and the Financial Select Sector SPDR Fund’s (XLF) 15% growth during the same period.

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Q4 Results and Analyst Ratings

After releasing its mixed Q4 results on January 31, Aon’s stock saw a slight decline. The company reported organic revenue growth of 6% year-over-year, boosted by the acquisition of NFP in April of the previous year. Aon’s total revenues for the quarter surged by 22.9% year-over-year to $4.1 billion, but this figure was below analyst expectations. On a positive note, the non-GAAP EPS rose by 13.6% year-over-year to $4.42, surpassing consensus estimates by 4.3%.

Overall, analysts maintain a moderately optimistic outlook for AON stock, rating it as a “Moderate Buy.” Among the 22 analysts covering the stock, seven recommend a “Strong Buy,” one advises “Moderate Buy,” 11 suggest “Hold,” one rates it “Moderate Sell,” and two advocate a “Strong Sell.” The mean price target stands at $406.89, suggesting 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.

The views and opinions expressed herein are those of the author and do not necessarily reflect those of Nasdaq, Inc.


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