Here's What to Expect From Aon's Next Earnings Report

Aon plc (AON), headquartered in Dublin, Ireland, is a professional services firm that provides a range of risk and human capital solutions. With a market cap of $69.2 billion, the company's services include helping manage risk for clients, negotiating and placing insurance risk with other carriers, and advising clients related to health and benefits, retirement, compensation, strategic human capital, and human resource outsourcing. The leading professional services firm is expected to announce its fiscal first-quarter earnings for 2026 in the near term. 

Ahead of the event, analysts expect AON to report a profit of $6.34 per share on a diluted basis, up 11.8% from $5.67 per share in the year-ago quarter. The company beat the consensus estimates in three of the last four quarters while missing the forecast on another occasion. 

For the full year, analysts expect AON to report EPS of $19.05, up 11.6% from $17.07 in fiscal 2025. Its EPS is expected to rise 12.4% year over year to $21.41 in fiscal 2027. 

AON stock has significantly underperformed the S&P 500 Index’s ($SPX) 16.7% gains over the past 52 weeks, with shares down 19.4% during this period. Similarly, it considerably underperformed the State Street Financial Select Sector SPDR ETF’s (XLF) marginal dip over the same time frame.

On Jan. 30, AON shares closed up by 2% after reporting its Q4 results. Its adjusted EPS of $4.85 exceeded Wall Street expectations of $4.76. The company’s revenue was $4.3 billion, falling short of Wall Street forecasts of $4.4 billion.

Analysts’ consensus opinion on AON stock is moderately bullish, with a “Moderate Buy” rating overall. Out of 24 analysts covering the stock, 13 advise a “Strong Buy” rating, one suggests a “Moderate Buy,” eight give a “Hold,” one advocates a “Moderate Sell,” and one recommends a “Strong Sell.” AON’s average analyst price target is $398.79, indicating a potential upside of 24.1% from the current levels.