Dowling & Partners Sets Above-Consensus FY2027 EPS Forecast for AON
Dowling & Partners issued a fiscal 2027 earnings per share estimate of $20.00 for AON, above the $18.76 consensus, and projected fiscal 2028 EPS of $23.00. Analyst sentiment is mostly positive, with 12 Buy ratings, six Holds and two Sells, and a consensus target price of $375.53. AON shares opened at $272.94, near a 12-month low, after the company slightly beat quarterly EPS expectations.
Dowling & Partners analyst J. Christiana set FY2027 EPS at $20.00 for AON, compared with consensus $18.76, and also issued FY2028 estimate $23.00. The note was dated Wednesday, October 7. Other recent calls included Barclays lowering target to $317 with equal weight, Citigroup starting at buy with $435 target, Jefferies trimming target to $383 with buy, and Mizuho cutting target to $324 with outperform. Ratings tally: 12 Buy, six Hold, two Sell; consensus target $375.53.
AON opened at $272.94, near 12-month low $266.33, below 50-day $318.62 and 200-day $327.55. Market cap $57.90B, P/E 15.05, beta 0.70. Latest quarter EPS $3.81 vs $3.80 estimate; revenue $4.25B vs $4.28B expected, up 2.2% year over year. Prior-year quarter EPS $3.49.
AON’s earnings outlook and depressed share price may influence investors, including pension funds and institutions holding the stock, as well as employees paid partly in equity. Clients seeking risk and insurance advice could see continuity if results hold, though weaker sentiment might affect hiring or investment. Broader market watchers may treat the mixed signals as a reminder of how analyst estimates and quarterly results can shape confidence.