Aon (AON) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $3.36
- Estimate
- $3.30
- Surprise
- +1.8%
- Revenue (period 2026-09-30)
- $4.10B
- Score at report (before → after)
- 5.4 → 5.6/10
Revenue source: xbrl.
How the report landed
Aon (AON) beat the $3.30 estimate with adjusted EPS of $3.36 — a modest 1.8% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.4/10) to Hold at 5.6/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates AON Hold at 5.6/10.
4 of the last 4 quarters beat the estimate; this quarter's +1.8% surprise compares with a +1.6% four-quarter average.
What supports the rating
- Sector modifier (Financial Services): +1.0
- Strong earnings beat streak (4/4)
What argues against it
- Analyst target reached - limited upside remaining
- Leverage penalty (D/E 1.6): -1.0
- Earnings estimates trending DOWN
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $315.72
- Price target
- $318.22
- Stop
- $301.14
- Upside to target
- +0.8%
- Reward-to-risk
- 0.1:1
At 17.3× trailing and 15.6× forward earnings, consensus estimates imply little change in earnings power.
Risk check: RSI 79 — a level conventionally read as overbought; gains at these levels often lean on momentum; trading volume is running 1.5× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-10-29 — shown for context, not personalized investment advice.
AON at TrendMatrix's latest read
For financials, the EPS print is only half the story: credit costs, reserve builds, and rate sensitivity decide how a quarter actually lands.
- Industry
- Insurance Brokers
- Market cap
- $66.97B
- P/E (fwd)
- 15.6
- P/E (ttm)
- 17.3
- 52-week range
- $266.33–$382.34
- Off 52-week high
- 17.4%
- RSI (14)
- 79
- Volume vs avg
- 1.54×
- Score today
- 5.6/10