Inside the research

Aon plc

AON Research profile · latest available data

Price overview

$277.99

▲ +1.90 (+0.7%)

52w hi$380.39
52w lo$276.09
Vol1.63M
As of25 Sep 2026

The Verdict

Hold

Our score -0.35

Short-0.45
Medium-0.37
Long-0.13

computed 2026-09-27

Key fundamentals

Aon plc

Financial Services · Insurance Brokers

Market cap$58.97B
Enterprise value$73.86B
Trailing P/E15.32x
Forward P/E13.70x
EV / EBITDA12.52x
P / S (ttm)3.35x
Profit margin22.3%
Return on equity44.7%
Revenue growth+2.2%
Earnings growth-3.0%
Debt / equity163.48

Layer Breakdown

LayerRawContribution
Fundamental+0.21
Sector+0.02
Technical-0.36
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

Aon plc operates as a professional services firm in the United States, rest of the Americas, the United Kingdom, Ireland, rest of Europe, the Middle East, Africa, and the Asia Pacific. It operates through Risk Capital and Human Capital segments. The company offers commercial risk solutions comprising retail and insurance brokerage, specialty solutions, global risk consulting, captives management, and affinity programs; health solutions, such as consulting and brokerage, consumer benefits, and talent advisory services; and wealth solutions, including retirement consulting and investments. It also provides treaty and facultative reinsurance; strategy and technology group solutions; insurance-linked securities, capital raising, strategic advice, restructuring, and merger and acquisition services; and risk management products and solutions, capital market solutions, and corporate finance advisory services. In addition, the company offers strategic design advice and actuarial services; pension risk transfer and integrated pension administration; and investment advisory services on developing and maintaining investment programs across various plan types, including defined benefit plans, defined contribution plans, master trusts, and pooled employer plans for corporations, public pensions, endowments, and foundations. Aon plc was incorporated in 1979 and is headquartered in Dublin, Ireland.

Ireland · www.aon.com

Risk Metrics

Beta vs SPX0.21
Corr SPX0.14
Annual vol24.9%
Annual ret-8.0%
Sharpe-0.32
Max DD-32.5%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$387.32
High / Low$436.00 / $298.00
Median$390.00
Analysts19
Strong Buy4
Buy10
Hold6
Sell0
Strong Sell2

Recent rating actions

2026-05-05Mizuho→ Outperform
2026-05-04Piper Sandler→ Overweight
2026-04-13Mizuho→ Outperform
2026-04-09Wells Fargo→ Overweight
2026-04-09JP Morgan→ Overweight
2026-04-08Barclays→ Equal-Weight

Officers & Board

FounderPatrick George Ryan current

Material Events

DateEvent8-K
2026-07-29Earnings Release, Exhibitsread
2026-07-01Officer / Director Change, Shareholder Vote…read
2026-05-01Earnings Release, Exhibitsread
2026-01-30Earnings Release, Exhibitsread
2026-01-07Officer / Director Change, Exhibitsread
2026-01-02Officer / Director Change, Exhibitsread
2025-10-31Earnings Release, Exhibitsread
2025-10-30Reg FD Disclosureread
2025-09-03Reg FD Disclosure, Exhibitsread
2025-08-04Officer / Director Changeread
2025-07-29Officer / Director Changeread
2025-07-25Earnings Release, Exhibitsread

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders8
Top-5 share98.6%
HHI5,353 (concentrated)

Top Holders

HolderValueShares
State Street Corp$3.12B9.42M
AQR Capital Management$623.01M1.91M
Capital Research / Capital World$272.74M822.27K
Fidelity / FMR LLC$182.88M551.37K
Millennium Management$114.10M344.00K
Citadel Advisors$56.94M171.67K
Bridgewater Associates$5.20M15.66K
T. Rowe Price Group$1.04M3.14M

As of 2026-06-30

Dividends

Yield (TTM)0.29%
$ / share (TTM)$0.82
5y CAGR+4.0%

Annual dividend per share

2021$1.99
2022$2.19
2023$2.41
2024$2.64
2025$2.17
2026$0.82

SEC Filings

DateFormDoc
2026-07-304view
2026-07-298-Kview
2026-07-2910-Qview
2026-07-214view
2026-07-094view
2026-07-064view
2026-07-018-Kview
2026-06-294view
2026-06-294view
2026-06-294view
2026-06-294view
2026-06-294view
2026-06-294view
2026-06-294view
2026-06-294view

The Long Run

FY 2009–2025 · 17 years

LineLatestCAGRTrend
Revenue$17.18B+5.2%
Operating income$3.83B+8.7%
Net income$2.56B+9.8%
Cash from ops$3.44B+8.3%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$277.00$280.98$276.52$277.991.63M
Sep 24$281.60$283.03$275.38$276.092.71M
Sep 23$284.67$286.80$281.18$281.601.79M
Sep 22$291.06$293.55$282.70$286.102.54M
Sep 21$297.01$297.87$290.70$290.821.94M

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