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 |
| Vol | 1.63M |
| As of | 25 Sep 2026 |
The Verdict
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/E | 15.32x |
| Forward P/E | 13.70x |
| EV / EBITDA | 12.52x |
| P / S (ttm) | 3.35x |
| Profit margin | 22.3% |
| Return on equity | 44.7% |
| Revenue growth | +2.2% |
| Earnings growth | -3.0% |
| Debt / equity | 163.48 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| 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.
Risk Metrics
| Beta vs SPX | 0.21 |
|---|---|
| Corr SPX | 0.14 |
| Annual vol | 24.9% |
| 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 |
| Analysts | 19 |
| Strong Buy | 4 | |
|---|---|---|
| Buy | 10 | |
| Hold | 6 | |
| Sell | 0 | |
| Strong Sell | 2 |
Recent rating actions
| 2026-05-05 | Mizuho | → Outperform |
| 2026-05-04 | Piper Sandler | → Overweight |
| 2026-04-13 | Mizuho | → Outperform |
| 2026-04-09 | Wells Fargo | → Overweight |
| 2026-04-09 | JP Morgan | → Overweight |
| 2026-04-08 | Barclays | → Equal-Weight |
Officers & Board
| Founder | Patrick George Ryan current |
|---|
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-29 | Earnings Release, Exhibits | read |
| 2026-07-01 | Officer / Director Change, Shareholder Vote… | read |
| 2026-05-01 | Earnings Release, Exhibits | read |
| 2026-01-30 | Earnings Release, Exhibits | read |
| 2026-01-07 | Officer / Director Change, Exhibits | read |
| 2026-01-02 | Officer / Director Change, Exhibits | read |
| 2025-10-31 | Earnings Release, Exhibits | read |
| 2025-10-30 | Reg FD Disclosure | read |
| 2025-09-03 | Reg FD Disclosure, Exhibits | read |
| 2025-08-04 | Officer / Director Change | read |
| 2025-07-29 | Officer / Director Change | read |
| 2025-07-25 | Earnings Release, Exhibits | read |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 8 |
| Top-5 share | 98.6% |
| HHI | 5,353 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $3.12B | 9.42M |
| AQR Capital Management | $623.01M | 1.91M |
| Capital Research / Capital World | $272.74M | 822.27K |
| Fidelity / FMR LLC | $182.88M | 551.37K |
| Millennium Management | $114.10M | 344.00K |
| Citadel Advisors | $56.94M | 171.67K |
| Bridgewater Associates | $5.20M | 15.66K |
| T. Rowe Price Group | $1.04M | 3.14M |
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
The Long Run
FY 2009–2025 · 17 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| 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
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $277.00 | $280.98 | $276.52 | $277.99 | 1.63M |
| Sep 24 | $281.60 | $283.03 | $275.38 | $276.09 | 2.71M |
| Sep 23 | $284.67 | $286.80 | $281.18 | $281.60 | 1.79M |
| Sep 22 | $291.06 | $293.55 | $282.70 | $286.10 | 2.54M |
| Sep 21 | $297.01 | $297.87 | $290.70 | $290.82 | 1.94M |
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