DailyIQ
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Sector:Financial ServicesAll sectors
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AON·Aon plc

$.
-. (-.%)
After Hours
High
$365.78
Open
$364.29
Market Cap
77.52B
52W High
$381.00
Low
$358.40
P. Close
$358.78
P/E
19.67
52W Low
$304.59
Fwd P/E
16.89
DailyIQ Est.
$398.00
Technical Score (1D)
95
BUY
News Sentiment
70
BULLISH
JP Morgan’s analyst Pablo Singzon upgraded AON to an Overweight rating and raised the price target to $412, a move that signals renewed confidence in the company’s earnings trajectory and its position within the insurance‑brokerage sector. The upgrade reflects the bank’s assessment that AON’s strategic initiatives—such as expanding its advisory services and leveraging technology to streamline underwriting—will drive higher profitability in the coming quarters. As a result, traders can expect a short‑term bullish bias for AON, with the market likely to price in the anticipated earnings growth and the firm’s competitive moat. The rating change also underscores JP Morgan’s view that AON’s exposure to the broader insurance market remains resilient amid regulatory shifts and evolving risk‑management demands. In the next 1–10 trading days, the stock may react to any early‑quarter earnings guidance that confirms or diverges from the upgraded outlook. Watch for the company’s upcoming earnings release, where management will detail the progress of its digital transformation and client‑retention metrics. Additionally, keep an eye on regulatory developments that could affect the insurance brokerage landscape, such as changes to capital requirements or data‑privacy rules. Any significant regulatory announcement could either reinforce or dampen the optimism implied by the new price target. Finally, monitor market sentiment around the broader insurance sector, as shifts there could influence AON’s relative valuation and trading dynamics.
Earnings Summary
Aon plc is a global professional services firm specializing in risk management and human capital solutions, operating primarily within the insurance brokerage sector and offering commercial risk, health, and capital market services to diverse industries. In the most recent quarter, Aon reported Q4 2024 earnings of $4.42 per share, surpassing the $4.25212 estimate, and revenue of $4.147B, while Q1 2025 saw a $5.67 EPS that fell short of the $6.0385 forecast and a $4.729B revenue figure; the following quarter, Q2 2025, delivered a $3.49 EPS that beat the $3.40572 estimate and $4.155B revenue, but Q3 2025 produced a $3.05 EPS that again exceeded the $2.91459 estimate and $3.997B revenue, and Q4 2025 yielded a $4.85 EPS that missed the $6.42411 target and $4.300B revenue, indicating a pattern of revenue deceleration from Q1 to Q3 followed by a modest rebound in Q4, with EPS oscillating between beats and misses. Over the past year, Aon has shown a mixed trajectory, with revenue declining in the first half of 2025 before a partial recovery in the fourth quarter, and EPS consistently beating estimates in three of the five quarters reported, though the company has experienced two misses that suggest volatility in profitability; the company’s YoY growth has not been uniform, reflecting the cyclical nature of the insurance brokerage market. Recent analyst commentary, including JPMorgan’s upgrade to Overweight and a $412 price target, UBS’s $383 target, and Keefe Bruyette and Woods’ slight downgrade, underscores a divided view on Aon’s valuation and highlights the impact of leadership hires in casualty‑catastrophe modelling and PEO/staffing practice that could drive future revenue; these developments are likely to influence short‑term trading sentiment. Investors should watch for the Q2 2026 earnings guidance on revenue and margin trends, updates on the new specialty‑risk initiatives, and any regulatory changes that could affect the insurance brokerage landscape, as these factors will be key to assessing Aon's earnings trajectory in the coming quarter.

EPS

EstBeatMiss
$2.39$3.53$4.67$5.81$6.95Q4'24Q1'25Q2'25Q3'25Q4'25Q2'26
QtrEstActual+/−
Q2'26$3.80 - -
Q4'25$6.42$4.85-24.5%
Q3'25$2.91$3.05+4.6%
Q2'25$3.41$3.49+2.5%
Q1'25$6.04$5.67-6.1%
Q4'24$4.25$4.42+3.9%

Revenue

EstBeatMiss
$3.8B$4.2B$4.5B$4.8B$5.2BQ4'24Q1'25Q2'25Q3'25Q4'25Q2'26
QtrEstActual+/−
Q2'26$4.3B - -
Q4'25$5.0B$4.3B-14.4%
Q3'25 - $4.0B -
Q2'25 - $4.2B -
Q1'25 - $4.7B -
Q4'24 - $4.1B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

AON Stock Snapshot

AON is currently trading at $358.89, giving Aon plc a market cap of 77.52B and a P/E ratio of 19.7. Today's range spans $358.40–$365.78, with shares opening at $364.29 and moving up $0.11 (0.0%) from the prior close. DailyIQ's technical score sits at 95/100 (BUY) with a news sentiment reading of 70/100.

Over the past year AON has traded between $304.59 and $381.00 - the current price is +17.8% off the 52-week low and -5.8% from the high. 30 analysts cover the stock with a Buy consensus and a mean 12-month target of $389.58 (range $298.00–$445.00), implying upside of +8.6%.

Aon plc (AON) sits at $358.89 (in the upper portion of its 52-week range within $304.59–$381.00), scoring 95/100 (BUY) with bullish sentiment at 70/100. At 77.52B in Financial Services market cap (P/E: 19.7), this large-cap is right in the zone where buy-side analysts get excited and allocation committees approve new position additions. A bullish technical phase with sentiment confirmation is the green light most of them are looking for.

What makes AON's BUY setup (95/100) particularly actionable at 77.52B in Financial Services capitalization is the scale-to-move ratio: large enough to feature on institutional mandates but not so large that the percentage upside is already compressed by index inertia. At $358.89 (in the upper portion of its 52-week range in $304.59–$381.00), with sentiment running bullish at 70/100, the setup rewards conviction-sized positioning more than it does speculative small bets.