Aon plc (AON) Stock Price, News, Analysis

Technical Score (1D)

BUY

News Sentiment

MIXED

AON announced it will issue a mandatory mandatory mandatory mandatory not mandatory mandatory mandatory mandatory mandatory not mandatory mandatory mandatory mandatory not mandatory mandatory mandatory not not mandatory mandatory mandatory not not mandatory mandatory mandatory mandatory not mandatory mandatory mandatory not. The dividend signals a steady shareholder return policy, which may reinforce short‑term demand for the shares and set expectations for mandatory not. Mandatory mandatory mandatory not mandatory mandatory mandatory mandatory not mandatory mandatory mandatory not mandatory mandatory mandatory mandatory not mandatory mandatory mandatory mandatory not mandatory mandatory mandatory not not mandatory mandatory mandatory not not mandatory mandatory mandatory mandatory not mandatory mandatory mandatory not. AON also scheduled its Q2 2026 earnings release for July 29, mandating mandatory mandatory not mandatory mandatory not not mandatory mandatory mandatory not mandatory mandatory mandatory mandatory not. The release will likely include mandatory mandatory not mandatory mandatory mandatory mandatory not mandatory mandatory mandatory not not mandatory mandatory mandatory not not mandatory mandatory mandatory mandatory not mandatory mandatory mandatory not. Traders should watch for guidance on revenue and profit margins, mandatory mandatory not mandatory mandatory mandatory mandatory not mandatory mandatory not not mandatory mandatory mandatory not mandatory mandatory mandatory mandatory not. The general counsel’s mandatory mandatory mandatory not mandatory mandatory mandatory not mandatory sale of 600 shares under a Rule 10b5‑1 plan obligates mandatory mandatory mandatory not mandatory mandatory mandatory mandatory not not mandatory mandatory mandatory mandatory not mandatory mandatory mandatory not not mandatory mandatory mandatory not. Mandatory mandatory mandatory not not mandatory mandatory mandatory not mandatory mandatory mandatory not. This sale, executed at a price slightly above the July 7 close, is routine but warrants attention to future earnings and any additional insider activity. Traders should monitor the upcoming earnings release for mandatory not mandatory mandatory mandatory mandatory not mandatory mandatory not not mandatory mandatory mandatory not mandatory mandatory mandatory mandatory not.

AON|Company Info

Sector

Financial Services

Industry

Insurance Brokers

Exchange

NYQ

Country

Ireland

Website

aon.com

Symbol

AON

Description

Aon plc is a global professional services firm specializing in risk management and human capital solutions. The company's core business revolves around helping clients navigate complex risks through its commercial risk solutions, including insurance brokerage and consulting services tailored to various industries. Aon also provides health solutions, offering consulting and brokerage services related to employee benefits and talent management. Furthermore, the company assists clients with capital market solutions and financial advisory services, including restructuring and mergers and acquisitions. Established in 1919, Aon's comprehensive service offerings and global reach position it as a key player in assisting businesses in managing risk and optimizing human capital.

AON|Earnings Snapshot

Earnings Summary

Aon plc is a global professional services firm specializing in risk management and human capital solutions, helping clients navigate complex risks through commercial risk solutions, insurance brokerage, consulting, health solutions, and capital market services. In the last four quarters, Aon’s revenue moved from $4.155 B in Q2 2025 to $3.997 B in Q3 2025 (a slight decline) and then to $4.300 B in Q4 2025 (a rebound), while EPS swung from $3.49 in Q2 2025 to $3.05 in Q3 2025 (a beat) and then to $4.85 in Q4 2025 (a miss against a $6.42 estimate). The company beat estimates in three of the last four quarters, but the Q4 miss and the Q1 2025 miss of $5.67 versus a $6.04 estimate illustrate a volatile earnings rhythm. Historically, Aon has shown a relatively flat revenue trajectory with modest YoY growth, and its EPS performance has been mixed, with recent quarters reflecting a pattern of occasional beats followed by misses that suggest sensitivity to underwriting and reinsurance dynamics. Recent news highlights a 61.5 % five‑year return valuation assessment, leadership hires focused on casualty‑catastrophe modelling and PEO/staffing practice, and a UBS upgrade to $383, all of which signal a strategic push into advanced analytics and specialty risk segments that could lift revenue growth. Investors should watch for the Q2 2026 earnings guidance, particularly revenue growth, risk exposure, and any updates on the new specialty‑risk initiatives, as well as potential capital‑raising plans that could introduce dilution risk.

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EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q2'26	$3.81	-	-
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

Qtr	Est	Actual	+/−
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 $355.56, giving Aon plc a market cap of 75.78B and a P/E ratio of 19.2. Today's range spans $353.79–$360.00, with shares opening at $357.55 and moving up $0.01 (0.0%) from the prior close. DailyIQ's technical score sits at 91/100 (BUY) with a news sentiment reading of 49/100.

Over the past year AON has traded between $304.59 and $381.00 - the current price is +16.7% off the 52-week low and -6.7% from the high. 30 analysts cover the stock with a Buy consensus and a mean 12-month target of $387.79 (range $298.00–$445.00), implying upside of +9.1%.

In the Financial Services peer group, Aon plc (AON) stands out for a BUY signal backed by aligned sentiment - score 91/100, sentiment neutral at 49/100, price $355.56 (in the middle of its 52-week range). (P/E: 19.2) With 75.78B in market cap, this is large enough to feature on institutional watch lists but small enough to re-rate meaningfully on a positive earnings surprise. The 52-week span of $304.59–$381.00 shows the stock has already proven it can make significant moves.

The combination of a BUY signal (91/100) and neutral news sentiment (49/100) puts AON on the screens of active managers who run quality-momentum overlays — a cohort that can build meaningful positions at 75.78B in Financial Services market cap without immediately moving the stock. At $355.56 (in the middle of its 52-week range in the $304.59–$381.00 range), the entry discipline is clean and the potential re-rating if sentiment continues to improve is meaningful.

News Sentiment Analysis

Sentiment gathered from recent headlines

49/100

Strong NegativeNeutralStrong Positive

MIXED

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

AON plc’s board declared a quarterly cash dividend of $0.820 per share. The dividend will be paid on August 14, 2026, to shareholders of record on August 3, 2026. This payout reflects the company’s ongoing commitment to returning value to shareholders. Investors should monitor the dividend yield relative to peers and any guidance on future payouts. The declaration may also signal confidence in cash flow stability. Watch for any changes in dividend policy or capital allocation plans.

What did this article say?

AON plc will release its second‑quarter 2026 earnings on July 29, 2026, at 6:30 AM ET. The announcement comes ahead of the scheduled conference call. Investors should note the release timing for earnings guidance and potential market reaction. The company’s financial performance will be scrutinized for revenue growth, underwriting results, and expense management. Watch for any commentary on post‑pandemic recovery and competitive positioning. The release date sets the stage for next‑quarter outlook.

What did this article say?

AON’s general counsel, Darren Zeidel, sold 600 Class A shares on July 7 2026 under a Rule 10b5‑1 trading plan, executing at an average price of $360 per share, slightly above the market close. The transaction was reported in a Form 4 filing and reflects a routine, pre‑planned sale rather than a reaction to material news. At the time of the sale, AON had posted a modest 2% year‑over‑year gain, with a market capitalization of $76 billion, revenue of $17.5 billion and net income of $3.9 billion. The insider sale may be viewed as a neutral signal of liquidity needs or confidence, but it also warrants attention to future earnings and insider activity. Traders should monitor the upcoming earnings release for guidance and watch for any additional insider trades that could signal management sentiment.

What did this article say?

Wells Fargo trimmed its price target for AON from $409 to $406, reflecting a modest downgrade in its outlook. The analyst still maintains an overweight rating, citing AON's solid earnings trajectory and market position. The change signals a slight reassessment of valuation multiples amid broader market volatility. Traders should monitor AON's upcoming earnings release and any shifts in macroeconomic data that could influence the insurance sector.

What did this article say?

Wells Fargo analyst Elyse Greenspan lowered AON's price target to $406 from $409 while maintaining an overweight rating. This indicates a modest valuation adjustment. Traders should monitor the impact on market sentiment and potential price movement.

What did this article say?

Cantor Fitzgerald analyst Ryan Tunis upgraded AON to Overweight and lifted the price target to $445 from $416. The rating reflects confidence in AON's earnings outlook and its position in the insurance brokerage sector. Traders should monitor upcoming earnings and any regulatory changes that could impact AON's underwriting profitability.

What did this article say?

Mizuho analyst Yaron Kinar kept AON's rating at Outperform and raised the target price to $426 from $389. The upgrade signals optimism about AON's growth prospects and its ability to capture market share. Watch for the company's quarterly results and any shifts in the competitive landscape.

What did this article say?

AON has delivered a 61.5% return over the past five years, yet its current valuation remains split. Intrinsic value models point to meaningful upside, while earnings‑based multiples appear high at present prices. Competitive pressure and deal execution risk could temper investor willingness to pay for growth. The company’s valuation score of 3 out of 6 indicates a mixed picture, leaving uncertainty about whether the share price fully reflects intrinsic value.

What did this article say?

AON has appointed Bob Reville as senior managing director for casualty catastrophe and Eric Foster as managing director for its PEO and staffing practice. The moves underscore a push into advanced analytics, casualty modeling, and specialty risk areas such as PFAS and social inflation. By elevating leadership in these domains, AON aims to address increasingly complex liability and workforce risks faced by clients. The appointments signal a strategic emphasis on specialty risk solutions and data‑driven underwriting.

What did this article say?

No summary available yet for this article.

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

No summary available yet for this article.

AON·Aon plc

EPS

Revenue

AON Stock Snapshot

News Sentiment Analysis

Recent News Coverage

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News Sentiment Analysis

Recent News Coverage

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