AON|Analyst Targets
AON|Company Info
AON|Insider Trading
AON|Fundamentals
AON|Earnings Snapshot
EPS
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q1'26 | $3.31 | - | - |
| 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
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q1'26 | $4.1B | - | - |
| Q4'25 | $5.0B | $4.3B | -14.4% |
| Q3'25 | - | $4.0B | - |
| Q2'25 | - | $4.2B | - |
| Q1'25 | - | $4.7B | - |
| Q4'24 | - | $4.1B | - |
AON|Monthly Returns
Market Data
AON Stock Snapshot
- Market cap
- 58.56B
- P/E ratio
- 15.0
- Day range
- $272.04 – $277.25
- News sentiment
- 70/100 · Bullish
- Analyst target
- $354.21 (+28.3%)
- Consensus
- Buy · 28 analysts
The signals on AON lean bearish, and the range position backs that up. The stock is liquid enough that positioning changes get absorbed without distorting the trend.
Behaviour On Record
What AON's own history says about today's numbers
- Realized volatility (21d)
- 21.7% 67th pct
- Below its peak
- -32.9%
- vs 200-day average
- -16.6%
- Up days (1y)
- 47%
Aon plc is currently running 21.7% annualised volatility over the last 21 sessions. Measured against AON's own 13 years of daily returns rather than a market-wide average, that is the 67th percentile — a little above its own norm, against a typical reading of 18.3%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.
AON is trading -32.9% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -15.6%, and the deepest was -38.9% in 2020. The current drawdown is already deeper than this stock's typical annual low point, which puts it in the part of its range where past recoveries began — and where past declines also continued.
Price sits -16.6% from its 200-day moving average. Against every other day in its history, that gap ranks at the 1st percentile — a narrower gap than it typically runs. Over the past year AON closed higher on 47% of sessions, and it is currently 1 session into a falling streak.
On October specifically: over 13 years of records, AON finished the month higher 7 of 13 times, with a median return of +0.9% and an average of +0.9%. Its strongest month historically has been November at +4.4% on average, its weakest December at -2.2%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.
Overnight risk is measurable too: AON has opened more than 2% away from the prior close in 64 of 3,267 sessions (2.0% of the time), with the largest gaps running +10.5% and -11.6%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.
All figures computed from 3,268 daily closes between 2013-10-15 and 2026-10-13, split-adjusted, recomputed daily. Percentiles are against AON's own 13-year history, not a peer group or index.
Sector Rotation
Is money rotating into or out of AON's sector?
Aon plc sits in the Financials sector, currently ranked 12th of 12 GICS sectors by relative-strength rotation score (improving). Within its narrower Insurance industry group, AON ranks 8th of 15 tracked industries, improving.
- Sector rank
- #12 of 12
- Sector state
- Improving
- Sector rotation score
- 9
- Industry rank
- #8 of 15
Analyst Rating Changes
Are analysts turning bullish or bearish on AON?
Wells Fargo most recently reiterated its rating on Aon plc to Overweight on Oct 12, 2026 with a price target of $323 (from $383). Over the last 90 days, coverage has run 0 upgrades against 0 downgrades, a net mixed lean.
- Latest action
- Wells Fargo — Overweight
- 90-day upgrades
- 0
- 90-day downgrades
- 0
- Net rating momentum
- 0
Earnings Release, Scored
What did Aon plc's latest earnings release say?
Most important lines
- 1
“We delivered 5% organic revenue growth, operating margin expansion, and 9% adjusted EPS growth, reflecting robust client demand, disciplined execution, and durable through-the-cycle performance.”
New this quarter - 2
Cash flows provided by operations for the first six months of 2026 increased $50 million, or 5% , to $986 million compared to the prior-year period, as strong adjusted operating income growth offset the cash tax payment related to NFP Wealth and impact of working capital.
- 3
Effective tax rate was 22.0% in the second quarter compared to 15.5% in the prior-year period.
Peers & ETF holders
AON peers & ETF holders
Insurance BrokersMarket cap · today
News Sentiment Analysis
Sentiment gathered from recent headlines
Recent News Coverage
Most recent articles, ranked by recency (click to expand).
Technical Analysis
Real-time indicators across multiple timeframes
| Manager | Trend | Shares Held | % of Co. | Position Value | Filed |
|---|---|---|---|---|---|
| Farallon Capital Management LLC | ▼ Sell | 1,382,562 | 0.65% | $458.58M | 2026-08-14 |
| Schonfeld Strategic Advisors LLC | ▼ Sell | 33,796 | 0.02% | $11.21M | 2026-08-14 |
| Brevan Howard Capital Management LP | ▲ New | 14,361 | 0.01% | $4.76M | 2026-08-14 |
| Ancora Advisors LLC | ▲ Buy | 6,282 | 0.00% | $2.08M | 2026-08-14 |
| Graham Capital Management, L.P. | ▼ Sold out | 0 | 0.00% | $0 | 2026-08-14 |
| Member | Chamber | State | Type | Amount | Traded | Filed |
|---|---|---|---|---|---|---|
| Alan Armstrong | Senate | OK | ▲ Buy | $1K - $15K | 2026-03-27 | 2026-07-21 |
| Thomas H. Kean | House | NJ07 | ▲ Buy | $1K - $15K | 2025-05-27 | 2025-06-17 |
| Jefferson Shreve | House | IN06 | ▼ Sell | $15K - $50K | 2025-05-08 | 2025-06-22 |
| Jefferson Shreve | House | IN06 | ▲ Buy | $15K - $50K | 2025-03-13 | 2025-04-11 |
| Tommy Tuberville | Senate | AL | ▼ Sell | $1K - $15K | 2024-01-22 | 2024-02-14 |
| Tommy Tuberville | Senate | AL | ▲ Buy | $1K - $15K | 2023-10-17 | 2023-11-16 |
| Tommy Tuberville | Senate | AL | ▼ Sell | $1K - $15K | 2021-10-26 | 2021-11-10 |
| Susan M. Collins | Senate | ME | ▼ Sell | $1K - $15K | 2018-10-31 | 2018-11-13 |