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, operating within the financial services sector as an insurance broker. The company offers commercial risk solutions, insurance brokerage, consulting, health solutions, and capital market services, positioning it as a key player in helping businesses navigate complex risks. In Q4 2025, Aon reported earnings per share of $4.85 versus an estimate of $6.42, a miss, while revenue rose to $4.30 billion from $3.997 billion in Q3 2025, marking a 7.5 % increase; in Q3 2025 earnings of $3.05 beat the $2.91 estimate, and revenue fell to $3.997 billion from $4.155 billion in Q2 2025; Q2 2025 earnings of $3.49 beat the $3.41 estimate, but revenue declined from $4.729 billion in Q1 2025 to $4.155 billion, and Q1 2025 earnings of $5.67 missed the $6.04 estimate. Over the past four quarters, revenue has trended downward, yet the most recent quarter saw a rebound, while EPS has generally declined, with two beats and two misses against analyst expectations. Historically, Aon has shown a mixed earnings trajectory, with revenue growth in Q4 2025 offset by lower profitability, and a pattern of beating estimates in the middle quarters but missing in the first and fourth quarters of the fiscal year. Recent news highlights leadership hires in casualty‑catastrophe modeling and PEO/staffing practice, a UBS price‑target lift to $383 reflecting confidence in a stronger earnings trajectory, and an ongoing insurance labor market study that may influence staffing cost outlook; these developments suggest a strategic push into advanced analytics and specialty risk segments that could support future revenue growth. Investors should watch for the July 29 Q2 2026 earnings release for guidance on revenue and profit margins, updates on the new specialty‑risk initiatives, and any changes in underwriting loss experience that could affect the company’s risk profile.

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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 $356.94, giving Aon plc a market cap of 76.23B and a P/E ratio of 19.3. Today's range spans $353.79–$360.00, with shares opening at $357.55 and moving up $0.03 (0.0%) from the prior close. DailyIQ's technical score sits at 91/100 (BUY) with a news sentiment reading of 47/100.

Over the past year AON has traded between $304.59 and $381.00 - the current price is +17.2% off the 52-week low and -6.3% 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 +8.6%.

The bullish case for AON is built on complementary signals: 91/100 technical score, BUY designation, and neutral sentiment at 47/100. At $356.94 (in the upper portion of its 52-week range within $304.59–$381.00), the stock is at a capitalization - 76.23B - where active managers can build meaningful positions without moving the market. (P/E: 19.3) That combination of signal quality and position-buildability makes this one of the more actionable large-cap setups in Financial Services.

The combination of a BUY signal (91/100) and neutral news sentiment (47/100) puts AON on the screens of active managers who run quality-momentum overlays — a cohort that can build meaningful positions at 76.23B in Financial Services market cap without immediately moving the stock. At $356.94 (in the upper portion 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

47/100

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

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AON Stock Snapshot

News Sentiment Analysis

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News Sentiment Analysis

Recent News Coverage

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