DailyIQ
|
Sector:Financial ServicesAll sectors
Last updated 1 hour ago

AON·Aon plc

$.
-. (-.%)
High
$326.38
Open
$326.27
Market Cap
69.37B
52W High
$381.00
Low
$322.69
P. Close
$324.78
P/E
17.60
52W Low
$304.59
Fwd P/E
15.17
Mean Target
-
Technical Score (1D)
41
SELL
News Sentiment
67
BULLISH
Aon plc is currently trading at a forward P/E of 16.3X, which is a premium compared to the industry average of 14.5X. This valuation suggests the market is pricing in continued strong performance. The company is demonstrating steady organic growth and a robust history of client retention, which underpins this premium. Analysts are also revising their 2026 earnings estimates upward, anticipating significant year-over-year growth for Aon. Investors will be watching to see if this positive earnings momentum continues to justify the current valuation.
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 assists clients across various industries with complex risks through commercial risk solutions, insurance brokerage, employee benefits, talent management, and capital market advisory services. Established in 1919, Aon's extensive service portfolio and international presence underscore its role in helping businesses manage risk and optimize their human capital. In its most recent reported quarters, Aon demonstrated mixed performance against analyst expectations. For Q4 2025, the company reported actual EPS of $4.85 against an estimate of $6.42, missing the consensus, and actual revenue of $4.30 billion against an estimate of $5.02 billion, also missing. This followed a Q3 2025 where actual EPS of $3.05 beat the estimate of $2.91, and a Q2 2025 where actual EPS of $3.49 beat the estimate of $3.41. Revenue figures for Q1 2025 and Q2 2025 were $4.73 billion and $4.16 billion respectively, with no prior estimates provided for comparison. The trend shows a recent miss on both EPS and revenue in Q4 2025 after a period of EPS beats in Q2 and Q3 2025. Historically, Aon has shown a pattern of beating EPS estimates in several recent quarters, including Q2 and Q3 2025, and Q4 2024 where actual EPS of $4.42 exceeded the estimate of $4.25. However, the Q4 2025 results represent a notable miss on both earnings and revenue compared to analyst expectations. While revenue data is less consistently available for historical comparison, the recent Q4 2025 miss on revenue is a significant deviation from prior periods where revenue estimates were not provided or were met. Recent news indicates Aon is actively enhancing its credit reinsurance capabilities through a global hub strategy, including relocating leadership to New York to focus on the Americas market. This strategic move aims to better connect clients with global capital and provide coordinated expertise with localized insights, suggesting a proactive adaptation to evolving client needs and market dynamics in risk management. The company's premium valuation, with a forward P/E of 16.3X compared to the industry average of 14.5X, suggests market confidence in its performance, supported by steady organic growth and client retention. Looking ahead, investors will be watching to see if Aon's strategic initiatives, particularly the global hub strategy for credit reinsurance, translate into improved financial results and justify its current market valuation. Key will be the company's ability to consistently meet or exceed analyst estimates for both EPS and revenue in upcoming quarters, especially following the recent miss in Q4 2025, and whether the upward revisions in 2026 earnings estimates materialize.

EPS

EstBeatMiss
$2.39$3.53$4.67$5.81$6.95Q4'24Q1'25Q2'25Q3'25Q4'25Q2'26
QtrEstActual+/−
Q2'26$3.82 - -
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
→

Market Data

AON Stock Snapshot

AON is currently trading at $323.00, giving Aon plc a market cap of 69.37B and a P/E ratio of 17.6. Today's range spans $322.69–$326.38, with shares opening at $326.27 and moving down $1.78 (0.5%) from the prior close. DailyIQ's technical score sits at 41/100 (HOLD) with a news sentiment reading of 67/100.

Over the past year AON has traded between $304.59 and $381.00 - the current price is +6.0% off the 52-week low and -15.2% from the high.

Neither bulls nor bears have the upper hand on Aon plc (AON) right now. Score: 41/100 (HOLD). Sentiment: bullish (67/100). Price: $323.00 (in the lower half of its 52-week range). (P/E: 17.6) At 69.37B in Financial Services market cap, the 52-week range of $304.59–$381.00 is the relevant frame - where the stock sits within that range, and whether volume confirms any directional move, matters more than the HOLD label alone.

Portfolio construction in Financial Services often uses large-cap names like AON as tactical swing positions during neutral phases: cheap enough to overweight, liquid enough to exit quickly, and large enough to provide meaningful sector beta. The current 41/100 (HOLD) at $323.00 (in the lower half of its 52-week range) and bullish sentiment (67/100) frame the position as a catalyst play within the $304.59–$381.00 annual range rather than a directional bet.

Recent News Coverage

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

0+ articles
Loading latest news…