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AONNYSE/financials

Aon plc

$367.35Up+10.41 (+2.92%)
Research reviewed: Jul 12, 2026, 12:00 AM UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

Aon plc operates in Insurance Brokers within the financials sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Open
360.12
High
367.58
Low
360.76
Market Cap
78.46B
P/E Ratio
20.18
52 Week High
--
Dividend
0.920%
Quarterly Dividend
--

3-month price context

The chart shows the recent 3-month trend so users can understand short-term market structure before opening the full research workspace.

Investment thesis

Base case
Complex cyber, climate and geopolitical risks can support brokerage and advice. The base case remains conditional on integration risk staying manageable.
Bull case
Complex cyber, climate and geopolitical risks can support brokerage and advice. Integrated analytics can improve client outcomes and deepen recurring relationships. NFP can expand middle-market distribution and cross-selling opportunities.
Bear case
Retention, systems and synergy execution can fall short after acquisitions. A softer commercial market can slow commission growth. Advice errors, litigation or cyber incidents can create financial and reputational costs.
Thesis invalidation
Reassess the thesis if retention, systems and synergy execution can fall short after acquisitions.

Key catalysts

  • Risk advisory demand

    Complex cyber, climate and geopolitical risks can support brokerage and advice.

  • Data and analytics

    Integrated analytics can improve client outcomes and deepen recurring relationships.

  • NFP integration

    NFP can expand middle-market distribution and cross-selling opportunities.

Principal risks

  • Integration risk

    Retention, systems and synergy execution can fall short after acquisitions.

  • Insurance pricing

    A softer commercial market can slow commission growth.

  • Professional liability

    Advice errors, litigation or cyber incidents can create financial and reputational costs.

Latest earnings research

Q1 2026

Aon's first-quarter results reflected organic growth across risk, health, wealth and talent solutions and continued integration of acquired capabilities.

Valuation interpretation

  • The advisory premium depends on organic growth and successful NFP integration.
  • Recurring client relationships should be balanced against pricing-cycle and professional-liability risk.

Peer research

MMCBACBRK.B

Recent news

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AJG Strengthens Specialty Insurance Through Med James Acquisition

Motley Fool · 4 days ago

Aon's General Counsel Sold $216,000 in Stock. The 14% Earnings Growth Matters More

Simply Wall St. · 5 days ago

Is Aon (AON) Worth More Than Its Earnings Suggest?

Simply Wall St. · 5 days ago

Aon (AON) Appoints Bob Reville And Eric Foster To Expand Specialty Risk Focus

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Zacks · 5 days ago

AJG Grows Canada Commercial Insurance Business With WMB Acquisition

Data and research sources

Research updated: Jul 12, 2026, 12:00 AM UTC
3 verified sources
Aon Reports First Quarter 2026 ResultsAon plc · earningsVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

Published: 4/24/2026, 12:00:00 AM

Open original source
Aon plc Investor RelationsAon plc · companyVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

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Aon plc SEC filings and company factsU.S. Securities and Exchange Commission · filingVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

Published: 4/24/2026, 12:00:00 AM

Open original source
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Risk Manager

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