Aon plc

Aon plc

AONยทNYSE

$315.60

-0.71%
Financial ServicesInsurance - Brokers

Aon plc, a professional services firm, provides advice and solutions to clients focused on risk, retirement, and health worldwide. It offers commercial risk solutions, including retail brokerage, cyber, and global risk consulting solutions, as well as acts as a captives management; and health solutions, such as health and benefits brokerages, and health care exchanges. The company also provides treaty and facultative reinsurance, as well as insurance-linked securities, capital raising, strategic advice, restructuring, and mergers and acquisitions services; and corporate finance advisory services and capital markets solutions products. In addition, it offers strategic design consulting services on their retirement programs, actuarial services, and risk management services; advice services on developing and maintaining investment programs across a range of plan types, including defined benefit plans, defined contribution plans, endowments, and foundations for public and private companies, and other institutions; and advice and solutions that help clients in risk, health, and wealth through commercial risk, reinsurance, health, and wealth solutions. Further, the company offers CoverWallet; Affinity; Aon Inpoint; CoverWallet; and ReView services. Aon plc was founded in 1919 and is headquartered in Dublin, Ireland.

At a Glance

Live Snapshot
Market Cap$67.40B
EPS17.1300
P/E Ratio20.54
Earnings Date07/24/2026
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Aon plc Street Expectations Map

AON ยท NYSE

Wall Street analysts project that AON stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 398.40, with estimates ranging from a low of 360.00 to a high of 443.00.

Lowest Target
360.00
14.07%
Consensus Target
398.40
26.24%
Highest Target
443.00
40.37%

The consensus 1-year price target stands at 398.40, with estimates ranging from a low of 360.00 to a high of 443.00.

Analyst Consensus Analysis

Upside Potential

+26.2%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

20.8% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Aon plc Forward Estimates of Revenue

AON ยท NYSE
Latest Revenue
17.18B
FY 2025
Avg Estimate
18.04B
FY 2026
Estimate Range
17.89B - 18.21B
Analyst Spread

Forward Growth Analysis

Projected Growth+5.0%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Aon plc Forward Estimates of Net Income

AON ยท NYSE
Latest Net Income
3.69B
FY 2025
Avg Estimate
4.16B
FY 2026
Estimate Range
4.09B - 4.23B
Analyst Spread

Forward Growth Analysis

Projected Growth+12.6%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Aon plc Forward Estimates of EPS

AON ยท NYSE
Latest EPS
17.13
FY 2025
Avg Estimate
$19.15
FY 2026
Estimate Range
$18.88 - $19.55
Analyst Spread

Forward Growth Analysis

Projected Growth+11.8%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Aon plc Forward Estimates of EBIT

AON ยท NYSE
Latest EBIT
4.38B
FY 2025
Avg Estimate
4.58B
FY 2026
Estimate Range
4.54B - 4.62B
Analyst Spread

Forward Growth Analysis

Projected Growth+4.5%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Aon plc Forward Estimates of EBITDA

AON ยท NYSE
Latest EBITDA
5.35B
FY 2025
Avg Estimate
5.18B
FY 2026
Estimate Range
5.14B - 5.23B
Analyst Spread

Forward Growth Analysis

Projected Growth-3.1%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Aon plc Forward Estimates of SG&A Expense

AON ยท NYSE
Latest SG&A Expense
1.56B
FY 2025
Avg Estimate
2.55B
FY 2026
Estimate Range
2.53B - 2.57B
Analyst Spread

Forward Growth Analysis

Projected Growth+63.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Aon plc Insider Positioning

AON ยท NYSE

During the last 12 months, insiders have purchased $1.28M and sold $5.67M worth of AON shares, resulting in $4.39M of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

4.0K

1.28M

Sold

9.3K

3.06M

Net Activity

-1.8M

-$1.78M

6-9 Months

Bought

0

0.00

Sold

7.6K

2.61M

Net Activity

-2.6M

-$2.61M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
KLB

Knight Lester B

Director

4.0K sharesโ€ข1 transactions

$1.28M

Top Sellers

1
ZD

Zeidel Darren

Officer: General Counsel

16.9K sharesโ€ข3 transactions

$5.67M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $4.39M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.23:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Insider Participation

Balanced

1 insider buyers and 1 sellers. Equal participation suggests mixed or neutral insider views.