Aon plc

Informe acción NYSE:AON

Capitalización de mercado: US$75.9b

Aon Dirección

Dirección controles de criterios 2/4

El CEO de Aon es Greg Case , nombrado en Apr 2005, tiene una permanencia de 21.25 años. compensación anual total es $73.74M, compuesta por 2% salario y 98% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.68% de las acciones de la empresa, por valor de $514.35M. La antigüedad media del equipo directivo y de la junta directiva es de 2.1 años y 9.1 años, respectivamente.

Información clave

Greg Case

Chief Executive Officer (CEO)

US$73.7m

Compensación total

Porcentaje del salario del CEO2.03%
Permanencia del CEO21.3yrs
Participación del CEO0.7%
Permanencia media de la dirección2.1yrs
Promedio de permanencia en la Junta Directiva9.1yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jun 23

AON: Higher Organic Growth Potential And AI Services Will Support Future Upside

Analysts have trimmed their consolidated price target on Aon by about $3 to reflect a slightly lower fair value estimate near $382, even as some research points to higher long term organic growth potential while others reset targets following recent sector results. Analyst Commentary Recent research on Aon shows a split picture, with some bullish analysts pointing to higher organic growth potential and others resetting targets after sector results and Q1 updates.
Artículo de análisis Jun 19

Aon (AON) Stock Could Be 17.5% Undervalued After Contract AI Launch And Leadership Moves

Aon (AON) has drawn fresh attention after rolling out its Contract AI platform for reinsurance clients, while recently reshaping senior broking and reinsurance leadership through several appointments across London and the middle market. See our latest analysis for Aon. Aon's recent Contract AI launch and leadership reshuffle come after a period where the share price has eased, with a 7.71% year to date share price decline and a 5 year total shareholder return of 38.66% pointing to mixed...
Actualización de narrativa Jun 05

AON: AI Exposed Services And Cost Efficiencies Will Support Future Upside

Analysts have made a small downward adjustment to Aon’s fair value estimate to about $385, reflecting slightly lower revenue growth assumptions and a more conservative average of recent price target moves, even though some firms highlight stronger organic growth potential and modestly higher profit margin expectations. Analyst Commentary Recent Street research around Aon reflects a split view, with some analysts leaning more optimistic on long term execution and others becoming more cautious on the sector setup and growth outlook for brokers versus carriers.
Seeking Alpha Jun 03

Aon: Quality Business, But Valuation Leaves Little Margin Of Safety

Summary Aon plc demonstrates operational stability and high recurring revenues, but the current valuation fully reflects moderate growth prospects. Forward P/E of 20.3x and an EV/EBITDA of 14x indicate AON is not undervalued, with limited upside unless growth accelerates. High debt from the $13.4B NFP acquisition and rising administrative costs constrain profitability and restrict shareholder returns. While AON's business model is resilient, slow growth and integration risks suggest limited short-term share price appreciation. Read the full article on Seeking Alpha
Actualización de narrativa May 06

AON: Margin Durability In AI Exposed Services Will Support Future Upside

Analysts have nudged their average price target on Aon slightly lower, with recent cuts of $3 to $16 from several firms, partly offset by a $33 increase from one firm, as they factor in updated views on revenue growth, margins, and sector headwinds such as weaker pricing and AI related pressures. Analyst Commentary Recent research on Aon highlights a split view, with most firms trimming price targets and one firm lifting its target, as analysts reassess how revenue growth, margins, and sector headwinds feed into valuation.
Actualización de narrativa Apr 21

AON: Margin Durability In AI Exposed Insurance Services Will Support Future Upside

Analysts have trimmed Aon's fair value estimate by about $6 to $389.95. This reflects a series of reduced price targets and slightly more cautious assumptions on growth, margins, and future P/E across recent research updates.
Actualización de narrativa Apr 06

AON: Margin Durability And AI Data Expansion Will Support Future Upside

Analysts have lowered the blended price target for Aon to reflect softer revenue growth expectations, a modestly lower fair value estimate of around $396, and sector commentary pointing to weaker pricing and AI headwinds. These factors are partly offset by steady margin assumptions and a slightly lower future P/E of about 24.4x.
Actualización de narrativa Mar 23

AON: Margin Durability And Health Insights Will Support Future Upside

Analysts have recently adjusted their Aon price targets in a tight range, with moves such as Morgan Stanley trimming its target to $390, others lifting targets by $5 to $19, and some firms cutting by up to $57. These changes reflect mixed views around softening P&C pricing, AI related cost headwinds, and the importance of differentiated underwriting and margin durability.
Actualización de narrativa Mar 09

AON: Margin Durability And Health Data Findings Will Support Future Upside

The updated Aon narrative reflects a small trim in the analyst price target to about $397 from $398, as analysts factor in slightly softer revenue growth and profit margin assumptions while still emphasizing the importance of differentiated underwriting and margin durability in a weaker pricing backdrop. Analyst Commentary Recent research on Aon shows a mixed but fairly balanced view, with several firms adjusting price targets both higher and lower while keeping a close eye on growth, pricing trends, and margin resilience.
Actualización de narrativa Feb 22

AON: Health Data Findings And Margin Resilience Will Drive Future Upside

The updated analyst price target for Aon edges up to $398.00, as analysts factor in slightly higher long term valuation assumptions. These are supported by recent target revisions across firms that highlight mixed views on sector pricing, competition, and margin trends.
Actualización de narrativa Feb 06

AON: Health Data Insights And Margin Resilience Will Support Future Upside

Analysts have nudged their price targets on Aon higher, reflected in a modest increase in our fair value estimate to about US$397 per share. They cite updated assumptions for slightly stronger revenue growth, steadier profit margins and a lower future P/E multiple, even as recent research shows a mix of target raises and trims across the Street.
Actualización de narrativa Jan 23

AON: Capital Markets And Data Center Projects Will Support Future Upside Potential

Analysts have trimmed their price targets for Aon by a few dollars, reflecting slightly lower fair value estimates and modestly softer assumptions for revenue growth, margins, and future P/E as they factor in softening P&C pricing and potential growth headwinds for brokers. Analyst Commentary Street research on Aon is mixed, with some focusing on upside from execution and capital markets exposure, while others highlight pressure from softer property and casualty pricing and slower broker growth assumptions.
Actualización de narrativa Jan 08

AON: Capital Markets And Data Center Projects Will Drive Future Upside

Analysts have made a small adjustment to Aon’s fair value estimate to about $397, reflecting mixed price target moves across the Street and updated assumptions for slightly higher revenue growth, profit margins, and a lower future P/E multiple. Analyst Commentary Street research on Aon is split, with some firms lifting their targets or ratings and others trimming them, which lines up with the modest change in the blended fair value estimate to about $397.
Actualización de narrativa Dec 17

AON: AI Risk Solutions Will Drive Future Upside In Insurance Services

The analyst price target for Aon has been trimmed modestly to about $399 from roughly $401, as analysts balance slightly higher long term earnings estimates and solid Q3 execution against tempered sector expectations and a mixed risk/reward backdrop. Analyst Commentary Street research reflects a sharply divided view on Aon, with some bullish analysts highlighting solid execution and emerging growth drivers, while bearish analysts emphasize limited upside to current valuations and lingering sector headwinds.
Actualización de narrativa Dec 03

AON: Data Center And AI Risk Demand Will Drive Future Upside

Analysts have trimmed their fair value estimate for Aon slightly, to about $400.50 from roughly $402.67. Modestly higher earnings expectations and solid Q3 execution are balanced against a more cautious sector outlook and limited perceived upside to current price targets.
Actualización de narrativa Nov 18

AON: Margin Expansion And Data Center Projects Will Drive Shares Higher

Aon's analyst price target saw a modest decline of approximately $5 to $402, as analysts cite muted upside potential following Q3 results, despite incremental improvements to earnings outlook and continued positive margin trends. Analyst Commentary Recent research notes show a diverse range of opinions on Aon's future following its third-quarter performance.
Actualización de narrativa Nov 03

AON: Future Revenue Upside Will Be Driven By Core Insurance Focus

Aon's analyst price target has decreased modestly to $407.78 from $414.20, as analysts cite a slightly softer outlook on revenue growth and margin forecasts, even though there have been positive recent earnings and sector developments. Analyst Commentary Recent analyst research reflects a mix of optimism and caution regarding Aon's outlook and valuation.
Actualización de narrativa Sep 12

Risk Analyzers And Business Services Expansion Will Drive Operational Efficiency

Analysts have raised Aon's price target slightly to $414.20, citing solid organic growth driven by talent investments, better-than-expected Q2 performance, and relative resilience to P&C market softness, though some caution remains due to high valuation and tight earnings expectations. Analyst Commentary Bullish analysts expect Aon's investments in talent, particularly in construction, energy, and health, to drive increased organic growth, with productivity gains materializing in late 2025 and beyond.
Seeking Alpha Mar 26

Aon: New Leadership Onboard - Strong Buy

Summary Aon’s stock has surged 23% since July 2024, outperforming the S&P 500, driven by net new business growth and strong retention rates. Leadership changes, particularly Greg Case’s expanded role, are expected to enhance Aon’s execution of its 3x3 Plan and drive further growth. Aon projects 6% organic revenue growth and double-digit free cash flow growth for FY25, supported by market dynamics and strategic M&A. Despite high debt from the NFP acquisition, Aon’s steady revenue growth and expanding margins justify a 'Strong Buy' rating with a fair value of $435 per share. Read the full article on Seeking Alpha
Seeking Alpha Jan 07

Aon plc: Better Position Than Before, But Some Distance Before A 'Buy'

Summary Aon plc remains a "Hold" due to its expensive valuation, despite strong 3Q24 results and merger synergies with NFP. The company's fundamentals are solid, with 7% organic revenue growth and margin expansion, but low dividends make it reliant on capital appreciation. AON's debt is manageable, with plans to delever its balance sheet, but current valuation limits potential returns to sub-12% annually. AON is a superb company, but at $355/share, it remains overvalued; a more attractive entry point is around $300/share. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Greg Case en comparación con los beneficios de Aon?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$4b

Dec 31 2025US$74mUS$2m

US$4b

Sep 30 2025n/an/a

US$3b

Jun 30 2025n/an/a

US$3b

Mar 31 2025n/an/a

US$3b

Dec 31 2024US$26mUS$2m

US$3b

Sep 30 2024n/an/a

US$2b

Jun 30 2024n/an/a

US$3b

Mar 31 2024n/an/a

US$3b

Dec 31 2023US$24mUS$2m

US$3b

Sep 30 2023n/an/a

US$3b

Jun 30 2023n/an/a

US$3b

Mar 31 2023n/an/a

US$3b

Dec 31 2022US$20mUS$2m

US$3b

Sep 30 2022n/an/a

US$3b

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$1b

Dec 31 2021US$20mUS$2m

US$1b

Sep 30 2021n/an/a

US$916m

Jun 30 2021n/an/a

US$2b

Mar 31 2021n/an/a

US$2b

Dec 31 2020US$20mUS$2m

US$2b

Sep 30 2020n/an/a

US$2b

Jun 30 2020n/an/a

US$2b

Mar 31 2020n/an/a

US$2b

Dec 31 2019US$16mUS$2m

US$2b

Compensación vs. Mercado: La compensación total de Greg($USD73.74M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.71M).

Compensación vs. Ingresos: La compensación de Greg ha aumentado más de un 20% en el último año.


CEO

Greg Case (63 yo)

21.3yrs
Permanencia
US$73,742,639
Compensación

Mr. Gregory Clarence Case, also known as Greg, has been the Chief Executive Officer and Executive Director of Aon plc at Aon Hewitt LLC since April 4, 2005. Mr. Case served as the President of Aon plc sinc...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Gregory Case
President21.3yrsUS$73.74m0.68%
$ 514.4m
Edmund Reese
Executive VP & Chief Financial Officer2yrsUS$9.48m0.0018%
$ 1.4m
Mindy Simon
Executive VP & Global Chief Operating Officer3.8yrsUS$5.67m0.0030%
$ 2.3m
Lisa Stevens
Chief Administrative Officer2.1yrsUS$7.95m0.012%
$ 9.4m
Andrew Marcell
Executive VP & CEO of Global Solutions8.1yrsUS$7.60m0.0041%
$ 3.1m
David DeBrunner
Senior VPless than a yearsin datossin datos
Hallie Miller
Head of Investor Relations1yrsin datossin datos
Darren Zeidel
Executive VP7yrsUS$3.76m0.0075%
$ 5.7m
Michael Neller
Deputy Global Chief People Officer and Head of Total Rewards & Talent Development1.3yrssin datos0.0051%
$ 3.9m
Karen Kissam
Senior Vice President - H&B Local Practice Leaderno datasin datossin datos
Brian Slife
Senior VP & Resident Managing Director of Aon Risk Solutions - Cleveland & Columbusno datasin datossin datos
Robert Gerard Woods
Group Managing Director of UK & EMEA for Aon Inpointno datasin datossin datos
2.1yrs
Permanencia media
55yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de AON se considera experimentado (2.1 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Gregory Case
President21.3yrsUS$73.74m0.68%
$ 514.4m
Richard Notebaert
Independent Non-Executive Director28.3yrsUS$394.88k0.013%
$ 10.1m
Lester Knight
Independent Non-Executive Chairman of the Board27.4yrsUS$635.07k0.15%
$ 116.2m
Cheryl Francis
Independent Non-Executive Director15.8yrsUS$410.21k0.014%
$ 10.4m
Stephen Trauber
Member of M&A and Transaction Solutions Advisory Board3yrssin datossin datos
Gloria Santona
Independent Non-Executive Director22.2yrsUS$380.21k0.019%
$ 14.3m
Jeffrey Campbell
Independent Director8.3yrsUS$415.21k0.0059%
$ 4.5m
Sarah Elisabeth Smith
Independent Director3.3yrsUS$380.21k0.0010%
$ 759.4k
Jose Alvarez
Independent Director2.5yrsUS$380.21k0.00059%
$ 448.0k
Byron Spruell
Independent Director5.8yrsUS$385.54k0.0030%
$ 2.3m
Jin-Yong Cai
Independent Director9.9yrsUS$544.34k0.0037%
$ 2.8m
Adriana Karaboutis
Independent Director3.8yrsUS$380.21k0.0012%
$ 926.5k
9.1yrs
Permanencia media
66.5yo
Promedio de edad

Junta con experiencia: La junta directiva de AON se considera experimentada (9.1 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/10 21:45
Precio de las acciones al final del día2026/07/10 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Aon plc está cubierta por 30 analistas. 16 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Taylor ScottBarclays
null nullBMO Capital Markets Equity Research
Michael ZaremskiBMO Capital Markets Equity Research