Aon Resultados de beneficios anteriores
Pasado controles de criterios 5/6
Aon ha aumentado sus beneficios a una tasa media anual de 14.5%, mientras que los beneficios de la industria de Insurance han experimentado un crecimiento de 14.6% anual. Los ingresos han ido creciendo a una tasa media de 8.9% al año. La rentabilidad financiera de Aon es de 40.2%, y sus márgenes netos son de 22.5%.
Información clave
14.52%
Tasa de crecimiento de los beneficios
15.31%
Tasa de crecimiento del BPA
| Crecimiento de la industria Insurance | 8.02% |
| Tasa de crecimiento de los ingresos | 8.92% |
| Rentabilidad financiera | 40.15% |
| Margen neto | 22.54% |
| Última actualización de beneficios | 31 Mar 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
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.Seeking Alpha • Jan 31
Aon Earnings Review: Solid Results Underscore Long-Term Investment Case
Summary Aon delivered solid FY results: 9% revenue growth, 9% adjusted EPS growth, and 14% free cash flow growth. AON’s 3x3 and Aon United strategies are driving competitive differentiation and underpinning recurring new wins and business durability. The company maintains a strong balance sheet, reducing net debt by $1.9bn and planning $1bn in share buybacks this year. I reiterate a Buy rating, citing reasonable valuation at 20x P/E and clear visibility to mid-single-digit organic growth and margin expansion. Read the full article on Seeking AlphaActualización 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 AlphaSeeking 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 AlphaSeeking Alpha • Oct 14
Aon plc: Mostly A Correct Assessment, Looking To 2024-2026
Summary Aon plc remains a “HOLD” due to its overvaluation at $355/share, despite solid fundamentals and a forecasted 8% annual growth. The company's recent M&A with NFP and ongoing restructuring plan are expected to drive significant revenue and cost synergies. Aon's valuation at 23.6x P/E is above its historical average, limiting its potential returns despite its strong market position and consistent performance. While Aon is fundamentally strong and well-run, its low dividend yield and high valuation make it less attractive compared to other insurance businesses. Read the full article on Seeking AlphaSeeking Alpha • Jul 27
Aon: Q2 2024, Net New Business Growth And Strong Retention
Summary Aon reported 6% organic revenue growth in Q2, driven by net new business generation and strong retention. The completion of the NFP acquisition will expand Aon's services into the mid-market, with potential for revenue and cost synergies. Aon's outlook includes mid-single-digit organic revenue growth for FY24, with a fair value of $410 per share based on DCF analysis. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Aon. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 17,486 | 3,942 | 2,434 | 0 |
| 31 Dec 25 | 17,181 | 3,695 | 2,445 | 0 |
| 30 Sep 25 | 17,028 | 2,718 | 2,433 | 0 |
| 30 Jun 25 | 16,752 | 2,603 | 2,393 | 0 |
| 31 Mar 25 | 16,357 | 2,548 | 2,400 | 0 |
| 31 Dec 24 | 15,698 | 2,654 | 2,293 | 0 |
| 30 Sep 24 | 14,926 | 2,436 | 2,454 | 0 |
| 30 Jun 24 | 14,158 | 2,549 | 2,340 | 0 |
| 31 Mar 24 | 13,575 | 2,585 | 2,069 | 0 |
| 31 Dec 23 | 13,376 | 2,564 | 2,298 | 0 |
| 30 Sep 23 | 13,131 | 2,723 | 2,086 | 0 |
| 30 Jun 23 | 12,874 | 2,675 | 2,080 | 0 |
| 31 Mar 23 | 12,680 | 2,616 | 2,084 | 0 |
| 31 Dec 22 | 12,479 | 2,589 | 2,011 | 0 |
| 30 Sep 22 | 12,429 | 2,795 | 1,968 | 0 |
| 30 Jun 22 | 12,435 | 1,487 | 3,114 | 0 |
| 31 Mar 22 | 12,338 | 1,365 | 3,064 | 0 |
| 31 Dec 21 | 12,193 | 1,255 | 3,039 | 0 |
| 30 Sep 21 | 12,078 | 916 | 3,098 | 0 |
| 30 Jun 21 | 11,761 | 2,091 | 1,950 | 0 |
| 31 Mar 21 | 11,372 | 2,110 | 1,904 | 0 |
| 31 Dec 20 | 11,066 | 1,969 | 1,967 | 0 |
| 30 Sep 20 | 10,986 | 1,819 | 2,036 | 0 |
| 30 Jun 20 | 10,980 | 1,767 | 2,155 | 0 |
| 31 Mar 20 | 11,089 | 1,646 | 2,238 | 0 |
| 31 Dec 19 | 11,013 | 1,532 | 2,226 | 0 |
| 30 Sep 19 | 10,898 | 1,435 | 1,776 | 0 |
| 30 Jun 19 | 10,868 | 1,361 | 1,736 | 0 |
| 31 Mar 19 | 10,823 | 1,131 | 1,879 | 0 |
| 31 Dec 18 | 10,770 | 1,060 | 2,279 | 0 |
| 30 Sep 18 | 10,909 | 794 | 2,114 | 0 |
| 30 Jun 18 | 10,900 | 834 | 2,049 | 0 |
| 31 Mar 18 | 10,707 | 735 | 1,913 | 0 |
| 31 Dec 17 | 9,998 | 398 | 1,867 | 0 |
| 30 Sep 17 | 9,739 | 765 | 1,967 | 0 |
| 30 Jun 17 | 9,600 | 853 | 1,904 | 0 |
| 31 Mar 17 | 9,514 | 1,170 | 1,809 | 0 |
| 31 Dec 16 | 9,409 | 1,219 | 1,765 | 0 |
| 30 Sep 16 | 10,042 | 1,426 | 2,022 | 0 |
| 30 Jun 16 | 10,577 | 1,444 | 2,255 | 0 |
| 31 Mar 16 | 11,095 | 1,357 | 2,534 | 0 |
| 31 Dec 15 | 9,480 | 1,216 | 1,775 | 0 |
| 30 Sep 15 | 11,670 | 1,260 | 2,888 | 0 |
| 30 Jun 15 | 11,807 | 1,274 | 2,959 | 0 |
Ingresos de calidad: AON tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio (22.5%) de AON son superiores a los del año pasado (15.6%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de AON han crecido un 14.5% al año en los últimos 5 años.
Acelerando crecimiento: El crecimiento de los beneficios de AON en el último año (54.7%) supera su media de 5 años (14.5% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de AON en el último año (54.7%) superó al de la industria Insurance 36.5%.
Rentabilidad financiera
Alta ROE: Aunque la rentabilidad financiera (40.15%) de AON es excepcional, esta métrica está sesgada debido a su alto nivel de deuda.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/26 21:06 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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 tenemos 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.
| Analista | Institución |
|---|---|
| Taylor Scott | Barclays |
| Michael Zaremski | BMO Capital Markets Equity Research |
| Joshua Shanker | BofA Global Research |