Aon plc

Report azionario NYSE:AON

Capitalizzazione di mercato: US$67.4b

Aon Performance degli utili passati

Criteri Il passato verificati 5/6

Aon ha registrato una crescita degli utili a un tasso medio annuo di 14.5%, mentre il settore Insurance ha registrato utili in crescita a un tasso medio annuo di 14.6%. I ricavi sono stati in crescita a un tasso medio annuo di 8.9%. Il ritorno sul capitale proprio di Aon è 40.2% e ha margini netti di 22.5%.

Informazioni chiave

14.52%

Tasso di crescita degli utili

15.31%

Tasso di crescita dell'EPS

Insurance Crescita del settore8.02%
Tasso di crescita dei ricavi8.92%
Rendimento del capitale proprio40.15%
Margine netto22.54%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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 Alpha
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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
Seeking 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 Alpha
Seeking 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 Alpha

Ripartizione dei ricavi e delle spese

Come Aon guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.

Storico di utili e ricavi

NYSE:AON Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 2617,4863,9422,4340
31 Dec 2517,1813,6952,4450
30 Sep 2517,0282,7182,4330
30 Jun 2516,7522,6032,3930
31 Mar 2516,3572,5482,4000
31 Dec 2415,6982,6542,2930
30 Sep 2414,9262,4362,4540
30 Jun 2414,1582,5492,3400
31 Mar 2413,5752,5852,0690
31 Dec 2313,3762,5642,2980
30 Sep 2313,1312,7232,0860
30 Jun 2312,8742,6752,0800
31 Mar 2312,6802,6162,0840
31 Dec 2212,4792,5892,0110
30 Sep 2212,4292,7951,9680
30 Jun 2212,4351,4873,1140
31 Mar 2212,3381,3653,0640
31 Dec 2112,1931,2553,0390
30 Sep 2112,0789163,0980
30 Jun 2111,7612,0911,9500
31 Mar 2111,3722,1101,9040
31 Dec 2011,0661,9691,9670
30 Sep 2010,9861,8192,0360
30 Jun 2010,9801,7672,1550
31 Mar 2011,0891,6462,2380
31 Dec 1911,0131,5322,2260
30 Sep 1910,8981,4351,7760
30 Jun 1910,8681,3611,7360
31 Mar 1910,8231,1311,8790
31 Dec 1810,7701,0602,2790
30 Sep 1810,9097942,1140
30 Jun 1810,9008342,0490
31 Mar 1810,7077351,9130
31 Dec 179,9983981,8670
30 Sep 179,7397651,9670
30 Jun 179,6008531,9040
31 Mar 179,5141,1701,8090
31 Dec 169,4091,2191,7650
30 Sep 1610,0421,4262,0220
30 Jun 1610,5771,4442,2550
31 Mar 1611,0951,3572,5340
31 Dec 159,4801,2161,7750
30 Sep 1511,6701,2602,8880
30 Jun 1511,8071,2742,9590

Guadagni di qualità: AON ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di AON (22.5%) AON sono più alti rispetto allo scorso anno (15.6%).

Flusso di cassa libero e analisi degli utili

Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di AON sono cresciuti del 14.5% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di AON nell'ultimo anno ( 54.7% ) supera la media quinquennale ( 14.5% all'anno).

Guadagni vs Settore: La crescita degli utili AON nell'ultimo anno ( 54.7% ) ha superato la percentuale del settore Insurance 36.2%.

Rendimento del capitale proprio

ROE elevato: Sebbene il Return on Equity ( 40.15% ) di AON sia eccezionale, questa metrica è distorta a causa del loro elevato livello di debito.

Rendimento delle attività

Rendimento del capitale investito

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/15 21:45
Prezzo dell'azione a fine giornata2026/05/15 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Aon plc è coperta da 30 analisti. 17 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Taylor ScottBarclays
Michael ZaremskiBMO Capital Markets Equity Research
Joshua ShankerBofA Global Research