Aon（AON）株式概要
Aon plcは、米国、その他の米州、英国、アイルランド、その他の欧州、中東、アフリカ、アジア太平洋地域でプロフェッショナル・サービス・ファームとして事業を展開している。 詳細
AON Community Fair Values
Create NarrativeSee what 34 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Aon plc 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$315.95 |
| 52週高値 | US$381.00 |
| 52週安値 | US$304.59 |
| ベータ | 0.71 |
| 1ヶ月の変化 | -1.05% |
| 3ヶ月変化 | 0.73% |
| 1年変化 | -10.64% |
| 3年間の変化 | -7.65% |
| 5年間の変化 | 32.37% |
| IPOからの変化 | 11,666.41% |
最新ニュース
ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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 Alpha株主還元
| AON | US Insurance | US 市場 | |
|---|---|---|---|
| 7D | -0.6% | 2.4% | -2.5% |
| 1Y | -10.6% | -1.8% | 20.1% |
業界別リターン: AON過去 1 年間で-1.8 % の収益を上げたUS Insurance業界を下回りました。
リターン対市場: AONは、過去 1 年間で20.1 % のリターンを上げたUS市場を下回りました。
価格変動
| AON volatility | |
|---|---|
| AON Average Weekly Movement | 3.7% |
| Insurance Industry Average Movement | 4.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: AON 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: AONの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1979 | 60,000 | Greg Case | www.aon.com |
エーオン・ピーエルシーはプロフェッショナル・サービス・ファームとして、米国、その他の米州、英国、アイルランド、その他の欧州、中東、アフリカ、アジア太平洋地域で事業を展開している。リスク・キャピタル部門とヒューマン・キャピタル部門を通じて事業を展開している。同社は、リテールおよび保険仲介、スペシャリティ・ソリューション、グローバル・リスク・コンサルティング、キャプティブ・マネジメント、アフィニティ・プログラムで構成される商業リスク・ソリューション、コンサルティングおよび仲介、コンシューマー・ベネフィット、タレント・アドバイザリー・サービスなどのヘルス・ソリューション、退職コンサルティングおよび投資などのウェルス・ソリューションを提供している。また、特約再保険、ファカルティ再保険、戦略およびテクノロジー・グループ・ソリューション、保険リンク証券、資本調達、戦略的アドバイス、事業再編、M&Aサービス、リスク管理商品およびソリューション、資本市場ソリューション、企業財務アドバイザリー・サービスも提供している。さらに、企業、公的年金、基金、財団の確定給付型年金、確定拠出型年金、マスター・トラスト、プール型雇用主年金など、さまざまなタイプの年金制度における投資プログラムの開発・維持に関する投資アドバイザリーサービスも提供している。エーオン・ピーエルシーは1979年に設立され、アイルランドのダブリンに本社を置いている。
Aon plc 基礎のまとめ
| AON 基礎統計学 | |
|---|---|
| 時価総額 | US$69.52b |
| 収益（TTM） | US$3.94b |
| 売上高(TTM) | US$17.49b |
17.1x
PER（株価収益率3.9x
P/SレシオAON は割高か？
公正価値と評価分析を参照収益と収入
| AON 損益計算書（TTM） | |
|---|---|
| 収益 | US$17.49b |
| 売上原価 | US$9.21b |
| 売上総利益 | US$8.28b |
| その他の費用 | US$4.34b |
| 収益 | US$3.94b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 18.46 |
| グロス・マージン | 47.34% |
| 純利益率 | 22.54% |
| 有利子負債／自己資本比率 | 146.9% |
AON の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.0%
現在の配当利回り16%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/25 21:46 |
| 終値 | 2026/06/25 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Aon plc 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29
| アナリスト | 機関 |
|---|---|
| Taylor Scott | Barclays |
| Michael Zaremski | BMO Capital Markets Equity Research |
| Joshua Shanker | BofA Global Research |