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Aon plcNYSE:AON 株式レポート

時価総額 US$66.8b
株価
US$312.07
US$387.68
19.5% 割安 内在価値ディスカウント
1Y-11.7%
7D-0.9%
ポートフォリオ価値
表示

Aon plc

NYSE:AON 株式レポート

時価総額:US$66.8b

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 ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長1/6
過去の実績5/6
財務の健全性5/6
配当金4/6

AON Community Fair Values

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Aon plc 競合他社

価格と性能

株価の高値、安値、推移の概要Aon
過去の株価
現在の株価US$312.07
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-0.16%
3ヶ月変化-1.84%
1年変化-11.74%
3年間の変化-6.69%
5年間の変化22.28%
IPOからの変化11,521.92%

最新ニュース

ナラティブ更新 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.

Recent updates

ナラティブ更新 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.
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
ナラティブ更新 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 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

株主還元

AONUS InsuranceUS 市場
7D-0.9%-0.7%2.6%
1Y-11.7%-10.0%26.2%

業界別リターン: AON過去 1 年間で-10 % 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26.2 % のリターンを上げたUS市場を下回りました。

価格変動

Is AON's price volatile compared to industry and market?
AON volatility
AON Average Weekly Movement3.8%
Insurance Industry Average Movement4.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

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
197960,000Greg Casewww.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 の収益と売上を時価総額と比較するとどうか。
AON 基礎統計学
時価総額US$66.80b
収益(TTM)US$3.94b
売上高(TTM)US$17.49b
16.9x
PER(株価収益率
3.8x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
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

1.1%
現在の配当利回り
16%
配当性向

AON 配当は確実ですか?

AON 配当履歴とベンチマークを見る
AON 、いつまでに購入すれば配当金を受け取れますか?
Aon 配当日
配当落ち日May 01 2026
配当支払日May 15 2026
配当落ちまでの日数11 days
配当支払日までの日数3 days

AON 配当は確実ですか?

AON 配当履歴とベンチマークを見る

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2026/05/11 06:47
終値2026/05/11 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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 17 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。30

アナリスト機関
Taylor ScottBarclays
Michael ZaremskiBMO Capital Markets Equity Research
Joshua ShankerBofA Global Research