Aon plc

NYSE:AON 주식 리포트

시가총액: US$65.8b

Aon 배당 및 자사주 매입

배당 기준 점검 4/6

Aon 수익으로 충분히 충당되는 현재 수익률 1.05% 보유한 배당금 지급 회사입니다. 다음 지급일은 15th May, 2026 이며 배당락일은 다음과 같습니다. 1st May, 2026.

핵심 정보

1.0%

배당 수익률

2.0%

자사주 매입 수익률

총 주주 수익률3.1%
미래 배당 수익률1.2%
배당 성장률8.9%
다음 배당 지급일15 May 26
배당락일01 May 26
주당 배당금n/a
배당 성향16%

최근 배당 및 자사주 매입 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: AON 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.

배당금 증가: AON 의 배당금 지급은 지난 10 년 동안 증가했습니다.


배당 수익률 vs 시장

Aon 배당 수익률 vs 시장
AON의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (AON)1.0%
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Insurance)2.7%
분석가 예측 (AON) (최대 3년)1.2%

주목할만한 배당금: AON 의 배당금( 1.05% )은 US 시장에서 배당금 지급자의 하위 25%( 1.41% )와 비교해 주목할 만하지 않습니다.

고배당: AON 의 배당금( 1.05% )은 US 시장에서 배당금 지급자의 상위 25%( 4.23% )와 비교해 낮습니다.


주주 대상 이익 배당

수익 보장: 지급 비율 ( 16.3% )이 낮기 때문에 AON 의 배당금 지급은 수익으로 충분히 충당됩니다.


주주 현금 배당

현금 흐름 범위: 현금 지급 비율 ( 20% )이 낮기 때문에 AON 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 10:37
종가2026/05/07 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Aon plc는 30명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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