Aon plc

NYSE:AON Aktierapport

Börsvärde: US$69.1b

Aon Förvaltning

Förvaltning kriterier kontrolleras 1/4

Aon VD är Greg Case, utsedd i Apr 2005, har en mandatperiod på 21.08 år. totala årliga ersättningen är $ 73.74M, bestående av 2% lön 98% bonusar, inklusive företagsaktier och optioner. äger direkt 0.68% av företagets aktier, värda $ 468.21M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 1.9 år respektive 9 år.

Viktig information

Greg Case

Verkställande direktör

US$73.7m

Total ersättning

VD-lön i procent2.03%
Anställning som VD21.1yrs
Ägande av VD0.7%
Ledningens genomsnittliga anställningstid1.9yrs
Styrelsens genomsnittliga mandatperiod9yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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

Analys av ersättningar till VD

Hur har Greg Case:s ersättning förändrats jämfört med Aon:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

US$4b

Dec 31 2025US$74mUS$2m

US$4b

Sep 30 2025n/an/a

US$3b

Jun 30 2025n/an/a

US$3b

Mar 31 2025n/an/a

US$3b

Dec 31 2024US$26mUS$2m

US$3b

Sep 30 2024n/an/a

US$2b

Jun 30 2024n/an/a

US$3b

Mar 31 2024n/an/a

US$3b

Dec 31 2023US$24mUS$2m

US$3b

Sep 30 2023n/an/a

US$3b

Jun 30 2023n/an/a

US$3b

Mar 31 2023n/an/a

US$3b

Dec 31 2022US$20mUS$2m

US$3b

Sep 30 2022n/an/a

US$3b

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$1b

Dec 31 2021US$20mUS$2m

US$1b

Sep 30 2021n/an/a

US$916m

Jun 30 2021n/an/a

US$2b

Mar 31 2021n/an/a

US$2b

Dec 31 2020US$20mUS$2m

US$2b

Sep 30 2020n/an/a

US$2b

Jun 30 2020n/an/a

US$2b

Mar 31 2020n/an/a

US$2b

Dec 31 2019US$16mUS$2m

US$2b

Ersättning vs marknad: Greg s total kompensation ($USD 73.74M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 14.80M ).

Ersättning vs inkomst: Ersättningen för Greg har ökat med mer än 20 % det senaste året.


VD OCH KONCERNCHEF

Greg Case (62 yo)

21.1yrs
Anställning
US$73,742,639
Kompensation

Mr. Gregory Clarence Case, also known as Greg, has been the Chief Executive Officer and Executive Director of Aon plc at Aon Hewitt LLC since April 4, 2005. Mr. Case served as the President of Aon plc sinc...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Gregory Case
President21.1yrsUS$73.74m0.68%
$ 468.2m
Edmund Reese
Executive VP & Chief Financial Officer1.8yrsUS$9.48m0.00099%
$ 684.4k
Mindy Simon
Executive VP & Global Chief Operating Officer3.6yrsUS$5.67m0.0030%
$ 2.1m
Lisa Stevens
Chief Administrative Officer1.9yrsUS$7.95m0.012%
$ 8.5m
Andrew Marcell
Executive VP & CEO of Global Solutions7.9yrsUS$7.60m0.0041%
$ 2.9m
David DeBrunner
Senior VPless than a yearinga uppgifteringa uppgifter
Hallie Miller
Head of Investor Relationsless than a yearinga uppgifteringa uppgifter
Darren Zeidel
Executive VP6.8yrsUS$3.76m0.0075%
$ 5.2m
Michael Neller
Deputy Global Chief People Officer and Head of Total Rewards & Talent Development1.2yrsinga uppgifter0.0051%
$ 3.5m
Karen Kissam
Senior Vice President - H&B Local Practice Leaderno datainga uppgifteringa uppgifter
Brian Slife
Senior VP & Resident Managing Director of Aon Risk Solutions - Cleveland & Columbusno datainga uppgifteringa uppgifter
Robert Gerard Woods
Group Managing Director of UK & EMEA for Aon Inpointno datainga uppgifteringa uppgifter
1.9yrs
Genomsnittlig anställningstid
54yo
Genomsnittlig ålder

Erfaren ledning: AON s ledningsgrupp anses inte vara erfaren ( 1.9 års genomsnittlig anställningstid), vilket föreslår ett nytt team.


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Gregory Case
President21.1yrsUS$73.74m0.68%
$ 468.2m
Richard Notebaert
Independent Non-Executive Director28.1yrsUS$394.88k0.013%
$ 9.0m
Lester Knight
Independent Non-Executive Chairman of the Board27.3yrsUS$635.07k0.15%
$ 102.7m
Cheryl Francis
Independent Non-Executive Director15.6yrsUS$410.21k0.013%
$ 9.3m
Stephen Trauber
Member of M&A and Transaction Solutions Advisory Board2.8yrsinga uppgifteringa uppgifter
Gloria Santona
Independent Non-Executive Director22yrsUS$380.21k0.019%
$ 12.8m
Jeffrey Campbell
Independent Director8.2yrsUS$415.21k0.0056%
$ 3.9m
Sarah Elisabeth Smith
Independent Director3.1yrsUS$380.21k0.00072%
$ 497.7k
Jose Alvarez
Independent Director2.3yrsUS$380.21k0.00041%
$ 283.4k
Byron Spruell
Independent Director5.6yrsUS$385.54k0.0027%
$ 1.9m
Jin-Yong Cai
Independent Director9.8yrsUS$544.34k0.0035%
$ 2.4m
Adriana Karaboutis
Independent Director3.7yrsUS$380.21k0.00094%
$ 649.8k
9.0yrs
Genomsnittlig anställningstid
65.5yo
Genomsnittlig ålder

Erfaren styrelse: AON s styrelse anses vara erfaren ( 9 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/20 06:43
Aktiekurs vid dagens slut2026/05/20 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Aon plc bevakas av 30 analytiker. 17 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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