Aon plc. - Ordinary Shares - Class A

Aon plc. - Ordinary Shares - Class A

AON

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Market Cap$67.5B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Aon plc. - Ordinary Shares - Class AAon plc. - Ordinary Shares - Class A17.20.97%40%3.91.6

Earnings Call Q1 2026

May 1, 2026 - AI Summary

Strong Q1 Performance: Aon reported a 5% organic revenue growth for Q1 2026, consistent with its mid-single-digit growth guidance. Total revenue reached $5 billion, an increase of 6% year-over-year. Adjusted EPS rose 14% to $6.48, and the adjusted operating margin expanded by 70 basis points to 39.1%. The firm also generated $363 million in free cash flow, an increase of 332% from the previous year.
Commercial Risk Growth: The Commercial Risk segment showed notable strength with a 7% organic growth, marking the fourth consecutive quarter with growth above 6%. This was driven by double-digit growth in North America and contributions from broad-based client demand, including strong performance in construction and data centers.
Continued Investment in Technology: Aon is strategically investing approximately $1.3 billion in AI and advanced analytics capabilities. These investments are intended to improve decision-making for clients and expand Aon's addressable market, which increases the relevance of insurance and risk management services in a rapidly changing economic environment.

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$378.00

Target Price by Analysts

19.8% upsideAon plc. Target Price DetailsTarget Price
$398.03

Current Fair Value

26.1% upside

Undervalued by 26.1% based on the discounted cash flow analysis.

Share Statistics

Market cap$67.50 Billion
Enterprise Value$81.62 Billion
Dividend Yield$3.06 (0.97%)
Earnings per Share$17.13
Beta0.71
Outstanding Shares214,300,000

Return

Return on Equity40.21%ROE
Return on Assets7.69%
Return on Invested Capital17.10%

Valuation & Multiples

P/E Ratio17.18P/E Ratio
PEG67.13PEG
Price to Sales3.9Price to Sales
Price to Book Ratio6.86Price to Book Ratio
Enterprise Value to Revenue4.67
Enterprise Value to EBIT17.75
Enterprise Value to Net Income20
Total Debt to Enterprise0.19
Debt to Equity1.56Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 1, 2026
EPS Estimate
$6.37
Average shareholder expectation
Revenue Estimate
$4.97 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 24, 2026
EPS Estimate
$3.80
Average shareholder expectation
Revenue Estimate
$4.30 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.7875 18.00%
Total Calls225,100 19.54%
Total Puts177,276 54.96%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %87.20% 0.60%
Total Invested$60.60B 9.02%
Investors Holding1,268 32.00%

ESG Score

No data

About Aon plc.

50,000 employees

Aon plc is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates and technical analysis for all tax legislation. Its work directly influences corporate tax structures, capital investment credits, and the overall tax burden on industries and financial markets, which profoundly impacts Aon's own corporate structure and its clients' profitability.

Finance

This is one of the most powerful committees impacting Aon. It controls taxation (corporate valuations), trade (affecting global clients), and entitlement spending (influencing healthcare policy like Medicare pricing, directly relevant to Aon's health solutions business).

Health, Education, Labor, and Pensions

This committee directly regulates areas central to Aon's core businesses. Its oversight of healthcare policy (e.g., FDA, NIH) impacts Aon's health solutions, and its jurisdiction over labor laws and pension regulations (e.g., minimum wage, unionization) directly affects Aon's retirement and labor consulting services.

Banking, Housing, and Urban Affairs

Aon operates in the 'Finance and Insurance' sector. This committee regulates the entire financial system, including federal oversight of financial institutions (many of which are Aon's clients) and broader financial stability. Although insurance is largely state-regulated, federal financial oversight has direct implications for Aon's operating environment and client base.

Foreign Relations

Aon operates in 120 countries, making it highly susceptible to U.S. foreign policy, sanctions, and geopolitical risks. The committee's actions directly influence global markets, sovereign credit risk, and international banking access, all of which shape the risk landscape Aon advises its international clients on.