Aon's core brokerage franchise remains resilient, with organic revenue growth moderating to 5% in Q2 2026 from a 9.4% TTM pace, while underwriting profitability improved to an 80.6% combined ratio. However, earnings quality is under scrutiny as reserve release...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth decelerated to 2.2% in Q2 2026 from a 16.2% pace in Q1 2025, while the combined ratio improved to 80.6% from 82.6% a year earlier, though a negative loss ratio of -14.6% indicates significant reserve releases inflating earnings.
Aon's core market—risk management and insurance brokerage—is expanding as businesses seek more sophisticated coverage. Demand for essential services in this sector is accelerating, positioning Aon to capture a larger share of the growing market.
The company has posted robust revenue increases, with recent results exceeding analyst expectations. Strategic acquisitions and targeted investments are driving both top‑line growth and operational efficiencies.
Aon maintains an excellent balance sheet and a solid financial profile. The firm offers a dividend yield while keeping a low payout ratio, allowing reinvestment into high‑return opportunities and generating strong cash flow.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $3.81+0.3% vs $3.80 | $4.2B-0.7% vs $4.3B |
Q2 2026 May 1, 2026 | $6.48+1.7% vs $6.37 | $5.0B+1.2% vs $5.0B |
Q1 2026 Jan 30, 2026 | $4.85+2.1% vs $4.75 | $4.3B-1.8% vs $4.4B |
Q4 2025 Oct 31, 2025 | $3.05+4.8% vs $2.91 | $4.0B+1.0% vs $4.0B |
Aon expands energy-risk reach with a Power Lifecycle Program offering coordinated coverage from construction through early operations for gas power projects.
First American Financial (NYSE: FAF - Get Free Report) and AON (NYSE: AON - Get Free Report) are both finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their analyst recommendations, dividends, earnings, profitability, institutional ownership, valuation and risk. Insider and Institutional Ownership 89.0% of First American
Aon Launches Power Lifecycle Program to Support Conventional Gas Power Projects Powering Digital Infrastructure GrowthPR NewswireDUBLIN, Sept. 28, 2026New multi
New multiline insurance solution offers up to $2.5 billion in coverage across construction and operations for utility and digital infrastructure clients DUBLIN, Sept. 28, 2026 /PRNewswire/ -- Aon plc (NYSE: AON), a leading global professional services firm, today announced the launch of its Power Lifecycle Program (PLP), a new integrated insurance solution designed to support conventional gas power projects from construction through testing, commissioning and into operations.
Benchmark AON against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Aon plc (AON)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $275.95 | $58.54B | 16.21 | 9.45% | 21.51% | 46.25% | 1.05% | |
| $174.06 | $85.27B | 21.28 | 7.57% | 15.6% | 26.87% | — | |
| $291.60 | $27.54B | 17.93 | -2.24% | 15.49% | 19.75% | — | |
| $231.82 | $59.56B | 40.32 | 20.66% | 9.96% | 6.67% | — | |
| $61.77 | $20.67B | 19.55 | 26.59% | 17.59% | 9.6% | — | |
| $125.74 | $34.47B | 9.44 | 7.1% | 15.03% | 22.99% | — |
Aon plc (AON) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Aon plc (AON) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 17, 2026·SEC
Jul 29, 2026·SEC
Jul 1, 2026·SEC
Get notified when AON posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Aon plc (AON) stock FAQ — growth, dividends, profitability & financials explained
Aon plc (AON) grew revenue by 9.4% over the past year. This is steady growth.
Yes, Aon plc (AON) is profitable, generating $3.91B in net income for fiscal year 2025 (21.5% net margin).
Yes, Aon plc (AON) pays a dividend with a yield of 1.05%. This makes it attractive for income-focused investors.
Aon plc (AON) has a return on equity (ROE) of 46.3%. This is excellent, indicating efficient use of shareholder capital.
Aon plc (AON) has a combined ratio of 74.7%. A ratio below 100% indicates underwriting profitability.
