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 9/23/2026, 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 |
The purchase involved 20,000 shares for a total value of ~$6.5 million based on execution prices as of September 2, 2026. The transaction size represents 7% of the total equity stake held by the director prior to this filing.
Aon's $13.5B bond sale for its $17B USI acquisition draws about $65B in orders, tightening pricing despite higher borrowing costs and a difficult market.
Aon plc (AON) Presents at KBW Insurance Conference 2026 Transcript
HB Wealth Management LLC boosted its position in shares of Aon plc (NYSE: AON) by 23.6% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 9,279 shares of the financial services provider's stock after acquiring an additional 1,770 shares during
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 |
|---|---|---|---|---|---|---|---|
| $286.10 | $60.69B | 16.81 | 9.45% | 21.51% | 46.25% | 1.02% | |
| $174.06 | $85.27B | 21.28 | 7.57% | 15.6% | 26.87% | — | |
| $301.73 | $28.5B | 18.56 | -2.24% | 15.49% | 19.75% | — | |
| $230.45 | $59.2B | 40.08 | 20.66% | 9.96% | 6.67% | — | |
| $62.44 | $20.89B | 19.76 | 26.59% | 17.59% | 9.6% | — | |
| $128.73 | $35.29B | 9.66 | 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
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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 1.02%. 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.
