Análise opcional do produto
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Aon plc's published Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $58.5B | |
|---|---|---|
| Revenue (ttm) | 17.7B | |
| Net income (ttm) | 3.9B | |
| EPS (ttm) | $18.3 | |
| Shares out | 212.1M | |
| P/E (trailing) | 17.2x | |
| P/E (forward) | 13.5x | |
| Dividend | $3.28 (1.03%) | |
| Volume | 2,215,454 | |
| Beta | 0.69 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $12.19B | $12.48B | $13.38B | $15.70B | $17.18B | +9.0% |
| Gross profit | $5.46B | $6.00B | $6.47B | $7.42B | $8.20B | +10.7% |
| Operating income | $2.09B | $3.67B | $3.79B | $3.84B | $4.34B | +20.1% |
| Net income | $1.26B | $2.59B | $2.56B | $2.65B | $3.70B | +31.0% |
| EPS (diluted) | $5.55 | $12.14 | $12.51 | $12.49 | $17.02 | +32.3% |
| EBITDA | $2.58B | $3.83B | $3.79B | $4.94B | $5.35B | +20.0% |
| R&D | $0 | $0 | $0 | — | — | +22.5% |
| SG&A | $2.54B | $1.74B | $1.79B | $2.01B | $1.56B | -11.5% |
Recent company headlines from major financial publishers.
In the base case, Aon maintains its disciplined operational execution across core commercial broking and reinsurance placement, achieving mid-single-digit organic revenue expansion consistent with nominal global economic growth. Operating margin expansion aligns with management annual targets as enterprise service efficiencies offset specialized talent compensation expenses. Share repurchases steadily reduce diluted share count, supporting intrinsic convergence toward $338.37 (labelled Fair value at $338.37) with an assigned probability of 60.0% and an implied upside of 22.6% relative to the price of $275.95. This outcome would be disconfirmed by multi-quarter deceleration in organic brokerage revenue or operating margin contraction below targeted levels by the end of FY2026.
In the bull case, expanding complex global risk exposures and strong commercial property and casualty pricing drive organic revenue expansion across Risk Capital and Human Capital. Enhanced operational efficiencies from enterprise analytics platforms expand operating profitability, accelerating free cash flow conversion and funding expanded share repurchases. Under these conditions, the shares project toward $419.70 with an estimated probability of 15.0%, offering an implied return of 52.1% from the analysis price of $275.95. This path requires sustained client demand across emerging risk categories such as data infrastructure, and would be disconfirmed if corporate insurance rate softening emerges before the conclusion of FY2027.
| Ke ↓ / g → | 2.0% | 2.3% | 2.5% | 2.8% | 3.0% |
|---|---|---|---|---|---|
| 7.1% | $361 | $369 | $378 | $388 | $400 |
| 7.6% | $342 | $349 | $356 | $363 | $372 |
| 8.1% | $326 | $331 | $338 | $343 | $350 |
| 8.6% | $312 | $316 | $321 | $326 | $331 |
| 9.1% | $300 | $303 | $307 | $311 | $316 |
Upcoming earnings date and setup when available.
A classificação que a edição de pesquisa publicada em cada mês trazia. Uma classificação compara o preço na data da análise com o valor justo; não é um registro de se a avaliação se confirmou.
| Ano | jan. | fev. | mar. | abr. | mai. | jun. | jul. | ago. | set. | out. | nov. | dez. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
