AON – Aon plc

Investment Analysis Report: Aon plc (NYSE: AON) – November 15, 2025

Company Overview

Aon plc, headquartered in Dublin, Ireland, is a leading professional services firm operating within the financial services sector, specifically in the insurance brokers industry. Established in 1919, Aon offers a broad range of risk and human capital solutions globally, encompassing commercial risk services such as retail brokerage, global risk consulting, and specialty insurance. Besides its core offerings, Aon’s portfolio includes health solutions, insurance-linked securities, capital raising, strategic advice, treaty and facultative reinsurance, and actuarial services.

With total revenue approximating $17.03 billion, Aon stands out as a robust player in its industry, showcasing significant resilience and a promising growth trajectory. The company’s strategic focus allows it to serve various clients, from large corporations to public pensions and foundations, reinforcing its strong position in the market.

52-Week Price Performance Analysis

The historical price performance of Aon plc stock over the past year has exhibited a predominantly bearish trend. Analyzing the 52-week price chart for Aon (AON), the stock has consistently struggled to surpass the critical resistance level of $380, which has been tested multiple times, particularly in March and October. Despite reaching a 52-week high of $412.97, recent trends indicate a decline, with the current stock price at $349.69.

Key Price Levels

• Resistance: $380 (multiple tests indicate strong selling pressure)
• Current Price: $349.69 (below key moving averages)
• Support: $350 (recent price action shows vulnerability)
• 52-Week High: $412.97
• 52-Week Low: $323.73

The recent trading activity suggests a delicate situation; with the stock hovering just above the $350 support level, it has encountered challenges regaining upward momentum. This interplay between price and its fifty-day moving average, currently at $352.34, indicates bearish momentum–an outlook reinforced by a series of lower highs and lower lows.

Momentum Indicators

Given the declining moving average trend, it appears that Aon is experiencing selling pressure, impeding bullish reversals. The recent volatility, including a dip below the $350 level, signals a need for caution among investors until a substantial bullish catalyst emerges to drive the price above $380 decisively.

Financial Performance and Metrics

Aon’s financial standing is indicative of its operational efficiency and market positioning. The latest reported total revenue stands at $17,027,999,744, illustrating robust growth patterns. Noteworthy financial metrics include:
– EBITDA: $5,432,000,000, demonstrating solid profitability
– Shares Outstanding: 214,935,265
– Short Interest: 1,882,967 shares (0.0089% of the float), which suggests limited bearish sentiment towards the stock

Analysts have shown confidence in Aon’s financial performance, with forecasts suggesting a target high price of $449.00, and a mean target price around $402.39. Such valuations reflect an expected upside, reinforcing the overall attractiveness of Aon as an investment opportunity.

Recent News and Developments

As of November 15, 2025, Aon plc has made headlines with significant business updates:
– The company’s stock previously reached an all-time high of $389.30 on November 25, 2024.
– In Q3 2024, Aon reported an impressive 7% organic revenue growth, totaling $3.7 billion, accompanied by an adjusted operating margin of 24.6%.
– In April 2025, Aon announced a 10% increase in its quarterly cash dividend, now at $0.745 per share, marking the 15th consecutive year of dividend growth.

The firm is strategically enhancing its capabilities through targeted acquisitions, including ERN, a risk assessment modeling firm in Mexico, and the technology assets of Humn.ai, which focus on integrating AI into commercial fleet solutions. These moves illustrate Aon’s commitment to innovation and market expansion, particularly in underserved regions like Latin America.

Market Sentiment and Analyst Recommendations

Analyst sentiment regarding Aon remains positive, with a consensus rating suggestive of a “Moderate Buy”. With insights from 18 analysts contributing to the coverage:
– Mean Target Price: $403.15, indicating an 18% potential upside from the current price.
– Target High Price: $449.00
– Target Low Price: $325.00
– Recommendation Mean: 2.0 (on a scale where 1 is a strong buy and 5 is a strong sell), reinforcing a generally favorable outlook.

This collective analysis from experts highlights strong confidence in Aon’s potential return on investment in the long term, especially if it can overcome current resistance levels and market challenges.

Conclusion

For retail investors assessing Aon plc (NYSE: AON), it’s crucial to understand the interplay between Aon’s solid financial foundation and the current bearish sentiment influencing its stock price. Data indicates that while the company faces short-term resistance and volatility, its strategic growth initiatives and favorable analyst recommendations position it well for a rebound.

Nevertheless, prudent investors should remain vigilant in monitoring market trends, breaking through key price levels, and leveraging the ongoing resilience of the insurance brokers industry–factors that might represent both opportunity and risk.

Metric	Value
Market Cap	$75.2b
Total Debt	$17.6b
Total Cash	$1.2b
Shares Outstanding	214.9m
Float Shares	208.0m