ALTSTATION.IO

Aon plc (AON) Stock Analysis

By Nova Skye | AltStation.io | Updated February 07, 2026

Price

$341.99

Change

-0.40%

Market Cap

$73.50B

Avg Volume

1.1M

Company Overview

Aon plc is a global professional services firm that offers a range of risk management and human capital solutions. They provide commercial risk solutions, including insurance brokerage, global risk consulting, and captive management. Their health solutions encompass benefits consulting and talent advisory services. Aon serves businesses across various sectors, delivering products designed to manage risk and optimize employee health benefits.

Aon is a market leader in the insurance brokerage industry. They boast a strong reputation for their comprehensive offerings and global reach, which gives them a competitive advantage. However, there are threats from agile competitors like Marsh & McLennan and Willis Towers Watson, who are also vying for market share in a rapidly evolving market. The demand for innovative risk management solutions and technological advancements also shapes the competitive landscape Aon navigates.

Currently, Aon is in a growth phase, leveraging its scale and expertise to expand services in key areas like health solutions and digital risk management. Recent milestones include their focus on enhancing their data analytics capabilities, which positions them to better serve clients. This strategic pivot towards technology-driven solutions aligns with market demands and sets the stage for continued growth in an increasingly competitive sector.

Key Financials

Market Cap

$73.50B

Revenue

$17.18B

EBITDA

$5.64B

Gross Margin

47.2%

Profit Margin

21.5%

Revenue Growth

3.7%

Total Cash

$2.80B

Total Debt

$15.89B

Free Cash Flow

$3.41B

52-Week Price Performance Analysis

Price Statistics

P/E Ratio

20.08

Forward P/E

15.90

Beta

0.81

52-Week High

$412.97

52-Week Low

$323.73

EPS

$17.03

50-Day Avg

$347.58

200-Day Avg

$354.77

Price/Book

7.84

Technical Analysis

Over the past 52 weeks, Aon plc (AON) has exhibited a downward trend, culminating in a price decrease of 10.9%, with the stock currently at $341.99. Key resistance is positioned around $380, evident from multiple failed attempts to breach this level in late 2022 and mid-2023. Support can be identified near the $340 mark, where recent price actions have stabilized, indicating potential buying interest. The stock has shown short-term erosion in momentum, with slight fluctuations reflecting uncertainty and indecision permeating in the last few weeks. Currently, the price sits close to its 52-week low of around $320, which suggests vulnerability to further declines if bearish sentiment persists. Overall, Aon’s technical setup reveals mixed signals, necessitating close monitoring of both support and resistance levels as the market evolves.

Recent News and Developments

Market Update

Here’s a summary of the latest news and developments for Aon plc (AON) stock in the past week, from February 1 to February 7, 2026:

Market Update

### Aon Reports Strong Q4 and Full-Year 2025 Results, Provides Optimistic 2026 Outlook

Market Update

Aon plc announced robust financial performance for the fourth quarter and full year of 2025, with revenue for the year rising 9% to approximately $17.18 billion (A$24.7 billion). For the fourth quarter, revenue increased by 4% to $4.3 billion, and adjusted net income grew by 9% to $1.1 billion. The company anticipates at least mid-single-digit organic revenue growth for 2026, along with adjusted o

Market Sentiment and Analyst Recommendations

Bull Case

Aon just posted 9% revenue growth to $17.18B and guided for mid-single-digit organic growth in 2026 with 70-80 basis points of margin expansion. The cyber risk business is accelerating with the SecurityScorecard partnership and new regulatory exposure creating tailwinds for insurance demand. At 20.08x forward P/E, Aon trades below historical averages for a business generating strong cash flow and double-digit free cash flow growth guidance. Analysts have a consensus buy with an average target of $397.47, implying 16% upside from current levels. The $0.745 quarterly dividend yields roughly 0.87% and signals management confidence in cash generation. The core insurance brokerage and consulting business remains sticky with high switching costs and recurring revenue characteristics.

Bear Case

The stock is down 10.9% over 52 weeks and sitting near $342, barely above its $323.73 low, suggesting institutional conviction is weak despite the positive earnings. Revenue growth of 3.7% forward is decelerating from the 9% posted in 2025, and mid-single-digit guidance is not exciting for a $73.5B market cap company. Aon carries $15.89B in debt against only $2.80B in cash, giving a net debt position of $13.09B that limits financial flexibility if economic conditions deteriorate. The technical setup shows the stock has failed repeatedly at the $380 resistance level, and current price action near support suggests vulnerability to breaking lower. Valuation at 20x P/E is not cheap enough to compensate for slowing growth, especially if margin expansion doesn’t materialize as promised.

What to Watch

Monitor Q1 2026 organic revenue growth when reported in late April to confirm the company can deliver mid-single-digit growth. Track the SecurityScorecard partnership’s contribution to revenue and whether cyber risk becomes a meaningful growth driver or just noise. Watch for any deterioration in the commercial insurance market, which directly impacts Aon’s placement volumes and pricing power. The $380 technical resistance is critical — a sustained break above it would signal institutional accumulation, while a drop below $340 support would confirm bearish momentum. Keep tabs on free cash flow delivery against the double-digit growth guidance, as this funds dividends and debt reduction. Monitor analyst target revisions over the next two quarters; downgrades would signal growing skepticism about the margin expansion thesis.

Analyst Consensus

BUY

Based on 19 analyst opinions

Low Target

$326.00

Mean Target

$397.47

High Target

$443.00

Earnings and Financial Data

Sector

Financial Services

Industry

Insurance Brokers

Employees

N/A

Earnings & Dividends

Next Earnings

Jan 30, 2026

EPS (Trailing)

$17.03

Dividend Yield

87.0%

Payout Ratio

17.1%

Frequently Asked Questions

Is Aon plc (AON) a good stock to buy?

Yes, analysts recommend AON as a BUY, with a target price of $397.47. With a P/E ratio of 20.08 and strong fundamentals, the stock shows promise for growth.

What is AON’s price target?

The consensus price target for AON is $397.47, suggesting an upside potential from the current price of $341.99. This target reflects confidence in the company’s growth trajectory.

Does AON pay a dividend?

Yes, Aon offers a substantial dividend yield of 87.0%. This makes it attractive for income-focused investors looking for reliable returns.

What is AON’s market capitalization?

AON has a market cap of $73.50 billion. This positions it as a major player in the financial services sector, particularly within the insurance brokers industry.

What is AON’s 52-week price range?

AON’s stock has traded between $323.73 and $412.97 over the past year. This range indicates volatility, which may offer opportunities for potential investors.

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Disclaimer: This report is for informational purposes only and does not constitute financial advice. The analysis and opinions expressed are those of AltStation.io and should not be relied upon as the sole basis for investment decisions. Always conduct your own research and consult with a qualified financial advisor before making investment decisions. Past performance does not guarantee future results. Updated February 07, 2026.