AON

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Aon (AON), which belongs to the Zacks Insurance - Brokerage industry, could be a great candidate to consider. When looking at the last two reports, this insurance brokerage has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 2.13%, on average, in the last two quarters. For the last reported quarter, Aon came out with earnings of $6.48 per share versus the Zacks Consensus Estimate of $6.33 per share, representing a surprise of 2.37%. For the previous quarter, the company was expected to post earnings of $4.76 per share and it actually produced earnings of $4.85 per share, delivering a surprise of 1.89%. With this earnings history in mind, recent estimates have been moving higher for Aon. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Aon has an Earnings ESP of +0.24% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on July 29, 2026. Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric. Many compan...

DUBLIN, July 10, 2026 /PRNewswire/ -- Aon plc (NYSE: AON), a leading global professional services firm, plans to announce second-quarter 2026 results on Wednesday, July 29, 2026, in a news release to be issued at 6:30 AM ET. Aon's President and CEO Greg Case and CFO Edmund Reese will also host a conference call at 8:30 AM ET on Wednesday, July 29, 2026, which will be broadcast live through Aon's Investor Relations website at ir.aon.com. A replay will be available shortly after the live webcast. The earnings release and supplemental slide presentation will also be available on Aon's Investor Relations website. About AonAon plc (NYSE: AON) exists to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that protect and grow their businesses. Follow Aon on LinkedIn, X, Facebook and Instagram. Stay up to date by visiting Aon's newsroom and sign up for news alerts here. Investor ContactHallie [email protected] Media [email protected] (U.S., Canada and Puerto Rico): +1 833 751 8114International: +1 312 381 3024 View original content:https://www.prnewswire.com/news-releases/aon-announces-second-quarter-2026-earnings-release-and-conference-call-date-302822926.html

Darren Zeidel, general counsel of Aon plc (NYSE:AON), sold 600 shares of Class A Ordinary Stock on July 7, 2026, according to an SEC Form 4 filing. Transaction value based on SEC Form 4 weighted average sale price ($360.00); post-transaction value based on July 7, 2026 market close ($359.82). What was the regulatory framework governing this sale?The transaction was executed pursuant to a Rule 10b5-1 trading plan established on November 5, 2025. This automated arrangement allows insiders to schedule stock sales in advance to avoid potential conflicts with material non-public information. How does the current stock performance compare to the transaction date?Shares were priced at $357.51 as of the July 8, 2026 market close, slightly below the $360.00 execution price. As of the July 7, 2026 transaction date, the company had delivered a one-year gain of just 2%. What is the broader financial profile of Aon at the time of this filing?Aon operates as a professional services firm with a market capitalization of $76 billion. For the trailing 12 months, the company reported revenue of $17.5 billion and net income of $3.9 billion. What is the extent of Zeidel's remaining direct equity exposure?Following this 4% reduction in holdings, the insider maintains direct ownership of 15,354 shares. This position carries a market value of $5.52 million based on the $359.82 closing price on the date of the transaction. Aon plc provides comprehensive professional services across commercial risk solutions, including retail and insurance brokerage, specialty solutions, global risk consulting, captives management, and affinity programs, as well as health solutions encompassing consulting, brokerage, and consumer benefits offerings. The company generates revenue through a diversified business model operating across two primary segments—Risk Capital and Human Capital—delivering advisory, brokerage, and consulting services to corporate and institutional clients globally. Aon serves multinational enterprises, mid-market corporations, and institutional clients across the United States, the Americas, the United Kingdom, Ireland, Europe, the Middle East, Africa, and the Asia Pacific region. Aon plc is a leading global professional services firm with approximately 60,000 employees and a market capitalization of $76 billion, positioning it as a dominant player in the insurance brokerage and...

DUBLIN, July 10, 2026 /PRNewswire/ -- Aon plc (NYSE: AON), a leading global professional services firm, today announced that the Board of Directors has declared a quarterly cash dividend of $0.820 per share on Aon's outstanding Class A Ordinary Shares. The dividend is payable August 14, 2026 to shareholders of record on August 3, 2026. About Aon Aon plc (NYSE: AON) exists to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that protect and grow their businesses. Follow Aon on LinkedIn, X, Facebook and Instagram. Stay up to date by visiting Aon's newsroom and sign up for news alerts here. Investor ContactHallie [email protected] Media [email protected] (U.S., Canada and Puerto Rico): +1 833 751 8114International: +1 312 381 3024 View original content:https://www.prnewswire.com/news-releases/aon-announces-quarterly-cash-dividend-302823044.html

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Aon stock has returned 61.5% over the past five years, yet its current valuation picture is split, with the intrinsic value estimate pointing to meaningful upside while earnings based multiples look rich at recent prices. A 61.5% five year return suggests Aon has already rewarded patient shareholders, so the key issue now is whether that past performance is already fully reflected in today’s valuation. Recent work broking long duration risk solutions for projects such as UK battery storage may support expectations for steady cash generation. However, competitive pressure and deal execution risk can limit how much investors are willing to pay for that growth. On Simply Wall St’s broader checks, Aon scores 3 out of 6 on valuation, which points to a mixed picture rather than a clear bargain or clear overvaluation. The issue now is whether Aon’s current share price leaves enough margin between market expectations and the intrinsic value suggested by the Excess Returns model. Find out why Aon's 1.1% return over the last year is lagging behind its peers. The Excess Returns model looks at how efficiently Aon turns its equity base into earnings above the cost of that equity. On this view, Aon is assumed to earn stable EPS of $23.58 per share on a book value of $46.04 per share, which equates to an average return on equity of 41.63% against an equity cost of $4.28 per share. The difference between that earnings power and the equity cost produces an excess return of $19.31 per share, applied to a stable book value estimate of $56.65 per share. Putting these assumptions together, the model points to an intrinsic value of about $538 per share, which implies Aon screens as 33.6% undervalued relative to its recent share price. Because Aon’s work broking long duration battery storage risk is already visible in the deal flow, the valuation gap persists even with that activity on investors’ radar. On the Excess Returns view, Aon stock currently looks undervalued compared with the earnings power implied by its equity base. Our Excess Returns analysis suggests Aon is undervalued by 33.6%. Track this in your watchlist or portfolio, or discover 44 more high quality undervalued stocks. Head to the Valuation section of our Company Report for more details on how w...

Aon plc (AON) is a leading global professional services firm that provides risk management, insurance and reinsurance brokerage, human capital consulting, health solutions, and wealth advisory services to clients in more than 120 countries. The company helps businesses identify, manage, and transfer risk while delivering data-driven insights and advisory solutions across commercial risk, health, retirement, and talent management. Aon is headquartered in Dublin and has a market cap of $76.3 billion. The firm is expected to announce its fiscal second-quarter earnings for 2026 in the near term. Ahead of the event, analysts expect AON to report a profit of $3.77 per share, up 8% from $3.49 per share in the year-ago quarter. The company beat the consensus estimates in each of the last four quarters. Sentiment Could Be Turning Sour on Nvidia. Here’s Where 1 Analyst Thinks NVDA Stock Is Headed Next. Dear Netflix Stock Fans, Mark Your Calendars for July 16 Google Just Launched 2 New AI Models. What That Means for GOOGL Stock. Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! For the full year, analysts expect AON to report EPS of $19.09, up 11.8% from $17.07 in fiscal 2026. Its EPS is expected to rise 10.8% year-over-year (YOY) to $21.15 in fiscal 2027. AON stock has significantly underperformed the S&P 500 Index’s ($SPX) 19.2% gains over the past 52 weeks, with shares up just 1.7% during this period. Similarly, it considerably underperformed the State Street Financial Select Sector SPDR ETF’s (XLF) 5.7% rise over the same time frame. Aon reported first-quarter 2026 results on May 1, posting revenue of around $5 billion, up 6% year-over-year (YOY) from $4.7 billion, driven by 5% organic revenue growth. Also, adjusted EPS rose 14% to $6.48, exceeding analysts’ expectations. Shares rose just slightly following the release. Analysts’ consensus opinion on AON stock is moderately bullish, with a “Moderate Buy” rating overall. Out of 24 analysts covering the stock, 13 advise a “Strong Buy” rating, one suggests a “Moderate Buy,” eight give a “Hold,” one advocates a “Moderate Sell,” and one recommends a “Strong Sell.” AON’s average analyst price target is $382.30, indicating a potential upside of 6.9% from the current levels. On the date of publication, Subhasree Kar did not have (either directly or indirectly) positio...

Aon plc (NYSE:AON) is one of the Best 52-Week Low Stocks to Buy According to Hedge Funds. On May 11, Keefe Bruyette raised its price target on Aon plc (NYSE:AON) to $404 from $401 and reaffirmed an Outperform rating on the stock. The firm’s adjusted price target suggests a further 29% upside from the current levels. Apart from Keefe Bruyette, Morgan Stanley analyst Bob Huang cut his price target on Aon plc (NYSE:AON) from $390 to $380 while keeping an Overweight rating on the shares. On May 01, the company announced its Q1 2026 earnings report. It reported revenue of $5 billion, beating the Wall Street consensus of $4.98 billion. This represents 6% increase in revenue year over year. The earnings per share came in at $6.48, which comfortably beat estimates of $6.36. Despite the Middle East conflict, sales in that region are growing but remain a small share of the overall business. However, if the conflict persists, it could have some impact on the financial performance. Aon plc (NYSE:AON) is a professional services company operating across the United States, the United Kingdom, the Middle East, the rest of the Americas, the rest of Europe, Asia-Pacific, Ireland, and Africa. The company operates in the Human Capital and Risk Capital segments. While we acknowledge the potential of AON as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 7 Best Data Center GPU-as-a-Service Stocks To Buy and 9 Stocks Big Short’s Michael Burry Is Betting On . Disclosure: None. Follow Insider Monkey on Google News.

Aon plc (NYSE:AON) is included among the 10 Best Value Stocks to Buy in 2026 According to Warren Buffett. On May 4, Piper Sandler raised its price recommendation on Aon plc (NYSE:AON) to $388 from $355. It reiterated an Overweight rating on the shares. The firm said quarterly revenue came in better than expected, while organic growth was mostly in line with consensus estimates, though slightly below its own expectations. Piper also noted that adjusted operating margin exceeded expectations, and the company reaffirmed its 2026 guidance. The firm said Aon delivered a solid quarter, with results holding up relatively well. During Aon’s Q1 2026 earnings call, Executive Vice President and CFO Edmund Reese said the quarter reflected the strength and resilience of the company’s business model. He added that the results supported Aon’s long-term goal of delivering mid-single-digit or higher organic growth. Reese also discussed the company’s capital allocation strategy during the quarter. He said Aon took advantage of market conditions to repurchase $500 million worth of shares. In addition, the company invested $349 million in high-growth tuck-in acquisitions within the middle-market segment. He also reaffirmed Aon’s full-year 2026 outlook, saying the company still expects to achieve mid-single-digit or higher organic revenue growth, along with 70 to 80 basis points of margin expansion for the year. Aon plc (NYSE:AON) is a global professional services company. Its operations are divided into two segments: Risk Capital and Human Capital. The Risk Capital segment supports clients through its Commercial Risk and Reinsurance solution lines. While we acknowledge the potential of AON as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Blue Chip Stocks to Invest In According to Billionaires and 10 Best Performing Dividend Stocks So Far in 2026 Disclosure: None. Follow Insider Monkey on Google News.

Performance was driven by the 3x3 Plan, which integrates Risk Capital and Human Capital capabilities through Aon Business Services (ABS) to deliver outcome-based advice rather than transactional solutions. Commercial Risk achieved its fourth consecutive quarter of 6% or higher organic growth, fueled by double-digit growth in North America and strong demand in the construction and M&A sectors. Management attributes revenue quality to a client mix where less than 2% of revenue is derived from SME and Personal Lines, focusing instead on large-market clients with complex, recurring needs. Strategic investments in talent and technology are improving productivity, evidenced by a 95% reduction in policy check times from 48 hours to 30 minutes. The firm is expanding its addressable market by using AI-embedded analytics to access a $250 trillion capital pool, including private equity and sovereign wealth, beyond traditional reinsurance capital. Aon Broker Copilot and Claims Copilot are being utilized to transform manual placement and advocacy processes, drawing on decades of proprietary data to improve client outcomes. Reaffirmed 2026 full-year guidance for mid-single-digit or greater organic revenue growth and 70 to 80 basis points of adjusted operating margin expansion. Management expects to deliver $100 million in restructuring savings in 2026, progressing toward a total goal of $450 million by 2027. Guidance for Q2 2026 notes that data points to further rate pressure at April 1 renewals, with rates down 15% to 20% in both the U.S. and Japan, partially offset by roughly 10% higher demand. The firm plans to expand its revenue-generating population by 4% to 8% in 2026 to sustain new business momentum in high-growth areas like energy and data centers. Free cash flow is projected to grow at a double-digit rate in 2026, supported by high earnings conversion and disciplined capital allocation. Opportunistically repurchased $500 million in shares during Q1, a significant increase from the $250 million quarterly average, citing a discount to intrinsic value. Increased the quarterly dividend by 10% to $0.82 per share, marking the sixth consecutive year of double-digit increases. Allocated $349 million toward high-growth middle-market acquisitions, evaluating opportunities against a 20% IRR threshold and a 10% revenue contribution target after one year. Management noted tha...

Aon plc AON reported first-quarter 2026 adjusted earnings of $6.48 per share, which surpassed the Zacks Consensus Estimate by 2.4%. The bottom line advanced 14.3% year over year. Total revenues of $5 billion grew 6% year over year. The top line beat the consensus mark by 1.5%. Organic revenue growth was 5%. The positive quarterly results were driven by consistent execution, steady organic growth, strong retention rates, margin expansion, and improved cash generation, particularly in its core Risk Capital businesses, further supported by disciplined capital allocation. However, gains were partly offset by weakness in Wealth Solutions. Aon plc price-consensus-eps-surprise-chart | Aon plc Quote Total operating expenses inched up 2% year over year to $3.3 billion due to higher expenses related to organic revenue growth, investments in long-term growth and unfavorable foreign currency translation. This was partly offset by lower expenses associated with the sale of NFP Wealth. The metric was in line with our estimate. Adjusted operating income amounted to $1.97 billion, which improved 8% year over year and beat our estimate of $1.93 billion. The metric gained as a result of organic revenue growth and net restructuring savings. Adjusted operating margin improved 70 basis points year over year to 39.1%. Commercial Risk Solutions: Organic revenues rose 7% year over year in the first quarter on the back of new business and strong retention rates across North America and EMEA. Revenues in this solution line advanced 11% year over year to $2.2 billion, which surpassed the Zacks Consensus Estimate by 3.4%. Reinsurance Solutions: Organic revenues grew 4% year over year, driven by increased treaty placements, new business wins and strong client retention, along with growth in facultative placements. Revenues amounted to $1.3 billion, which improved 8% year over year and beat the consensus mark by 1.9%. Health Solutions: Organic revenues inched up 4% year over year as a result of new business growth, strong retention rates and positive market impact. The solution line’s revenues increased 9% year over year to $1.1 billion, which beat the Zacks Consensus Estimate by 2.2%. Wealth Solutions: Organic revenue growth of 1% was driven by expansion in Retirement and sustained demand for advisory services in the UK and EMEA amid ongoing regulatory changes, partly offset by weaker a...

This article first appeared on GuruFocus. Organic Revenue Growth: 5% for the quarter. Total Revenue: Increased 6% year-over-year to $5 billion. Adjusted Operating Margin: Expanded by 70 basis points to 39.1%. Adjusted EPS: Up 14% to $6.48. Free Cash Flow: Generated $363 million, up 332%. Commercial Risk Organic Revenue Growth: 7%, marking the fourth consecutive quarter of growth at 6% or higher. Reinsurance Organic Revenue Growth: 4%, driven by growth in treaty and facultative placements. Health Solutions Growth: 4% in the quarter. Wealth Growth: 1% growth driven by regulatory and valuation-related work. Share Repurchases: $500 million repurchased during the quarter. Dividend Increase: Announced a 10% increase to $0.82 per share. Warning! GuruFocus has detected 2 Warning Signs with AON. Is AON fairly valued? Test your thesis with our free DCF calculator. Release Date: May 01, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Aon PLC (NYSE:AON) reported 5% organic revenue growth in the first quarter, with strong execution across the firm. The company achieved a 70 basis point expansion in adjusted operating margin, reaching 39.1%. Aon PLC (NYSE:AON) delivered a 14% increase in adjusted earnings per share, demonstrating strong financial performance. The firm generated significant free cash flow, up 332% to $363 million, reflecting strong operating income growth. Aon PLC (NYSE:AON) announced a double-digit dividend increase for the sixth consecutive year, highlighting its commitment to returning capital to shareholders. Geopolitical uncertainty, economic pressures, and cyber risk are creating a volatile and complex environment for clients. The ongoing conflict in the Middle East presents challenges, although it is not a substantial part of Aon PLC (NYSE:AON)'s business. There is pressure from regulators and boards for stronger governance, transparency, and resilience, which could impact operations. The firm faces competitive pressures for talent, although it continues to expand its revenue-generating population. Aon PLC (NYSE:AON) is experiencing slower discretionary spend in Talent Solutions, impacting growth in the Health Solutions segment. Q: Can you provide more color on the contributions from data centers to organic growth in the quarter? A: Edmund Reese, Chief Financial Officer, explained that data c...

For the quarter ended March 2026, Aon (AON) reported revenue of $5.03 billion, up 6.5% over the same period last year. EPS came in at $6.48, compared to $5.67 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $4.96 billion, representing a surprise of +1.48%. The company delivered an EPS surprise of +2.36%, with the consensus EPS estimate being $6.33. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Aon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Commercial Risk Solutions - Organic Revenue Growth: 7% compared to the 5.6% average estimate based on seven analysts. Reinsurance Solutions - Organic Revenue Growth: 4% versus the seven-analyst average estimate of 4.5%. Wealth Solutions - Organic Revenue Growth: 1% compared to the 2.9% average estimate based on seven analysts. Consolidated - Organic Revenue Growth: 5% versus 5% estimated by seven analysts on average. Health Solutions - Organic Revenue Growth: 4% versus 5.3% estimated by seven analysts on average. Revenue- Eliminations: $-7 million versus the seven-analyst average estimate of $-6.5 million. The reported number represents a year-over-year change of 0%. Revenue- Health Solutions: $1.12 billion versus the six-analyst average estimate of $1.1 billion. The reported number represents a year-over-year change of +9.1%. Revenue- Wealth Solutions: $420 million versus the six-analyst average estimate of $464.47 million. The reported number represents a year-over-year change of -19.1%. Revenue- Reinsurance Solutions: $1.28 billion versus the six-analyst average estimate of $1.25 billion. The reported number represents a year-over-year change of +7.6%. Revenue- Commercial Risk Solutions: $2.22 billion versus $2.15 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +11% change. View all Key Company Metrics for Aon here>>> Sha...