Aon plc (AON)
NYSEFinancialsInsurance - BrokersSnapshot 2026-09-14
$304.67-2.21%
Close 2026-09-15 · 1-day change
NYSEFinancialsInsurance - BrokersSnapshot 2026-09-14
Research Workspace
Put AON beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Financials is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Maintain mid-single-digit organic revenue growth: rev +2.0% vs 6% target.
View ThesisRevenue growth is slowing — up about 5% over the past year and decelerating.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskAON's growth depends on maintaining mid-single-digit organic revenue growth, which has faltered. Q2 FY26 revenue grew only 2.0%, falling short of the 6% target. AON trades at 16.6× P/E, above the 12.3× peer median, indicating that the price reflects modest growth expectations. The market's current view may not fully account for the risks associated with its recent acquisition and increased debt load. AON's earnings quality is fragile, with reported profits not well backed by cash. Peer multiples imply a price about 13% below where it trades, suggesting it looks expensive on this basis. Our read is provisional.
Trailing returns as of 2026-09-15. AON is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 23 analysts currently covering AON (as of Sep 2026).
Based on 10 Wall Street analysts offering 12-month price targets for AON in the last 4 months.
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Compare AON with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| AON Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Insurance Brokers — fair value, gap to price, and forward P/E.
Compare the value case
Put AON next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
The bond offering supports disciplined capital allocation strategy.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
Current $304.67
The last 12 months of price, then the range of analyst 12-month targets from today’s $304.67.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Bond sale supports disciplined capital allocation for USI acquisition.
Concerns over costs may impact capital allocation strategy.
Debt-funded acquisition may hinder cash flow growth.
Threatens: Execute disciplined capital allocation including share repurchases
Buyback freeze impacts capital allocation strategy.
Acquisition aligns with growth strategy and market expansion.
Cost and synergy estimates support disciplined capital allocation.
Deal enhances market position and growth potential.