Aon plc (AON)
NYSEFinancialsInsurance - BrokersSnapshot 2026-10-29
$321.67+0.01%
Close 2026-10-30 · 1-day change
NYSEFinancialsInsurance - BrokersSnapshot 2026-10-29
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.
Recent financial performance freshly dropped to the bottom half of its industry.
View ThesisRevenue growth is slowing — up about 4% 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 USI acquisition must deliver growth and synergies as revenue growth has slowed. Revenue growth rose to 3% in Q3 from 2% in Q2, and earnings beat. AON trades at 17× P/E versus a 12× peer median and its 20× history. The price reflects less growth than our forecast, despite that peer premium. Recent financial performance fell to the bottom half of its industry, weakening the thesis. Fragile cash backing and the 21% next-quarter miss probability add risk. Peer multiples imply a price about 21% below where it trades. The thesis has broken; this read is provisional.
Trailing returns as of 2026-10-30. AON is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 21 analysts currently covering AON (as of Oct 2026).
Based on 10 Wall Street analysts offering 12-month price targets for AON in the last 4 months.
Continue this research
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 2026-10-30. 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.
Expected close and quantified synergies support strategic growth and operating leverage.
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 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $321.67
The last 12 months of price, then the range of analyst 12-month targets from today’s $321.67.
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.
Bottom 25% 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.
Acquisition could enhance growth and market position.
Advances: Execute disciplined capital allocation including share repurchases
Supports disciplined capital allocation for USI acquisition.
The bond offering supports disciplined capital allocation strategy.
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.
