AONAon plc demonstrates strong fundamental performance with a stable business model and consistent dividend growth. While current technical indicators suggest a neutral to slightly cautious short-term outlook, the company's robust financial health and position in the essential risk and human capital solutions market provide a solid foundation for long-term investment. Thematic alignment with economic stability and risk management trends is positive.
Aon operates in a vital sector providing risk management and human capital solutions. Its services are essential for businesses navigating economic uncertainty and regulatory changes. Growth in areas like cyber risk and ESG consulting align with evolving market needs, though significant acceleration might be dependent on broader economic conditions and corporate investment in these services.
Aon exhibits robust financial health, with consistent revenue growth, strong profitability, and a well-managed balance sheet. Its ability to generate substantial free cash flow supports shareholder returns and strategic investments. The company's P/E ratio, while not exceptionally low, reflects its stable earnings power and market position.
The stock is trading in a relatively tight range, with mixed signals from technical indicators. While it remains above key long-term moving averages, short-term oscillators suggest it is neither significantly overbought nor oversold. This indicates a period of consolidation or waiting for clearer market direction.
| Factor | Score |
|---|---|
| Risk Management Solutions | 80 |
| Human Capital & Talent | 75 |
| Digital Transformation & Analytics | 70 |
| ESG Integration | 65 |
| Regulatory & Compliance Needs | 75 |
| Factor | Score |
|---|---|
| Valuation | 60 |
| Profitability | 80 |
| Growth | 75 |
| Balance Sheet Health | 50 |
| Cash Flow | 90 |
| Dividend Yield | 70 |
| Factor | Score |
|---|---|
| Trend Analysis | 75 |
| Momentum | 50 |
| Volume Confirmation | 70 |
| Support & Resistance | 70 |
| Short-term Oscillators (15m) | 60 |
Consistent EPS Surprises
Aon plc has a track record of beating earnings estimates, with 8 out of the last 12 reported quarters exceeding expectations, indicating operational efficiency and robust earnings generation.
Reasonable P/E Ratio Relative to Growth
The trailing P/E ratio of 30.79 is comparable to its historical averages and industry peers, and when considering the EPS TTM of $11.58, it suggests a potentially fair valuation relative to its current earnings.
Elevated P/E Ratio on Quarterly Basis
The P/E ratio for Q1 2025 is 89.3 and for Q4 2024 is 108.3, which are significantly higher than the trailing twelve months (TTM) P/E of 30.79, potentially indicating future earnings pressure or overvaluation if growth falters.
Slowing Revenue Growth in Recent Quarters
While annual revenue grew year-over-year from 2023 to 2024, quarterly revenue for Q4 2024 ($4.147B) was lower than Q1 2025 ($4.729B) and Q4 2023 ($4.147B), showing some stagnation or decline in short-term revenue momentum.
July 2025
25
Next Earnings Date
H: $3.47
A: $3.41
L: $3.30
H: 4.24B
A: 4.16B
L: 3.95B
August 2025
1
Ex-Dividend Date
August 2025
15
Next Dividend Date
Aon plc, a professional services firm, provides a range of risk and human capital solutions worldwide. It offers commercial risk solutions, including retail brokerage, specialty solutions, global risk consulting and captive management, and affinity programs; and health solutions, such as consulting and brokerage, consumer benefit, and talent advisory services. The company also provides insurance-linked securities, capital raising, strategic advice, restructuring, and merger and acquisition services; and risk management products and services, capital market solutions, and corporate finance advisory services. In addition, the company offers treaty and facultative reinsurance services; strategic design advice and actuarial services; and investment advisory services on developing and maintaining investment programs across various plan types, including defined benefit plans, defined contribution plans, and trusts for corporations, public pensions, endowments, and foundations. The company was founded in 1919 and is headquartered in Dublin, Ireland.
397.44 USD
The 39 analysts offering 1 year price forecasts for AON have a max estimate of 449.00 and a min estimate of 332.65.