Aon plc

AON

$327.00

-1.17%

2026-09-03 16:00:03 EDT-$3.88

Financial Services

Insurance - Brokers

NYSE

Active Trading

Aon plc operates as a professional services firm in the United States, rest of the Americas, the United Kingdom, Ireland, rest of ...

Price Action of AON

$327.00

-1.17%-$3.88

High—

Low—

52W High-14.3%

Rel. vol—

Interval

Range6.5h

Volume—SMA5SMA10

—

Aon plc (NYSE: AON) is a leading global professional services firm that helps organizations make better decisions to protect and enrich lives. With approximately 60,000 employees and operations in over 120 countries, Aon serves clients across the United States, the Americas, Europe, the Middle East, Africa, and Asia Pacific. The ...Aon plc (NYSE: AON) is a leading global professional services firm that helps organizations make better decisions to protect and enrich lives. With approximately 60,000 employees and operations in over 120 countries, Aon serves clients across the United States, the Americas, Europe, the Middle East, Africa, and Asia Pacific. The company operates through two primary segments: Risk Capital and Human Capital. The Risk Capital segment provides commercial risk solutions, including retail and insurance brokerage, specialty solutions, global risk consulting, captives management, and affinity programs. It also offers reinsurance, capital raising, strategic advice, and merger and acquisition services. The Human Capital segment delivers health solutions, such as consulting and brokerage, consumer benefits, and talent advisory services, as well as wealth solutions including retirement consulting and investments. Aon's services extend to actuarial advice, pension risk transfer, integrated pension administration, and investment advisory programs for various plan types. Financially, Aon has a market capitalization of over $75 billion, with a price-to-earnings ratio of 19.6 and a dividend yield of 0.9%. The company's revenue per share is $82.2, and it maintains a strong focus on innovation and data analytics to drive client value. Under the leadership of President and CEO Gregory C. Case, Aon emphasizes a culture of integrity and commitment to shaping decisions for the better. The company was founded in 1982 through the merger of Ryan Insurance Group and Combined International Corporation, and has since grown through strategic acquisitions and organic expansion. Aon's corporate headquarters is located at 15 George's Quay, Dublin, Ireland. The company's vision is to protect and enrich lives globally, and it continues to evolve its offerings to address emerging risks and workforce challenges.ExpandCollapse

Founded

1982

Employees

60000

CEO

Gregory C. Case

Full Name

Aon plc

Sector

Financial Services

Industry

Insurance - Brokers

ROE

42.56%

Market Cap

$69.37B

Current Ratio

1.03

WACC

6.96%

ROIC

19.07%

Contact Information

https://www.aon.com

353 1 266 6000

15 George's Quay, Dublin, DU D02 VR98

Key Metrics of AON

Snapshot

Latest / TTM · 6 periods

Market Cap

$69.37B

ROCE

18.3%

EV / EBITDA

13.35x

+2.5% YoY

FCF Yield

4.7%

+0.4% YoY

Cash Conversion Cycle

98.6d

Current Ratio

1.03

Quick take

TTM —

Positive CCC

Financial Highlights of AON

Profitability trend

Latest / TTM · 6 periods

Gross Margin

83.1%

Net Margin

22.3%

P/E Ratio

17.93x

n/a

Debt / Equity

1.64

n/a

Current Ratio

1.03

Dividend Yield

1.0%

Understanding

TTM —

No major balance sheet stress in these headline ratios.

Calendar of AON

Upcoming

Dec 31, 2026
FY2026 · Estimated annual results
Est. EPS $18.86 · Revenue $17.91B · 13 analysts
Sep 30, 2027
Q3 FY2027 · Estimated results
Est. EPS $3.68 · Revenue $4.74B · 6 analysts
Dec 30, 2027
Q4 FY2027 · Estimated results
Est. EPS $5.91 · Revenue $5.24B · 12 analysts
Dec 31, 2027
FY2027 · Estimated annual results
Est. EPS $20.73 · Revenue $20.38B · 10 analysts

Recent history

Aug 14, 2026
Dividend payment
$3.06 per share
Aug 3, 2026
Ex-dividend date
$3.06 per share
Jul 29, 2026
Q2 FY2026 · Results reported
EPS $2.59 · Revenue $4.25B
View filing
May 1, 2026
Q1 FY2026 · Results reported
EPS $5.63 · Revenue $5.03B
View filing
Feb 13, 2026
FY2025 · Annual results
EPS $17.02 · Revenue $17.18B
View filing
Oct 31, 2025
Q3 FY2025 · Results reported
EPS $2.11 · Revenue $4.00B
View filing

Financial Statements of AON

5Y Trend (Revenue, Earnings, FCF)

Metric	Latest	YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.	QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).	$17.2B	+9.4%	-15.7%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.	$3.7B	+39.2%	-54.5%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.	+47.7%	+1.0%	+30.8%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).	+25.3%	+3.5%	-46.0%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.	+21.5%	+27.2%	-46.1%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.	$3.2B	+14.2%	+33.1%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.	+18.7%	+4.4%	+57.8%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.	176.8%	-39.5%	+4.4%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.	1.11x	+8.9%	-3.2%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.	$50.8B	+3.7%	+3.7%

Actual vs Estimate

A Dec 31Q Sep 30

Metric	Annual (A vs E)	Annual Surprise	Quarter (A vs E)	Quarter Surprise
EPS Surprise	17.02 vs 16.96	+0.3%	2.59 vs 3.68	-29.7%
Revenue Surprise	$17.2B vs $17.3B	-0.5%	$4.2B vs $4.7B	-10.5%

Insider Transactions of AON

Acquisitions (A)

Since Jul 28, 2026

Disposals (D)

Since Jul 28, 2026

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
May 21, 2027	Virani Nadin	officer: Interim CFO	Restricted Share Unit (Right to Receive)	—	893	—
Sep 2, 2026	KNIGHT LESTER B	director	Class A Ordinary Stock	A	367	$330.51
Sep 2, 2026	KNIGHT LESTER B	director	Class A Ordinary Stock	A	1,440	$329.69
Sep 2, 2026	KNIGHT LESTER B	director	Class A Ordinary Stock	A	4,145	$328.34
Sep 2, 2026	KNIGHT LESTER B	director	Class A Ordinary Stock	A	7,212	$327.52

Earnings Call Transcript of AON

1 transcript segments

Q2 2026

Unknown Speaker

Operator: Good morning and thank you for holding. Welcome to Aon plc's Second Quarter 2026 Conference Call. At this time, all parties will be in a listen-only mode until the question-and-answer portion of today's call. I would also like to remind all parties that this call is being recorded. If anyone has an objection, you may disconnect your line at any time. It is important to note that some of the comments in today's call may constitute certain statements that are forward-looking in nature. As defined by the Private Securities Litigation Reform Act of 1995. Such statements are subject to certain risks and uncertainties that could cause actual results to differ materially from historical results or those anticipated. For information concerning these risk factors, please refer to our earnings release for this quarter and to our most recent quarterly or annual SEC filings. All of which are available on our website. Now it is my pleasure to turn the call over to Gregory C. Case, President and CEO of Aon plc. Gregory C. Case: Thanks, Dylan, and good morning, everyone. Thank you for joining our second quarter earnings call. I am here today with Edmund Reese, our CFO. And as always, the financial presentation, which Edmund will reference, is available on our website. Consistent execution, the strength of our Aon United strategy accelerated through the 3x3 Plan, the resilience of our business model produced second quarter and first half results in line with objectives. In addition, our investments in talent, technology, and innovative capital solutions continue to strengthen the value we deliver, expand our addressable market and drive sustainable growth. As we enter the second half of 2026, we are well positioned to deliver on our strategic and financial commitments and continue generating long-term shareholder value. My remarks today focus on three areas. First, our client demand continues to grow as organizations navigate increasingly interconnected risk and workforce challenges. Second, our organizational structure, which brings together risk capital and human capital and is supported by Aon Business Services, and our substantial investments, drive our ability to meet client demand and differentiate Aon in the marketplace. And third, how our investments are translating into strong client impact durable growth, and confidence in our ability to deliver through the cycle performance. Let's start with the external landscape. The environment facing our clients continues to evolve rapidly. Geopolitical uncertainty remains elevated, Economic growth remains uneven. Cyber threats continue to increase in frequency and sophistication. Climate-related risks continue to challenge traditional underwriting and capital allocation models. At the same time, organizations are adapting to profound workforce changes. The common thread across these developments is increasing complexity. As complexity rises, decision-making becomes more difficult and the cost of being …

Leadership Team of AON

12 executives

Name	Title	Compensation	Gender	Year Born	Status
Gregory Clarence Case	President, Chief Executive Officer & Executive Director	USD 4,972,698	Male	1963	Active
Edmund J. Reese	Executive Vice President & Chief Financial Officer	USD 3,379,666	Male	1975	Active
Mindy Simon	Executive VP & Global Chief Operating Officer	USD 2,914,264	Female	1977	Active
Andrew Marcell	Deputy CEO and Senior EVP of Risk Capital & Human Capital	USD 2,379,197	Male	1968	Active
Lisa J. Stevens	Chief Administrative Officer	USD 2,240,920	Female	1971	Active
Darren Zeidel	Executive Vice President, General Counsel & Company Secretary	USD 1,187,695	Male	1972	Active
Robert Gerard Salisbury Woods	Group Managing Director of UK & EMEA for Aon Inpoint	—	Male	1965	Active
Hallie Elsner Miller	Head of Investor Relations	—	Female	—	Active
Brian Slife	Senior Vice President & Resident Managing Director of Aon Risk Solutions - Cleveland & Columbus	—	Male	—	Active
Michael Neller	Deputy Global Chief People Officer and Head of Total Rewards & Talent Development	—	Male	1979	Active
David J. DeBrunner	Senior Vice President, Global Controller & Chief Accounting Officer	—	Male	1966	Active
Karen Kissam	Senior Vice President - H&B Local Practice Leader	—	Female	—	Active

Recent News of AON

Zacks Investment Research8/18/2026Neutral

How AON Taps Rising M&A Activity With New $200M Sidecar X

AON's new Sidecar X offers $200 million in capacity, faster execution and a 10% premium discount as M&A activity rises.

PRNewsWire8/17/2026Neutral

Aon Announces CFO Transition

- Nadin Virani appointed Interim CFO- Reaffirms full-year 2026 financial guidance DUBLIN, Aug. 17, 2026 /PRNewswire/ -- Aon plc (NYSE: AON), a leading global professional services firm, today announced that Edmund Reese will transition from his role as Executive Vice President and Chief Financial Officer, effective immediately, to pursue opportunities outside the firm. Aon appointed Nadin Virani as Interim CFO, effective immediately, and Reese will serve as senior advisor to Aon President and CEO Greg Case, through August 16, 2027, to support the transition.

Business Wire8/17/2026Neutral

Aon Launches Sidecar X with $200 Million Capacity Secured

DUBLIN--(BUSINESS WIRE)--Aon plc (NYSE: AON), a leading global professional services firm, today announced the launch of Sidecar X, marking the latest evolution in its Sidecar platform connecting insurance capital with complex transactional risk and offering up to $200 million in capacity. The Global Sidecar Platform spans representation and warranties and tax insurance products and provides a streamlined experience through pre-agreed underwriting and claims frameworks, delivering a 10% premium.

Zacks Investment Research8/14/2026Neutral

WTW Stock Surges 34.5% in Three Months: What Should Investors Do Now?

Willis Towers Watson's organic growth, specialty insurance expansion, AI-driven efficiencies and strong cash flow support earnings, while competition and softer rates remain risks.

Seeking Alpha8/13/2026Neutral

Aon plc (AON) Discusses Q3 Insurance Labor Market Study and Staffing Trends Transcript

Historical Employee Count of AON

Current

60,000

Change

+0.00%

Minimum

50,000

Maximum

60,000

Recent Filings

Report Date	Employees	Form Type	Filing Date	SEC Filing
Dec 31, 2025	60,000	10-K	Feb 13, 2026	View
Dec 31, 2024	60,000	10-K	Feb 18, 2025	View
Dec 31, 2023	50,000	10-K	Feb 16, 2024	View
Dec 31, 2022	50,000	10-K	Feb 17, 2023	View
Dec 31, 2021	50,000	10-K	Feb 18, 2022	View

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Aon plc