Aon plc (AON) Stock Analysis
Recovery setup
Financial Services · Insurance Brokers
Hold if already holding. Not a fresh buy at $317.73, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: non-U.S. revenue (51.8%); Thin upside margin: 9.6%.
Aon is a global professional services firm operating two segments—Risk Capital (insurance/reinsurance brokerage, analytics) and Human Capital (health, wealth, talent consulting)—serving clients in 120+ countries with ~60,000 employees. Total revenue was $17,181M in 2025; the... Read more
Hold if already holding. Not a fresh buy at $317.73, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: non-U.S. revenue (51.8%); Thin upside margin: 9.6%. Chart setup: Death cross but MACD improving, RSI 57. Maintain position. Not compelling to add more. Score 5.9/10, moderate confidence.
Passes 7/8 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, earnings proximity 64d clear, semi cycle peak clear, materials cycle peak clear). Suitability: moderate.
Recent Developments — Aon plc
Latest news
- Is AON Undervalued? DCF Says Worth $370 - GuruFocus — GuruFocus positive
- Mitsubishi UFJ Trust & Banking Corp Sells 12,864 Shares of Aon plc $AON - MarketBeat — MarketBeat neutral
- Aon plc (AON) Announces 10% Dividend Increase, Underscoring Robust Capital Return Framework - Catalyst Event - Cổng thôn — Cổng thông tin điện tử tỉnh Tây Ninh positive
- Aon plc (AON) Expands Data Center Lifecycle Insurance Program to $3.5B, Tapping Booming Digital Infrastructure Demand - — Cổng thông tin điện tử Tỉnh Sơn La positive
- AON Fairly Valued by DCF at $370 - GuruFocus — GuruFocus neutral
Generated 2026-05-20T21:06:21Z.
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHGeographicnon-U.S. revenue52%10-K Item 1A: 'Approximately 51.8% of our consolidated revenue is non-U.S., attributed on the basis of where the services are performed, and where products are sold'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
1 floor-breaker
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Analyst Consensus
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $317.73, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: non-U.S. revenue (51.8%); Thin upside margin: 9.6%. Chart setup: Death cross but MACD improving, RSI 57. Maintain position. Not compelling to add more. Target $348.58 (+9.7%), stop $301.83 (−5.3%), A.R:R 1.9:1. Score 5.9/10, moderate confidence.
Take-profit target: $348.58 (+9.6% upside). Target $348.58 (+9.7%), stop $301.83 (−5.3%), A.R:R 1.9:1. Stop-loss: $301.83.
Concentration risk — Geographic: non-U.S. revenue (51.8%); Thin upside margin: 9.6%; Leverage penalty (D/E 1.6): -1.0.
Aon plc trades at a P/E of 17.8 (forward 15.1). TrendMatrix value score: 6.0/10. Verdict: Hold.
28 analysts cover AON with a consensus score of 3.8/5. Average price target: $387.
What does Aon plc do?Aon is a global professional services firm operating two segments—Risk Capital (insurance/reinsurance brokerage,...
Aon is a global professional services firm operating two segments—Risk Capital (insurance/reinsurance brokerage, analytics) and Human Capital (health, wealth, talent consulting)—serving clients in 120+ countries with ~60,000 employees. Total revenue was $17,181M in 2025; the single largest client accounts for approximately 1% of total revenue, indicating a highly diversified client base.