Aon plc (AON)
NYSEFinancialsInsurance BrokersSnapshot 2026-07-07
$356.91-0.15%
Close 2026-07-06 · 1-day change
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Track AON free→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 deceleration. 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.
The reason to own it still holds.
View ThesisRevenue growth is slowing — up about 7% over the past year and decelerating.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, the balance sheet.
View ManagementExpectations look high — the market is pricing in about 24% growth a year, above the roughly 6% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskAON's growth depends on achieving mid-single-digit organic revenue growth. Recent earnings showed revenue growth of 6% year over year and a beat of 2%. It trades at 20× P/E, slightly above the 17× peer median. The market seems to expect more growth than is likely. A risk is that if AON cuts guidance, the stock could drop. Peer multiples imply a price about 25% below where it trades. This read is provisional.
Trailing returns as of 2026-07-06. AON is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 22 analysts currently covering AON (as of Jul 2026).
Based on 5 Wall Street analysts offering 12-month price targets for AON in the last 4 months.
A consensus fair price across 14 valuation methods, at three horizons. Current price $356.91. As of 2026-07-08. 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.
Threatens: Expand adjusted operating margin by 70-80 basis points
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 2026-07-06. EPS is implied from price ÷ P/E. Not investment advice.
Current $356.91
The last 12 months of price, then the range of analyst 12-month targets from today’s $356.91.
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.
Inflation and supply chain issues may pressure margins.
Threatens: Expand adjusted operating margin by 70-80 basis points
Sector margin pressure could impact Aon's operating margins.
Advances: Achieve mid-single-digit organic revenue growth
Leadership shifts align with growth focus in broking.
Leadership changes align with strategic focus on core business.