Aon plc (AON)
NYSEFinancialsInsurance - BrokersSnapshot 2026-11-05
$344.40-0.08%
Close 2026-11-05 · 1-day change
NYSEFinancialsInsurance - BrokersSnapshot 2026-11-05
QuarterlyIQ Insights · AON
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within financials on a research-validated quality screen. As of 2026-11-05.
The screen ranks AON against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Financials names rated neutral grew net income 55% of the time over the next year (vs 61% for the rest of the cohort, n=10284).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Our results showcased broad-based strength across solution lines, with organic revenue growth of 7% in Commercial Risk, 7% in Reinsurance, 6% in Health and 4% in Wealth • Our disciplined capital allo…
Stated in 8 of 8 supplied quarters. Management reported: “Our results showcased broad-based strength across solution lines, with organic revenue growth of 7% in Commercial Risk, 7% in Reinsurance, 6% in Health and 4% in Wealth • Our disciplined capital allocation framework is supported by strong free cash flow generation.” “Net market impact was slightly positive.” Revenue was $4.101 billion in 2026-Q3.
“Our results showcased broad-based strength across solution lines, with organic revenue growth of 7% in Commercial Risk, 7% in Reinsurance, 6% in Health and 4% in Wealth • Our disciplined capital allo…”
“We returned $775 million to shareholders during the quarter through $600 million of share repurchases — exceeding our full-year objective of at least $1 billion — and $175 million of dividends • We a…”
“We continue to execute our Aon United strategy through the 3x3 Plan to meet rising client demand • Our balance sheet position and strong free cash flow generation enabled execution of our disciplined…”
“For 2026, we expect mid-single-digit or greater organic revenue growth, 70 to 80 basis points of adjusted operating margin expansion, strong adjusted EPS growth and double-digit free cash flow growth…”
“We continue to execute our Aon United strategy through the 3x3 Plan to meet client demand • The innovation at scale we are delivering through Aon Business Services is enabling us to invest to drive s…”
“We are executing our Aon United strategy through the 3x3 Plan to meet client demand • Strong Free Cash Flow is powering our capital allocation strategy – supporting debt reduction, disciplined middle…”
We expect the USI Acquisition to close in the fourth quarter of 2026, and will prioritize debt repayment with a path towards deleveraging to our 2.8x-3.0x objective in approximately 24 months • We en…
Stated in 8 of 8 supplied quarters. Management reported: “Net market impact was slightly positive.” “Net market impact was modestly positive.”
“We expect the USI Acquisition to close in the fourth quarter of 2026, and will prioritize debt repayment with a path towards deleveraging to our 2.8x-3.0x objective in approximately 24 months • We en…”
We expect the USI Acquisition to close in the fourth quarter of 2026, and will prioritize debt repayment with a path towards deleveraging to our 2.8x-3.0x objective in approximately 24 months • We en…
Stated in 8 of 8 supplied quarters. Management reported: “Net market impact was slightly positive.” “Net market impact was modestly positive.”
“We expect the USI Acquisition to close in the fourth quarter of 2026, and will prioritize debt repayment with a path towards deleveraging to our 2.8x-3.0x objective in approximately 24 months • We en…”
Our results showcased broad-based strength across solution lines, with organic revenue growth of 7% in Commercial Risk, 7% in Reinsurance, 6% in Health and 4% in Wealth • Our disciplined capital allo…
Stated in 8 of 8 supplied quarters. Management reported: “Net market impact was modestly positive.” “The Company repurchased 1.5 million class A ordinary shares for approximately $500 million in the first quarter.”
“Our results showcased broad-based strength across solution lines, with organic revenue growth of 7% in Commercial Risk, 7% in Reinsurance, 6% in Health and 4% in Wealth • Our disciplined capital allo…”
“As we progress through the final year of our 3x3 Plan, our investments in AI-enabled analytics, innovative capabilities and capital solutions, and leading experts are helping clients address their r…
Stated in 8 of 8 supplied quarters. Management reported: ““As we progress through the final year of our 3x3 Plan, our investments in AI-enabled analytics, innovative capabilities and capital solutions, and leading experts are helping clients address their risks, build resilience and drive better outcomes.” ““The structural advantage created by our Aon United strategy, coupled with AI-enabled analytical insights and innovative capital solutions, continues to differentiate Aon in the marketplace,” Case added.”
Over the trailing year it converted 0.57x of net income into operating cash flow. Historically, Financials names rated fragile grew net income 52% of the time over the next year (vs 60% for the rest of the cohort, n=6873).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
15 material management or governance events in the past 24 months, led by executive changes. Historically, Financials names rated volatile grew net income 58% of the time over the next year (vs 59% for the rest of the cohort, n=7346).
Not investment advice. As of 2026-11-05.
“On track to reach 2.8-3.0x leverage objective by Q4 2025 • Announced a 10% increase to quarterly dividend, marking the 15th consecutive year of dividend growth • Reaffirming 2025 guidance, including…”
“Fourth Quarter 2024 Full Year 2024 2024 2023 Change 2024 2023 Change Total revenue $4,147 $3,375 23% $15,698 $13,376 17% Organic revenue growth (Non-GAAP) 6% 6% Operating margin 26.3% 23.1% 24.4% 28.…”
“We returned $775 million to shareholders during the quarter through $600 million of share repurchases — exceeding our full-year objective of at least $1 billion — and $175 million of dividends • We a…”
“We continue to execute our Aon United strategy through the 3x3 Plan to meet rising client demand • Our balance sheet position and strong free cash flow generation enabled execution of our disciplined…”
“For 2026, we expect mid-single-digit or greater organic revenue growth, 70 to 80 basis points of adjusted operating margin expansion, strong adjusted EPS growth and double-digit free cash flow growth…”
“We continue to execute our Aon United strategy through the 3x3 Plan to meet client demand • The innovation at scale we are delivering through Aon Business Services is enabling us to invest to drive s…”
“We are executing our Aon United strategy through the 3x3 Plan to meet client demand • Strong Free Cash Flow is powering our capital allocation strategy – supporting debt reduction, disciplined middle…”
“On track to reach 2.8-3.0x leverage objective by Q4 2025 • Announced a 10% increase to quarterly dividend, marking the 15th consecutive year of dividend growth • Reaffirming 2025 guidance, including…”
“Fourth Quarter 2024 Full Year 2024 2024 2023 Change 2024 2023 Change Total revenue $4,147 $3,375 23% $15,698 $13,376 17% Organic revenue growth (Non-GAAP) 6% 6% Operating margin 26.3% 23.1% 24.4% 28.…”
“We returned $775 million to shareholders during the quarter through $600 million of share repurchases — exceeding our full-year objective of at least $1 billion — and $175 million of dividends • We a…”
“We continue to execute our Aon United strategy through the 3x3 Plan to meet rising client demand • Our balance sheet position and strong free cash flow generation enabled execution of our disciplined…”
“For 2026, we expect mid-single-digit or greater organic revenue growth, 70 to 80 basis points of adjusted operating margin expansion, strong adjusted EPS growth and double-digit free cash flow growth…”
“We continue to execute our Aon United strategy through the 3x3 Plan to meet client demand • The innovation at scale we are delivering through Aon Business Services is enabling us to invest to drive s…”
“We are executing our Aon United strategy through the 3x3 Plan to meet client demand • Strong Free Cash Flow is powering our capital allocation strategy – supporting debt reduction, disciplined middle…”
“On track to reach 2.8-3.0x leverage objective by Q4 2025 • Announced a 10% increase to quarterly dividend, marking the 15th consecutive year of dividend growth • Reaffirming 2025 guidance, including…”
“Fourth Quarter 2024 Full Year 2024 2024 2023 Change 2024 2023 Change Total revenue $4,147 $3,375 23% $15,698 $13,376 17% Organic revenue growth (Non-GAAP) 6% 6% Operating margin 26.3% 23.1% 24.4% 28.…”
“We returned $775 million to shareholders during the quarter through $600 million of share repurchases — exceeding our full-year objective of at least $1 billion — and $175 million of dividends • We a…”
“We continue to execute our Aon United strategy through the 3x3 Plan to meet rising client demand • Our balance sheet position and strong free cash flow generation enabled execution of our disciplined…”
“We expect our strong balance sheet position will enable us to execute our disciplined capital allocation model in 2026, balancing investment in high-return M&A and capital return to shareholders • We…”
““Our strong capital position, fueled by robust cash generation and disciplined portfolio management, enables us to execute our capital allocation model – balancing high-return investment for future g…”
“We are executing our Aon United strategy through the 3x3 Plan to meet client demand • Strong Free Cash Flow is powering our capital allocation strategy – supporting debt reduction, disciplined middle…”
“EPS was $4.43 and Adjusted EPS was $5.67 • Free Cash Flow generation enabled continued targeted tuck-in acquisitions and $397 million of capital return to shareholders through the dividend and share…”
“Fourth Quarter 2024 Full Year 2024 2024 2023 Change 2024 2023 Change Total revenue $4,147 $3,375 23% $15,698 $13,376 17% Organic revenue growth (Non-GAAP) 6% 6% Operating margin 26.3% 23.1% 24.4% 28.…”
““As we progress through the final year of our 3x3 Plan, our investments in AI-enabled analytics, innovative capabilities and capital solutions, and leading experts are helping clients address their r…”
““The structural advantage created by our Aon United strategy, coupled with AI-enabled analytical insights and innovative capital solutions, continues to differentiate Aon in the marketplace,” Case ad…”
“We continue to execute our Aon United strategy through the 3x3 Plan to meet rising client demand • Our balance sheet position and strong free cash flow generation enabled execution of our disciplined…”
“For 2026, we expect mid-single-digit or greater organic revenue growth, 70 to 80 basis points of adjusted operating margin expansion, strong adjusted EPS growth and double-digit free cash flow growth…”
“We continue to execute our Aon United strategy through the 3x3 Plan to meet client demand • The innovation at scale we are delivering through Aon Business Services is enabling us to invest to drive s…”
“We are executing our Aon United strategy through the 3x3 Plan to meet client demand • Strong Free Cash Flow is powering our capital allocation strategy – supporting debt reduction, disciplined middle…”
“On track to reach 2.8-3.0x leverage objective by Q4 2025 • Announced a 10% increase to quarterly dividend, marking the 15th consecutive year of dividend growth • Reaffirming 2025 guidance, including…”
“As expected, executing our 3x3 Plan creates differentiation in how we serve our clients across Risk Capital and Human Capital, powered by Aon Business Services.”