Aon plc (AON)
NYSEFinancialsInsurance - BrokersSnapshot 2026-09-04
$323.09-1.20%
Close 2026-09-04 · 1-day change
NYSEFinancialsInsurance - BrokersSnapshot 2026-09-04
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 2026-09-04.
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.
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.
Continue executing the Aon United strategy to deliver mid-single-digit or greater organic revenue growth across Risk Capital and Human Capital segments.
Stated as a priority in 7 of last 7 quarters. Organic revenue growth was consistently 5% in 2026-Q1 and Q2, and ranged from 6% to 7% in 2025-Q3 and Q4, reflecting steady execution of the Aon United strategy. The trajectory is delivering consistent mid-single-digit organic growth as management has committed.
“We are reaffirming 2026 guidance of mid-single-digit or greater organic revenue growth”
“We are reaffirming 2026 guidance of mid-single-digit or greater organic revenue growth”
“For 2026, we expect mid-single-digit or greater organic revenue growth”
“We continue to execute our Aon United strategy through the 3x3 Plan to meet client demand”
“We are executing our Aon United strategy through the 3x3 Plan to meet client demand”
“Aon has momentum entering year two of the 3x3 Plan and our continued execution drove another quarter of mid-single-digit Organic revenue growth”
“We generated 6% Organic revenue growth for the fourth quarter and full year”
Continue to expand adjusted operating margin by 70 to 80 basis points annually through operational efficiencies and scale.
Stated as a priority in 7 of last 7 quarters. Adjusted operating margin expanded by approximately 70 basis points in both 2026-Q1 and Q2 compared to prior year periods, consistent with management's reaffirmed guidance of 70-80 basis points expansion. The trajectory is delivering margin expansion as committed.
“We are reaffirming 2026 guidance of 70-80 basis points of adjusted operating margin expansion”
“We are reaffirming 2026 guidance of 70-80 basis points of adjusted operating margin expansion”
“70 to 80 basis points of adjusted operating margin expansion expected for 2026”
“We continue to execute our Aon United strategy through the 3x3 Plan to meet client demand”
“We delivered 19% growth in adjusted EPS and margin expansion”
“We delivered 12% Adjusted Operating Income growth and expanded operating margin”
“Strong margins and double-digit adjusted EPS growth”
Sustain double-digit growth in free cash flow to support capital allocation and investments.
Stated as a priority in 7 of last 7 quarters. Free cash flow grew 4% in first half 2026 to $846 million and surged 332% in 2026-Q1 compared to prior year, reflecting strong cash flow generation supporting capital allocation. Management's double-digit free cash flow growth target is supported by these results, showing delivering trajectory.
“We are reaffirming 2026 guidance of double-digit free cash flow growth”
“We are reaffirming 2026 guidance of double-digit free cash flow growth”
“Double-digit free cash flow growth expected for 2026”
“Strong Free Cash Flow is powering our capital allocation strategy”
“59% free cash flow growth in second quarter”
“Free Cash Flow generation enabled continued targeted tuck-in acquisitions and capital return”
“Double-digit Free Cash Flow growth and $2.8 billion of Free Cash Flow”
Maintain disciplined capital allocation with substantial share repurchases and dividend payments.
Stated as a priority in 5 of last 7 quarters. Management returned $775 million to shareholders in 2026-Q2 including $600 million in share repurchases, exceeding the full-year objective of at least $1 billion. Prior quarters also showed consistent repurchases around $500 million. The trajectory shows disciplined capital allocation with substantial share repurchases.
“Returned $775 million to shareholders during the quarter through $600 million of share repurchases and $175 million of dividends”
“Returned $662 million of capital to shareholders through dividends and share repurchases”
“Repurchased approximately 0.7 million shares for $250 million in the quarter”
“Repurchased 0.7 million shares for approximately $250 million in the quarter”
“Repurchased 0.7 million shares for approximately $250 million in the quarter”
Aon plans to expand its adjusted operating margin by 70-80 basis points in 2026.
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 2 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 62% for the rest of the cohort, n=10246).
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 61% for the rest of the cohort, n=6844).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
11 material management or governance events in the past 24 months, led by executive changes. Historically, Financials names rated neutral grew net income 56% of the time over the next year (vs 58% for the rest of the cohort, n=3751).
Not investment advice. As of 2026-09-04.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.