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→NYSEFinancialsInsurance BrokersSnapshot 2026-07-07
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Track AON free→Aon grows sales about 6% a year with steady profit margins near 0.7-0.8%. The company keeps beating earnings estimates and has strong free cash flow. It recently approved a $7.5 billion share buyback, showing confidence in its cash generation.
Inflation and supply chain issues may pressure Aon's profit margins. Sector-wide margin pressure could limit earnings growth. Leadership changes create some uncertainty about execution.
The price is about 24% above our fair value near $287 and 22% below the Street median target of $370. Analysts expect about 6% revenue growth, which aligns with recent trends. Our fair value is more conservative than the Street.
Breaks if: Buyback program is cancelled or materially reduced
Breaks if: EPS falls below $5.50 next year
Breaks if: Operating margin falls below 0.6% next year
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: YoY revenue growth falls below 4% next year