AON
Financial Services · Insurance Brokers
Performance
AON (AON) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
AON (AON) operates in the Insurance Brokers space within the Financial Services sector. With a market cap of $70.8B, it qualifies as a mid-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.
- Forward P/E (15.5×) is lower than trailing P/E (18.2×) — analysts expect earnings to improve
- Revenue growth of 7% YoY shows solid business momentum
- Earnings grew 27% YoY — bottom-line is expanding fast
- Exceptional profit margin of 22.5% — the business retains a large share of each dollar earned
- ROE of 46.4% shows management efficiently converts equity into profit
- High debt-to-equity of 155.05× increases financial risk, especially with elevated interest rates
Verdict
Strong Buy
Multiple fundamental strengths with few red flags. Long-term buyers may find this compelling.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
1.00%
5Y Avg Annual
$2.0440
Last Payment
$0.8200
Ex-Date
05/01/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest05/01/2026 | 05/15/2026 | $0.8200 | 0.99% |
08/01/2025 | 08/15/2025 | $0.7450 | 0.90% |
05/01/2025 | 05/15/2025 | $0.7450 | 0.90% |
02/03/2025 | 02/17/2025 | $0.6750 | 0.81% |
11/01/2024 | 11/15/2024 | $0.6750 | 0.81% |
08/01/2024 | 08/15/2024 | $0.6750 | 0.81% |
04/30/2024 | 05/14/2024 | $0.6750 | 0.81% |
01/31/2024 | 02/14/2024 | $0.6150 | 0.74% |
Magic Number
Shares needed to self-fund your next purchase
$331.69
Price
$0.8200
Last div. (semesterly)
405
shares
Own 405 AON shares ($134,334.45) and each semesterly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$134,334.45
New shares / year
+2 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
Next Earnings
Jul 24, 2026
38
days
EPS (TTM)
$18.22
P/E (TTM)
18.2
Fwd P/E
15.5
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $331.69
Graham Number
√(22.5 × EPS × Book Value)
$137.38
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$37.97
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
9/10
90% score
Pays dividends
15Y hist.15+ years of dividend history
Dividend consistency (5Y+)
15 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
46.4%Return on equity — measures how efficiently capital is used
Positive profit margin
22.5%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+6.5%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
+27.1%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
155.05×Low financial leverage reduces risk of distress
Current ratio above 1
1.07×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$471M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
1.00%Stock must distribute income to shareholders
Related Assets
Financial Services
About AON
Aon plc operates as a professional services firm in the United States, rest of the Americas, the United Kingdom, Ireland, rest of Europe, the Middle East, Africa, and the Asia Pacific. It operates through Risk Capital and Human Capital segments. The company offers commercial risk solutions comprising retail and insurance brokerage, specialty solutions, global risk consulting, captives management, and affinity programs; health solutions, such as consulting and brokerage, consumer benefits, and talent advisory services; and wealth solutions, including retirement consulting and investments. It also provides treaty and facultative reinsurance; strategy and technology group solutions; insurance-linked securities, capital raising, strategic advice, restructuring, and merger and acquisition services; and risk management products and solutions, capital market solutions, and corporate finance advisory services. In addition, the company offers strategic design advice and actuarial services; pension risk transfer and integrated pension administration; and investment advisory services on developing and maintaining investment programs across various plan types, including defined benefit plans, defined contribution plans, master trusts, and pooled employer plans for corporations, public pensions, endowments, and foundations. Aon plc was incorporated in 1979 and is headquartered in Dublin, Ireland.