Aon plc (AON)
Aon is a global professional services firm that helps businesses manage complex risks, insurance, and human resources challenges.
Is Aon plc a good stock for a UK beginner?
The honest version: Aon is a global professional services firm that helps businesses manage complex risks, insurance, and human resources challenges.
Over about 2 years to 2026-07-31. This is the share price only - reinvesting the dividends would add to it. And it's the USD return - as a UK investor your actual £ return also moves with the exchange rate. Past performance is not a guide to the future, and it could just as easily have fallen.
Based on beta - how much the price swings versus the whole market. Bumpier isn't bad; it just means a rougher ride, which matters more the sooner you might need the money.
Prices move on results, news and the mood of the whole market - no single headline explains a day, and a quiet week is usually just noise, not a signal.
Dominance in the global risk management sector
Major regulatory changes in the insurance industry
What does Aon plc do?
Think of Aon as the ultimate safety net for big companies; they provide the data and advice needed to navigate everything from cyber threats to employee benefits. Revenue comes from the fees it charges for this expertise, plus its role as a middleman between businesses and insurance providers. How smoothly they fold in recent acquisitions, like NFP, will shape their growing reach in the insurance market.
On our factor screen it looks strongest on income and quality, and weakest on growth.
- ✓Pays a dividend - about 0.9% a year
- ✓Growing - revenue up about 2% over the year
- ✓Very profitable - turns about 22% of sales into profit
- !Carries a lot of debt - roughly 1.6x its equity
- ✓Strong return on shareholder money (ROE 45%)
- Strong profit margins compared to many service businesses
- High return on equity shows efficient use of capital
- Essential services that companies need regardless of the economic cycle
- Growth screens low (21/100)
- Potential for regulatory scrutiny in the insurance brokerage market
- Integration risks following large acquisitions
- Economic downturns leading to reduced corporate budgets for advisory services
What do Aon plc's numbers mean?
How much money does Aon plc make?
Revenue and profit by quarter, and how much of each sale turns into profit.
Does Aon plc pay a dividend?
Yes - Aon plc currently pays a dividend of about 0.9% a year (the yearly payout as a share of the price). A dividend is a slice of profit handed to shareholders; the yield moves as the price moves, and a company can cut or stop it.
When does Aon plc report earnings, and how did recent quarters go?
Aon plc is next scheduled to report on about 2026-10-30 - dates can move, and we don't predict results; this just tells you when to look.
Each quarter a company reports its results against what analysts expected. ‘Beating’ or ‘missing’ is about that expectation, not whether the business is doing well in absolute terms.
| Reported | Expected EPS: The earnings per share analysts expected for the quarter - the average of their forecasts. 'Beating' or 'missing' is measured against this number. | Actual EPS | vs expected |
|---|---|---|---|
| 2026-07-29 | $3.80 | $3.81 | In line |
| 2026-05-01 | $6.35 | $6.48 | Beat +2% |
| 2026-01-30 | $4.75 | $4.85 | Beat +2% |
| 2025-10-31 | $2.91 | $3.05 | Beat +5% |
| 2025-07-25 | $3.41 | $3.49 | Beat +2% |
| 2025-04-25 | $6.04 | $5.67 | Missed -6% |
Across the last 6 quarters here, Aon plc came in ahead of what analysts expected 4 times. One quarter is noise, not a trend.
See who else reports over the next two weeks →
Reported vs expected earnings per share (EPS) from published results; the expectation is the analyst consensus, not our view. Report dates are estimates that can move.
More in Financial Services
What are the scenarios for Aon plc?
An illustrative range for the year ahead, with the assumption behind each case — not a prediction or a price target.
What are the pros and cons of Aon plc?
How many points the write-up makes each way — a balance check, not a score or verdict.
- Strong profit margins compared to many service businesses
- High return on equity shows efficient use of capital
- Essential services that companies need regardless of the economic cycle
- High price-to-book ratio suggests the shares are priced at a premium to their physical assets
- Modest dividend yield may not appeal to income-focused investors
- Relies heavily on large-scale corporate clients
- Potential for regulatory scrutiny in the insurance brokerage market
- Integration risks following large acquisitions
- Economic downturns leading to reduced corporate budgets for advisory services
The write-up's own warning lights — if these start happening, the case above changes.
- A significant drop in profit margins
- Failure to successfully integrate recent large-scale acquisitions
- A major shift in how insurance is brokered globally
Built from public filings & market prices, checked for an education-only tone, and never a price target. How we make these →
This plain-English summary was auto-generated on 2026-08-01 from public data and checked for an education-only, no-advice tone (the figures above carry their own, usually fresher, 'as of' date). It's information, never a recommendation.