Aon (AONN) AI Stock Analysis

Aon

(BMV:AONN)

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Action:N/A

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Positive Factors

Broad-based organic growthGrowth is broad across Aon’s risk and human capital businesses rather than concentrated in one line. Continued mid-single-digit expansion, supported by strong retention and new business, can reinforce recurring revenue and expand the platform over the next several quarters.

Negative Factors

Meaningful leverage and financing exposureA leveraged balance sheet reduces financial flexibility and makes Aon more sensitive to interest costs, refinancing conditions, and execution setbacks. Historical periods of negative equity further indicate that capital structure risk can remain material despite the recovery in equity.

Aon (AONN) vs. SPDR S&P 500 ETF (SPY)

Market Cap: MXN 68.24B
Dividend Yield: 1.00%
Average Volume (3M): 354
Price to Earnings (P/E): 17.5
Beta (1Y): -0.08
Revenue Growth: -7.54%
EPS Growth: 31.19%
Country: Mexico
Employees: 60,000
Sector: Financial
Sector Strength: 68
Industry: Insurance - Brokers

Aon Business Overview & Revenue Model

Company Description

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...

Aon Earnings Call Summary

Earnings Call Date:Oct 27, 2026(Q3-2026)|% Change Since:11.05%|Next Earnings Date:Jan 28, 2027

Earnings Call SentimentPositive

The call was strongly positive, supported by broad-based 6% organic growth, 10% adjusted EPS growth, margin expansion, strong new business and retention, progress toward standalone guidance, and confidence in the USI acquisition and its $395 million synergy opportunity. The company also cited lower fiduciary investment income, pricing pressure, higher USI-related financing and transaction costs, and some project timing constraints, but these challenges did not outweigh the reported operating momentum and strategic progress.

Positive Updates

Broad-Based Organic Growth

Third-quarter organic revenue growth was 6% overall, with 7% growth in Risk Capital and 5% in Human Capital. All four solution lines delivered mid-single-digit or greater organic revenue growth.

Negative Updates

Lower Fiduciary Investment Income

Third-quarter fiduciary investment income was $69 million, down 8% from the prior year because higher average balances were more than offset by lower interest rates.

Company Guidance

Management expects the USI acquisition to close in the fourth quarter of 2026 and, on a stand alone basis excluding cash and other transaction expenses from the impact of the USI acquisition, remains confident in previously communicated full-year 2026 guidance across organic revenue, margin expansion, EPS, and free cash flow growth; Q4 interest expense is expected to be approximately $410 million, Q4 other expense to range between $12 million and $15 million, and the full year adjusted effective tax rate to be between 19.5% to 20.5%. The company continues to expect double digit free cash flow growth on a stand alone basis for 2020, priority growth hires of 4% to 8% this year, and net market impact within the expected 0 to 2 point range; reinsurance was described as having single-digit growth or greater, through the cycle. USI synergies are expected to total $395 million, including $280 million of cost synergies and $115 million of revenue synergies, with 90% of cost synergies expected to be completed by 2028.

Aon Risk Analysis

Aon disclosed 36 risk factors in its most recent earnings report. Aon reported the most risks in the "Finance & Corporate" category.

Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

1 New Risk

1.Issuer Purchases of Equity SecuritiesQ2, 2026

Aon Peers Comparison

Overall Rating

UnderperformOutperform

Sector (68)

Financial Indicators

MX:AONN against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
CRVL	80Outperform	$4.15B	36.54	29.93%	―	7.09%	14.95%
AJG	78Outperform	$70.76B	41.77	7.16%	1.00%	25.60%	3.46%
WTW	73Outperform	$29.92B	19.71	19.92%	1.17%	4.75%	-22.03%
BRO	71Outperform	$23.14B	19.06	9.69%	0.95%	26.10%	8.89%
MRSH	69Neutral	$95.40B	23.91	27.15%	1.88%	7.64%	-0.07%
Sector *	68Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%

* Financial Sector Average

Performance Comparison

MX:AONN and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
MX:AONN	Aon Plc	6181.00	-151.56	-2.39%
AJG	Arthur J. Gallagher	276.07	35.92	14.96%
BRO	Brown & Brown	69.76	-7.31	-9.49%
CRVL	Corvel	82.22	9.10	12.45%
MRSH	Marsh & Mclennan Companies, Inc.	200.62	27.28	15.74%
WTW	Willis Towers Watson Public Limited Company	324.42	14.49	4.68%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Aon AI Stock Analysis