Jan. 29 at 4:32 PM
$AON "Heads up alert! Only one day until Upcoming earnings on Friday, 1/30/2026 for
$AON
Neutral (5.5)
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In recent assessments of Aon plc (NYSE: AON), the company appears to be navigating a complex landscape characterized by both growth opportunities and challenges.
The firm is projected to achieve a 7.7% growth in earnings per share (EPS) and a 5.5% increase in revenue for the fourth quarter, supported by momentum across its core solutions.
Aon's P/E ratio stands at approximately 20.5, which is slightly above the industry average of 18.7, indicating a premium valuation reflecting investor confidence in its growth trajectory.
Additionally, Aon has maintained a healthy total shareholder return of 75.4% over the past five years, suggesting strong long-term performance.
However, concerns about rising costs and insider selling, where executives have reduced their holdings by 30%, raise questions about the sustainability of this growth.
Comparatively, Aon's performance has been steady against industry peers like Willis Towers Watson and Arthur J.
Gallagher, which are also experiencing growth but face similar market pressures.
Aon's upcoming earnings release on January 30, 2026, is anticipated to provide further clarity on its financial health.
Analysts expect a single-digit growth in the bottom line, which aligns with the company's recent performance metrics.
Historical data indicates that Aon has consistently met or exceeded EPS estimates, and the current consensus suggests a cautious optimism among analysts.
The focus will likely be on Aon's ability to manage rising operational costs and its strategic initiatives, particularly in climate resilience and alternative risk transfer solutions, which could significantly impact future earnings.
In terms of sector performance, the insurance and risk management sector is currently experiencing a mixed environment, with property and casualty brokers showing resilience amid moderating pricing dynamics.
This sector is expected to continue outperforming traditional carriers, making Aon’s positioning within the broker segment particularly favorable.
The overall outlook remains cautiously optimistic, contingent upon Aon's execution of its growth strategies and effective cost management in the face of evolving market conditions.
- Funds were net buyers of
$AON during the previous reporting quarter.
- Funds with large holdings in
$AON include:
- Berkshire Hathaway Inc, MV:
$1,462MM. Fund Rank: 74%
www.berkshirehathaway.com
- Polen Capital Management LLC, MV:
$888MM. Fund Rank: 78%
www.polencapital.com
- Farallon Capital Management LLC, MV:
$812MM. Fund Rank: 69%
www.faralloncapital.com
- Veritas Capital Fund Management LLC, MV:
$732MM. Fund Rank: 72%
www.veritascapital.com
- Viking Global Investors LP, MV:
$504MM. New position. Fund Rank: 75%
www.vikingglobal.com
- Last 10 days performance: -1%
- Last 30 days performance: -5%
- Last 90 days performance: 4%
Some of the latest news articles:
- Title: Will Higher Costs Impact AON's Q4 Earnings? Key Insights Here
Publication Date: 1/28/2026 3:19:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/higher-costs-impact-aons-q4-151900531.html?.tsrc=rss
- Title: NFP Appoints Jack Spencer, SVP, Property and Casualty, Strengthening Its Commercial Risk Business in the Northeast
Publication Date: 1/27/2026 2:00:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/nfp-appoints-jack-spencer-svp-140000276.html?.tsrc=rss
- Title: Large Swath of U.S. Faces Winter Storm Losses: What Insurance Covers and How to Recover
Publication Date: 1/26/2026 7:00:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/large-swath-u-faces-winter-190000511.html?.tsrc=rss
- Title: Big Tech earnings, Fed meeting feature as markets end January with busiest week of Q1: What to watch
Publication Date: 1/25/2026 12:52:11 PM, Source: yahoo
URL: https://finance.yahoo.com/news/big-tech-earnings-fed-meeting-feature-as-markets-end-january-with-busiest-week-of-q1-what-to-watch-125211822.html?.tsrc=rss
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