Aon Plc Class A (AON)

Over the past six months, Aon's stock price has seen some fluctuations. As of July 18, 2025, the share price was $356.11, representing an increase of 19.05% from July 22, 2024, but a decrease of 4.69% over the last six months. Key events impacting the stock include the Q1 2025 earnings report, the acquisition of NFP, the acquisition of Humn.ai technology assets, a dividend announcement, and analyst rating changes. Aon reported $5.67 EPS for Q1 2025, missing analysts' estimates, but revenue was up 16.2%. Aon agreed to acquire NFP for $13.4 billion, expecting it to contribute to free cash flow growth. Aon acquired the technology assets of Humn.ai to enhance its commercial fleet proposition. Aon disclosed a quarterly dividend of $0.745 per share. Several analysts adjusted their price targets and ratings for AON shares.

Aon's Risk Solutions segment typically experiences higher revenues in the first and fourth calendar quarters due to policy renewals. The company's advice and solutions are in high demand due to the increasing complexity of the global trade environment. Aon's services are valuable as clients navigate challenges related to trade, technology, weather, and workforce megatrends.

Aon Plc is a British-American professional services firm specializing in risk mitigation, operating within the financial services sector as a leader in risk management, insurance brokerage, and human capital consulting. Aon's services are categorized into Commercial Risk Solutions, Reinsurance Solutions, Retirement Solutions, Health Solutions, and Data & Analytic Services. Commercial Risk Solutions include retail brokerage, risk consulting across various sectors. Reinsurance Solutions offers actuarial, enterprise risk management, and insurance-linked securities services. Retirement Solutions provides global actuarial services and pension consulting. Health Solutions focuses on optimizing human resources spending and enhancing employee productivity. Data & Analytic Services develops innovative client solutions through data and analytics.

Aon Plc has a significant global presence with over 66,000 employees across 120 countries. The company's services are delivered worldwide. Its net sales are geographically distributed, with the United States accounting for 48.8%, Americas (excluding the US) 8.5%, the United Kingdom 12.6%, Ireland 0.9%, Europe/Middle East/Africa 18.5%, and Asia/Pacific 10.7%. Aon Credit Solutions has teams in 57 countries, providing expertise globally.

Aon's brand reputation has been influenced by its efforts in risk management and insights into global threats. Aon released its 2025 Cyber Risk Report, highlighting the increasing financial and reputational stakes of cyber risk. Aon emphasizes its role in helping clients navigate increasing volatility and complexity related to megatrends. Aon launched Aon Broker Copilot to modernize insurance placement and partnered with eMed to offer GLP-1 obesity management services.

Aon Plc's ownership is primarily institutional, with approximately 88.61% of the company's stock owned by institutional shareholders. Major institutional owners include Vanguard Group Inc and BlackRock, Inc. The largest individual shareholder is Patrick G. Ryan, who owns 16.70 million shares, representing 7.73% of the company.