Aon
About: Aon is a leading global provider of insurance and reinsurance brokerage and human resources solutions. Its operations are tilted toward its brokerage operations. Headquartered in London, Aon has about 50,000 employees and operations in over 120 countries.
Employees: 60,000
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
60% more call options, than puts
Call options by funds: $937M | Put options by funds: $585M
49% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 81
3% more funds holding in top 10
Funds holding in top 10: 33 [Q3] → 34 (+1) [Q4]
2% more capital invested
Capital invested by funds: $66.9B [Q3] → $68.5B (+$1.55B) [Q4]
0% more repeat investments, than reductions
Existing positions increased: 398 | Existing positions reduced: 398
0% less funds holding
Funds holding: 1,127 [Q3] → 1,125 (-2) [Q4]
0.8% less ownership
Funds ownership: 89.24% [Q3] → 88.43% (-0.8%) [Q4]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$384
1%
downside
Avg. target
$410
5%
upside
High target
$445
14%
upside
6 analyst ratings
4 positive
67%
2 neutral
33%
0 negative
0%
Keefe, Bruyette & Woods Meyer Shields 62% 1-year accuracy 69 / 112 met price target | 6%upside $414 | Outperform Maintained | 5 Feb 2025 |
Piper Sandler Paul Newsome 81% 1-year accuracy 39 / 48 met price target | 1%downside $384 | Neutral Maintained | 3 Feb 2025 |
RBC Capital Scott Heleniak 73% 1-year accuracy 35 / 48 met price target | 3%upside $400 | Sector Perform Maintained | 3 Feb 2025 |
Wells Fargo Elyse Greenspan 68% 1-year accuracy 77 / 114 met price target | 14%upside $445 | Overweight Maintained | 3 Feb 2025 |
Evercore ISI Group David Motemaden 69% 1-year accuracy 11 / 16 met price target | 8%upside $420 | Outperform Upgraded | 8 Jan 2025 |
Financial journalist opinion
Based on 9 articles about AON published over the past 30 days
Neutral
Business Wire
2 weeks ago
Q1 2025 Insurance Labor Market Study Results to be Highlighted in Webinar
CHICAGO--(BUSINESS WIRE)-- #HiringTrends--The results of the Q1 2025 U.S. Insurance Labor Market Study will be revealed in a webinar presentation at 1 p.m. CST on February 13, 2025.
Positive
Zacks Investment Research
3 weeks ago
AON Q4 Earnings Surpass Estimates on New Business Growth
Aon's Q4 results reflect strong organic growth and NFP acquisition synergies. However, rising costs weigh on margins.
Neutral
Seeking Alpha
3 weeks ago
Aon plc (AON) Q4 2024 Earnings Call Transcript
Aon plc (NYSE:AON ) Q4 2024 Earnings Conference Call January 31, 2025 8:30 AM ET Company Participants Greg Case - Chief Executive Officer Edmund Reese - Chief Financial Officer Eric Andersen - President Conference Call Participants Andrew Kligerman - TD Securities David Motemaden - Evercore ISI Elyse Greenspan - Wells Fargo Jimmy Bhullar - JPMorgan Charles Lederer - BMO Capital Markets Robert Cox - Goldman Sachs Operator Good morning, and thank you for holding. Welcome to Aon plc's Fourth Quarter 2024 Conference Call.
Neutral
Zacks Investment Research
3 weeks ago
Here's What Key Metrics Tell Us About Aon (AON) Q4 Earnings
While the top- and bottom-line numbers for Aon (AON) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
3 weeks ago
Aon (AON) Tops Q4 Earnings Estimates
Aon (AON) came out with quarterly earnings of $4.42 per share, beating the Zacks Consensus Estimate of $4.24 per share. This compares to earnings of $3.89 per share a year ago.
Neutral
PRNewsWire
3 weeks ago
Aon Reports Fourth Quarter and Full Year 2024 Results
DUBLIN , Jan. 31, 2025 /PRNewswire/ -- Aon plc (NYSE: AON) today reported results for the three and twelve months ended December 31, 2024. Fourth Quarter 2024 Full Year 2024 2024 2023 Change 2024 2023 Change Total revenue $4,147 $3,375 23 % $15,698 $13,376 17 % Organic revenue growth (Non-GAAP) 6 % 6 % Operating margin 26.3 % 23.1 % 24.4 % 28.3 % Adjusted operating margin (Non-GAAP) 33.3 % 33.8 % 31.5 % 31.6 % Diluted EPS $3.28 $2.47 33 % $12.49 $12.51 — % Adjusted EPS (Non-GAAP) $4.42 $3.89 14 % $15.60 $14.14 10 % Cash provided by operations $1,200 $1,261 (5) % $3,035 $3,435 (12) % Free cash flow (Non-GAAP) $1,145 $1,212 (6) % $2,817 $3,183 (11) % We closed the year with another strong quarter of performance and delivered an outstanding full year 2024, with 6% Organic revenue growth, strong margins, double-digit adjusted EPS growth and $2.8 billion of Free Cash Flow, with NFP performing inline or better than our business case We are introducing 2025 guidance that positions Aon to continue its long-term track record of delivering mid-single-digit or greater Organic revenue growth, adjusted margin expansion, strong adjusted EPS growth and double-digit Free Cash Flow growth Our 2025 Free Cash Flow generation is expected to enable us to execute our capital allocation model, including meeting our leverage objective in Q4'25, investing in organic growth and tuck-in M&A, and returning capital to shareholders, including $1 billion in share repurchases "We ended 2024 with another quarter of strong performance and outstanding execution across all aspects of our strategy," said Greg Case, CEO.
Positive
Zacks Investment Research
3 weeks ago
5 Large-Cap Stocks Likely to Gain Post Earnings Release Tomorrow
We are in the initial stages of the fourth-quarter 2024 earnings season. So far, results have come in line with expectations.
Positive
Zacks Investment Research
3 weeks ago
Can AON Beat Q4 Earnings on Commercial Risk Solutions Strength?
AON's fourth-quarter results are likely to benefit from global expansion in the core health and benefits brokerage business.
Positive
Zacks Investment Research
4 weeks ago
Aon (AON) Earnings Expected to Grow: Should You Buy?
Aon (AON) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
CNBC International TV
1 month ago
CEO of Aon discusses the role of generative AI in the insurance market
Greg Case, CEO of Aon, outlines business opportunities in 2025.
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