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Arrowstreet Capital Limited Partnership grew its stake in shares of Aon plc (NYSE: AON) by 74.7% during the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 797,418 shares of the financial services provider's stock after buying an additional 340,866 shares during the quarter. Arrowstreet

Wall Street analysts forecast that Aon (AON - Free Report) will report quarterly earnings of $3.77 per share in its upcoming release, pointing to a year-over-year increase of 8%. It is anticipated that revenues will amount to $4.26 billion, exhibiting an increase of 2.6% compared to the year-ago quarter.

Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.

Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship between trends in earnings estimate revision and the short-term price performance of a stock.

While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.

Given this perspective, it's time to examine the average forecasts of specific Aon metrics that are routinely monitored and predicted by Wall Street analysts.

Analysts predict that the 'Revenue- Health Solutions' will reach $814.87 million. The estimate indicates a year-over-year change of +5.6%.

The consensus estimate for 'Revenue- Wealth Solutions' stands at $440.13 million. The estimate points to a change of -15.2% from the year-ago quarter.

It is projected by analysts that the 'Revenue- Reinsurance Solutions' will reach $717.97 million. The estimate suggests a change of +4.4% year over year.

Analysts expect 'Revenue- Commercial Risk Solutions' to come in at $2.29 billion. The estimate indicates a year-over-year change of +5.3%.

The consensus among analysts is that 'Commercial Risk Solutions - Organic Revenue Growth' will reach 5.2%. Compared to the current estimate, the company reported 6.0% in the same quarter of the previous year.

According to the collective judgment of analysts, 'Reinsurance Solutions - Organic Revenue Growth' should come in at 3.6%. Compared to the present estimate, the company reported 6.0% in the same quarter last year.

The collective assessment of analysts points to an estimated 'Wealth Solutions - Organic Revenue Growth' of 4.1%. The estimate compares to the year-ago value of 3.0%.

Analysts forecast 'Consolidated - Organic Revenue Growth' to reach 4.6%. Compared to the current estimate, the company reported 6.0% in the same quarter of the previous year.

The combined assessment of analysts suggests that 'Health Solutions - Organic Revenue Growth' will likely reach 4.3%. The estimate compares to the year-ago value of 6.0%.

View all Key Company Metrics for Aon here>>>

Over the past month, Aon shares have recorded returns of +12.6% versus the Zacks S&P 500 composite's +0.6% change. Based on its Zacks Rank #3 (Hold), AON will likely exhibit a performance that aligns with the overall market in the upcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Posted by Defense World Staff on Jul 22nd, 2026

Dimensional Fund Advisors LP lifted its holdings in shares of Aon plc (NYSE:AON – Free Report) by 20.5% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,253,769 shares of the financial services provider’s stock after acquiring an additional 213,051 shares during the quarter. Dimensional Fund Advisors LP owned 0.59% of AON worth $404,709,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of AON. Balefire LLC grew its stake in AON by 11.2% in the 1st quarter. Balefire LLC now owns 765 shares of the financial services provider’s stock valued at $247,000 after purchasing an additional 77 shares during the period. Parallel Advisors LLC increased its position in shares of AON by 6.0% during the 1st quarter. Parallel Advisors LLC now owns 2,081 shares of the financial services provider’s stock valued at $672,000 after purchasing an additional 117 shares during the last quarter. True North Advisors LLC raised its stake in shares of AON by 21.2% during the 1st quarter. True North Advisors LLC now owns 1,315 shares of the financial services provider’s stock worth $424,000 after purchasing an additional 230 shares during the period. SEB Asset Management AB purchased a new position in shares of AON in the 1st quarter worth about $21,594,000. Finally, Swiss National Bank grew its position in AON by 6.8% during the first quarter. Swiss National Bank now owns 599,260 shares of the financial services provider’s stock valued at $193,429,000 after buying an additional 37,920 shares during the period. Hedge funds and other institutional investors own 86.14% of the company’s stock.

AON Stock Performance Shares of AON stock opened at $358.82 on Wednesday. The stock has a market capitalization of $76.64 billion, a P/E ratio of 19.69, a PEG ratio of 1.90 and a beta of 0.71. The company has a current ratio of 1.95, a quick ratio of 1.95 and a debt-to-equity ratio of 1.36. The firm’s 50 day moving average is $334.06 and its 200 day moving average is $331.10. Aon plc has a 12 month low of $304.59 and a 12 month high of $381.00.

AON (NYSE:AON – Get Free Report) last released its quarterly earnings data on Saturday, May 2nd. The financial services provider reported $6.48 earnings per share for the quarter, beating analysts’ consensus estimates of $6.37 by $0.11. AON had a net margin of 22.54% and a return on equity of 43.50%. The business had revenue of $5.03 billion during the quarter, compared to analyst estimates of $4.97 billion. During the same period in the previous year, the business earned $5.67 EPS. AON’s revenue was up 6.4% compared to the same quarter last year. On average, sell-side analysts anticipate that Aon plc will post 19.09 earnings per share for the current year.

AON Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Stockholders of record on Monday, August 3rd will be issued a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Monday, August 3rd. AON’s dividend payout ratio (DPR) is presently 18.00%.

Wall Street Analyst Weigh In Several analysts have commented on the stock. JPMorgan Chase & Co. lifted their price objective on shares of AON from $396.00 to $412.00 and gave the stock an “overweight” rating in a research report on Monday, July 13th. Mizuho lifted their price target on shares of AON from $389.00 to $426.00 and gave the stock an “outperform” rating in a report on Thursday, July 9th. Morgan Stanley upped their price objective on AON from $370.00 to $380.00 and gave the company an “overweight” rating in a research note on Monday, July 6th. Keefe, Bruyette & Woods reduced their price objective on AON from $404.00 to $400.00 and set an “outperform” rating for the company in a report on Wednesday, July 8th. Finally, Barclays raised their target price on AON from $372.00 to $382.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 7th. Twelve investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $404.56.

Read Our Latest Research Report on AON

Insider Buying and Selling at AON In related news, General Counsel Darren Zeidel sold 600 shares of the business’s stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $360.00, for a total transaction of $216,000.00. Following the sale, the general counsel directly owned 15,354 shares in the company, valued at approximately $5,527,440. The trade was a 3.76% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Company insiders own 1.00% of the company’s stock.

About AON (Free Report)

Aon plc is a global professional services firm that provides a broad suite of risk, retirement and health solutions to corporations, institutions and individuals. The company operates primarily as an insurance broker and risk adviser, helping clients identify, quantify and transfer risk across property, casualty, cyber and other areas. Aon also offers reinsurance brokerage and capital market solutions that connect insurers, reinsurers and corporate buyers.

In addition to traditional brokerage activities, Aon delivers consulting and outsourcing services in areas such as human capital, benefits, and retirement plan design and administration.

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Expanded capacity and integrated risk solutions help clients build, operate and scale digital infrastructure with greater confidence

, /PRNewswire/ -- Aon plc (NYSE: AON), a leading global professional services firm, today announced the next evolution of its proprietary Data Center Lifecycle Insurance Program (DCLP), expanding program capacity to $5 billion while broadening the integrated risk solutions that support digital infrastructure assets from development through long-term operations.

"Digital infrastructure has become one of the most important and capital-intensive asset classes in the global economy," said Joe Peiser, CEO of Risk Capital for Aon. "As clients build larger and more complex data center portfolios, they need access to greater insurance capacity alongside solutions that strengthen resilience throughout the asset lifecycle. Expanding DCLP to $5 billion demonstrates our ability to help clients access capital, manage risk and scale with confidence."

Reliable by Design Approach to Digital Infrastructure

The expanded program reflects Aon's Reliable by Design approach to digital infrastructure and extends DCLP beyond traditional insurance placement. By bringing together insurance capacity, engineering expertise and risk intelligence earlier in the development process, Aon helps clients reduce transition risk, improve resilience and build digital infrastructure assets that are bankable, insurable at scale and resilient under stress.

The enhanced DCLP now provides:

Up to $5 billion in Construction All Risks (CAR), Delay in Start-Up (DSU) and Property Damage and Business Interruption coverage, backed by a panel of A-rated insurers from Lloyd's and company markets, together with other leading facilities and products. Expanded liability, cyber and project cargo capabilities, including up to $200 million in third-party liability (outside the U.S.), $100 million within the U.S., $400 million in Cyber and Technology Errors and Omissions and $500 million in project cargo coverage. Up to $1 billion of terrorism capacity through existing Aon facilities. Expanded lifecycle risk, resilience and advisory capabilities through Aon Global Risk Consulting, including climate risk advisory, environmental risk solutions, Owners Protective Professional Indemnity, security risk consulting, risk engineering and operational resilience expertise, supporting clients across the full asset lifecycle. The expansion comes as investment in artificial intelligence, cloud computing and hyperscale data centers accelerates, increasing demand for insurance solutions capable for supporting larger, more complex and more capital intensive-projects through their lifecycle. The program builds on previous enhancements that increased DCLP capacity to $3.5 billion and expanded support for operational data centers.

About Aon
Aon plc (NYSE: AON) exists to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that help protect and grow their businesses.

Follow Aon on LinkedIn, X, Facebook and Instagram. Stay up-to-date by visiting Aon's newsroom and sign up for news alerts here.

Media Contact
[email protected]
Toll-free (U.S., Canada and Puerto Rico): +1 833 751 8114
International: +1 312 381 3024

SOURCE Aon plc

On July 16, 2026, Aon PLC (AON) shares rose 3.8% to a current price of $368.63. The stock has experienced a 52-week range of $304.59 to $381.00, demonstrating n

, /PRNewswire/ -- Aon plc (NYSE: AON), a leading global professional services firm, plans to announce second-quarter 2026 results on Wednesday, July 29, 2026, in a news release to be issued at 6:30 AM ET.

Aon's President and CEO Greg Case and CFO Edmund Reese will also host a conference call at 8:30 AM ET on Wednesday, July 29, 2026, which will be broadcast live through Aon's Investor Relations website at ir.aon.com. A replay will be available shortly after the live webcast. The earnings release and supplemental slide presentation will also be available on Aon's Investor Relations website.

About Aon
Aon plc (NYSE: AON) exists to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that protect and grow their businesses.

Follow Aon on LinkedIn, X, Facebook and Instagram. Stay up to date by visiting Aon's newsroom and sign up for news alerts here.

Investor Contact
Hallie Miller
[email protected]

Media Contact
[email protected]
Toll-free (U.S., Canada and Puerto Rico): +1 833 751 8114
International: +1 312 381 3024

SOURCE Aon plc

Unique en son genre au Royaume-Uni, cette couverture offre jusqu'à 13 ans de protection, favorisant ainsi le financement de projets et la flexibilité opérationnelle à long terme des installations de stockage d'énergie par batterie

, /PRNewswire/ -- Pulse Clean Energy (Pulse), leader dans le domaine du stockage d'énergie, a finalisé le financement de deux projets de stockage d'énergie par batterie au Royaume-Uni, avec le soutien de Technology Performance Insurance (TPI) d'Ariel Green. Cette solution d'assurance sur mesure constitue les premières polices TPI souscrites pour des projets de stockage d'énergie sur le marché britannique et reflète une tendance mondiale croissante en faveur de solutions innovantes de gestion des risques pour les infrastructures d'énergie propre.

Cette couverture a été spécialement conçue pour les projets de stockage d'énergie par batterie de Pulse à Plymouth et Dowlais, qui sont en cours de construction. Offrant une protection à long terme pouvant aller jusqu'à 13 ans, cette police soutient le financement du projet tout en laissant à Pulse la flexibilité nécessaire pour gérer les actifs tout au long de leur durée de vie opérationnelle.

En adaptant la couverture aux risques techniques et commerciaux spécifiques à chaque projet, la solution TPI d'Ariel Green offre à Pulse une plus grande flexibilité pour remplacer des composants sur la durée, tout en garantissant une protection à long terme contre les risques. Cette couverture favorise également le financement en renforçant la confiance des prêteurs dans la performance et la fiabilité à long terme des actifs.

Aazzum Yassir, directeur de la technologie et des opérations chez Pulse Clean Energy, déclare : « À mesure que notre portefeuille s'étoffe, il devient de plus en plus important de trouver des moyens plus intelligents de gérer les risques à long terme. La souscription d'une assurance de performance technologique pour Plymouth et Dowlais constitue une avancée majeure dans cette direction, elle nous offre la flexibilité nécessaire pour gérer efficacement nos actifs, tout en apportant aux prêteurs et aux investisseurs la confiance dont ils ont besoin quant à la performance de nos projets. « Nous sommes fiers d'être le premier développeur de solutions de stockage d'énergie à proposer ce type de couverture sur le marché britannique, et nous avons hâte de voir ces deux projets entrer en service et contribuer à fournir une énergie sûre et moins coûteuse à l'ensemble de la population britannique. »

Cette opération met en évidence le rôle d'Ariel Green en tant que partenaire de confiance en matière de gestion des risques pour les développeurs et les investisseurs dans le domaine du stockage d'énergie. S'appuyant sur la solidité financière de la Chain of Security de Lloyd's of London et forte d'une expertise technique approfondie, l'entreprise propose une approche alliant une couverture sur mesure à une collaboration étroite tout au long du cycle de vie du projet.

« Le développement de projets d'énergie propre nécessite une approche flexible de la gestion des risques, compte tenu de la complexité des enjeux techniques et commerciaux », déclare Fraser Blunt, responsable pour l'Europe, Ariel Green. « Grâce à notre couverture sur mesure de niveau investissement, nous offrons un soutien en matière de gestion des risques qui aide les projets à obtenir des financements et à assurer leur réussite opérationnelle à long terme. Cette initiative s'appuie sur notre expérience dans l'accompagnement d'un large éventail de technologies renouvelables à travers l'Europe et dans le monde entier, et reflète le besoin croissant d'une protection des performances à long terme, alors que le déploiement des systèmes de stockage d'énergie s'accélère en Europe. »

Ces projets contribuent également à la mission d'Ariel Green, qui consiste à préserver les technologies au service de la protection de l'environnement. En soutenant les infrastructures qui renforcent la résilience du réseau électrique en Angleterre et au Pays de Galles, ce partenariat favorise une meilleure intégration des énergies renouvelables et contribue aux efforts de décarbonisation à long terme.

Le succès de cette opération est le fruit d'une étroite collaboration entre Pulse Clean Energy, Ariel Green, Aon en tant que courtier et Eversheds Sutherland en tant que conseiller juridique, ce qui démontre l'intérêt des solutions sur mesure pour répondre aux besoins en constante évolution du secteur du stockage d'énergie.

« Pulse Clean Energy est un acteur de premier plan sur le marché britannique du stockage d'énergie et a adopté une approche avant-gardiste en matière de gestion des risques liés à la technologie et aux performances », déclare Jamie Daggett, responsable du stockage d'énergie chez Ariel Green. « Nous avons été ravis de collaborer avec l'équipe de Pulse pour mettre au point une solution d'assurance innovante qui offre à Pulse une plus grande flexibilité à long terme. Cette opération montre comment TPI peut renforcer la bancabilité d'un projet en offrant une garantie de performance à long terme. Nous nous réjouissons à la perspective de renforcer notre partenariat avec Pulse et de contribuer à favoriser l'adoption à plus grande échelle de solutions de transfert de risques flexibles et sur mesure sur l'ensemble du marché. »

Alors que le déploiement des systèmes de stockage d'énergie s'accélère à l'échelle mondiale, le recours à l'assurance de performance technologique prend de l'ampleur sur les marchés internationaux. Les projets de Plymouth et de Dowlais constituent une étape importante de cette évolution, en illustrant comment des solutions d'assurance innovantes peuvent contribuer à mobiliser des investissements et à gérer les risques technologiques à long terme.

À propos d'Ariel Green
Ariel Green propose une assurance de performance technologique (TPI) destinée au secteur des énergies propres, en mobilisant des capitaux par le biais de solutions de gestion des risques sur mesure, à long terme et non résiliables. En tant que division d'Ariel Re, une société de premier plan spécialisée dans l'assurance et la réassurance et souscripteur de Lloyd's, notre équipe bénéficie du soutien de la première place de marché mondiale de l'assurance et de la réassurance. Ariel Green apporte une expertise approfondie et une approche collaborative au développement de produits d'assurance qui permettent aux projets d'énergie propre d'obtenir des financements, d'être construits et de devenir opérationnels.

Pour en savoir plus, rendez-vous sur www.arielgreen.com.

À propos de Pulse Clean Energy
En tant que leader du stockage d'énergie, Pulse Clean Energy développe des solutions innovantes pour équilibrer, optimiser et sécuriser le réseau d'énergie. Animée par des valeurs éthiques et de développement durable inébranlables, sa vision est celle d'un réseau d'énergie sécurisé, propre, à moindre coût et qui améliore la vie de tous.

Pulse Clean Energy bénéficie du soutien de l'Investment Management Corporation of Ontario (IMCO), un investisseur institutionnel canadien gérant 90 milliards CAD d'actifs. 

Pour en savoir plus, rendez-vous sur www.pulsecleanenergy.com.

À propos d'Aon
Aon plc (NYSE : AON) a pour vocation d'orienter les décisions afin de protéger et d'enrichir la vie des personnes partout dans le monde. Grâce à des analyses exploitables, à une expertise mondiale intégrée en matière de capital-risque et de capital humain, ainsi qu'à des solutions adaptées au contexte local, nos collaborateurs apportent à nos clients, présents dans plus de 120 pays, la clarté et la confiance nécessaires pour prendre de meilleures décisions en matière de risques et de ressources humaines, contribuant ainsi à protéger et à développer leurs activités.

Suivez Aon sur LinkedIn, X, Facebook et Instagram. Restez informé en consultant la salle de presse d'Aon et inscrivez-vous aux alertes d'actualités en cliquant ici.

À propos d'Eversheds Sutherland
En tant que cabinet d'avocats international, Eversheds Sutherland fournit des services juridiques à une clientèle internationale. En 2025, nous avons représenté 70 entreprises du FTSE 100, 70 du Fortune 100, 125 du Fortune 200 et 41 du Fortune 50.

Avec plus de 3 000 avocats, Eversheds Sutherland est présent dans plus de 70 bureaux répartis dans plus de 30 pays en Europe, aux États-Unis, au Moyen-Orient, en Afrique et en Asie. Par ailleurs, un réseau de plus de 200 cabinets d'avocats partenaires, comprenant notamment des alliances officielles en Amérique latine, en Asie-Pacifique et en Afrique, assure un soutien à l'échelle mondiale.

Pour de plus amples renseignements, rendez-vous sur www.eversheds-sutherland.com.

Relations avec la presse :

Ariel Green
Email : [email protected]
Site web : www.arielgreen.com 
Téléphone : 441-295-5485

Pulse Clean Energy
Contact : Isobel Roberts
Email : [email protected] | [email protected]
Site web : www.pulsecleanenergy.com
Téléphone : 0203 696 5800

Aon
Email : [email protected]
Téléphone : appel gratuit (États-Unis, Canada et Porto Rico) : +1 833 751 8114
International : +1 312 381 3024

First-of-its-kind UK coverage provides up to 13 years of protection, supporting project financing and long-term operational flexibility for battery energy storage assets

, /PRNewswire/ -- Pulse Clean Energy (Pulse), a leader in energy storage, has reached financial close on two battery energy storage projects in the United Kingdom (UK), supported by Technology Performance Insurance (TPI) from Ariel Green. The bespoke insurance solution represents the first TPI policies placed for energy storage projects in the UK market and reflects a growing global trend toward innovative risk management solutions for clean energy infrastructure.

The coverage was designed specifically for Pulse's Plymouth and Dowlais battery energy storage projects, which are currently under construction. Providing long-term protection for up to 13 years, the policy supports project financing while giving Pulse flexibility to manage the assets throughout their operational life.

By tailoring the coverage to the unique technical and commercial risks of each project, Ariel Green's TPI solution gives Pulse greater flexibility to replace components over time while maintaining long-term risk protection. The coverage also supports financing by providing lenders with additional confidence in the long-term performance and reliability of the assets.

Aazzum Yassir, Director of Technology and Operations at Pulse Clean Energy, said, "As our portfolio grows, finding smarter ways to manage long-term risk becomes increasingly important. Securing Technology Performance Insurance for Plymouth and Dowlais is a significant step in that direction, giving us the flexibility we need to manage our assets effectively, whilst providing lenders and investors the confidence they need in the performance of our projects. We're proud to be the first energy storage developer to place this kind of coverage in the UK market and look forward to seeing both projects begin operations and play their part in delivering secure, lower-cost energy for people across the UK."

The transaction highlights Ariel Green's role as a trusted risk management partner for energy storage developers and investors. Backed by the financial strength of the Lloyd's of London Chain of Security and supported by deep technical expertise, the company's approach combines customized coverage with close collaboration throughout the project lifecycle.

"Clean energy project development requires a flexible approach to risk management, given the complex blend of technical and commercial challenges involved," said Fraser Blunt, Leader Europe, Ariel Green. "Through our bespoke investment-grade cover, we provide enabling risk support that helps projects secure financing and achieve long-term operational success. This is built on our experience supporting a wide range of renewable technologies across Europe and around the globe and reflects the increasing need for long-term performance protection as energy storage deployment accelerates across Europe."

The projects also advance Ariel Green's mission to protect the technologies that protect the environment. By supporting infrastructure that strengthens grid resilience in England and Wales, the partnership helps enable greater integration of renewable energy resources and contributes to long-term decarbonisation efforts.

The successful placement was the result of close collaboration among Pulse Clean Energy, Ariel Green, Aon as broker, and Eversheds Sutherland as legal adviser, demonstrating the value of customised solutions in addressing the evolving needs of the energy storage sector.

"Pulse Clean Energy is a leader in the UK energy storage market and has taken a forward-thinking approach to managing technology and performance risk," said Jamie Daggett, Energy Storage Lead, Ariel Green. "We were pleased to work alongside the Pulse team to develop an innovative insurance solution that provides greater long-term flexibility for Pulse. This transaction demonstrates how TPI can strengthen project bankability by providing long-term performance protection. We look forward to expanding our partnership with Pulse and helping drive broader adoption of flexible, customized risk-transfer solutions throughout the market."

As energy storage deployment accelerates worldwide, the use of Technology Performance Insurance is gaining momentum across global markets. The Plymouth and Dowlais projects represent an important milestone in that evolution, providing a model for how innovative insurance solutions can help unlock investment and manage long-term technology risk.

About Ariel Green
Ariel Green provides Technology Performance Insurance (TPI) for the clean energy industry, deploying capital through customized long-term and non-cancellable risk management solutions. As a division of Ariel Re, a premier (re)insurance business and underwriters at Lloyd's, our team is supported by the world's leading insurance and reinsurance marketplace. Ariel Green brings deep expertise and a collaborative approach to developing insurance products that enable clean energy projects to secure financing, get built and begin operations.

Learn more at www.arielgreen.com.

About Pulse Clean Energy
As a leader in energy storage, Pulse Clean Energy develops innovative solutions to balance, optimise and secure the energy network. Driven by unshakeable ethical and sustainable values, its vision is a secure, clean, lower cost energy network that improves lives for all.

Pulse Clean Energy is backed by the Investment Management Corporation of Ontario (IMCO), a Canadian institutional investor with CA$90 billion assets under management. 

Learn more at www.pulsecleanenergy.com.

About Aon
Aon plc (NYSE: AON) exists to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that help protect and grow their businesses.

Follow Aon on LinkedIn, X, Facebook and Instagram. Stay up-to-date by visiting Aon's newsroom and sign up for news alerts here.

About Eversheds Sutherland
As a global law practice, Eversheds Sutherland provides legal services to a global client base. In 2025, we acted for 70 of the FTSE 100, 70 of the Fortune 100, 125 of the Fortune 200, and 41 of the Fortune 50.

With more than 3,000 lawyers, Eversheds Sutherland operates in over 70 offices in more than 30 countries across Europe, the United States, the Middle East, Africa and Asia. In addition, a network of more than 200 related law firms, including formalized alliances in Latin America, Asia Pacific and Africa, provide support around the globe.

Learn more at www.eversheds-sutherland.com.

Media Contacts:

Ariel Green
Email: [email protected]
Website: www.arielgreen.com 
Telephone: 441-295-5485

Pulse Clean Energy
Contact: Isobel Roberts
Email: [email protected] | [email protected]
Website: www.pulsecleanenergy.com
Telephone: 0203 696 5800

Aon
Email: [email protected]
Telephone: Toll-free (U.S., Canada and Puerto Rico): +1 833 751 8114
International: +1 312 381 3024

SOURCE Ariel Green; Pulse Clean Energy

Investors in Aon plc (AON - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the July 17, 2026 $290 Call had some of the highest implied volatility of all equity options today.

What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.

What do the Analysts Think?Clearly, options traders are pricing in a big move for Aon shares, but what is the fundamental picture for the company? Currently, Aon is a Zacks Rank #3 (Hold) in the Insurance – Brokerage industry that ranks in the Bottom 16% of our Zacks Industry Rank. Over the last 60 days, three analysts have increased their earnings estimates for the current quarter, while four have dropped their estimates. The net effect has taken our Zacks Consensus Estimate for the current quarter from $3.41 per share to $3.40  in that period.

Given the way analysts feel about NVIDIA right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.

On June 24, 2026, we delve into the DCF analysis for Aon PLC AON , a company currently facing a challenging price performance with a year-to-date decline of 8.7% and a one-year drop of 10.1%. The current price stands at $320.74, which prompts a closer examination of its intrinsic value through discounted cash flow models.

DCF Earnings-based intrinsic value: $354.04 vs price $320.74 (margin of safety: 17.1%) DCF FCF-based intrinsic value: $366.72 vs price $320.74 (second opinion) GF Score™: 89/100, indicating high reliability of the DCF inputs What Is AON Worth? DCF Earnings-Based Model The DCF earnings-based model for Aon PLC utilizes a two-stage approach to estimate the intrinsic value of the stock. In the first stage, we project the earnings growth over the next ten years at a rate of 13.2%. In the second stage, we apply a terminal growth rate of 4% for the subsequent ten years. The discount rate used for both stages is 11%, which combines the risk-free rate and equity risk premium.

Parameter Value Current EPS (TTM, excl. non-recurring) $17.87 10-Year Growth Rate 13.2% 10-Year Treasury Rate 4.49% Discount Rate (ceil(Treasury) + 6%) 11% Terminal Growth Rate 4% The calculation summary for the DCF earnings-based model is as follows:

Stage Description Value Growth Stage (Years 1-10) EPS growing at 13.2%, discounted at 11% $199.39 Terminal Stage (Years 11-20) 4% terminal growth, discounted at 11% $154.65 Intrinsic Value Growth + Terminal $354.04 Comparing the current price of $320.74 with the intrinsic value of $354.04, we find that Aon PLC is modestly undervalued, with a margin of safety of 17.1%. It is important to note that GuruFocus uses EPS excluding non-recurring items, as research indicates that stock prices correlate more closely with earnings than with free cash flow. For further details, you can visit the AON DCF Calculator.

What Does the Free Cash Flow DCF Say? The alternative DCF model based on free cash flow (FCF) yields an intrinsic value of $366.72. When comparing this with the earnings-based intrinsic value of $354.04, both models suggest that Aon PLC is modestly undervalued, with a margin of safety of 12.5%. This alignment between the two models adds credibility to the valuation results.

How Does GF Value™ Compare to the DCF Models? According to GuruFocus, the GF Value™ for Aon PLC is $397.06, providing a third perspective on the valuation. The GF Value™ is a proprietary measure calculated from historical trading multiples, past business growth, and future performance estimates. All three models—DCF earnings, DCF FCF, and GF Value™—indicate that Aon PLC is currently undervalued, reinforcing the investment thesis. For more insights, visit the GF Value™ page.

What Does AON's GF Score™ Tell Us? The GF Score™ ranks stocks from 0 to 100 based on five key aspects: Financial Strength, Profitability, Growth, Valuation, and Momentum. Stocks with higher GF Score™ values have been found to generate higher long-term returns based on backtested data from 2006 to 2021.

Metric Rating GF Score™ 89/100 Financial Strength 4/10 Profitability 9/10 Growth 10/10 Valuation 8/10 Momentum 4/10 The predictability rank of 3/5 stars suggests that the DCF model is reasonably reliable for Aon PLC. For more information, visit the AON stock page.

Key Assumptions and Limitations It is essential to recognize that DCF models are highly sensitive to the assumptions made regarding growth rates and discount rates. Additionally, stocks with low predictability ratings tend to produce less reliable DCF estimates. The terminal growth rate of 4% is a simplifying assumption that may not reflect future economic conditions accurately.

What This Means for Investors In synthesizing the results from the three valuation models—DCF earnings, DCF FCF, and GF Value™—we conclude that Aon PLC is currently modestly undervalued. This suggests a potential opportunity for investors looking for stocks with favorable valuations.

For the full DCF analysis, visit the AON DCF Calculator. You can also explore the GF Value™ page, or use the GuruFocus Stock Screener to find undervalued predictable companies.

Frequently Asked Questions What is AON's intrinsic value based on DCF?

earnings-based $387.07, FCF-based $366.72

Is AON overvalued or undervalued?

Based on the DCF and GF Value™ consensus, AON is currently undervalued.

How reliable is the DCF model for AON?

The predictability rank of 3/5 suggests that the DCF model is reasonably reliable for AON.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Aon plc (AON) Q1 2026 Earnings Call Transcript

Aon PLC (AON) Q1 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic Capital Allocation Aon PLC (AON) reports robust financial performance with a 14% increase in adjusted EPS and a significant dividend boost, despite facing global challenges. Summary

Organic Revenue Growth: 5% for the quarter.Total Revenue: Increased 6% year-over-year to $5 billion.Adjusted Operating Margin: Expanded by 70 basis points to 39.1%.Adjusted EPS: Up 14% to $6.48.Free Cash Flow: Generated $363 million, up 332%.Commercial Risk Organic Revenue Growth: 7%, marking the fourth consecutive quarter of growth at 6% or higher.Reinsurance Organic Revenue Growth: 4%, driven by growth in treaty and facultative placements.Health Solutions Growth: 4% in the quarter.Wealth Growth: 1% growth driven by regulatory and valuation-related work.Share Repurchases: $500 million repurchased during the quarter.Dividend Increase: Announced a 10% increase to $0.82 per share.

Release Date: May 01, 2026

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points Aon PLC AON reported 5% organic revenue growth in the first quarter, with strong execution across the firm.The company achieved a 70 basis point expansion in adjusted operating margin, reaching 39.1%.Aon PLC (AON) delivered a 14% increase in adjusted earnings per share, demonstrating strong financial performance.The firm generated significant free cash flow, up 332% to $363 million, reflecting strong operating income growth.Aon PLC (AON) announced a double-digit dividend increase for the sixth consecutive year, highlighting its commitment to returning capital to shareholders. Negative Points Geopolitical uncertainty, economic pressures, and cyber risk are creating a volatile and complex environment for clients.The ongoing conflict in the Middle East presents challenges, although it is not a substantial part of Aon PLC (AON)'s business.There is pressure from regulators and boards for stronger governance, transparency, and resilience, which could impact operations.The firm faces competitive pressures for talent, although it continues to expand its revenue-generating population.Aon PLC (AON) is experiencing slower discretionary spend in Talent Solutions, impacting growth in the Health Solutions segment. Q & A Highlights Q: Can you provide more color on the contributions from data centers to organic growth in the quarter?
A: Edmund Reese, Chief Financial Officer, explained that data centers were part of the double-digit growth in the construction sector within their Commercial Risk business. The growth was broad-based, with new business contributing over 12 points to organic revenue growth. Data centers are a component of this, but not the sole driver. The company remains confident in the outlook for the year due to a strong pipeline.

Q: Why did you maintain the $1 billion plus target for share buybacks despite leaning into buybacks in Q1?
A: Edmund Reese, CFO, stated that the company is executing a disciplined capital allocation model. They are monitoring the M&A pipeline and will return excess capital to shareholders if M&A opportunities do not meet their criteria. The $1 billion target is prudent, and they will assess market conditions as the year progresses.

Q: How are you measuring the benefits from risk analyzers, and what is their impact on new business and retention?
A: Edmund Reese, CFO, noted that risk analyzers have been rolled out in the US and EMEA, showing clear and measurable impacts on win rates, renewals, and new business. They are a key driver of new business growth, alongside talent hires in priority growth areas.

Q: How is the Middle East conflict affecting Aon's results, and what is the potential for claims inflation?
A: Gregory Case, CEO, emphasized that the Middle East is a small part of Aon's business, but they are focused on supporting clients and colleagues in the region. Edmund Reese, CFO, added that the region saw double-digit growth, with health renewals locked in before the conflict escalated. The situation is being monitored closely.

Q: How do you view the impact of AI on productivity and long-term value creation?
A: Gregory Case, CEO, expressed excitement about AI reinforcing Aon's strategy, not replacing it. AI is seen as a catalyst for revenue and service enhancement, with productivity improvements already evident. The focus is on delivering client value, which in turn drives long-term value creation for Aon.

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Global rollout of Aon Claims Copilot integrates advanced claims data visibility and analytics into a single connected claims management platform

, /PRNewswire/ -- Aon plc (NYSE: AON), a leading global professional services firm, today announced the global expansion of Aon Claims Copilot, advancing the firm's commitment to delivering better client outcomes through its integrated data and analytics capabilities.

Building on its successful pilot in November 2025, Aon Claims Copilot has now been rolled out across North America, Asia Pacific and several EMEA countries as a claims management solution. This milestone marks significant progress in the platform's global deployment and adoption.

Aon Claims Copilot brings together claims data and advanced analytics into a single, globally connected platform, enabling more consistent, transparent and data-led claims management for clients around the world. The platform is a core component of Aon's broader investment in data and analytics capabilities, alongside Aon Broker Copilot and the firm's Risk Analyzers and Diagnostics tools.

"Aon Claims Copilot represents our continued commitment to deliver better information, advice and solutions to clients through technology," said Joe Peiser, CEO of Risk Capital at Aon. "By integrating these capabilities into how we manage claims, we are equipping our colleagues to deliver more consistent outcomes, identify trends earlier and help clients make better decisions across their risk and capital strategies."

The expansion brings a substantial portion of Aon's global claims management information onto a single technology platform, utilized by the firm's 1,800-strong team of Claims professionals — operating in more than 50 countries — to assist in delivering coordinated, insight-led advocacy across more than 20 product lines.

Aon Claims Copilot makes information available to our clients at every stage of the claims' lifecycle — from advocacy and negotiation through to analytics and resolution, enhancing both client and colleague experience. Its capabilities include:

Analytics and risk insights: Real-time dashboards provide visibility into claims trends and portfolio performanceCarrier performance evaluation: Data-driven insights support improved understanding of claims outcomes and insurer performanceClient transparency: Secure digital access enables clients to track claim progress and statusProcess optimization: Automation improves speed, consistency and accuracy across claims handlingThese capabilities enable Aon to deliver a globally consistent claims experience while strengthening its ability to generate insights that inform placement, negotiation and broader risk strategies.

"Expert advocacy combined with leading analytics gives our clients enhanced visibility and control over their claims," said Mona Barnes, Global Chief Claims Officer for Commercial Risk at Aon. "As we expand the platform globally, we are improving coordination across teams, strengthening collaboration and creating a more connected, data-driven claims experience."

Aon will continue to expand Claims Copilot across additional EMEA and Latin American markets over the coming months, further strengthening its role as a foundational platform within the firm's global Commercial Risk business.

The expansion of Aon Claims Copilot underscores Aon's continued investment in technology and innovation to help clients navigate an increasingly complex and volatile risk environment.

About Aon
Aon plc (NYSE: AON) exists to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that protect and grow their businesses.

Follow Aon on LinkedIn, X, Facebook and Instagram. Stay up-to-date by visiting Aon's newsroom and sign up for news alerts here.

Media Contact
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Toll-free (U.S., Canada and Puerto Rico): +1 833 751 8114
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SOURCE Aon plc

, /PRNewswire/ -- Aon plc (NYSE: AON), a leading global professional services firm, today announced plans to launch Aon Digital Placement Exchange (Aon DPX), a new digital trading platform designed to modernize how brokers access capital and syndicate risk.

Aon DPX will be Aon's digital approach to placing Follow Line business in the London Market, using structured data and algorithmic trading to connect risk and capital more efficiently. The platform will enable insurers to digitally express and deploy their underwriting appetite, helping accelerate execution and improve consistency in placement – reducing friction across the placement lifecycle and delivering more predictable outcomes for brokers and clients alike. The platform is scheduled to go live for U.S. Property risks in the second half of 2026, with more than a dozen leading insurers expected to participate at launch.

"The way Follow Line business has been placed has not kept pace with the scale and complexity of today's risks," said Joe Peiser, CEO of Risk Capital for Aon. "Aon DPX introduces a more efficient and data-driven approach to connecting risk and capital aimed at giving clients greater clarity, choice and control."

Modernizing Open Market Follow Line placement

Traditionally, placing Follow Line business has relied on manual, repetitive processes across distribution and underwriting. Aon DPX modernizes this approach by enabling insurers to define their underwriting appetite digitally, giving brokers faster access to Follow Line capacity once Lead terms are established.

"Aon DPX offers a progressive way for insurers to retain control of their view of risk and underwriting strategy while delivering a fast and sustainable model for the deployment of capital," said Clyde Bernstein, global lead of Aon Broker Copilot and Aon DPX.

Aon DPX is built on Aon-designed logic and configurable parameters that allow insurers to articulate their view of risk digitally. Each participating carrier retains full control over how their underwriting appetite is defined and deployed, with no visibility by Aon into individual appetite positions. Supported by advanced trading analytics, Aon DPX will be a useful tool to help insurers improve their competitiveness and service as client needs and market conditions evolve.

Built around Aon's Digital and Analytics Ecosystem

Aon DPX is expected to integrate with Aon Broker Copilot, Aon's integrated placement, analytics and broking technology, embedding digital trading into brokers' workflows to support more consistent execution and access to capacity.

Aon DPX is another example of Aon's 3×3 plan in action, building on the firm's $1 billion investment in integrated data, analytics and technology capabilities, including Aon's Risk Analyzers, Diagnostic tools and Aon Broker Copilot and Claims Copilot, to modernize how risk is placed, managed and resolved across the risk lifecycle.

About Aon
Aon plc (NYSE: AON) exists to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that help protect and grow their businesses.

Follow Aon on LinkedIn, X, Facebook and Instagram. Stay up-to-date by visiting Aon's newsroom and sign up for news alerts here.

Media Contact
[email protected]
Toll-free (U.S., Canada and Puerto Rico): +1 833 751 8114
International: +1 312 381 3024

SOURCE Aon plc

Kai-Frank Buechter and Tracy-Lee Kus will serve as co-CEOs of EMEA with Buechter overseeing Continental Europe and North Africa and Kus overseeing the UK, Ireland, South Africa and the Middle East; Pedro Penalva will serve as CEO of Latin America Julie Page and Alejandro Galizia to support the leadership transition through 2026 as chairs of EMEA and Latin America, respectively, then serve as senior advisors to Aon into 2027 , /PRNewswire/ -- Aon plc (NYSE: AON), a leading global professional services firm, today announced that Kai-Frank Buechter and Tracy-Lee Kus will serve as co-CEOs of EMEA, effective June 1, with Buechter overseeing Continental Europe and North Africa and Kus responsible for the UK, Ireland, South Africa and the Middle East. Additionally, Pedro Penalva will serve as CEO of Latin America, effective July 1.

Buechter, Kus and Penalva will report to Greg Case, president and CEO of Aon, and serve on the Aon Executive Committee. Alfonso Gallego de Chaves will serve as Deputy CEO of EMEA, effective June 1, and Andrea Parisi will serve as chair of Continental Europe, effective January 1, 2027, both reporting to Buechter. The firm's North America and APAC regions remain under the leadership of Anne Corona and Jennifer Richards, respectively.

"As we continue to accelerate our Aon United strategy to serve clients with distinction at a time of rising need, we are excited to announce new regional responsibilities for Kai-Frank, Tracy-Lee and Pedro to help advance how we deliver for clients in and across our regions," said Case.

Buechter brings a wealth of experience from his more than 26-year career with Aon, most recently serving as CEO of Aon's DACH region with responsibilities across Germany, Austria and Switzerland. Previously, Buechter served as CEO of Aon Risk Solutions Germany, chairman of the Management Board of Aon Holdings Deutschland GmbH and chief commercial officer of Aon Risk Solutions Germany, among other management and client-serving leadership roles.

"Clients across EMEA face rising volatility and complexity," said Buechter. "I'm excited to partner with Tracy-Lee to build on our momentum in delivering actionable insights, differentiated Risk Capital and Human Capital capabilities and leading expertise to our clients."

Kus brings more than three decades of experience across underwriting and broking, with a global career spanning South Africa, the UK and Asia. Kus most recently served as CEO of Aon's Global Broking Center, shaping market strategy, strengthening access to global capacity and delivering differentiated solutions for clients. Kus is supporting the process to fill her Global Broking Center responsibilities and will remain in this role until a new leader is identified. Previously, Kus served as Head of Commercial Risk for Aon's APAC region and before that held a number of senior leadership roles across the firm, including head of North Asia, strategic account manager for some of the world's largest financial institutions and leader of Aon's Financial and Professional Services business in the UK. Kus also serves as chair of the London and International Insurance Brokers' Association (LIIBA).

"It is a privilege to lead Aon's presence in EMEA with Kai-Frank," said Kus. "I'm looking forward to further advancing the work of our high-performing teams to deliver market-leading capabilities and expertise to our clients."

Since Penalva joined Aon more than 15 years ago, he has served in various client, country and regional leadership roles. Most recently, as head of Enterprise Clients for EMEA, Penalva helped to deliver Aon's globally-integrated capabilities to more than 150 enterprise clients across 10 countries in the region. Previously, Penalva served as CEO of Iberia, Africa and Israel, chief commercial officer of multinational accounts for EMEA, Global Client Network Director for EMEA and CEO of Aon Portugal. Penalva is supporting the process to fill his EMEA Enterprise Client responsibilities and will remain in this role until a new leader is identified.

"It is a profound honor to lead Aon in Latin America and to serve our colleagues and clients across the region," said Penalva. "At a moment when our clients are navigating unprecedented complexity and volatility, the strength of our integrated capabilities, the depth of our expertise and the relevance of our globally-connected firm have never been more consequential. I look forward to advancing our strategy in close partnership with an exceptional team that defines what makes Aon distinctive."

With this transition, EMEA CEO Julie Page and Latin America CEO Alejandro Galizia will serve as chairs of EMEA and Latin America through 2026, respectively, and then serve as senior advisors to Aon into 2027. Jane Kielty will be supporting with the transition of the leadership responsibilities in the UK, Ireland and South Africa.

Case added: "We are grateful to Julie, Jane and Alejandro for their leadership, the significant contributions they made in serving our clients and building our firm, and the teams they have developed who will carry our work forward."

Page said: "I am incredibly proud of what we have achieved together during the first phase of our 3x3 Plan. Now is the right time for the next generation of leaders to take the business forward, and I'm excited to support them as they build on this strong momentum."

Galizia added: "After more than 25 years at Aon, I feel an immense sense of pride reflecting on the journey we have built together across Latin America. I have had the privilege of witnessing — and contributing to — Aon's transformation into the firm it is today. More than anything, it is our people, their values, and their passion that have made this journey truly meaningful and I am excited about the future of the Latin America region under the Pedro's leadership."

About Aon
Aon plc (NYSE: AON) exists to shape decisions for the better — to protect and enrich the lives of people around the world. Our colleagues provide our clients in over 120 countries and sovereignties with advice and solutions that give them the clarity and confidence to make better decisions to protect and grow their business.   

Follow Aon on LinkedIn, Twitter, Facebook and Instagram. Stay up-to-date by visiting the Aon Newsroom and sign up for News Alerts here. 

Media Contact
[email protected] 
Toll-free (U.S., Canada and Puerto Rico): +1 833 751 8114 
International: +1 312 381 3024 

SOURCE Aon plc

Key Takeaways AON is driving growth through AI tools, acquisitions and operational efficiency initiatives.Aon targets $450M in annual savings by 2027 through its Accelerating Aon United program.AON raised its dividend 10% in April and repurchased $500M in shares in first-quarter 2026. Aon plc (AON - Free Report) is a leading global provider of risk, retirement and health solutions, serving clients across more than 120 countries. The company has been benefiting from steady organic growth, strong client retention and strategic acquisitions. Its shares have lost 8% year to date compared with the industry’s average decline of 18% over the same period.

Valuation of AONAON has a market capitalization of nearly $69.4 billion. The stock appears somewhat expensive relative to the industry. Shares are currently trading at a forward 12-month P/E of around 16.3X, above the industry average of 14.5X, reflecting a premium valuation. The stock currently carries a Value Score of C.

Where Do Estimates for AON Stand?Aon is expected to deliver year-over-year earnings growth of 11.7% in 2026 to $19.07 per share, followed by an additional 11.1% increase in 2027. Over the past month, analysts have raised 2026 earnings estimates eight times versus three downward revisions. The consensus estimate for 2026 revenues is pegged at $17.99 billion, implying year-over-year growth of 4.7%.

AON beat on earnings in each of the trailing four quarters, delivering an average surprise of 3.1%. This is depicted in the figure below.

Aon plc Price, Consensus and EPS Surprise

Aon plc price-consensus-eps-surprise-chart | Aon plc Quote

What’s Favoring AON Stock?Aon’s Accelerating Aon United (“AAU”) initiative is improving efficiency through technology streamlining, operational consolidation and better integration of its Risk Capital and Human Capital businesses. Lower AAU Program expenses and rising savings in first-quarter 2026 reflect solid execution. Management expects annual run-rate savings of $450 million by 2027, supporting margins and earnings growth.

Aon’s 3x3 Plan is strengthening its business model through AI-driven tools, analytics and operational simplification. Solutions like Broker Copilot and Aon Claims Copilot are improving client servicing and productivity. The company plans to invest nearly $1.3 billion in technology and talent by 2026 end to support long-term organic growth.

AON continues to expand its market reach through targeted acquisitions and partnerships. The NFP acquisition strengthened its middle-market presence, while deals like Griffiths & Armour and ShoreOne Insurance Managers enhanced capabilities in key markets. The company is also divesting non-core, lower-margin businesses to sharpen its focus on higher-return segments. This disciplined strategy has helped drive a trailing 12-month return on invested capital (ROIC) of 8.1%, above the industry average of 7.5%.

Aon continues to reward shareholders through share buybacks and dividend increases. In first-quarter 2026, it repurchased 1.5 million class A ordinary shares for roughly $500 million and retained around $800 million under its current authorization. The company also increased its quarterly dividend by 10% in April 2026, lifting the payout to 82 cents per share from 74.5 cents. Strong cash generation continues to support these capital deployment initiatives.

Risks to WatchInvestors should remain mindful of Aon’s leveraged balance sheet. The company exited the first quarter with cash and cash equivalents of $1.2 billion, long-term debt of $13.5 billion and short-term debt of $1.1 billion. Its long-term debt-to-capital ratio of 57.7% is notably higher than the industry average of 41.5%.

The debt-heavy balance sheet has also led to elevated interest expenses. Interest expense surged 62.8% in 2024, followed by a further 3% year-over-year increase in 2025. The metric came in at $179 million in first-quarter 2026, which continues to weigh on margin expansion. Aon’s extensive international presence makes its financial results vulnerable to fluctuations in foreign exchange rates.

Aon’s disciplined execution, ongoing efficiency initiatives and strategic investments should continue to support long-term growth and gradual deleveraging. AON currently carries a Zacks Rank #3 (Hold), reflecting balanced near-term risk and reward potential.

Key PicksInvestors interested in the broader Finance space can look at some better-ranked stocks like Hamilton Insurance Group, Ltd. (HG - Free Report) , Octave Specialty Group, Inc. (OSG - Free Report) and United Fire Group, Inc. (UFCS - Free Report) , each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Hamilton Insurance’s 2026 earnings is pegged at $3.95 per share, which has witnessed one upward revision in the past 30 days, with no movement in the opposite direction. HG beat earnings estimates in each of the trailing four quarters, with the average surprise being 84.8%. The consensus estimate for 2026 revenues is pinned at $2.87 billion.

The Zacks Consensus Estimate for Octave Specialty’s 2026 earnings is pegged at 40 cents per share, which has witnessed one upward revision in the past 30 days, with no movement in the opposite direction. OSG beat earnings estimates in each of the trailing four quarters, with the average surprise being 464.4%. The consensus estimate for 2026 revenues is pinned at $358.9 million, implying 42.9% year-over-year growth.

The Zacks Consensus Estimate for United Fire’s 2026 earnings is pegged at $4.88 per share, indicating 6.1% year-over-year growth. UFCS beat earnings estimates in each of the trailing four quarters, with the average surprise being 68.8%. The consensus estimate for 2026 revenues is pinned at $1.53 billion, implying 10.5% year-over-year growth.

Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- Edmund Reese, Chief Financial Officer of Aon plc (NYSE: AON), a leading global professional services firm, will speak at the Morgan Stanley U.S. Financials Conference in New York on Tuesday, June 9, in a session that begins at 9:00 AM ET.

A live webcast will be available on the day of the conference via Aon's Investor Relations website at ir.aon.com. A replay will be available on the same website, shortly after the event.

About Aon
Aon plc (NYSE: AON) exists to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that protect and grow their businesses.

Follow Aon on LinkedIn, X, Facebook and Instagram. Stay up to date by visiting Aon's newsroom and sign up for news alerts here.

Investor Contact
Hallie Miller
[email protected]
+1 847 442 0622

Media Contact
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International: +1 312 381 3024

SOURCE Aon plc

Also from this source

DUBLIN--(BUSINESS WIRE)--Aon plc (NYSE: AON), a leading global professional services firm, today released its 2026 Global M&A and Transaction Solutions Claims Study, which highlights the continued evolution of the global M&A insurance landscape across Representations and Warranties (R&W), Warranty and Indemnity (W&I), Tax and Contingent Risk insurance.

Aon's 2026 Global M&A and Transaction Solutions Claims Study highlights the continued evolution of the global M&A insurance landscape across Representations and Warranties (R&W), Warranty and Indemnity (W&I), Tax and Contingent Risk insurance.

Share Aon’s study is based on proprietary data from nearly 2,000 claims and more than $3B in recoveries secured globally across transaction solutions products since inception, with record recoveries in North America and increasing claims activity across EMEA and APAC.

“The global claims environment is evolving rapidly, as rising claim frequency, increasing severity and shifting notification patterns impact the M&A insurance landscape,” said Stephen Davidson, Global Head of Transaction Solutions Claims for Aon. “At the same time, the market continues to demonstrate the value of high-quality underwriting data, sophisticated analytics and close partnership between insurers, brokers and clients to proactively manage risk before a deal is signed and achieve fair and efficient outcomes when claims do arise.”

Significant year-over-year increases in R&W and W&I insurance payments

The report reveals that in 2025, North American clients secured more than $1B across transaction solutions policies, including more than $440M from R&W insurance alone.

Larger claims are becoming more common in North America, with a growing proportion of losses exceeding 60 percent of policy limits and an increasing number reaching full limits. Approximately four percent of claims allege losses greater than $100M, while claims based on valuation multiples accounted for 68 percent of total paid losses in 2025.

Median R&W claim payments exceeded $8.2M in 2025, up from $5.5M in 2024, reflecting continued complexity in post-close disputes and increasing sophistication in the use of transaction risk insurance solutions.

In EMEA, claims activity continues to accelerate; notifications increased from 70 in 2024 to 119 in 2025. Claim frequency is also increasing, with insurer data showing a notification submitted on 21 percent of the policies placed across the market in 2023. Earlier notifications emerged as a trend in 2025, with a notification submitted on 9.5 percent of Aon-placed policies by December 31, 2025, reflecting maturing underwriting years and claims being filed across a broader portion of the policy lifecycle.

In APAC, there is a growing body of W&I and tax notifications across Australia, New Zealand and the broader markets in Asia, although the claims rate remains varied as the product matures in some regions.

Core drivers of claims

In terms of North American breach trends, compliance with laws remains the most frequent breach type, accounting for more than 20 percent of notifications. Material contracts, financial statements and tax breaches each represent more than 10 percent of notifications. Financial statement breaches continue to account for the highest proportion of paid losses, representing 38 percent of total losses, while intellectual property-related claims grew from approximately five percent of all losses between 2019-2024 to roughly 10 percent of total losses in 2025.

The main notification driver across EMEA is tax, which accounts for more than 20 percent of notifications; given the routine nature of audit activity in the region, this is expected and does not drive paid losses. Financial statement breaches account for a similar percentage of notifications but are the main driver of loss. Across APAC, disclosure continues to be the most common breach type.

Other key findings from the report include:

In North America, fifty-one percent of claims are now filed more than 12 months after closing, continuing the trend toward later reporting within the policy period. Eight-figure claims represented approximately 41 percent of North American payments in 2025, compared to 27 percent in 2024. Claims activity continues to increase as the use of R&W and W&I grows and buyers become more familiar with how the policy can protect against deal risks undiscovered in the due diligence process. Tax insurance remains a low-frequency claims solution, though more than $350M has been recovered for clients in North America through negotiated resolutions with tax authorities across different types of claims. In its seventh year, Aon’s annual Global M&A and Transaction Solutions Claims Study is the premiere indicator of how the firm’s historical claims data can assist clients, advisors and insurers on their next deal. Read the full study here.

ENDS

About Aon
Aon plc (NYSE: AON) exists to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that protect and grow their businesses.

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Aon plc (AON) Presents at Morgan Stanley US Financials Conference 2026 Transcript