Aon plc has just logged a sharp rebound in its share price over the past month, and the move raises a straightforward question for investors who care about valuation. At around US$321.64 per share, the issue is whether t
Why AON Stock Traded Steady Today — RQD Quant Desk Flash
Aon plc (Ireland) (Class A) (AON) carries a Roarable Rating of C+ (Hold) with 68/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief)
Is AON stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-02, Aon plc (Ireland) (Class A) (NYSE: AON) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 68/100 at a spot price of $321.67 (+0.01% 1D, market cap $68.24B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 14/20, Executive Insider Alignment 15/20, FRED Macro Regime Fit 10/20, and SEC Balance-Sheet Forensics 16/20. Across 1096 tracked Financials issuers, AON ranks #171 in composite RQD confidence.
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does AON compare to AJG and MRSH in the Financials sector?
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Within the Financials sector (Specialty Insurers), AON carries a Roarable C+ (68/100 RQD), trailing P/E of 18.5x, gross margin of —, and ROIC of 15.0%. By comparison, AJG (Arthur J. Gallagher & Co.) holds a C+ grade (69/100 RQD, P/E 46.0x, ROIC 5.3%, cap $68.74B) and MRSH (Marsh) posts a B+ grade (80/100 RQD, P/E 22.5x, ROIC 10.6%, cap $93.69B). Among the 5-stock peer group, AON leads on earnings multiple (18.5x) while WTW leads on capital efficiency (16.6% ROIC).
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for AON?
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Per AON's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000315293), Aon plc (Ireland) (Class A) generated $17.18B in revenue (+9.4% YoY), $3.69B in net income, and $3.22B in free cash flow against $50.78B in total assets and $14.66B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
SEC Form 4 / 13F Thermometer: 80% Net Buy • Cannibal Buyback (-2.36% YoY Shares)
Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9
Macro rate sensitivity & RSI-14 (69.4) create a -10 pt regime headwind
⚔️ Adversarial Opposing Case: Why the AON Bull Thesis Could Fail
Even with a 68/100 (C+) score, AON faces multiple-compression risk if 18.5x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Sensitive to high interest rates and tighter Federal Reserve market liquidity.
Dilution & Margin Drag: Cannibal Buyback (-2.36% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($300.68) or 200D SMA ($325.53) invalidates the momentum regime and cuts Target Base ($336.15) toward Bear Floor ($262.20).
Why AON Stock Traded Steady Today — RQD Quant Desk Flash
Aon plc (Ireland) (Class A) (AON) advanced +0.01% to $321.67, trading at 48% of its 52-week range ($266.33 – $382.34). Solid steady margins (15% return on capital), mixed timing at 19x P/E—hold if owned, no rush to chase.
- ▸Technical Tape: Trading at 48% of its 52-week range ($266.33 – $382.34) with RSI-14 at 69.4 (BULLISH MOMENTUM).
- ▸Volatility Profile: Historical 20-day realized swing band of ±4.9% around $321.67 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable C+ (Hold) backed by 52% gross margin and $3.2B annual free cash flow.
Yahoo Finance coverage on AON stock catalysts, institutional flow, and earnings outlook.
Aon reported third quarter 2026 revenue of US$4.1b and net income of US$476 million, with both basic and diluted EPS from continuing operations modestly higher than a year earlier. The nine month figures, including US$13
New precision crop insurance program for corn and soybean growers to expand across 15 states for the 2027 crop year CHICAGO and MENLO PARK, Calif., Oct. 29, 2026 (GLOBE NEWSWIRE) -- Aon plc (NYSE:AON), a leading global p
AON (NYSE:AON) reported 6% organic revenue growth in the third quarter of 2026, led by 7% growth in both its commercial risk and reinsurance businesses. The company said its results reflected broad-based demand for risk,
DUBLIN (AP) — DUBLIN (AP) — Aon PLC (AON) on Wednesday reported third-quarter earnings of $476 million.On a per-share basis, the Dublin-based company said it had profit of $2.
Organic revenue grew 6% as USI acquisition nears close in Q4.
Moby summary of Aon plc's Q3 2026 earnings call
Aon beat Q3 earnings estimates with 6% organic revenue growth and a 70-basis-point margin gain, reaffirming its 2026 outlook ahead of the planned USI deal.
COR's $2.4B acquisition of AON aims to expand its oncology services platform, strengthen community cancer care and support long-term growth.
Scheduled RQD Strong Buys & Whale Accumulation Briefing (AON Tape Review)
- ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
- ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
- ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
AON Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +9.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on AON today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for AON. Explore sector supply chains on /butterfly.
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (AON)
1. Head-to-Head Financials Peer Comparison (AON vs. AJG, MRSH, WTW, BRO)
Industry: Specialty Insurers (33 Tracked Issuers)Across 1096 tracked Financials securities in the Roarable RQD universe, Aon plc (Ireland) (Class A) (AON) ranks #171 by composite RQD confidence (68/100, grade C+) and #53 by equity capitalization ($68.24B). Within this direct 5-issuer industry benchmark cohort, AON leads on earnings valuation at 18.5x trailing P/E, while WTW leads on capital efficiency and profitability with 16.6% ROIC and — gross margin. MRSH currently holds the highest overall quantitative score in the immediate peer group at 80/100 (B+) compared with AON at 68/100 (C+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| AON
ACTIVE
Aon plc (Ireland) (Class A) | C+ | 68/100 | 18.5x | — | 15.0% | +0.01% | $68.24B | Benchmark Subject |
| AJG Arthur J. Gallagher & Co. | C+ | 69/100 | 46.0x | — | 5.3% | +2.93% | $68.74B | /ajg-vs-aon → |
| MRSH Marsh | B+ | 80/100 | 22.5x | — | 10.6% | +1.82% | $93.69B | /mrsh-vs-aon → |
| WTW Willis Towers Watson Public Limited Company | B | 74/100 | 18.6x | — | 16.6% | +1.15% | $29.79B | /wtw-vs-aon → |
| BRO Brown & Brown Inc. | B | 72/100 | 21.3x | — | 4.7% | +2.83% | $22.50B | /bro-vs-aon → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0000315293In its most recent audited fiscal period (FY2025, filed 2025-12-31), Aon plc (Ireland) (Class A) (AON) reported GAAP revenue of $17.18B (+9.4% vs. FY2024 revenue of $15.70B , and +28.4% cumulative change since FY2023) , GAAP net income of $3.69B, operating cash flow of $3.48B, and free cash flow of $3.22B (+14.2% YoY). On the balance sheet, AON closed FY2025 with $50.78B in total assets against $14.66B in total debt (Altman Z-Score: N/A, Piotroski F-Score: 7/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $17.18B | $3.69B | $3.48B | $3.22B | $50.78B | $14.66B |
| FY2024 (FY) | 2024-12-31 | $15.70B | $2.65B | $3.04B | $2.82B | $48.97B | $16.27B |
| FY2023 (FY) | 2023-12-31 | $13.38B | $2.56B | $3.44B | $2.83B | $37.53B | $8.78B |
3. AON Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs AON stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-02, Aon plc (Ireland) (Class A) (NYSE: AON) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 68/100 at a spot price of $321.67 (+0.01% 1D, market cap $68.24B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 14/20, Executive Insider Alignment 15/20, FRED Macro Regime Fit 10/20, and SEC Balance-Sheet Forensics 16/20. Across 1096 tracked Financials issuers, AON ranks #171 in composite RQD confidence.
How does AON compare to AJG and MRSH in the Financials sector?
Within the Financials sector (Specialty Insurers), AON carries a Roarable C+ (68/100 RQD), trailing P/E of 18.5x, gross margin of —, and ROIC of 15.0%. By comparison, AJG (Arthur J. Gallagher & Co.) holds a C+ grade (69/100 RQD, P/E 46.0x, ROIC 5.3%, cap $68.74B) and MRSH (Marsh) posts a B+ grade (80/100 RQD, P/E 22.5x, ROIC 10.6%, cap $93.69B). Among the 5-stock peer group, AON leads on earnings multiple (18.5x) while WTW leads on capital efficiency (16.6% ROIC).
What are the biggest fundamental strengths and SEC risk factors for AON?
Per AON's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000315293), Aon plc (Ireland) (Class A) generated $17.18B in revenue (+9.4% YoY), $3.69B in net income, and $3.22B in free cash flow against $50.78B in total assets and $14.66B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is AON trading relative to its 50-day, 200-day, and 52-week technical levels?
AON last traded at $321.67 (+0.01% on volume of 1,821,106 shares), positioning the stock +6.98% above its 50-day simple moving average ($300.68) and -1.19% below its 200-day simple moving average ($325.53). Across its 52-week range of $266.33 to $382.34, AON sits at the 47.7% percentile with a 14-day RSI of 69.4 (BULLISH MOMENTUM) and an implied next-earnings move of ±4.9% ($305.91 to $337.43).
AON Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is AON stock moving today?
Why AON Stock Traded Steady Today — RQD Quant Desk Flash. Solid steady margins (15% return on capital), mixed timing at 19x P/E—hold if owned, no rush to chase.
AON — Aon plc (Ireland) (Class A): What the Facts Mean to a Prospective Investor
Roarable Rating Brief: What This Means to a Prospective Investor
Per the Roarable RQD rating, AON scores 68 out of 100, equating to a C+ grade and the verdict "Roarable Hold — Upper Neutral / Watch for Breakout." The five pillars are: Fundamental Cash Engine at 13/20 (ROIC 15%; FCF yield 4.72%), Whale 13F Flow at 14/20 (institutional accumulation and options positioning), Insider Conviction at 16/20 (SEC Form 4 and Congressional PTR cluster flow), Macro Regime Fit at 10/20 (Beta 0.94; sector sensitivity), and Forensic Balance Sheet at 15/20 (Altman Z 2.5; Piotroski F 7/9; Debt/Equity 0.5). Taken together, the highest-scoring pillar is insider conviction, while macro regime fit is the weakest, indicating that the stock's current positioning is supported by insider flow and a sound balance sheet but is held back by its sector sensitivity profile. For a prospective investor, the upside driver is the combination of insider and balance-sheet strength; the valuation tradeoff is that the market data shows an 18.5x trailing P/E and a 17.9x EV/EBITDA, which the rating does not reconcile against the cash-engine score. The overall verdict is a neutral hold posture with a watch condition for a breakout, not a directional recommendation.
Snapshot
Financial Trend
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $17181.0M | $4344.0M | $3695.0M | N/A | $3218.0M | $1195.0M | $14660.0M |
| FY 2024 | $15698.0M | $3835.0M | $2654.0M | N/A | $2817.0M | $1085.0M | $16265.0M |
| FY 2023 | $13376.0M | $3785.0M | $2564.0M | N/A | $2833.1M | N/A | $8782.3M |
Per the SEC financials, revenue rose from $13376.0M in FY 2023 to $17181.0M in FY 2025, and net income rose from $2564.0M to $3695.0M over the same span. Per the Roarable RQD rating, ROIC is 15%, Altman Z is 2.5, Piotroski F is 7/9, and Debt/Equity is 0.5. Per the market data, the gross margin is reported as 0%, which the source does not reconcile with the operating and net margins. Debt declined from $16265.0M in FY 2024 to $14660.0M in FY 2025 while cash rose from $1085.0M to $1195.0M.
Open Questions
- What are the company's products, customers, and revenue model, given that the source profile contains only sector and industry labels?
- Why is the reported gross margin 0% when operating and net margins are positive at 25.3% and 21.5%?
- What explains the missing FY 2023 cash figure and the N/A EPS across all reported periods?
- What drove the decline in debt between FY 2024 and FY 2025, and how does it relate to the Debt/Equity of 0.5?
- What are the sector-specific macro sensitivities behind the 10/20 macro regime score?
AON Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for Aon plc (Ireland) (Class A) (AON) • Click "Debate This Headline" to argue it in the Roar Pit below
Aon plc has just logged a sharp rebound in its share price over the past month, and the move raises a straightforward question for investors who care about valuation. At around US$321.64 per share, the issue is whether t
Yahoo Finance coverage on AON stock catalysts, institutional flow, and earnings outlook.
Aon reported third quarter 2026 revenue of US$4.1b and net income of US$476 million, with both basic and diluted EPS from continuing operations modestly higher than a year earlier. The nine month figures, including US$13
New precision crop insurance program for corn and soybean growers to expand across 15 states for the 2027 crop year CHICAGO and MENLO PARK, Calif., Oct. 29, 2026 (GLOBE NEWSWIRE) -- Aon plc (NYSE:AON), a leading global p
AON (NYSE:AON) reported 6% organic revenue growth in the third quarter of 2026, led by 7% growth in both its commercial risk and reinsurance businesses. The company said its results reflected broad-based demand for risk,
DUBLIN (AP) — DUBLIN (AP) — Aon PLC (AON) on Wednesday reported third-quarter earnings of $476 million.On a per-share basis, the Dublin-based company said it had profit of $2.
Organic revenue grew 6% as USI acquisition nears close in Q4.
Moby summary of Aon plc's Q3 2026 earnings call
AON Bull vs. Bear Conversation Board — What's Your Call at $321.67?
🔥 Official Bull vs. Bear Debate: Is AON (C+ • RQD 68/100) a Buy at $321.64?
Welcome to the AON (Aon plc (Ireland) (Class A)) Roar Pit. Current RQD Composite is 68/100 (Roarable Hold — Upper Neutral / Watch for Breakout) in Specialty Insurers. Bulls point to capital efficiency (15.0% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Pump the brakes on AON — check the valuation vs. margin headwinds
Everyone in here is repeating the bull case on AON, but look at what you are paying: 18.5x trailing P/E with tightening sector spreads. Unless Aon plc (Ireland) (Class A) expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
AON cash flow & RQD setup is being underpriced by the Street here
Looking at the 5-pillar RQD breakdown on AON, the market is fixating on short-term headline noise in Specialty Insurers and ignoring the balance sheet and cash flow trajectory. At $321.64 (52-wk range $266.33 - $382.34), any beat on forward guidance forces shorts and underweight funds to chase.