Aon plc (AON) fair value analysis
S&P 500 · Updated 2026-10-19
AON price how computed
Forward Fair Value verdict
UndervaluedAON is trading at more than a 25% discount to estimated fair value.
Based on TickrTrends' weekly Forward Fair Value model.
- Last price
- $273.47
- Sector
- Financial Services
- 12-month range
- $269.45–$381.26
- Market cap
- $58B
- From 52-week high
- -28.3%
- Shares outstanding
- 212M
- Rank in Financial Services by discount to fair value
- #12 of 167
Last price is our 2026-10-19 weekly price; the chart runs through 2026-10-16.
Aon plc is a professional services firm that provides risk management, insurance brokerage, and human resources consulting services to clients worldwide. The company operates across multiple continents, serving businesses, government entities, and individuals in managing their insurance, pension, and workforce strategies.
AON currently ranks #12 of 167 Financial Services stocks by discount to fair value. It has screened as Undervalued for 14 consecutive weekly runs.
Fundamentals (4 quarters) how computed
- Market cap
- $58B
- P/E (trailing)
- 15x
- Revenue (TTM)
- $17.6B
- Net margin
- 22.3%
- EPS (TTM)
- $18.19
- Gross margin
- 114.6%
- Debt / equity
- 1.64
- Revenue growth (3-yr avg)
- 14.6%
- Shares outstanding
- 212M
Derived indicators how computed
- Quality grade
- B
- Margin trend
- Expanding
- 52-week position
- The bottom quarter of its range
Technicals how computed
- RSI (14-day)
- 54 · neutral
- 50-day average
- $311.56
- 200-day average
- $327.94
- Moving-average state
- 50-day below 200-day (death cross state); price below both averages
Dividends how computed
- Paid, last 12 months
- $3.13 per share (4 payments)
- Yield on last price
- 1.14%
- Consecutive years of increases
- 14
- Next ex-dividend date
- 2026-11-02
- Last payment date
- 2026-08-14
Earnings how computed
- Next earnings report
- 2026-10-28 (pre-market)
- Last 8 quarters vs consensus
- 7 beat, 1 missed
- Quarter by quarter
- 2026-06 ▲ beat (+1.1%)
2026-03 ▲ beat (+2.0%)
2025-12 ▲ beat (+2.1%)
2025-09 ▲ beat (+4.8%)
2025-06 ▲ beat (+2.3%)
2025-03 ▼ miss (-6.1%)
2024-12 ▲ beat (+4.0%)
2024-09 ▲ beat (+10.1%)
Analyst consensus how computed
This is not TickrTrends' verdict.
- Analyst ratings
- 13 buy · 5 hold · 3 sell (21 analysts)
- Consensus lean
- Buy-leaning
- Consensus price target
- $354
- Target vs last price
- +29.4%
What our data shows for AON
- Our model validated 17 trailing price-to-earnings windows for AON, built from quarterly earnings records.
- Shares are trading in the lower third of their 12-month price range of $269.45–$381.26.
- The 14-day relative strength index sits at a neutral 54.
The exact numbers are one step away
- The precise Forward Fair Value dollar figure for AON
- Exact discount / premium to today's price
- The normalized historical P/E behind the estimate, and how many quarters support it
- Forward EPS input and fiscal-year basis
- Screeners and rankings across the full S&P 500 and Nasdaq universes
Forward Fair Value applies a conservatively normalized historical price-to-earnings multiple to the consensus earnings estimate for the next full fiscal year; how TickrTrends computes it.
Recent AON news
TickrTrends' derived news-sentiment signal for AON is currently leaning positive, computed from recent coverage.
- Chubb Ltd (CB) Reports Strong Q3 2026 Results Amid Modest Overvaluation (gurufocus.com, 2026-10-21)
TickrTrends take: Chubb's strong Q3 results provide context for the insurance and financial services sector's performance, which is relevant as AON operates within the same competitive landscape. With TickrTrends currently assessing AON as undervalued while a comparable peer in insurance shows modest overvaluation, investors should monitor whether AON's valuation discount reflects genuine opportunity or sector-wide headwinds that could affect the entire financial services space. The divergence in valuations between Chubb and AON suggests there may be company-specific factors driving the difference, warranting closer examination of AON's operational metrics and market position relative to its peers. - Cencora (COR) to Acquire American Oncology Network in $2.4B Deal (gurufocus.com, 2026-10-21)
TickrTrends take: Cencora's acquisition of American Oncology Network for approximately two billion dollars signals continued consolidation activity within healthcare-adjacent services, which could influence how market participants assess comparable companies in the Financial Services sector. Given TickrTrends' current undervalued assessment of AON, investors monitoring this space should observe whether the deal's completion and integration patterns affect pricing multiples across similar service providers. The transaction underscores ongoing capital deployment in healthcare infrastructure, a dynamic that valuation-focused readers should track for its potential impact on sector-wide assessment methodologies. - AON DCF Analysis: Intrinsic Value $526 vs Price $297 (gurufocus.com, 2026-10-21)
TickrTrends take: AON's discounted cash flow analysis indicates an intrinsic value of $526 per share, significantly higher than its current trading price of $297, which aligns with TickrTrends' undervalued assessment for the Financial Services firm. The gap between the DCF-derived intrinsic value and market price suggests the stock may be trading below what fundamental analysis indicates its cash flows support. Investors focused on valuation metrics should monitor whether the market price moves toward the estimated intrinsic value or whether the DCF assumptions require reassessment based on changing business conditions.
More AON news
- Aon plc (AON) Underperforms Amid Scrutiny Over USI Deal Price Tag (insidermonkey.com, 2026-10-19)
- Is It Too Late to Buy Aon PLC (AON) After 4.2% Rally? GF Value Says Undervalued (gurufocus.com, 2026-10-15)
- Marsh McLennan (MRSH) vs Aon (AON): Which Insurance Broker is a Better Buy? (insidermonkey.com, 2026-10-14)
- Aon names Leonora Siccardi Global Chief Execution Officer for Risk Capital and Human Capital (reinsurancene.ws, 2026-10-13)
- Aon and the European Bank for Reconstruction and Development expand war risk insurance facility for Ukraine (manilatimes.net, 2026-10-13)
- AON Maintained by Wells Fargo -- Price Target Lowered to $323 (gurufocus.com, 2026-10-12)
What people are saying
Follow the AON conversation: Stocktwits · Reddit · X
TickrTrends weekly updates
- 2026-10-19 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-12 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-11 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-10 — TickrTrends' derived indicators for AON showed improvement this week. The quality grade rose from C to B, while the relative strength index zone moved from oversold to neutral conditions. The current valuation verdict remains undervalued.
- 2026-10-06 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-28 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-21 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-17 — No material change this week: the verdict, bands and grades all held steady.
Frequently asked questions
Is AON stock undervalued?
Based on TickrTrends' Forward Fair Value model (updated 2026-10-19), AON is trading at more than a 25% discount to estimated fair value and screens as undervalued. The exact fair value and discount are available to subscribers.
What is AON's TickrTrends verdict?
AON's current verdict is Undervalued, refreshed with every weekly Forward Fair Value run.
How does AON compare to other Financial Services stocks?
AON ranks #12 of 167 Financial Services stocks in TickrTrends' coverage by discount to fair value.
Is AON overbought or oversold?
AON's 14-day RSI is in neutral territory - neither overbought nor oversold.
Does AON pay a dividend?
Yes. AON paid $3.13 per share over the last twelve months (4 payments), a 1.14% yield on TickrTrends' last price, and has raised the annual total for 14 consecutive years. The next ex-dividend date on file is 2026-11-02.
When does AON report earnings next?
AON's next earnings report is scheduled for 2026-10-28 (pre-market), per the published earnings calendar.
Does AON usually beat earnings estimates?
Over its last 8 reported quarters AON beat the consensus estimate 7 times and missed 1 times, by TickrTrends' comparison of reported and estimated EPS.
What do analysts say about AON?
Of 21 analysts covering AON, 13 rate it a buy, 5 a hold and 3 a sell - buy-leaning, with a consensus price target of $354 (+29.4% versus TickrTrends' last price). This is the analyst consensus, not TickrTrends' Forward Fair Value verdict.
More in Financial Services
Head-to-head comparisons
AON vs AJG · AON vs BX · AON vs LPLA · AON vs MKTX · AON vs MSCI