Analysts on Wall Street project that Aon (AON) will announce quarterly earnings of $6.04 per share in its forthcoming report, representing an increase of 6.7% year over year. Revenues are projected to reach $4.86 billion, increasing 19.3% from the same quarter last year.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Before ...

Group 1 - Aon is a provider of professional services, offering a range of solutions including commercial risk, reinsurance, retirement, health, and data analytics [2] - The company serves various sectors such as aerospace, technology, financial institutions, agribusiness, life sciences, and healthcare [2] - Aon has a global presence with offices and distribution centers across the Middle East, Africa, Asia-Pacific, Europe, and North America [2] Group 2 - The report titled "Enterprise Tech Ecosystem Series: Aon 2025" provides insights into Aon's technology activities, including digital transformation strategies and innovation programs [1][3] - Key topics covered in the report include technology initiatives, partnerships, product launches, and estimated ICT budgets [5] - The report also details Aon's technology themes, objectives, and benefits of various technology initiatives [5]

Wall Street expects a year-over-year increase in earnings on higher revenues when Aon (AON) reports results for the quarter ended March 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on April 25. On the other ...

Aon plc (AON) recently announced a 10% dividend hike for its Class A ordinary shares, showcasing its strong financial position and a positive signal for long-term investors. The quarterly cash dividend now stands at 74.5 cents per share ($2.98 on an annualized basis), a nice jump from the earlier amount of 67.5 cents per share. Based on the stock’s April 11 closing price of $376.30, the new dividend yield is 0.79%, which is below the industry average of 0.98%. AON bought back shares worth $800 million in 20 ...

DUBLIN, April 11, 2025 /PRNewswire/ -- Aon plc (NYSE: AON), a leading global professional services firm, plans to announce first quarter results on Friday, April 25, 2025, in a news release to be issued at 5:00 am Central Time. Aon's President and CEO Greg Case and CFO Edmund Reese will host a conference call at 7:30 am CT on Friday, April 25, 2025. The conference call will be broadcast live through Aon's Investor Relations website at ir.aon.com. A replay will be available shortly after the live webcast. Th ...

DUBLIN, April 11, 2025 /PRNewswire/ -- Aon plc (NYSE: AON), a leading global professional services firm, today announced that its Board of Directors has approved a 10% increase to its quarterly cash dividend on Aon's outstanding Class A Ordinary Shares.Consistent with the increase in the dividend, the Board of Directors has declared a quarterly cash dividend of $0.745 per outstanding Class A Ordinary Shares, reflecting a 10% increase from $0.675 per share. The dividend is payable May 15, 2025 to shareholder ...

In my previous 'Strong Buy' thesis published in July 2024, I discussed Aon’s (NYSE: AON ) net new business growth and strong retention rate. Since then, the stock price has surged by more than 23%, significantly outperformingAnalyst’s Disclosure: I/we have a beneficial long position in the shares of AON either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no ...

Industry Overview - The Zacks Insurance Brokerage industry is expected to benefit from better pricing, prudent underwriting, rising demand for insurance products, and global expansion, driving revenues [1] - The insurance brokerage market size is projected to reach $331.96 billion in 2025 and $395.41 billion by 2030, with a CAGR of 3.56% during the forecast period [4] - Increased digitization is anticipated to improve operational efficiencies and scale within the industry [2] Trends Influencing Growth - Increased demand for insurance products is driven by economic activity and heightened awareness among consumers [5] - Companies are expanding globally, cross-selling products, and improving pricing to enhance customer appeal and match risk appetites [6] - The aging population and rising awareness among baby boomers and millennials are boosting demand for various insurance products [7] Mergers and Acquisitions - The industry is experiencing fast-paced consolidation, driven by the need for specialization and the interest of private equity firms [8] - Mid-market merger and acquisition activity is expected to increase in 2025 due to margin pressure and the need for digital transformation [9] Technological Advancements - Insurance brokers are adopting digital tools for policy management and claims processing, collaborating with insurtech firms to integrate technologies like AI and blockchain [10] - The digital shift is projected to drive premium growth, with insurers expected to generate approximately $4.7 billion in annual global premiums from AI-related insurance by 2032, yielding a CAGR of nearly 80% [11] Industry Performance - The Insurance Brokerage industry has outperformed its sector and the S&P 500 Composite over the past year, with a collective rise of 27.7% compared to 16.1% for the Finance sector and 9.1% for the S&P 500 [16] - The industry is currently trading at a trailing 12-month price-to-book (P/B) ratio of 6.68X, compared to the S&P 500's 7.97X and the sector's 4.06X [17] Company Highlights - **Erie Indemnity Co.**: Market cap of $21.43 billion, focusing on improving the combined ratio through rate increases and digitalization, with a projected 24.9% year-over-year earnings increase for 2025 [19][20] - **Brown & Brown, Inc.**: Market cap of $33.89 billion, benefiting from new businesses and premium rate increases, with expected earnings growth of 8.8% for 2025 [21][22] - **Marsh & McLennan Companies**: Market cap of $114.09 billion, poised for growth through investments and acquisitions, with a projected earnings increase of 8.9% for 2025 [23][24] - **Arthur J. Gallagher & Co.**: Market cap of $84.50 billion, benefiting from organic revenue growth in its Brokerage and Risk Management segments, with expected earnings growth of 14.5% for 2025 [25][27] - **Aon plc**: Market cap of $84.31 billion, focusing on expanding in health and benefits and risk management, with projected earnings growth of 9.9% for 2025 [28][30]

Company Leadership Transition - Aon plc announced that Eric Andersen has transitioned from his role as president to a senior advisor role, with Greg Case assuming the presidency [1] - Andersen has been with Aon for 28 years, significantly contributing to the firm's Aon United strategy and operationalizing the 3x3 Plan [2][3] Contributions and Impact - Andersen's leadership has been pivotal in integrating Aon's Risk Capital and Human Capital capabilities, enhancing client service [2] - Greg Case acknowledged Andersen's impact on Aon's offerings, analytics, and innovative solutions addressing global risks [3] Future Outlook - Andersen expressed confidence in Aon's future growth and success, citing the strong executive team and the successful integration of NFP [3] - Aon aims to continue providing clarity and confidence to clients in over 120 countries through its integrated expertise [4]

Core Viewpoint - Investors in Aon plc (AON) should closely monitor stock movements due to significant implied volatility in the options market, particularly the April 17, 2024 $440 Put option [1] Group 1: Implied Volatility - Implied volatility indicates the market's expectations for future price movements, with high levels suggesting potential significant price changes or upcoming events that could lead to a rally or sell-off [2] - The current high implied volatility for AON options may signal a developing trading opportunity, as options traders often seek to sell premium on such options to capture decay [4] Group 2: Analyst Sentiment - Aon is currently rated as Zacks Rank 3 (Hold) within the Insurance – Brokerage industry, which is in the top 35% of the Zacks Industry Rank [3] - Over the past 60 days, no analysts have increased earnings estimates for AON's current quarter, while six analysts have lowered their estimates, resulting in a decrease of the Zacks Consensus Estimate from $6.16 to $6.07 per share [3]