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 surged +3.64% Today — RQD Quant Desk Flash
Aon plc (Ireland) (Class A) (AON) carries a Roarable Rating of C+ (Hold) with 69/100 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 2026-11-03, 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 69/100 at a spot price of $333.38 (+3.64% 1D, market cap $68.24B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 14/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 11/20, and Executive Insider Alignment 16/20. Across 1097 tracked Financials issuers, AON ranks #121 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+ (69/100 RQD), trailing P/E of 18.5x, gross margin of —, and ROIC of 15.0%. By comparison, AJG (Arthur J. Gallagher & Co.) holds a B- grade (70/100 RQD, P/E 46.0x, ROIC 5.3%, cap $70.76B) and MRSH (Marsh) posts a A- grade (81/100 RQD, P/E 22.5x, ROIC 10.6%, cap $95.40B). 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: Broader market pullbacks can still drag down strong stocks in the short run. 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 -9 pt regime headwind
⚔️ Adversarial Opposing Case: Why the AON Bull Thesis Could Fail
Even with a 69/100 (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.
Broader market pullbacks can still drag down strong stocks in the short run.
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 ($300.02) or 200D SMA ($325.44) invalidates the momentum regime and cuts Target Base ($349.88) toward Bear Floor ($272.91).
Why AON Stock surged +3.64% Today — RQD Quant Desk Flash
Aon plc (Ireland) (Class A) (AON) surged +3.64% to $333.38, trading at 58% 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 58% 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 ±4.7% around $333.38 (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 1097 tracked Financials securities in the Roarable RQD universe, Aon plc (Ireland) (Class A) (AON) ranks #121 by composite RQD confidence (69/100, grade C+) and #54 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 81/100 (A-) compared with AON at 69/100 (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+ | 69/100 | 18.5x | — | 15.0% | +3.64% | $68.24B | Benchmark Subject |
| AJG Arthur J. Gallagher & Co. | B- | 70/100 | 46.0x | — | 5.3% | +1.02% | $70.76B | /ajg-vs-aon → |
| MRSH Marsh | A- | 81/100 | 22.5x | — | 10.6% | +2.37% | $95.40B | /mrsh-vs-aon → |
| WTW Willis Towers Watson Public Limited Company | B | 74/100 | 18.6x | — | 16.6% | +0.34% | $29.92B | /wtw-vs-aon → |
| BRO Brown & Brown Inc. | B+ | 76/100 | 21.3x | — | 4.7% | +3.04% | $23.14B | /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 0000315293 ↗In 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 2026-11-03, 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 69/100 at a spot price of $333.38 (+3.64% 1D, market cap $68.24B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 14/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 11/20, and Executive Insider Alignment 16/20. Across 1097 tracked Financials issuers, AON ranks #121 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+ (69/100 RQD), trailing P/E of 18.5x, gross margin of —, and ROIC of 15.0%. By comparison, AJG (Arthur J. Gallagher & Co.) holds a B- grade (70/100 RQD, P/E 46.0x, ROIC 5.3%, cap $70.76B) and MRSH (Marsh) posts a A- grade (81/100 RQD, P/E 22.5x, ROIC 10.6%, cap $95.40B). 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: Broader market pullbacks can still drag down strong stocks in the short run. 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 $333.38 (+3.64% on volume of 1,688,025 shares), positioning the stock +11.12% above its 50-day simple moving average ($300.02) and +2.44% above its 200-day simple moving average ($325.44). Across its 52-week range of $266.33 to $382.34, AON sits at the 57.8% percentile with a 14-day RSI of 69.4 (BULLISH MOMENTUM) and an implied next-earnings move of ±4.7% ($317.71 to $349.05).
AON — Aon plc (Ireland) (Class A): What the Facts Mean to a Prospective Investor
1. Roarable Rating Brief: What This Means to a Prospective Investor
Aon plc (Ireland) (Class A) (AON) earns a live Roarable RQD composite score of 69/100, corresponding to a C+ letter grade (Roarable Hold) at a spot price of $333.38 (+3.64% 1D, market capitalization $68.24B).
- Fundamental Cash Engine (13/20): Anchored by return on invested capital (ROIC) of 15.0%, gross margin of —, operating margin of 25.3%, and free cash flow yield of 4.72%.
- Whale 13F & Options Flow (14/20) + Insider Conviction (16/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
- Macro Regime Fit (11/20) + Forensic Balance Sheet (15/20): Incorporates a 0.94x equity beta, Altman Z-Score of N/A, Piotroski F-Score of 7/9, and Debt/Equity of N/A.
2. Business Model, Unit Margins & SEC Financial Trajectory
Aon plc Class A Ordinary Shares (Ireland) is a NYSE-listed issuer in the Financials sector and Specialty Insurers industry. Per the market data, the company reports an operating margin of 25.3% and a net margin of 21.5%.
In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Aon plc (Ireland) (Class A) (AON) reported $17.18B in annual revenue (up from $15.70B in FY2024, +9.4% YoY) and $3.69B in GAAP net income. Over the multi-year SEC filing window from FY2023 ($13.38B revenue, $2.56B net income) through FY2025, AON scaled operating cash flow to $3.48B and free cash flow to $3.22B, backed by $50.78B in total assets against $14.66B in total debt.
3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff
- 🐂 Primary Bull Case (C+ • RQD 69/100): Company leadership has skin in the game with net positive insider conviction. Clean SEC annual filing review with no major hidden accounting time-bombs. With Fundamental Cash Engine at 13/20 and Institutional Whale Flow at 14/20, sustained execution supports upside toward the upper end of the $266.33 – $382.34 52-week range.
- 🐻 Primary Bear Case & Valuation Risk: Broader market pullbacks can still drag down strong stocks in the short run. Investors must weigh 18.5x trailing P/E and 17.9x EV/EBITDA against 25.3% operating margins and a 0.94x macro beta.
4. 2nd-Order Butterfly Ripples & Key Questions to Watch
Operating in Specialty Insurers (Financials), AON carries a macro regime beta of 0.94 and gross margin of —.
- Key Question #1: Can AON sustain or expand its 25.3% operating margin and 15.0% ROIC against Specialty Insurers peers over the next 4 quarters?
- Key Question #2: Following FY2025 revenue of $17.18B and free cash flow of $3.22B, how will capital allocation balance growth reinvestment against $14.66B in total debt?
- Key Question #3: How sensitive is AON's 17.2x forward P/E multiple to Financials capital spending cycles and macro interest-rate shifts (Beta 0.94x)?
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 $333.38?
Insider conviction (16/20) and a sound balance sheet (Altman Z 2.5, Piotroski F 7/9) support the stock's positioning.
Long AON at $321.67 targeting $424.60. Insider conviction (16/20) and a sound balance sheet (Altman Z 2.5, Piotroski F 7/9) support the stock's positioning.. Institutional whale score is 14/20 and the risk/reward vs. the $266.33 52-week low is skewed heavily in favor of bulls.
@QuantViper Agree on the RQD 69/100 quality, though with 0.94 beta I'm scaling in with half-size at $321.67 and keeping dry powder in case we test $299.15.
Macro regime fit scores only 10/20 on a 0.94 beta and sector sensitivity, with an 18.5x trailing P/E offering limited valuation cushion
Fading this rally in AON at $321.67. Macro regime fit scores only 10/20 on a 0.94 beta and sector sensitivity, with an 18.5x trailing P/E offering limited valuation cushion.. With a beta of 0.94 and the stock sitting at $321.67 (52-wk range $266.33–$382.34), the easy multiple expansion is already priced in.