Last 7 days
1.9%
Last 30 days
5.3%
Last 90 days
3.5%
Trailing 12 Months
22.7%
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-08-23 | Spruell Byron | bought | 259,660 | 324 | 800 | - |
2023-06-16 | SMITH SARAH G | sold (taxes) | -12,516 | 329 | -38.00 | - |
2023-06-16 | SMITH SARAH G | acquired | - | - | 101 | - |
2023-06-15 | NOTEBAERT RICHARD C | acquired | - | - | 635 | - |
2023-06-15 | Karaboutis Adriana | sold (taxes) | -58,597 | 331 | -177 | - |
2023-06-15 | SANTONA GLORIA | acquired | - | - | 635 | - |
2023-06-15 | KNIGHT LESTER B | acquired | - | - | 1,314 | - |
2023-06-15 | Conti Fulvio | acquired | - | - | 635 | - |
2023-06-15 | KNIGHT LESTER B | sold (taxes) | -120,837 | 331 | -365 | - |
2023-06-15 | SMITH SARAH G | sold (taxes) | -77,799 | 331 | -235 | - |
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-09-12 | Farther Finance Advisors, LLC | added | 0.5 | 6,357 | 69,730 | 0.01% |
2023-09-05 | Covenant Partners, LLC | added | 1.55 | 106,732 | 1,060,800 | 0.38% |
2023-09-01 | Portside Wealth Group, LLC | new | - | 496,099 | 496,099 | 0.09% |
2023-08-28 | DT Investment Partners, LLC | unchanged | - | -79.00 | 6,390 | -% |
2023-08-25 | Yarbrough Capital, LLC | unchanged | - | 52,223 | 602,719 | 0.03% |
2023-08-25 | STRATEGY ASSET MANAGERS LLC | added | 0.52 | 768,647 | 8,416,320 | 1.87% |
2023-08-23 | Rehmann Capital Advisory Group | new | - | 206,696 | 206,696 | 0.02% |
2023-08-23 | Stonebridge Capital Advisors LLC | sold off | -100 | -1,261 | - | -% |
2023-08-22 | Old North State Trust, LLC | sold off | -100 | -6,000 | - | -% |
2023-08-22 | Asset Dedication, LLC | added | 15.19 | 64,000 | 313,000 | 0.03% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 09, 2023 | vanguard group inc | 8.71% | 18,011,439 | SC 13G/A | |
Feb 08, 2023 | massachusetts financial services co /ma/ | 7.6% | 15,696,345 | SC 13G/A | |
Feb 01, 2023 | blackrock inc. | 6.6% | 13,736,400 | SC 13G/A | |
Feb 09, 2022 | vanguard group inc | 7.59% | 16,724,965 | SC 13G/A | |
Feb 03, 2022 | blackrock inc. | 6.5% | 14,390,587 | SC 13G | |
Feb 02, 2022 | massachusetts financial services co /ma/ | 8.2% | 18,080,922 | SC 13G/A | |
Feb 11, 2021 | massachusetts financial services co /ma/ | 8.8% | 20,197,468 | SC 13G/A | |
Feb 10, 2021 | vanguard group inc | 7.70% | 17,595,225 | SC 13G/A | |
Feb 02, 2021 | blackrock inc. | 7.6% | 17,307,328 | SC 13G | |
Feb 14, 2020 | massachusetts financial services co /ma/ | 9.0% | 20,978,225 | SC 13G/A |
Date Filed | Form Type | Document | |
---|---|---|---|
Sep 19, 2023 | 4 | Insider Trading | |
Sep 19, 2023 | 4 | Insider Trading | |
Aug 24, 2023 | 4 | Insider Trading | |
Jul 28, 2023 | 10-Q | Quarterly Report | |
Jul 28, 2023 | 4 | Insider Trading | |
Jul 28, 2023 | 4 | Insider Trading | |
Jul 28, 2023 | 8-K | Current Report | |
Jun 22, 2023 | 8-K | Current Report | |
Jun 22, 2023 | 8-A12B | 8-A12B | |
Jun 22, 2023 | 8-A12B | 8-A12B |
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
MMC | 97.9B | 21.6B | 4.93% | 26.50% | 29.83 | 4.53 | 4.57% | -2.84% |
AON | 69.9B | 12.9B | 5.34% | 22.72% | 25.84 | 5.43 | 3.53% | 78.84% |
AJG | 50.8B | 9.2B | 6.91% | 30.70% | 45.68 | 5.51 | 7.35% | 5.16% |
RE | 25.2B | 13.3B | 0.67% | 24.34% | 20.79 | 1.9 | 12.64% | 55.58% |
BRO | 20.9B | 4.0B | 3.42% | 19.80% | 28.6 | 5.24 | 22.72% | 19.33% |
AFG | 9.7B | 7.5B | 0.28% | -7.28% | 11.39 | 1.3 | 12.86% | -17.26% |
MID-CAP | ||||||||
UNM | 9.2B | 12.1B | 0.74% | 21.07% | 6.51 | 0.77 | 1.23% | 31.52% |
AIZ | 7.5B | 10.6B | 0.01% | -8.21% | 21.6 | 0.71 | 3.62% | -71.27% |
GNW | 2.8B | 7.5B | 3.28% | 52.94% | 5.19 | 0.37 | -1.40% | -38.58% |
SMALL-CAP | ||||||||
GSHD | 1.8B | 242.3M | 23.44% | 81.31% | 296.58 | 7.3 | 37.52% | 918.24% |
BRP | 1.6B | 1.1B | 3.73% | -9.35% | -14.13 | 1.39 | 47.14% | -2460.07% |
EHTH | 187.0M | 390.2M | -13.07% | 30.49% | -3.02 | 0.48 | -15.74% | 60.20% |
HALL | 78.6M | 162.3M | -32.89% | -83.31% | -0.73 | 0.39 | -9.82% | -20.58% |
KINS | 18.9M | 146.0M | 29.41% | -48.08% | -1.4 | 0.13 | 4.52% | 41.12% |
17.4%
18.5%
17.9%
20.0%
38.1%
19.2%
0%
Y-axis is the maximum loss one would have experienced if Aon was unfortunately bought at previous high price.
Income Statement (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Revenue | 1.5% | 12,874 | 12,680 | 12,479 | 12,429 | 12,435 | 12,338 | 12,193 | 12,078 | 11,761 | 11,372 | 11,066 | 10,986 | 10,980 | 11,089 | 11,013 | 10,898 | 10,868 | 10,823 | 10,770 | 10,909 | 10,900 |
EBITDA | -100.0% | - | 3,771 | 3,713 | 4,020 | 2,638 | 2,578 | 2,432 | 2,021 | 3,239 | 3,159 | 2,976 | 2,961 | 3,458 | 4,414 | 2,353 | - | - | - | - | - | - |
EBITDA Margin | -100.0% | - | 0.30* | 0.30* | 0.32* | 0.21* | 0.21* | 0.20* | 0.17* | 0.28* | 0.28* | 0.27* | 0.27* | 0.31* | 0.40* | 0.21* | - | - | - | - | - | - |
Interest Expenses | 6.6% | 454 | 426 | 406 | 381 | 358 | 334 | 322 | 319 | 319 | 330 | 334 | 332 | 330 | 318 | 307 | 297 | 288 | 280 | 278 | 279 | 280 |
Earnings Before Taxes | 0.8% | 3,219 | 3,194 | 3,156 | 3,483 | 2,105 | 2,068 | 1,931 | 1,521 | 2,753 | 2,653 | 2,466 | 2,453 | 2,952 | 3,920 | 1,870 | - | - | - | 1,246 | - | - |
EBT Margin | -100.0% | - | 0.25* | 0.25* | 0.28* | 0.17* | 0.17* | 0.16* | 0.13* | 0.23* | 0.23* | 0.22* | 0.22* | 0.27* | 0.35* | 0.17* | - | - | - | - | - | - |
Net Income | 2.2% | 2,704 | 2,645 | 2,589 | 2,820 | 1,512 | 1,404 | 1,255 | 911 | 2,093 | 2,111 | 1,969 | 1,866 | 1,812 | 1,688 | 1,573 | 1,544 | 1,469 | 1,240 | 1,174 | 809 | 848 |
Net Income Margin | -100.0% | - | 0.21* | 0.21* | 0.23* | 0.12* | 0.11* | 0.10* | 0.07* | 0.18* | 0.19* | 0.18* | 0.17* | 0.17* | 0.15* | 0.14* | - | - | - | - | - | - |
Free Cashflow | -100.0% | - | 2,950 | 3,023 | 2,947 | 1,833 | 1,953 | 2,045 | 1,887 | 2,787 | 2,895 | 2,642 | 2,518 | 2,485 | 1,872 | 1,610 | - | - | - | - | - | - |
Balance Sheet | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Assets | 5.2% | 36,049 | 34,253 | 32,704 | 31,223 | 34,720 | 33,491 | 31,917 | 31,816 | 34,580 | 32,175 | 32,114 | 31,359 | 31,995 | 30,282 | 29,405 | 28,167 | 29,807 | 29,135 | 26,422 | 25,602 | 27,217 |
Current Assets | 8.2% | 23,949 | 22,144 | 20,723 | 19,176 | 22,167 | 20,545 | 19,032 | 18,740 | 21,276 | 18,905 | 18,684 | 18,249 | 18,990 | 17,345 | 16,476 | 15,317 | 16,745 | 15,919 | 14,372 | 13,348 | 14,860 |
Cash Equivalents | -14.9% | 952 | 1,119 | 690 | 692 | 740 | 595 | 544 | 609 | 1,091 | 822 | 884 | 821 | 757 | 690 | 790 | 602 | 581 | 600 | 656 | 484 | 487 |
Net PPE | 5.6% | 639 | 605 | 558 | 510 | 505 | 515 | 529 | 541 | 585 | 584 | 599 | 609 | 615 | 666 | 621 | 606 | 599 | 606 | 588 | 594 | 575 |
Goodwill | 0.5% | 8,360 | 8,319 | 8,292 | 7,979 | 8,295 | 8,496 | 8,434 | 8,547 | 8,659 | 8,587 | 8,666 | 8,462 | 8,356 | 8,293 | 8,165 | 8,071 | 8,198 | 8,219 | 8,171 | 8,282 | 8,291 |
Liabilities | 4.9% | 35,887 | 34,195 | 33,133 | 31,893 | 33,932 | 32,200 | 30,759 | 29,517 | 30,013 | 27,814 | 28,531 | 27,739 | 28,300 | 27,022 | 25,956 | 24,606 | 25,894 | 24,273 | 22,203 | 21,274 | 22,599 |
Current Liabilities | 11.4% | 22,949 | 20,595 | 20,306 | 18,688 | 21,077 | 19,189 | 19,073 | 17,510 | 18,927 | 16,823 | 17,433 | 16,870 | 17,383 | 17,111 | 15,571 | 14,851 | 15,481 | 14,537 | 13,296 | 12,643 | 13,843 |
LT Debt, Non Current | -5.6% | 9,989 | 10,577 | 9,825 | 10,116 | 9,666 | 9,685 | 8,228 | 8,250 | 7,272 | 7,263 | 7,281 | 7,251 | 7,229 | 6,227 | 6,627 | 6,120 | 6,740 | 5,990 | 5,993 | 5,665 | 5,659 |
Shareholder's Equity | 12.1% | 65.00 | 58.00 | -429 | - | 788 | 1,291 | 1,158 | 2,299 | 4,567 | 4,361 | 3,583 | 3,620 | 3,695 | 3,260 | 3,443 | 3,561 | 3,913 | 4,862 | 4,219 | 4,328 | 4,618 |
Retained Earnings | -4.9% | -2,505 | -2,388 | -2,772 | -2,638 | -1,727 | -1,609 | -1,694 | -445 | 1,823 | 1,801 | 1,042 | 1,423 | 1,751 | 1,455 | 1,254 | 1,436 | 1,669 | 2,555 | 2,093 | 2,042 | 2,295 |
Additional Paid-In Capital | 0.7% | 6,906 | 6,860 | 6,864 | 6,772 | 6,669 | 6,627 | 6,624 | 6,529 | 6,381 | 6,348 | 6,312 | 6,216 | 6,144 | 6,121 | 6,152 | 6,084 | 6,002 | 5,958 | 5,965 | 5,850 | 5,772 |
Shares Outstanding | -0.7% | 205 | 206 | - | 211 | 213 | 215 | - | 225 | 227 | 227 | - | 233 | 233 | 233 | - | 237 | 241 | 242 | - | 244 | 246 |
Minority Interest | -24.2% | 97.00 | 128 | 100 | 113 | 104 | 114 | 97.00 | 90.00 | 105 | 101 | 88.00 | 78.00 | 94.00 | 91.00 | 74.00 | 69.00 | 77.00 | 87.00 | 68.00 | 66.00 | 73.00 |
Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Cashflow From Operations | 0.6% | 3,219 | 3,199 | 3,219 | 3,108 | 1,968 | 2,084 | 2,182 | 2,011 | 2,909 | 3,006 | 2,783 | 2,695 | 2,693 | 2,099 | 1,835 | 1,874 | 1,634 | 1,620 | 1,686 | 1,356 | 647 |
Share Based Compensation | 1.7% | 412 | 405 | 397 | 407 | 444 | 437 | 449 | 451 | 388 | 367 | 312 | 272 | 277 | 304 | 317 | 376 | 371 | 350 | 338 | 319 | 318 |
Cashflow From Investing | -1131.6% | -196 | 19.00 | -449 | -44.00 | -49.00 | -316 | 49.00 | 20.00 | 286 | -139 | -679 | -813 | -999 | -640 | -229 | -284 | -370 | -342 | 31.00 | 349 | 1,477 |
Cashflow From Financing | 5.0% | -1,792 | -1,886 | -1,790 | -1,669 | -1,225 | -743 | -1,924 | -1,220 | -2,304 | -2,535 | -1,772 | -425 | -219 | -25.00 | -247 | -1,412 | -1,133 | -1,176 | -1,699 | -1,872 | -2,293 |
Dividend Payments | 1.5% | 475 | 468 | 463 | 459 | 457 | 453 | 447 | 440 | 427 | 414 | 412 | 410 | 411 | 416 | 410 | 404 | 398 | 389 | 382 | 375 | 369 |
Buy Backs | 1.7% | 2,975 | 2,925 | 3,203 | 4,528 | 4,579 | 4,321 | 3,543 | 2,343 | 1,592 | 1,350 | 1,763 | 1,416 | 1,268 | 2,323 | 1,960 | 1,689 | 1,638 | 985 | 1,454 | 1,799 | 2,286 |
Condensed Consolidated Statements of Income (Unaudited) - USD ($) shares in Millions, $ in Millions | 3 Months Ended | 6 Months Ended | ||
---|---|---|---|---|
Jun. 30, 2023 | Jun. 30, 2022 | Jun. 30, 2023 | Jun. 30, 2022 | |
Revenue | ||||
Total revenue | $ 3,177 | $ 2,983 | $ 7,048 | $ 6,653 |
Expenses | ||||
Compensation and benefits | 1,754 | 1,639 | 3,546 | 3,406 |
Information technology | 129 | 115 | 268 | 238 |
Premises | 68 | 73 | 143 | 145 |
Depreciation of fixed assets | 39 | 40 | 77 | 78 |
Amortization and impairment of intangible assets | 25 | 25 | 50 | 53 |
Other general expense | 320 | 391 | 649 | 666 |
Total operating expenses | 2,335 | 2,283 | 4,733 | 4,586 |
Operating income | 842 | 700 | 2,315 | 2,067 |
Interest income | 5 | 5 | 10 | 8 |
Interest expense | (130) | (102) | (241) | (193) |
Other income (expense) | (59) | 30 | (84) | 55 |
Income before income taxes | 658 | 633 | 2,000 | 1,937 |
Income tax expense | 83 | 119 | 346 | 375 |
Net income | 575 | 514 | 1,654 | 1,562 |
Less: Net income attributable to noncontrolling interests | 15 | 13 | 44 | 38 |
Net income attributable to Aon shareholders | $ 560 | $ 501 | $ 1,610 | $ 1,524 |
Basic net income per share attributable to Aon shareholders (in dollars per share) | $ 2.74 | $ 2.35 | $ 7.84 | $ 7.11 |
Diluted net income per share attributable to Aon shareholders (in dollars per share) | $ 2.71 | $ 2.33 | $ 7.79 | $ 7.07 |
Weighted average ordinary shares outstanding - basic (in shares) | 204.7 | 213.3 | 205.4 | 214.3 |
Weighted average ordinary shares outstanding - diluted (in shares) | 206.3 | 214.7 | 206.7 | 215.6 |
Condensed Consolidated Statements of Financial Position - USD ($) $ in Millions | Jun. 30, 2023 | Dec. 31, 2022 |
---|---|---|
Current assets | ||
Cash and cash equivalents | $ 952 | $ 690 |
Short-term investments | 200 | 452 |
Receivables, net | 3,764 | 3,035 |
Fiduciary assets | 18,193 | 15,900 |
Other current assets | 840 | 646 |
Total current assets | 23,949 | 20,723 |
Goodwill | 8,360 | 8,292 |
Intangible assets, net | 268 | 447 |
Fixed assets, net | 639 | 558 |
Operating lease right-of-use assets | 678 | 699 |
Deferred tax assets | 963 | 824 |
Prepaid pension | 691 | 652 |
Other non-current assets | 501 | 509 |
Total assets | 36,049 | 32,704 |
Current liabilities | ||
Accounts payable and accrued liabilities | 1,625 | 2,114 |
Short-term debt and current portion of long-term debt | 1,338 | 945 |
Fiduciary liabilities | 18,193 | 15,900 |
Other current liabilities | 1,793 | 1,347 |
Total current liabilities | 22,949 | 20,306 |
Long-term debt | 9,989 | 9,825 |
Non-current operating lease liabilities | 675 | 693 |
Deferred tax liabilities | 120 | 99 |
Pension, other postretirement, and postemployment liabilities | 1,159 | 1,186 |
Other non-current liabilities | 995 | 1,024 |
Total liabilities | 35,887 | 33,133 |
Equity (deficit) | ||
Ordinary shares - $0.01 nominal value Authorized: 500.0 shares (issued: 2023 - 203.2; 2022 - 205.4) | 2 | 2 |
Additional paid-in capital | 6,906 | 6,864 |
Accumulated deficit | (2,505) | (2,772) |
Accumulated other comprehensive loss | (4,338) | (4,623) |
Total Aon shareholders' equity (deficit) | 65 | (529) |
Noncontrolling interests | 97 | 100 |
Total equity (deficit) | 162 | (429) |
Total liabilities and equity | $ 36,049 | $ 32,704 |