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Aon PLC Stock Research

AON

299.02USD+13.17(+4.61%)Market Closed

Market Summary

USD299.02+13.17
Market Closed
4.61%

AON Alerts

AON Stock Price

AON RSI Chart

AON Valuation

Market Cap

63.1B

Price/Earnings (Trailing)

24.36

Price/Sales (Trailing)

5.05

EV/EBITDA

16.8

Price/Free Cashflow

20.86

AON Price/Sales (Trailing)

AON Profitability

EBT Margin

25.29%

Return on Equity

-603.5%

Return on Assets

7.92%

Free Cashflow Yield

4.79%

AON Fundamentals

AON Revenue

Revenue (TTM)

12.5B

Revenue Y/Y

1.62%

Revenue Q/Q

16.1%

AON Earnings

Earnings (TTM)

2.6B

Earnings Y/Y

-23.87%

Earnings Q/Q

61.03%

Price Action

52 Week Range

245.26340.07
(Low)(High)

Last 7 days

-5.0%

Last 30 days

-11.1%

Last 90 days

-5.9%

Trailing 12 Months

-6.5%

AON Financial Health

Current Ratio

1.02

Debt/Equity

13.73

Debt/Cashflow

0.21

AON Investor Care

Dividend Yield

0.73%

Dividend/Share (TTM)

2.19

Buy Backs (1Y)

6.43%

Diluted EPS (TTM)

12.14

Peers (Alternatives to Aon)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
78.6B
20.7B
-11.45% 0.28%
25.75
3.79
4.54% -2.96%
63.1B
12.5B
-11.07% -6.55%
24.36
5.05
2.35% 106.29%
38.9B
8.6B
-9.29% 12.04%
34.92
4.55
4.16% 22.87%
24.8B
12.1B
-11.42% 23.49%
41.48
2.05
1.63% -56.71%
15.6B
3.6B
-8.62% -18.59%
23.23
4.37
17.11% 14.43%
10.2B
7.0B
-13.98% -9.38%
11.39
1.45
7.45% -54.99%
MID-CAP
7.6B
12.0B
-11.46% 40.03%
5.81
0.64
-0.19% 59.45%
5.9B
10.2B
-16.73% -35.03%
21.2
0.58
0.05% -79.62%
2.5B
7.5B
-17.46% 33.60%
4.09
0.33
-4.15% -32.63%
SMALL-CAP
1.3B
980.7M
-26.31% -10.31%
-32.2
1.37
72.88% -36.30%
1.0B
209.4M
23.83% -24.23%
1.8K
4.91
38.38% -89.54%
219.0M
405.4M
-10.29% -21.34%
-2.47
0.54
-24.68% 15.00%
166.2M
412.3M
7.44% 148.04%
-1.61
0.4
2.45% -2848.83%
13.0M
136.2M
-20.67% -76.89%
-0.79
0.1
-11.34% -148.82%

Financials for Aon

Income Statement (Last 12 Months)
(In Millions)
* denotes actual numbers (not divided by Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Revenue0.4%12,47912,42912,43512,33812,193
EBITDA-7.6%3,7134,0202,6382,578-
EBITDA Margin-8.0%0.30*0.32*0.21*0.21*-
Earnings Before Taxes-9.4%3,1563,4832,1052,0681,931
EBT Margin-9.8%0.25*0.28*0.17*0.17*-
Interest Expenses6.6%406381358334322
Net Income-8.6%2,5892,8331,5251,4041,255
Net Income Margin-9.0%0.21*0.23*0.12*0.11*-
Free Cahsflow2.6%3,0232,9471,8331,953-
Balance Sheet
(In Millions)
* denotes actual numbers (not divided by Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Assets4.7%32,70431,22334,72033,49131,917
  Current Assets8.1%20,72319,17622,16720,54519,032
    Cash Equivalents-0.3%690692740595544
  Net PPE9.4%558510505515529
  Goodwill3.9%8,2927,9798,2958,4968,434
Liabilities3.9%33,13331,89333,93232,20030,759
  Current Liabilities8.7%20,30618,68821,07719,18919,073
  Long Term Debt-9,392----
    LT Debt, Non Current-2.9%9,82510,1169,6669,6858,228
Shareholder's Equity-154.4%-4297881,2911,061-
  Retained Earnings-5.1%-2,772-2,638-1,727-1,609-1,694
  Additional Paid-In Capital1.4%6,8646,7726,6696,6276,624
Accumulated Depreciation-1,318----
Shares Outstanding-1.1%211213215--
Minority Interest-11.5%10011310411497.00
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Cashflow From Operations3.6%3,2193,1081,9682,0842,182
  Share Based Compensation-2.5%397407444437449
Cashflow From Investing-920.5%-449-44.00-49.00-31649.00
Cashflow From Financing-7.2%-1,790-1,669-1,225-743-1,924
  Dividend Payments0.9%463459457453447
  Buy Backs-29.3%3,2034,5284,5794,3213,543

Risks for AON

What is the probability of a big loss on AON?

36.5%


Probability that Aon stock will be more than 20% underwater in next one year

19.2%


Probability that Aon stock will be more than 30% underwater in next one year.

0%


Probability that Aon stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does AON drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Aon was unfortunately bought at previous high price.

Drawdowns

Returns for AON

Cumulative Returns on AON

18.1%


10-Year Cumulative Returns

17.3%


7-Year Cumulative Returns

15.4%


5-Year Cumulative Returns

18.1%


3-Year Cumulative Returns

What are the long-term rolling returns for AON?

FIve years rolling returns for Aon.

Annualized Returns

Which funds bought or sold AON recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-03-15
B. Riley Wealth Advisors, Inc.
added
36.74
216,671
626,671
0.02%
2023-03-10
VICTORY CAPITAL MANAGEMENT INC
reduced
-2.62
1,996,540
23,893,500
0.03%
2023-03-10
MATHER GROUP, LLC.
added
4.45
179,881
1,233,880
0.02%
2023-03-06
Rockefeller Capital Management L.P.
added
8.72
629,000
3,511,000
0.02%
2023-03-03
TIAA, FSB
reduced
-4.61
54,597
850,597
-%
2023-03-01
Lakewood Asset Management LLC
new
-
9,000
9,000
0.01%
2023-02-28
Voya Investment Management LLC
reduced
-0.32
24,124,300
230,551,000
0.32%
2023-02-27
Parallax Volatility Advisers, L.P.
new
-
1,994,430
1,994,430
-%
2023-02-24
SRS Capital Advisors, Inc.
reduced
-8.26
4,747
156,747
0.02%
2023-02-24
Union Heritage Capital, LLC
unchanged
-
274,000
2,551,000
1.56%

1–10 of 47

Latest Funds Activity

Are funds buying AON calls or puts?
Calls
Puts
Are funds bullish or bearish(Calls - Puts)?
Net Call Options
No. of funds that own AON
No. of Funds

Aon News

TheJournal.ie

'Shouting into a black hole': Chronic delays to autism services failing ....

TheJournal.ie,
3 hours ago

The Citizen

MarketWatch

Pensions & Investments

ESG Investing | Industry Brief.

Pensions & Investments,
6 days ago

Insurance Business

Best Stocks

Aon's Debt Overview.

Best Stocks,
9 days ago

Schedule 13G FIlings of Aon

Date FiledName of FilerPercent of ClassNo. of SharesForm 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

AON Fair Value

Aon fair value in different scenarios

The table shows the Fair Value estimates for Aon for various scenarios. Disclaimer: These are just estimations from a model. None of the models are good at predicting the future. Please dont buy or sell stocks based on these outputs.
Fair ValueVery PessimisticPessimisticBase CaseOptimisticVery Optimistic
Very Low Inflation

-

-

-

-

-

-

-

-

-

-
Current Inflation

61.92

-79.29%

78.09

-73.88%

113.13

-62.17%

160.17

-46.44%

193.13

-35.41%
Very High Inflation

-

-

-

-

-

-

-

-

-

-

Historical Aon Fair Value Estimates


Very Pessimistic Case
Pessimistic Case
Fair Value
Optimistic Case
Very Optimistic Case
Closing Stock Price

Recent SEC filings of Aon

View All Filings
Date Filed Form Type Document
Mar 15, 2023
4
Insider Trading
Mar 01, 2023
CERT
CERT
Feb 28, 2023
8-A12B
8-A12B
Feb 28, 2023
8-K
Current Report
Feb 27, 2023
144
Notice of Insider Sale Intent
Feb 24, 2023
4
Insider Trading
Feb 24, 2023
4
Insider Trading
Feb 24, 2023
424B5
Prospectus Filed
Feb 23, 2023
FWP
Prospectus Filed
Feb 23, 2023
424B5
Prospectus Filed

Latest Insider Trading transactions for AON

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-03-13
Slyfield Jillian
sold (taxes)
-12,031
293
-41.00
chief innovation officer
2023-03-13
Slyfield Jillian
acquired
-
-
116
chief innovation officer
2023-02-22
Stevens Lisa
acquired
-
-
639
chief people officer
2023-02-22
Slyfield Jillian
sold (taxes)
-26,828
304
-88.00
chief innovation officer
2023-02-22
Stevens Lisa
sold (taxes)
-96,643
304
-317
chief people officer
2023-02-22
Slyfield Jillian
acquired
-
-
232
chief innovation officer
2023-02-21
Davies Christa
sold
-6,263,320
305
-20,528
chief financial officer
2023-02-17
Davies Christa
sold (taxes)
-106,423
310
-343
chief financial officer
2023-02-17
Zeidel Darren
acquired
-
-
373
general counsel
2023-02-17
Davies Christa
sold
-15,893,100
310
-51,244
chief financial officer

1–10 of 50

Gregory C. Case
50000
Aon plc, a professional services firm, provides advice and solutions to clients focused on risk, retirement, and health worldwide. It offers commercial risk solutions, including retail brokerage, cyber, and global risk consulting solutions, as well as acts as a captives management; and health solutions, such as health and benefits brokerages, and health care exchanges. The company also provides treaty and facultative reinsurance, as well as insurance-linked securities, capital raising, strategic advice, restructuring, and mergers and acquisitions services; and corporate finance advisory services and capital markets solutions products. In addition, it offers strategic design consulting services on their retirement programs, actuarial services, and risk management services; advice services on developing and maintaining investment programs across a range of plan types, including defined benefit plans, defined contribution plans, endowments, and foundations for public and private companies, and other institutions; and advice and solutions that help clients in risk, health, and wealth through commercial risk, reinsurance, health, and wealth solutions. Further, the company offers CoverWallet; Affinity; Aon Inpoint; CoverWallet; and ReView services. Aon plc was founded in 1919 and is headquartered in Dublin, Ireland.

AON Income Statement

2022-12-31
Consolidated Statements of Income - USD ($)
shares in Millions, $ in Millions
12 Months Ended
Dec. 31, 2022
Dec. 31, 2021
Dec. 31, 2020
Revenue   
Total revenue$ 12,479$ 12,193$ 11,066
Expenses   
Compensation and benefits6,4776,7385,905
Information technology509477444
Premises289327291
Depreciation of fixed assets151179167
Amortization and impairment of intangible assets113147246
Other general expense1,2712,2351,232
Total operating expenses8,81010,1038,285
Operating income3,6692,0902,781
Interest income18116
Interest expense(406)(322)(334)
Other income (expense)(125)15213
Income before income taxes3,1561,9312,466
Income tax expense510623448
Net income2,6461,3082,018
Less: Net income attributable to noncontrolling interests575349
Net income attributable to Aon shareholders$ 2,589$ 1,255$ 1,969
Basic net income per share attributable to Aon shareholders (in dollars per share)$ 12.23$ 5.59$ 8.49
Diluted net income per share attributable to Aon shareholders (in dollars per share)$ 12.14$ 5.55$ 8.45
Weighted average ordinary shares outstanding - basic (in shares)211.7224.7231.9
Weighted average ordinary shares outstanding - diluted (in shares)213.2226.1233.1

AON Balance Sheet

2022-12-31
Consolidated Statements of Financial Position - USD ($)
$ in Millions
Dec. 31, 2022
Dec. 31, 2021
Current assets  
Cash and cash equivalents$ 690$ 544
Short-term investments452292
Receivables, net3,0353,094
Fiduciary assets15,90014,386
Other current assets646716
Total current assets20,72319,032
Goodwill8,2928,434
Intangible assets, net447492
Fixed assets, net558529
Operating lease right-of-use assets699786
Deferred tax assets824766
Prepaid pension6521,366
Other non-current assets509512
Total assets32,70431,917
Current liabilities  
Accounts payable and accrued liabilities2,1142,192
Short-term debt and current portion of long-term debt9451,164
Fiduciary liabilities15,90014,386
Other current liabilities1,3471,331
Total current liabilities20,30619,073
Long-term debt9,8258,228
Non-current operating lease liabilities693772
Deferred tax liabilities99401
Pension, other postretirement, and postemployment liabilities1,1861,375
Other non-current liabilities1,024910
Total liabilities33,13330,759
Equity (deficit)  
Ordinary shares - $0.01 nominal value Authorized: 500.0 shares (issued: 2022 - 205.4; 2021 - 214.8)22
Additional paid-in capital6,8646,624
Accumulated deficit(2,772)(1,694)
Accumulated other comprehensive loss(4,623)(3,871)
Total Aon shareholders' equity (deficit)(529)1,061
Noncontrolling interests10097
Total equity (deficit)(429)1,158
Total liabilities and equity (deficit)$ 32,704$ 31,917