Aon plc reports news about its global professional services business, which combines Risk Capital and Human Capital expertise with analytics, insurance and reinsurance brokerage, and locally delivered client solutions. Recurring updates include earnings releases, organic revenue trends, capital allocation, dividends and guidance tied to its Aon United strategy and 3x3 Plan.
Company announcements also cover insurance capacity programs such as the Data Center Lifecycle Insurance Program, human capital research, compensation data products including the Radford McLagan Compensation Database, technology engagements for reinsurance operations, and leadership changes across regional and enterprise client roles.
Aon (NYSE: AON) reported third-quarter 2026 revenue of $4.101 billion, with earnings per share rising despite lower operating income. Revenue increased 3% year over year, while organic revenue grew 6%. Diluted earnings per share rose 6% to $2.23. Operating income fell 1% to $809 million, and operating margin narrowed 70 basis points to 19.7%. Adjusted earnings per share, a non-GAAP measure, increased 10% to $3.36.
Organic revenue grew 7% in Commercial Risk and Reinsurance, 6% in Health and 4% in Wealth. First-nine-month operating cash flow rose 4% to $2.177 billion, while free cash flow increased 3% to $1.943 billion. Aon expects the USI acquisition to close in the fourth quarter of 2026 and plans to prioritize debt repayment, targeting leverage of 2.8x–3.0x in approximately 24 months. Quarterly restructuring expenses increased to $93 million from $32 million.
Aon (AON) and the European Bank for Reconstruction and Development expanded their Ukraine war risk insurance guarantee facility to €150 million. The increase from €110 million adds reinsurance capacity, which allows insurers to share covered risks with another insurer. The Aon-managed Ukraine Recovery and Reconstruction Guarantee Facility has enabled more than €500 million of reinsurance coverage for goods and vehicles across nearly 10,000 policies to date.
UNIVERSALNA and USG join existing Ukrainian participants INGO, Colonnade and UNIQA. Under the facility, the EBRD guarantees global reinsurer MS Amlin against losses on war-related risks underwritten by participating local insurers. Policy premiums have exceeded reported claims to date, and MS Amlin has not called on the guarantee.
Aon (AON) announced that its Board of Directors declared a quarterly cash dividend of $0.820 per share.
The dividend applies to outstanding Class A Ordinary Shares and is payable November 13, 2026 to shareholders of record on November 2, 2026.
Aon (NYSE: AON) plans to announce its third-quarter 2026 results on October 28, 2026, at 6:30 AM ET.
President and CEO Greg Case and Interim CFO Nadin Virani will host a conference call at 8:30 AM ET that day, streamed live at ir.aon.com. A replay will follow shortly afterward. The earnings release and supplemental slides will also be available on the investor relations website.
Aon (AON) launched its Power Lifecycle Program, offering up to $2.5 billion in coverage for conventional gas power projects.
The program spans construction, testing and commissioning through operations. It generally offers up to $2.5 billion per project for Erection All Risks and Delay in Startup, and up to $2.5 billion for Operational Property Damage and Business Interruption during the immediate operational period. Construction and operational third-party liability coverage is available up to $100 million, excluding U.S. projects. Eligible clients include developers, owners, contractors and private equity firms involved in grid-connected projects or power dedicated to data centers.
Aon (AON) has appointed Jane Drummond as Global Chief Commercial Officer, effective January 1, 2027.
Drummond will report to Deputy CEO Andy Marcell, sit on the Aon Executive Committee, and be based in Chicago. She succeeds Anne Corona, who became CEO of North America in March 2026. Her remit includes leading Aon’s global go-to-market strategy, sales execution and growth across Global Solution Lines, and chairing the Global Growth Committee to align commercial priorities worldwide.
Aon (AON) CEO Greg Case will speak at the KBW Insurance Conference in New York on Thursday, September 10, in a session starting at 1:35 PM ET.
A live webcast and subsequent replay will be accessible via Aon's Investor Relations website at ir.aon.com.
Aon (NYSE: AON) has signed a definitive agreement to acquire USI from KKR and other shareholders for a total purchase price of $17.0 billion, or $16.7 billion net of approximately $278 million of tax attributes. According to Aon, USI generates about $3 billion in annual revenue with more than 10,500 employees across nearly 200 U.S. offices and is the tenth-largest U.S. insurance broker.
The deal is designed to establish Aon’s premier U.S. middle‑market platform, significantly expand access to the fast‑growing Excess & Surplus segment, and enhance Aon’s data and analytics capabilities. Aon targets approximately $395 million in annual run‑rate net adjusted EBITDA impact from revenue and cost synergies across its combined middle‑market platform and expects the acquisition to be accretive to adjusted EPS in 2028. The transaction will be funded with new debt, with Aon aiming to maintain its current Baa2/A‑ credit ratings and prioritizing deleveraging over near‑term share repurchases. Closing is subject to customary regulatory approvals and is expected in the fourth quarter of 2026. Following closing, USI CEO Mike Sicard is expected to become President of Aon and global CEO of Middle Market.
Aon (NYSE: AON) and The Jacobson Group released the Q3 2026 Semi-Annual U.S. Insurance Labor Market Study, showing that 89% of insurance carriers plan to increase or maintain staff in the next 12 months and project a 0.78% employment increase if plans are realized.
Key findings include 49% of carriers expecting to increase staff and 11% planning reductions, 78% forecasting revenue growth, and recruiting difficulty easing in most job categories. Technology, underwriting and claims roles remain most in demand, while actuarial, technology and executive roles are hardest to fill. Hybrid work is expected at 74% of carriers in the next six months.
Aon (NYSE:AON) reports that U.S. employer health care costs are projected to rise 9.5% in 2027, pushing average costs above $19,000 per employee, marking a fourth straight year of near double-digit increases and extending a prolonged period of health care inflation for employers.
According to Aon, in 2026 the average employer cost rose 8.8% to $14,432, while employee premiums from paychecks increased 6.4% to $3,130, bringing total plan cost to $17,562 (+8.3%). Employers covered about 82.2% of plan cost. Employees are expected to spend an average of $5,297 in 2026 (premiums plus out-of-pocket), with out-of-pocket costs up 10.2% to $2,167, reflecting higher utilization and leaner plan choices. Across industries, projected 2025–2026 employer cost increases range from 6.5% to 9.8%. Findings draw on Aon’s Health Value Initiative database covering 1,100+ U.S. employers and $135 billion in 2026 health spend.