Aon Plc Stock Price, News & Analysis

Aon (NYSE: AON) reported third-quarter 2025 results for the three months ended September 30, 2025, with $3.997B total revenue, up 7% year-over-year and 7% organic revenue growth. Operating income rose to $816M (+31%) and operating margin improved to 20.4% (up 370 bps). Diluted EPS was $2.11 (+34%) and adjusted EPS was $3.05 (+12%). Cash provided by operations was $1.148B (+13%) and free cash flow was $1.079B (+13%) for the quarter. Risk Capital revenue was $2.5B (+7%) and Human Capital revenue was $1.5B (+8%). The company repurchased ~0.7M shares for ~$250M and has ~$1.6B remaining repurchase authorization.

Management reiterated confidence in achieving full-year 2025 guidance and emphasized execution of its Aon United 3x3 Plan and continued investments via Aon Business Services.

Aon (NYSE: AON) will release its third-quarter 2025 results on Friday, October 31, 2025 with a news release at 6:30 AM ET. Greg Case, President and CEO, and Edmund Reese, CFO, will host a conference call and live webcast at 8:30 AM ET the same day.

The earnings release, supplemental slide presentation, live webcast and a replay will be available on Aon's Investor Relations site at ir.aon.com.

Aon (NYSE: AON) announced a quarterly cash dividend of $0.745 per share on its outstanding Class A Ordinary Shares. Record date: November 3, 2025. Payable date: November 14, 2025. The dividend was declared by the Board of Directors and applies to shareholders of record on the stated date.

Aon (NYSE:AON) has released its 2025 Global Risk Management Survey, revealing significant shifts in business risk perception. The survey, based on responses from nearly 3,000 risk managers and executives across 63 countries, shows geopolitical volatility entering the top 10 global risks for the first time in the survey's 19-year history.

The study highlights that cyber attacks remain the #1 current and predicted future risk, while workforce-related risks have surprisingly dropped from the top rankings. Only 14% of organizations track their exposure to top risks, and just 19% use analytics to evaluate insurance programs. The survey also projects that AI and climate change will join the top future risks by 2028, reflecting growing concerns about technology and environmental impacts.

Aon (NYSE:AON) announced that Tommy Fleetwood of Team Europe has been awarded the Nicklaus-Jacklin Award at the 45th Ryder Cup at Bethpage Black. The award recognizes players who exemplify the Ryder Cup's spirit and demonstrate integrity in decision-making both on and off the course.

Fleetwood delivered an exceptional performance with a 4-1-0 record, contributing significantly to Europe's 15-13 victory. His career Ryder Cup record now stands at 7-3-2, giving him the highest winning percentage among European players with 10+ matches. The award, first introduced in 2021, honors the sportsmanship displayed by Jack Nicklaus and Tony Jacklin in the 1969 Ryder Cup.

Aon (NYSE:AON) projects U.S. employer health care costs to increase by 9.5% in 2026, marking the third consecutive year of near double-digit growth. The analysis reveals that total plan costs will exceed $17,000 per employee, with employers absorbing approximately 81% of these costs.

For 2025, employers face a 7.2% cost increase to $12,893 per employee, while employee premiums will rise 4.7% to $2,967. The technology sector shows the highest employer cost increase at 8.8%, while finance and insurance lead employee cost increases at 6.8%.

Key drivers include rising chronic conditions, increased hospital workforce capacity, and growing prescription drug costs, particularly GLP-1 therapies. Aon introduces new tools including Health Price Transparency Analysis and Health Risk Analyzer to help employers manage these escalating costs.

Aon plc (NYSE: AON) has announced a multi-year partnership agreement with Scuderia Ferrari HP, Formula One's most successful team. The partnership debuts at the 2025 Italian Grand Prix in Monza, adding to Aon's existing sports sponsorship portfolio that includes the Ryder Cup, PGA TOUR, LPGA Tour, and Ireland Women's Rugby Team.

The collaboration aims to leverage shared values of precision, performance, and innovation. As an Official Partner, Aon will work with Scuderia Ferrari HP on initiatives promoting excellence and innovation, while utilizing Ferrari's global fanbase to connect with clients worldwide.

Aon plc (NYSE: AON) has entered into a definitive agreement to sell a major portion of NFP's wealth business to Madison Dearborn Partners (MDP) for an estimated $2.7 billion. The transaction includes Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth, and related platforms.

The deal, expected to close in Q4 2025, will generate after-tax cash proceeds of approximately $2.2 billion for Aon. The divested businesses represent $127 million in EBITDA for the trailing twelve-month period ending June 30, 2025. Post-transaction, the businesses will operate under a unified brand, led by Michael LaMena as CEO and Carl Nelson as President.

This strategic move aligns with Aon's 3x3 Plan and reinforces its focus on core Risk Capital and Human Capital capabilities while maintaining its commitment to institutional retirement and investment consulting services.

Aon plc (NYSE: AON) and The Jacobson Group's Semi-Annual U.S. Insurance Labor Market Study reveals strong employment growth in the insurance sector. 86% of insurance carriers plan to increase or maintain their workforce in the next 12 months, with 53% specifically planning to increase staff.

The study highlights that 81% of companies expect revenue growth in the next 12 months, a 7-point increase from January 2025. Technology, underwriting, and claims roles are in highest demand. 78% of carriers expect to maintain hybrid work schedules, while 8% require full-time office presence. The industry projects a 1.03% increase in employment over the next year.