Aon plc Reports 9% Revenue Growth for 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Source: Newsfilter
- Significant Revenue Growth: Aon plc achieved total revenue of $17.2 billion in 2025, reflecting a 9% year-over-year increase, with 6% organic revenue growth, indicating strong market demand and execution capabilities that are expected to enhance its competitive position further.
- Strong Free Cash Flow: The company reported free cash flow of $3.218 billion for 2025, up 14%, providing ample funding for high-return M&A investments and shareholder returns, reflecting its robust financial health.
- Substantial EPS Increase: Aon's diluted earnings per share reached $17.02 in 2025, a 36% increase from the previous year, which not only boosts shareholder return expectations but also strengthens market confidence in the company's future growth potential.
- Optimized Capital Structure: Aon successfully paid down $1.9 billion in debt in 2025, achieving its leverage targets, which is expected to provide greater flexibility for capital allocation in 2026, supporting its ongoing strategic investments and shareholder return plans.
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Analyst Views on AON
Wall Street analysts forecast AON stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AON is 396.20 USD with a low forecast of 328.00 USD and a high forecast of 449.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
11 Buy
4 Hold
1 Sell
Moderate Buy
Current: 333.000
Low
328.00
Averages
396.20
High
449.00
Current: 333.000
Low
328.00
Averages
396.20
High
449.00
About AON
Aon PLC is a global professional services company. The Company’s segments include Risk Capital and Human Capital. The Risk Capital segment supports clients through its Commercial Risk and Reinsurance solution lines. Commercial Risk includes insurance and specialty brokerage, global risk consulting, captives’ management, and Affinity programs. Reinsurance includes treaty reinsurance, facultative reinsurance, strategy and technology Group, and capital markets. The Human Capital segment supports clients through its Health solution. Health includes consulting and brokerage, consumer benefits solutions, and talent advisory services. It also provides retirement consulting. Treaty reinsurance addresses underwriting and capital objectives on a portfolio level, allowing its clients to manage the combination of premium growth, return on capital, and rating agency interests on an integrated basis.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Aon to Announce Q4 Earnings on January 30
- Earnings Announcement: Aon is set to release its Q4 earnings on January 30 before market open, with a consensus EPS estimate of $4.75, reflecting a 7.5% year-over-year growth, indicating the company's robust performance in the market.
- Revenue Expectations: The anticipated revenue for Q4 is $4.37 billion, representing a 5.3% year-over-year increase, which suggests that Aon is maintaining a strong momentum in revenue growth despite market challenges.
- Performance Forecast Revisions: Over the past three months, Aon's EPS estimates have seen four upward revisions and 14 downward revisions, indicating analyst divergence on the company's profitability, while revenue estimates have experienced two upward revisions and eight downward revisions, reflecting cautious market sentiment regarding its revenue growth.
- Leadership Stability: Aon has extended CEO Gregory Case's contract for an additional five years, demonstrating confidence in his leadership and potentially enhancing investor confidence in the company's future development.
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Aon Reports Significant Net Income Growth in Q4
- Net Income Surge: Aon's net income for Q4 skyrocketed to $1.70 billion from $716 million year-over-year, showcasing the company's robust performance and bolstering investor confidence.
- Earnings Per Share Increase: The earnings per share jumped from $3.28 to $7.82, exceeding analysts' expectations of $4.75, indicating a significant improvement in profitability that may attract more investor interest.
- Adjusted Net Income Growth: Adjusted net income rose from $965 million to $1.05 billion, reflecting the company's success in cost control and efficiency improvements, further solidifying its market position.
- Revenue Growth: Total revenue increased from $4.15 billion to $4.30 billion, although modest, it still indicates a stable growth trend in business, aiding future strategic expansion.
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