Aon plc’s Market Performance Outshines Competitors Amid Growth
Aon plc (AON), with a market capitalization of $87.1 billion, delivers a variety of risk and human capital solutions globally. Headquartered in Dublin, Ireland, the firm specializes in commercial risk solutions, retail brokerage, specialty solutions, global risk consulting, and captive management.
Typically, companies valued at $10 billion or more are categorized as “large-cap stocks.” Aon comfortably falls within this definition as its valuation surpasses this threshold. The company’s strong market position is supported by its relationships with numerous corporations, pension funds, endowments, and foundations.
Recently, Aon reached a record high trading price of $412.97 on March 3 and is currently trading 2.4% below this peak. Over the previous three months, Aon stock has appreciated by 6.6%, significantly outperforming the Nasdaq Composite’s ($NASX) decline of 8.4% during the same timeframe.
Longer-term performance for Aon is equally encouraging. Over the last six months, Aon’s share price has jumped 15.8%, and over the past year, it has risen 27.3%. This contrasts sharply with the Nasdaq Composite, which has reported gains of only 9% over the last six months and 11.8% over the past year.
Aon’s stock has consistently traded above its 200-day moving average since late July 2024 and its 50-day moving average since late January 2025, suggesting a strong upward trend.
Despite its commendable financial performance, Aon’s stock saw a slight decline following the release of its Q4 2024 results on January 31. The company achieved impressive organic growth, posting a 23% year-over-year growth in total revenue, totaling approximately $4.1 billion. Driven by strict expense management, Aon’s net income for the quarter surged 45% year-over-year to $734 million, while its adjusted earnings per share (EPS) rose 14% year-over-year to $4.42, exceeding analysts’ expectations.
In performance comparisons, Aon outpaced Arthur J. Gallagher & Co. (AJG), which saw a 10.1% rise over the past six months. However, AJG still outperformed Aon on a yearly basis, with a growth of 29.7% over the past 52 weeks.
Looking ahead, analysts maintain a moderately optimistic view on Aon’s future. The stock holds a consensus “Moderate Buy” rating among the 22 analysts tracking it. Currently, Aon is trading slightly above its average target price of $395.21.
On the date of publication, Aditya Sarawgi did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article are exclusively for informational purposes. For further details, please refer to the Barchart Disclosure Policy here.
More news from Barchart
The views and opinions expressed herein are those of the author and do not necessarily reflect those of Nasdaq, Inc.
