AON · NYSE · STOCK
Aon (AON) Stock Analysis
$355.40
52W $304.59 – $382.34
51/100
$76.17B
19.7
0.68
Is AON Bullish or Bearish?
Mixed.
Innellis AI committee rates Aon plc (AON) Watch with a composite score of 51/100
, based on 4 analysts with 50% agreement.
Last updated August 25, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +9.09 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Reduce
- Requires the score to fall below 40.0 — -10.91 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The committee is genuinely divided. Macro Analyst sees a compelling case. Growth Analyst remains cautious — growth rate is decelerating quarter over quarter -- the trend line matters more than the level. This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
Insufficient data for bull case.
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of August 25, 2026
Overall Committee Score
51/100
Agreement
50%
Analysts
4
Conviction
Contested
Sector Rank
Top 92%
of 211 Financial Services peers
Growth Analyst
bearish
35
/ 100 · Low confidence
Growth story is weak, decelerating, or inconsistent
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst
neutral
48
/ 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
neutral
55
/ 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3063.01)
Investment Thesis Evolution
Committee score moved marginally from 50.3 to 50.9.
- Conviction changed from moderate to contested.
- Committee agreement fell notably from 67% to 50%.
- Bullish support removed: 2 signal(s) disappeared.
- Bearish pressure eased: 3 signal(s) disappeared.
- Analyst(s) changed stance: Growth Analyst.
- Analyst(s) abstained: Risk Analyst, Value Analyst.
Analyst-level changes:
- Growth Analyst: stance neutral->bearish; score 53->35 (-18).
- Risk Analyst abstained (was bearish at 30).
- Value Analyst abstained (was neutral at 50).
Comparing 2026-08-24 to 2026-08-25 (1 day apart).
Technical Analysis
RSI (14)
58.5
Neutral
MACD Histogram
-0.789
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Support
$347.99
Resistance
$379.29
Bollinger %B
0.53
Inside Bands
Price vs Moving Averages
EMA 9
$353.91
Above
EMA 21
$355.05
Above
EMA 50
$350.22
Above
EMA 200
$341.97
Above
Fundamental Analysis
Valuation
61
Growth
37
Profitability
93
Financial Health
31
Cash Flow
70
Valuation
P/E Ratio
19.7×
P/B Ratio
7.95×
PEG Ratio
0.38
Dividend Yield
0.87%
52W High
$382.34
52W Low
$304.59
Quality & Growth
ROE
3951.0%
ROA
727.6%
Gross Margin
8312.0%
Operating Margin
2721.2%
Revenue Growth YoY
—
Debt / Equity
1.64
AI Fundamental Assessment
P/E ratio of 19.7 (inexpensive relative to a 15-40x range); Price-to-book of 7.9x; PEG ratio of 0.4 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 39.5%; Return on assets of 7.3%; Net margin of 22.3%; Gross margin of 83.1%; Current ratio of 1.03 (tight short-term liquidity); Debt-to-equity of 1.64; Free cash flow per share is positive (15.19); Most recent quarter missed estimates by 0.8%; EPS growth decelerating (+33.6% -> -41.2% QoQ); Average YoY EPS growth of 9.2%; Analyst estimates falling over recent quarters
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