Aon Plc (AON) Releases Q1 2026 Earnings: Revenue Up 6.5%, EPS +27.1%

Aon Plc (AON) — Q1 2026 results.

Total revenues rose 6.5% year‑over‑year to $5.03 billion (gross profit also reported at $5.03 billion, +103.0% YoY).

Operating profit increased 17.4% to $1.72 billion.

Net income attributable to common shareholders climbed 25.6% to $1.21 billion.

Diluted earnings per share were $5.63 (+27.1% YoY).

Cash flow and balance sheet highlights.

Cash from operating activities surged 207.1% year‑over‑year to $430 million.

Capital spending (purchases of property, plant and equipment) rose 19.6% to $67 million.

Cash and cash equivalents stood at $1.18 billion (up 22.2% YoY).

Total liabilities decreased 3.7% to $41.45 billion.

Notable trends.

Revenue and profitability both expanded, with double‑digit gains in operating profit and net income.

Operating cash flow showed a large year‑over‑year improvement, supporting stronger liquidity.

Cost of sales declined about 5.9% year‑over‑year, contributing to margin improvement.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Aon Plc Insider Trading Activity

Aon Plc insiders have traded $AON stock on the open market 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $AON stock by insiders over the last 6 months:

DARREN ZEIDEL (General Counsel) has made 0 purchases and 4 sales selling 18,140 shares for an estimated $6,091,583.
LESTER B KNIGHT purchased 4,000 shares for an estimated $1,276,956

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

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Aon Plc Hedge Fund Activity

We have seen 525 institutional investors add shares of Aon Plc stock to their portfolio, and 596 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

DODGE & COX added 4,387,773 shares (+126.6%) to their portfolio in Q4 2025, for an estimated $1,548,357,336
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 3,976,076 shares (-76.2%) from their portfolio in Q4 2025, for an estimated $1,403,077,698
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 2,388,314 shares (+8947.7%) to their portfolio in Q4 2025, for an estimated $842,788,244
NORGES BANK added 1,160,502 shares (+54.9%) to their portfolio in Q4 2025, for an estimated $409,517,945
MAWER INVESTMENT MANAGEMENT LTD. removed 1,020,396 shares (-40.8%) from their portfolio in Q4 2025, for an estimated $360,077,340
FMR LLC added 757,820 shares (+129.9%) to their portfolio in Q4 2025, for an estimated $267,419,521
SOUTHPOINT CAPITAL ADVISORS LP added 650,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $229,372,000

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

Aon Plc Analyst Ratings

Wall Street analysts have issued reports on $AON in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Cantor Fitzgerald issued a "Overweight" rating on 02/02/2026
Wells Fargo issued a "Overweight" rating on 02/02/2026
Keefe, Bruyette & Woods issued a "Outperform" rating on 01/06/2026
Evercore ISI Group issued a "Outperform" rating on 11/03/2025
Citigroup issued a "Buy" rating on 11/03/2025
TD Cowen issued a "Buy" rating on 11/03/2025

To track analyst ratings and price targets for Aon Plc, check out Quiver Quantitative's $AON forecast page.

Aon Plc Price Targets

Multiple analysts have issued price targets for $AON recently. We have seen 12 analysts offer price targets for $AON in the last 6 months, with a median target of $401.5.

Here are some recent targets:

Yaron Kinar from Mizuho set a target price of $394.0 on 04/13/2026
Elyse Greenspan from Wells Fargo set a target price of $402.0 on 04/09/2026
Pablo Singzon from JP Morgan set a target price of $396.0 on 04/09/2026
Alex Scott from Barclays set a target price of $372.0 on 04/08/2026
Meyer Shields from Keefe, Bruyette & Woods set a target price of $401.0 on 04/07/2026
Joshua Shanker from B of A Securities set a target price of $397.0 on 02/27/2026
Matthew Heimermann from Citigroup set a target price of $412.0 on 02/03/2026