$AON (Aon plc) — investor discussion on X

Five-factor rating: Hold (sector percentile 32.0%)

Graded daily on value C, growth C, profitability A, momentum C, revisions C-. Sector-relative, identical for every user.

Most active credible voices on $AON

@invest091 (Michael | Stock Spotlight 🎙️) — 13 mentions · 3.9K followers
@stockmktnewz (Evan) — 9 mentions · 1.2M followers
@tenet_research (TENET RESEARCH) — 9 mentions · 461.4K followers

Recent headlines featuring $AON

2026-09-14: Aon starts $13.5 billion bond sale to fund $17 billion USI deal
2026-08-31: Aon to buy USI for $17 billion, up from KKR’s $4.3 billion 2017 purchase

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$AON — what investors on X are saying · SpikePanel

$AONAon plc · Insurance - Brokers · $71.0B

$334.83

-0.4%

Event thread

Key events, in time order

25 items

2026-11-03Analyst
BMO Capital upgrades to Outperform
D1 -1.0% · +5d +1.9%
2026-11-02Analyst
Raymond James upgrades to Market Perform
D1 +3.6% · +5d -0.4%

23 earlier events

2026-10-28 → 10-30Earnings
Aon CEO Warns AI Data Center Insurance Risks Could Threaten Financing
CEO says concentrated data centers face huge losses from disasters, may alter financing
D1 +4.4% · +5d +9.2%
2 waves of this story
- 2026-10-28 EPS of $3.36 beat estimates; 6% organic revenue growth; FY outlook reaffirmed
- 2026-10-30 CEO says concentrated data centers face huge losses from disasters, may alter financing
2026-10-29Product
Aon and SAGE Launch Precision Crop Insurance Program
Brings field-level AI intelligence to crop insurance, expanding product offerings
D1 +1.9% · +5d +7.1%
2026-10-288-K filing
8-K: Item 2.02, Item 9.01
D1 +4.4% · +5d +9.2%
2026-10-28Earnings
Earnings report
第三季度整体有机收入增长6%，风险资本增长7%，人力资本增长5%。
D1 +4.4% · +5d +9.2%
2026-10-21 → 10-23CapitalBull
Aon Sees Major Institutional Share Purchase
Brookstone Capital Management boosts Aon stake significantly
D1 -0.8% · +5d +7.3%
2 waves of this story
- 2026-10-21 Diversify Advisory lifted Aon stake by 5,225.7% in Q3, signaling institutional confidence
- 2026-10-23 Brookstone Capital Management boosts Aon stake significantly
2026-10-13Company
Aon, EBRD Expand Ukraine War Risk Insurance Facility
Guarantee raised from €110m to €150m; UNIVERSALNA and USG join facility
D1 +0.0% · +5d +8.0%
2026-10-09Earnings
Aon Schedules Q3 2026 Earnings Release for Oct 28
Company to report Q3 results on Oct 28 morning with conference call
D1 -1.3% · +5d +7.0%
2026-10-09Company
Aon Declares Quarterly Cash Dividend of $0.820 per Share
Board declares quarterly dividend, continuing shareholder return policy
D1 -1.3% · +5d +7.0%
2026-09-28Product
Aon Launches Power Lifecycle Program, Broadens Energy Risk Offerings
Offers up to $2.5B in multiline coverage for gas power projects across construction and operations
D1 -2.1% · +5d +0.0%
2026-09-228-K filing
8-K: Item 1.01, Item 1.02, Item 2.03, Item 9.01
D1 -1.6% · +5d -3.6%
2026-09-188-K filing
8-K: Item 8.01, Item 9.01
D1 -0.1% · +5d -6.0%
2026-09-118-K filing
8-K: Item 8.01, Item 9.01
D1 -1.7% · +5d -2.3%
2026-08-30 → 09-02Capital
Aon's $17B USI Acquisition: A Bet on US Middle-Market Growth
Deal expected to close in Q4 2026, expanding US middle-market brokerage footprint
D1 -9.5% · +5d -1.8%
3 waves of this story
- 2026-08-30 WSJ reports deal could be announced Monday; would significantly expand Aon's brokerage business
- 2026-08-31 All-cash deal financed with new debt, expected to close in Q4, expanding mid-market reach
- 2026-09-02 Deal expected to close in Q4 2026, expanding US middle-market brokerage footprint
2026-09-02Insider buying
Insider buying $6.5M (1)
D1 +1.4% · +5d -7.0%
2026-08-318-K filing
8-K: Item 1.01, Item 7.01, Item 9.01
D1 -9.5% · +5d -1.8%
2026-08-188-K filing
8-K: Item 5.02, Item 9.01
D1 -1.2% · +5d +3.4%
2026-07-10 → 07-31EarningsBull
Aon CFO Says AI Infrastructure, Geopolitical Risks Drive Insurance Demand
CFO highlighted AI infrastructure, geopolitical risks, and supply chain disruptions as sustained growth opportunities across construction, cyber, and risk management.
D1 +0.4% · +5d +2.9%
4 waves of this story
- 2026-07-10 Company plans to release Q2 results on July 29 morning and hold conference call
- 2026-07-24 As earnings approach, Zacks coverage highlights consensus estimates and key metrics, updating the existing event
- 2026-07-29 Actual EPS of $2.58 missed estimates of $2.92, while revenue growth met expectations
- 2026-07-31 CFO highlighted AI infrastructure, geopolitical risks, and supply chain disruptions as sustained growth opportunities across construction, cyber, and risk management.
2026-07-29Earnings
Earnings report
第二季度有机收入增长5%，所有四个解决方案线均实现5%增长，调整后营业利润率扩大70个基点至28.9%。
D1 -1.1% · +5d -4.6%
2026-07-298-K filing
8-K: Item 2.02, Item 9.01
D1 -1.1% · +5d -4.6%
2026-07-29EarningsBull
Aon Q2: EPS Beat, Organic Growth 5%
Adjusted EPS up 9% YoY, organic revenue growth 5%, margin expansion 70bps
D1 -1.1% · +5d -4.6%
2 waves of this story
- 2026-07-29 Adj EPS $3.81 beat; organic revenue +5%, margin +70bps
- 2026-07-29 Adjusted EPS up 9% YoY, organic revenue growth 5%, margin expansion 70bps
2026-07-24Earnings
Earnings report
第二季度有机收入增长5%，所有四个解决方案线均实现5%增长，调整后营业利润率扩大70个基点至28.9%。
D1 +1.7% · +5d -0.3%
2026-07-22CapitalBull
Dimensional Fund Advisors Lifts Aon Stake by 20.5%
Q1 adds 213,051 shares, total holdings reach 1.2537 million
D1 -2.0% · +5d +7.0%
2026-07-21ProductBull
Aon Raises Data Center Insurance Capacity to $5B
Expands lifecycle coverage amid AI and hyperscale investment-driven complex risk demand
D1 -0.9% · +5d +6.1%

①

Bull vs bear

by direction · sourced

Bull signals0

None yet

Bear signals0

None yet

Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

25 items

2026-11-03Analyst
BMO Capital upgrades to Outperform
D1 -1.0% · +5d +1.9%
2026-11-02Analyst
Raymond James upgrades to Market Perform
D1 +3.6% · +5d -0.4%
2026-10-28 → 10-30Earnings
Aon CEO Warns AI Data Center Insurance Risks Could Threaten Financing
CEO says concentrated data centers face huge losses from disasters, may alter financing
D1 +4.4% · +5d +9.2%
2 waves of this story
- 2026-10-28 EPS of $3.36 beat estimates; 6% organic revenue growth; FY outlook reaffirmed
- 2026-10-30 CEO says concentrated data centers face huge losses from disasters, may alter financing
2026-10-29Product
Aon and SAGE Launch Precision Crop Insurance Program
Brings field-level AI intelligence to crop insurance, expanding product offerings
D1 +1.9% · +5d +7.1%
2026-10-288-K filing
8-K: Item 2.02, Item 9.01
D1 +4.4% · +5d +9.2%

20 earlier events

2026-10-28Earnings
Earnings report
第三季度整体有机收入增长6%，风险资本增长7%，人力资本增长5%。
D1 +4.4% · +5d +9.2%
2026-10-21 → 10-23CapitalBull
Aon Sees Major Institutional Share Purchase
Brookstone Capital Management boosts Aon stake significantly
D1 -0.8% · +5d +7.3%
2 waves of this story
- 2026-10-21 Diversify Advisory lifted Aon stake by 5,225.7% in Q3, signaling institutional confidence
- 2026-10-23 Brookstone Capital Management boosts Aon stake significantly
2026-10-13Company
Aon, EBRD Expand Ukraine War Risk Insurance Facility
Guarantee raised from €110m to €150m; UNIVERSALNA and USG join facility
D1 +0.0% · +5d +8.0%
2026-10-09Earnings
Aon Schedules Q3 2026 Earnings Release for Oct 28
Company to report Q3 results on Oct 28 morning with conference call
D1 -1.3% · +5d +7.0%
2026-10-09Company
Aon Declares Quarterly Cash Dividend of $0.820 per Share
Board declares quarterly dividend, continuing shareholder return policy
D1 -1.3% · +5d +7.0%
2026-09-28Product
Aon Launches Power Lifecycle Program, Broadens Energy Risk Offerings
Offers up to $2.5B in multiline coverage for gas power projects across construction and operations
D1 -2.1% · +5d +0.0%
2026-09-228-K filing
8-K: Item 1.01, Item 1.02, Item 2.03, Item 9.01
D1 -1.6% · +5d -3.6%
2026-09-188-K filing
8-K: Item 8.01, Item 9.01
D1 -0.1% · +5d -6.0%
2026-09-118-K filing
8-K: Item 8.01, Item 9.01
D1 -1.7% · +5d -2.3%
2026-08-30 → 09-02Capital
Aon's $17B USI Acquisition: A Bet on US Middle-Market Growth
Deal expected to close in Q4 2026, expanding US middle-market brokerage footprint
D1 -9.5% · +5d -1.8%
3 waves of this story
- 2026-08-30 WSJ reports deal could be announced Monday; would significantly expand Aon's brokerage business
- 2026-08-31 All-cash deal financed with new debt, expected to close in Q4, expanding mid-market reach
- 2026-09-02 Deal expected to close in Q4 2026, expanding US middle-market brokerage footprint
2026-09-02Insider buying
Insider buying $6.5M (1)
D1 +1.4% · +5d -7.0%
2026-08-318-K filing
8-K: Item 1.01, Item 7.01, Item 9.01
D1 -9.5% · +5d -1.8%
2026-08-188-K filing
8-K: Item 5.02, Item 9.01
D1 -1.2% · +5d +3.4%
2026-07-10 → 07-31EarningsBull
Aon CFO Says AI Infrastructure, Geopolitical Risks Drive Insurance Demand
CFO highlighted AI infrastructure, geopolitical risks, and supply chain disruptions as sustained growth opportunities across construction, cyber, and risk management.
D1 +0.4% · +5d +2.9%
4 waves of this story
- 2026-07-10 Company plans to release Q2 results on July 29 morning and hold conference call
- 2026-07-24 As earnings approach, Zacks coverage highlights consensus estimates and key metrics, updating the existing event
- 2026-07-29 Actual EPS of $2.58 missed estimates of $2.92, while revenue growth met expectations
- 2026-07-31 CFO highlighted AI infrastructure, geopolitical risks, and supply chain disruptions as sustained growth opportunities across construction, cyber, and risk management.
2026-07-29Earnings
Earnings report
第二季度有机收入增长5%，所有四个解决方案线均实现5%增长，调整后营业利润率扩大70个基点至28.9%。
D1 -1.1% · +5d -4.6%
2026-07-298-K filing
8-K: Item 2.02, Item 9.01
D1 -1.1% · +5d -4.6%
2026-07-29EarningsBull
Aon Q2: EPS Beat, Organic Growth 5%
Adjusted EPS up 9% YoY, organic revenue growth 5%, margin expansion 70bps
D1 -1.1% · +5d -4.6%
2 waves of this story
- 2026-07-29 Adj EPS $3.81 beat; organic revenue +5%, margin +70bps
- 2026-07-29 Adjusted EPS up 9% YoY, organic revenue growth 5%, margin expansion 70bps
2026-07-24Earnings
Earnings report
第二季度有机收入增长5%，所有四个解决方案线均实现5%增长，调整后营业利润率扩大70个基点至28.9%。
D1 +1.7% · +5d -0.3%
2026-07-22CapitalBull
Dimensional Fund Advisors Lifts Aon Stake by 20.5%
Q1 adds 213,051 shares, total holdings reach 1.2537 million
D1 -2.0% · +5d +7.0%
2026-07-21ProductBull
Aon Raises Data Center Insurance Capacity to $5B
Expands lifecycle coverage amid AI and hyperscale investment-driven complex risk demand
D1 -0.9% · +5d +6.1%

$AON (Aon plc) — investor discussion on X

Five-factor rating: Hold (sector percentile 32.0%)

Most active credible voices on $AON

Recent headlines featuring $AON

$AON (Aon plc) — investor discussion on X

Five-factor rating: Hold (sector percentile 32.0%)

Most active credible voices on $AON

Recent headlines featuring $AON

BMO Capital upgrades to Outperform

Raymond James upgrades to Market Perform

Aon CEO Warns AI Data Center Insurance Risks Could Threaten Financing

Aon and SAGE Launch Precision Crop Insurance Program

8-K: Item 2.02, Item 9.01

Earnings report

Aon Sees Major Institutional Share Purchase

Aon, EBRD Expand Ukraine War Risk Insurance Facility

Aon Schedules Q3 2026 Earnings Release for Oct 28

Aon Declares Quarterly Cash Dividend of $0.820 per Share

Aon Launches Power Lifecycle Program, Broadens Energy Risk Offerings

8-K: Item 1.01, Item 1.02, Item 2.03, Item 9.01

8-K: Item 8.01, Item 9.01

8-K: Item 8.01, Item 9.01

Aon's $17B USI Acquisition: A Bet on US Middle-Market Growth

Insider buying $6.5M (1)

8-K: Item 1.01, Item 7.01, Item 9.01

8-K: Item 5.02, Item 9.01

Aon CFO Says AI Infrastructure, Geopolitical Risks Drive Insurance Demand

Earnings report

8-K: Item 2.02, Item 9.01

Aon Q2: EPS Beat, Organic Growth 5%

Earnings report

Dimensional Fund Advisors Lifts Aon Stake by 20.5%

Aon Raises Data Center Insurance Capacity to $5B

Bull vs bear

Discussion

BMO Capital upgrades to Outperform

Raymond James upgrades to Market Perform

Aon CEO Warns AI Data Center Insurance Risks Could Threaten Financing

Aon and SAGE Launch Precision Crop Insurance Program

8-K: Item 2.02, Item 9.01

Earnings report

Aon Sees Major Institutional Share Purchase

Aon, EBRD Expand Ukraine War Risk Insurance Facility

Aon Schedules Q3 2026 Earnings Release for Oct 28

Aon Declares Quarterly Cash Dividend of $0.820 per Share

Aon Launches Power Lifecycle Program, Broadens Energy Risk Offerings

8-K: Item 1.01, Item 1.02, Item 2.03, Item 9.01

8-K: Item 8.01, Item 9.01

8-K: Item 8.01, Item 9.01

Aon's $17B USI Acquisition: A Bet on US Middle-Market Growth

Insider buying $6.5M (1)

8-K: Item 1.01, Item 7.01, Item 9.01

8-K: Item 5.02, Item 9.01

Aon CFO Says AI Infrastructure, Geopolitical Risks Drive Insurance Demand

Earnings report

8-K: Item 2.02, Item 9.01

Aon Q2: EPS Beat, Organic Growth 5%

Earnings report

Dimensional Fund Advisors Lifts Aon Stake by 20.5%

Aon Raises Data Center Insurance Capacity to $5B