Company Dossier · Financials
Aon plc
- S&P 500
- Russell 1000
What Aon plc is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $17.6 billion, up 5.0% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $3.25 billion, up 12% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.28 billion, up 17% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $1.00 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 29, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 0 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 13, 2026): 1 risk factor added, 3 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net buyers in Q3 2026: $4.9 million on the open market.SEC Form 4
- 1,266 institutional managers reported a position at June 30, 2026 (+8 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 29 (32 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Aon plc is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Mixed
Expanding ↔ Retrenching
Steady
- Capital spending63rd pct
- Debt raised—
- Buybacks vs capex49th pct
- Hiring filings56th pct
- Deals and private raises48th pct
- Patent publications14th pct
Confident ↔ Hedging
Mixed
- Call sentiment47th pct
- Call confidence49th pct
- Guidance changes41st pct
- Risk factors added51st pct
- Insider open-market trades91st pct
- + Insider open-market trades
- − Guidance changes
- − Call sentiment
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver9th pct
- Stress filings49th pct
Credit
How these are built →Aon plc's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
$13.5B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Sep 14, 2026 | $2B | 6.450% | 2056 (30y) | +115bp | 6.474% |
| Sep 14, 2026 | $3B | 5.625% | 2031 (5y) | +83bp | 5.630% |
| Sep 14, 2026 | $2B | 5.800% | 2033 (7y) | +93bp | 5.807% |
| Sep 14, 2026 | $2.75B | 5.950% | 2036 (10y) | +103bp | 5.993% |
| Sep 14, 2026 | $1B | 6.100% | 2038 (12y) | +115bp | 6.113% |
| Sep 14, 2026 | $750M | 6.450% | 2046 (20y) | +108bp | 6.452% |
| Sep 14, 2026 | $2B | 5.350% | 2029 (3y) | +63bp | 5.369% |
| Feb 28, 2024 | $1B | 5.150% | 2029 (5y) | +90bp | 5.182% |
| Feb 28, 2024 | $650M | 5.300% | 2031 (7y) | +105bp | 5.345% |
| Feb 28, 2024 | $1.75B | 5.450% | 2034 (10y) | +120bp | 5.470% |
| Feb 28, 2024 | $2B | 5.750% | 2054 (30y) | +140bp | 5.793% |
| Feb 28, 2024 | $600M | 5.125% | 2027 (3y) | +75bp | 5.196% |
From the pricing term sheets Aon plc filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (FS VECTOR)third_quarter 2026 · $0.1 million
- Oct 19, 2026LobbyingLobbying report (AON CORPORATION)third_quarter 2026 · $0.3 million
- Oct 19, 2026LobbyingLobbying report (OGR)third_quarter 2026 · $0.1 million
- Oct 14, 2026LobbyingLobbying report (SQUIRE PATTON BOGGS)third_quarter 2026 · $0.0 million
- Oct 7, 2026LobbyingLobbying report (HOLLAND & KNIGHT LLP)third_quarter 2026 · $0.1 million
- Sep 22, 20268-KMaterial agreement signedItem 1.01
- Sep 22, 20268-KMaterial agreement terminatedItem 1.02
- Aug 31, 20268-KMaterial agreement signedItem 1.01
- Aug 17, 20268-KDirector or officer changeItem 5.02
- Jul 21, 2026Patent
- Jul 20, 2026LobbyingLobbying report (AON CORPORATION)second_quarter 2026 · $0.2 million
- Jul 20, 2026LobbyingLobbying report (FS VECTOR LLC)second_quarter 2026 · $0.1 million
- Jul 17, 2026LobbyingLobbying report (OGR)second_quarter 2026 · $0.1 million
- Jul 1, 20268-KDirector or officer changeItem 5.02
- Jul 1, 20268-KShareholder vote resultsItem 5.07
- Mar 31, 2026Patent
- Mar 24, 2026Patent
- Feb 13, 202610-KAnnual report (10-K)1 risk factors added, 3 removed
- Jan 7, 20268-KDirector or officer changeItem 5.02
- Jan 2, 20268-KDirector or officer changeItem 5.02
- Sep 30, 2025Patent
- Aug 4, 20258-KDirector or officer changeItem 5.02
- Jul 29, 20258-KDirector or officer changeItem 5.02
- Jul 3, 20258-KDirector or officer changeItem 5.02
- Jul 3, 20258-KShareholder vote resultsItem 5.07
- Apr 10, 20258-KDirector or officer changeItem 5.02
- Mar 17, 20258-KDirector or officer changeItem 5.02
- Mar 13, 20258-KDirector or officer changeItem 5.02
- Feb 18, 202510-KAnnual report (10-K)0 risk factors added, 7 removed
- Jan 21, 2025Patent
- Feb 16, 202410-KAnnual report (10-K)14 risk factors added, 3 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Arthur J. Gallagher & Co. AJG | $15.8B | — | Jun 30, 2026 |
| Marsh McLennan MRSH | $28.5B | $4.2B | Sep 30, 2026 |
| Willis Towers Watson WTW | $9.9B | $1.7B | Jun 30, 2026 |
| Brown & Brown BRO | $6.8B | $1.4B | Jun 30, 2026 |
| Erie Indemnity ERIE | $4.1B | $0.6B | Jun 30, 2026 |
| Aflac AFL | $18.1B | — | Jun 30, 2026 |
| Raymond James Financial RJF | $17.0B | $1.4B | Jun 30, 2026 |
| Everest Group EG | $16.8B | — | Jun 30, 2026 |