Aon Reports Significant Net Income Growth in Q4
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 30 2026
0mins
Should l Buy AON?
Source: NASDAQ.COM
- Net Income Surge: Aon's net income for Q4 skyrocketed to $1.70 billion from $716 million year-over-year, showcasing the company's robust performance and bolstering investor confidence.
- Earnings Per Share Increase: The earnings per share jumped from $3.28 to $7.82, exceeding analysts' expectations of $4.75, indicating a significant improvement in profitability that may attract more investor interest.
- Adjusted Net Income Growth: Adjusted net income rose from $965 million to $1.05 billion, reflecting the company's success in cost control and efficiency improvements, further solidifying its market position.
- Revenue Growth: Total revenue increased from $4.15 billion to $4.30 billion, although modest, it still indicates a stable growth trend in business, aiding future strategic expansion.
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Analyst Views on AON
Wall Street analysts forecast AON stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AON is 396.20 USD with a low forecast of 328.00 USD and a high forecast of 449.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
11 Buy
4 Hold
1 Sell
Moderate Buy
Current: 343.360
Low
328.00
Averages
396.20
High
449.00
Current: 343.360
Low
328.00
Averages
396.20
High
449.00
About AON
Aon PLC is a global professional services company. The Company’s segments include Risk Capital and Human Capital. The Risk Capital segment supports clients through its Commercial Risk and Reinsurance solution lines. Commercial Risk includes insurance and specialty brokerage, global risk consulting, captives’ management, and Affinity programs. Reinsurance includes treaty reinsurance, facultative reinsurance, strategy and technology Group, and capital markets. The Human Capital segment supports clients through its Health solution. Health includes consulting and brokerage, consumer benefits solutions, and talent advisory services. It also provides retirement consulting. Treaty reinsurance addresses underwriting and capital objectives on a portfolio level, allowing its clients to manage the combination of premium growth, return on capital, and rating agency interests on an integrated basis.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Capital Expansion Initiative: The company announced an expansion of the Data Center Lifecycle Insurance Protection Program (DCLP) to $2.5 billion, launching the first-ever data center-specific treaty, marking a major advancement in innovation and market demand.
- Strong Cash Flow: Free cash flow grew 14% to $3.2 billion in 2025, with management projecting $4.3 billion in free cash flow for 2026, demonstrating ongoing improvements in capital management and operational efficiency.
- Acquisition and Buyback Commitment: Management reiterated a commitment to at least $1 billion in share repurchases for 2026 while evaluating inorganic growth opportunities in high-margin, high-growth sectors, indicating strategic flexibility in capital allocation.
See More
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- Revenue Miss: Total revenue of $4.30 billion fell short of the expected $4.37 billion, yet increased 4% from $4.15 billion last year, reflecting the company's resilience in a complex market environment.
- Positive Outlook: Aon projects mid-single-digit organic revenue growth for 2026, alongside a targeted 70-80 basis points expansion in adjusted operating margin, demonstrating confidence in future growth.
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