How Is Aon's Stock Performance Compared to Other Insurance Stocks?

Company Overview - Aon plc is a professional services firm based in Dublin, Ireland, with a market capitalization of $78.9 billion, providing services in risk management, insurance and reinsurance brokerage, human resource consulting, and outsourcing across over 120 countries [1]. Market Position - Aon is classified as a large-cap stock, with its market cap exceeding $10 billion, indicating its significant size and influence in the insurance industry [2]. Stock Performance - Aon stock reached an all-time high of $412.97 on March 3 and is currently trading 14.3% below that peak. Over the past three months, Aon stock has decreased by 3.4%, underperforming the iShares U.S. Insurance ETF, which saw a 1.8% increase [3]. - Year-to-date, Aon stock prices have declined by 1.5%, and over the past 52 weeks, they have dropped by 10%, while the iShares U.S. Insurance ETF gained 6.5% in 2025 and fell by 2.5% over the past year [4]. Recent Financial Results - Following the release of its Q3 results on October 31, Aon stock prices increased by 3.8%. The company's revenue for the quarter grew by 7.4% year-over-year to approximately $4 billion, exceeding expectations by 1.4%. Adjusted EPS rose by 12.1% year-over-year to $3.05, surpassing consensus estimates by 5.5%. Free cash flows increased by 13.5% year-over-year to $1.1 billion [5]. Competitive Analysis - Aon has outperformed its peer Marsh & McLennan Companies, which experienced a 13.6% decline year-to-date and a 21.4% drop over the past year [6]. - Among 23 analysts covering Aon stock, the consensus rating is a "Moderate Buy," with a mean price target of $400.39, indicating a potential upside of 13.1% from current price levels [6].