Morgan Stanley has upgraded Aon PLC (AON) to Overweight from Equal-Weight, reflecting a more optimistic outlook on the company's future. This change, effective September 10, 2025, comes as Aon continues to demonstrate strong performance in the insurance sector.
Headquartered in Dublin, Aon PLC provides risk, health, and wealth solutions and employs approximately 60,000 full-time staff. The company operates through two segments: Risk Capital and Human Capital. The Risk Capital segment offers services such as commercial risk and reinsurance, while the Human Capital segment focuses on health and wealth solutions.
As of November 20, 2025, Aon boasts a market capitalisation of $74.1 billion, a P/E ratio of 27.28, and an earnings per share (EPS) of 12.49. The company also offers a notable dividend yield of 86.6%. Upcoming earnings are expected on July 23, 2026, with an EPS estimate of $3.88 and revenue estimated at $4.4 billion.
Analyst ratings, including the recent upgrade, serve as professional assessments based on extensive research and financial models. While these ratings provide valuable insights, they also depend on various assumptions that may not always hold true. It is essential for investors to consider multiple factors, including company fundamentals and market conditions, when making investment decisions.
The consensus among analysts as of November 1, 2025, indicates a Buy rating, with 3 Strong Buy, 14 Buy, 8 Hold, and 2 Sell recommendations. Analyst opinions can shift over time, influenced by new information and market dynamics.