怡安

Aon: Cantor Fitzgerald Raises PT to $412 from $393 to Overweight

Wells Fargo

Wells Fargo maintains Overweight, PT reduced to $443 from $448 by Aon.

Aon's Q4 Net Profit Surges 136% to $1.7bn, Total Revenue at $4.3bn

Aon Expands ESG Offering with €260m Emerging Markets Climate Fund, Expanding Climate Transition Strategies to Exceed €1b in Assets

Aon Reports Q4 Non-GAAP EPS of $4.85, Revenue of $4.3B

Catalyst<ul> <li>Strong cash reserves and positive cash growth indicate improved financial stability for AON.</li> <li>Most analysts rate AON Buy or Strong Buy, showing broad institutional optimism.</li> <li>Net inflow across all fund size buckets indicates positive investor sentiment for AON.</li></ul>Risk<ul> <li>Technical indicators show that the market is in a volatile state, and the direction is not clear enough.</li> <li>Bearish signals are obviously dominant in technical analysis.</li> <li>Declining net cash flow from operating activities year-over-year raises concerns about operational performance.</li></ul>

Key Factors

Aon reported Q4 2025 adjusted operating margin expansion of 90 basis points to 32.4% driven by restructuring savings and cost discipline. Aon achieved 6% organic revenue growth for 2025 and raised full-year 2026 guidance for mid-single-digit organic growth and double-digit free cash flow. Aon launched a €260 million Emerging Markets Climate Transition Fund in partnership with Irish Life Investment Managers, expanding its ESG and climate investment strategies. Aon reported Q4 2025 net income of $1.7 billion, up 136% year-over-year, with adjusted EPS of $4.85.

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