Aon plc (AON), headquartered in Dublin, Ireland, is a professional services firm that provides a range of risk and human capital solutions. With a market cap of $80.5 billion, the company's services include helping manage risk for clients, negotiating and placing insurance risk with other carriers, and advising clients related to health and benefits, retirement, compensation, strategic human capital, and human resource outsourcing.

Companies worth $10 billion or more are generally described as “large-cap stocks,” and AON fits right into that category with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the insurance brokers industry. Aon's global reach and its comprehensive suite of services in risk, reinsurance, health, and retirement solutions sets it apart in the marketplace. Aon's strong reputation and analytics expertise drive client attraction and retention, delivering customized solutions and valuable insights for a competitive edge. 

Despite its notable strength, AON slipped 10.3% from its 52-week high of $412.97, achieved on Mar. 3. Over the past three months, AON stock declined 8.3%, underperforming the Dow Jones Industrials Average’s ($DOWI) 1.6% dip during the same time frame.

In the longer term, shares of AON rose 3.2% on a YTD basis and climbed 29.7% over the past 52 weeks, outperforming DOWI’s YTD marginal loss and 9.1% returns over the last year.

To confirm the bullish trend, AON has been trading above its 200-day moving average since late July, 2024, with some fluctuations. The stock has been trading above its 50-day moving average recently.

On Apr. 25, AON shares closed down by 8% after reporting its Q1 results. Its adjusted EPS of $5.67 fell short of Wall Street expectations of $6.04. The company’s revenue was $4.7 billion, missing Wall Street forecasts of $4.9 billion.

AON’s rival, Marsh & McLennan Companies, Inc. (MMC) shares have lagged behind the stock, with 10% gains over the past 52 weeks but outpaced the stock with a 7.7% uptick on a YTD basis.

Wall Street analysts are moderately bullish on AON’s prospects. The stock has a consensus “Moderate Buy” rating from the 20 analysts covering it, and the mean price target of $402.94 suggests a potential upside of 8.8% from current price levels.