Event-Driven Stocks

Aon plc

AONNYSE

Financials · Insurance Agents, Brokers & Service · L2 · SEC filings ↗ · Compare ⊕

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Signs5 good2 warningdetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$17.18B$15.70B$13.38B$12.48B$12.19B$11.07B
Operating income$4.34B$3.83B$3.79B$3.67B$2.09B$2.78B
Net income$3.69B$2.65B$2.56B$2.59B$1.25B$1.97B
Total assets$50.78B$48.97B$33.96B$32.70B$31.92B$32.11B
Total liabilities$41.24B$42.53B$34.70B$33.13B$30.76B$28.53B
Equity$9.35B$6.12B−$826.0M−$529.0M$1.06B$3.50B
EPS (diluted)$17.02$12.49$12.51$12.14$5.55$8.45
Shares out.216.0M198.3M205.1M213.9M226.0M231.6M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
25.3%
Net margin
21.5%
Return on equity
39.5%
Return on assets
7.3%
Return on capital (ROCE)
15.8%
Liabilities / assets
81.2%
Debt / equity
4.41×
Book value / share
$43.30
Revenue growth (YoY)
9.4%
Net income growth (YoY)
39.2%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
1.13grey zone
Accruals / assets
0.4%clean
Piotroski F-Score
7/9strong

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
70
/ 100
Profitability 100Growth 100Catalyst 33Earnings quality 67Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →

Signs

2 warning5 good
  • High leverage (liabilities > 70% of assets)
  • Altman Z″ in the grey zone
  • Operating margin is positive
  • Strong return on equity (>15%)
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Insider transactions

SEC Form 4 · most recent
7 acquisitions5 disposalsnet +14,175 shares · last 12
InsiderDateTypeSharesPrice
Notebaert Richard CDirectorMay 12, 2026Gift1,438$0.00
Corona AnneOfficer — Chief Commercial OfficerMar 13, 2026Option exercise193
Goltermann LoriOfficer — CEO, Regions &amp; North AmericaMar 13, 2026Option exercise228
Marcell AndyOfficer — Global CEO, Solution LinesMar 13, 2026Option exercise1,166
Zeidel DarrenOfficer — General CounselFeb 26, 2026Sell4,300$329.72
Case Gregory COfficer — President &amp; CEOFeb 19, 2026Gift7,500$0.00
Stevens LisaOfficer — Chief Administrative OfficerFeb 18, 2026Gift32$0.00
Case Gregory COfficer — President &amp; CEOFeb 17, 2026Option exercise2,357
Zeidel DarrenOfficer — General CounselFeb 17, 2026Sell5,040$325.79
Zeidel DarrenOfficer — General CounselFeb 12, 2026Grant7,135
Stevens LisaOfficer — Chief Administrative OfficerFeb 12, 2026Grant15,856
Simon Mindy F.Officer — Chief Operating OfficerFeb 12, 2026Grant5,550

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 20262.9M1.8+20.4%
Apr 30, 20262.4M1.9-2.1%
Apr 15, 20262.4M1.8-2.5%
Mar 31, 20262.5M1.9+13.7%
Mar 13, 20262.2M1.5-3.7%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Corporate family

Spin-offs from Aon plc (2)

From the spin-off filings we track. Follow a company to walk its own history.

Event-driven situations (3)

Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.