Aon PLC Class A

AON: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$467.00	Ztpvjbx	Bydgjsbpmg

Aon Earnings: Growth Is Back on Track

Brett Horn

Jul 26, 2024

Aon’s second-quarter results show the company getting back on track following a weak first quarter. Year-over-year organic revenue growth was 6%, in line with what we’ve seen from peers. This supports our view that the previous quarter was a temporary blip based on mix. However, growth is a bit above our long-term expectations, and we do expect growth to moderate over time. We will maintain our $301 fair value estimate for the narrow-moat company and see shares as about fairly valued at the moment.

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