AON Aon plc Class A
XNYS
321.85
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
AON
$321.85
—
Key stats
$321.85
- 52-Week Range
- $266.33 – $382.34
- YTD
- -6.51%
- IV Rank (30D)
- 46.09
- Straddle Price
- $17.85
- P/C Vol Ratio
- 4.41
- Market Cap
- $68.2B
- Open
- $326.62
- Day Range
- $321.50 – $329.43
- Volume
- 1,821,106
- Prev Close
- $321.64
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.99% |
| Beta vs SPY | 0.72 |
| Cost of Equity (CAPM) | 8.59% (VRP-adj) |
| WACC | 8.04% |
| Volatility Risk Premium | +28.5pp (IV − HV30) |
| Effective Tax Rate | 20.8% |
| Rev. Growth (YoY, DCF input) | +21.2% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $3.2B |
| Return on Equity (TTM) | 40.8% |
| Book / Price | 14.3% |
| Gross Margin (TTM) | 100.0% |
| FCF Margin (TTM) | 18.6% |
| Debt / Equity | 1.36 |
| Quality Score | 5/6 — high quality (12y DCF) |
| Market-Implied Growth | +7.2% (reverse-DCF on current price) |
| SMA 50 | $302.70 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $288.69 |
| Bollinger Width / SMA20 | 7.6% (drives anchor stability) |
| Net Debt | $12.4B |
| Market Cap | $70B |
Peers used for multiples: ACGL, AIG, AJG, CB, MRSH, PGR, TRV, WRB
60-Day Conviction
72%
20-Day Fair Value
≈ by Nov 30, 2026
$321.75
α +0.0%
rank 11%
conviction
1%
40-Day Fair Value
≈ by Dec 29, 2026
$328.10
α +2.0%
rank 18%
conviction
65%
60-Day Fair Value
≈ by Jan 27, 2027
$329.52
α +2.4%
rank 15%
conviction
72%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $889.84 | 19% | |
| DDM (Gordon) | $115.66 | 0% | |
| Peer P/E | $259.70 | 9% | median 13.0× · 8 peers |
| Peer EV/EBITDA | $185.18 | 9% | median 10.1× · 8 peers |
| Peer P/B | $125.95 | 2% | median 2.7× · 8 peers |
| Peer P/S | $156.72 | 6% | median 1.8× · 8 peers |
| Market Anchor (SMA50) | $302.70 | 38% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $322.37 | 19% | 21 strikes · skew +0.53 |
As of 2026-10-30 · updated
Related
About
- Industry (SIC)
- INSURANCE AGENTS, BROKERS & SERVICE (6411) · industry map
- Exchange
- XNYS
- Market Cap
- $68.2B
- Employees
- 60,000
- List Date
- 1975-02-18
- CIK
- 0000315293
- Headquarters
- Dublin 2, L2
- Homepage
- https://www.aon.com
Aon is a leading global provider of insurance and reinsurance brokerage and human resources solutions. Its operations are tilted toward its brokerage operations. Headquartered in London, Aon has about 60,000 employees and operations in over 120 countries.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -0.71% | -5.73% | 6.43% | 3.61% | 4.46% | 1.56% | 1.60% |
| Feb | 10.18% | 5.54% | -4.80% | 5.33% | 9.13% | -4.04% | 3.56% |
| Mar | -1.03% | 12.35% | 4.50% | 6.20% | -2.50% | -4.45% | 2.51% |
| Apr | 8.47% | -12.42% | 2.55% | -14.44% | -11.04% | -3.02% | -4.98% |
| May | 0.36% | -2.29% | -4.68% | -0.76% | 5.84% | 1.46% | -0.01% |
| Jun | -5.72% | -0.34% | 10.63% | 4.38% | -5.16% | 3.52% | 1.22% |
| Jul | 8.95% | 6.25% | -5.96% | 11.93% | -0.34% | 4.39% | 4.20% |
| Aug | 10.36% | -0.39% | 4.35% | 4.85% | 3.83% | -10.10% | 2.15% |
| Sep | -0.91% | -4.60% | -3.03% | -0.09% | -4.13% | -15.18% | -4.66% |
| Oct | 9.91% | 2.14% | -3.72% | 5.27% | -5.40% | 16.57%* | 4.13% |
| Nov | -3.60% | 8.36% | 5.37% | 7.44% | 4.14% | -- | 4.34% |
| Dec | 3.25% | -0.97% | -10.94% | -7.36% | 0.49% | -- | -3.11% |
| Total | 44.84% | 5.50% | -1.56% | 26.20% | -2.53% | -11.99% | 10.08% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $291.30
SMA 50: $302.10
SMA 200: $325.77
Current: $321.67
EMA 12: $304.44
EMA 26: $298.48
MACD: 5.9526 | Signal: 5.2547
BULLISH
ADX (14): 35.55
TREND
+DI: 41.44
−DI: 14.61
Momentum Oscillators
RSI (14): 69.46
NEUTRAL
Stoch %K: 92.10
Stoch %D: 90.83
Williams %R: -13.52
Volume & Volatility
BB Upper: $324.64
BB Lower: $257.96
NEUTRAL
OBV: -14,095,742
Vol SMA 20: 1,744,028
Vol ROC: -1.08%
ATR: $7.79
True Range: $7.93
HV 20: 29.0%
HV 30: 29.7%
HV 60: 34.0%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-01T00:00:00 – 2026-10-30T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall assessment: NEUTRAL (6/10)
Key drivers: Earnings season uncertainty, mixed technical signals
Primary risks: Volatility compression, potential earnings miss
Investment thesis: AON is poised to navigate the upcoming earnings season with caution, as its recent volatility has compressed to historically low levels. Technical indicators are mixed, but overall trend direction is neutral.
Recent news sentiment impact: Positive sentiment from dividend announcements has been tempered by negative news from the broader market, resulting in a neutral overall sentiment assessment.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): NEUTRAL, Medium-term (1-3 months): BULLISH, Long-term (3-12 months): BEARISH
Support/Resistance Levels: SMA 20: $324.50, EMA 12: $321.19, Upper Bollinger Band: $337.92
Momentum Signals
- RSI interpretation: Neutral (39.30)
- MACD signal: Bearish (-2.29 / Signal: -1.68 / Histogram: -0.61)
- Bollinger Bands position: Squeeze, indicating volatility compression
News & Sentiment Analysis
Recent Headlines Summary: Mixed news sentiment, with positive dividend announcements tempered by negative market commentary.
Sentiment Assessment: Neutral (5/10)
Catalyst Identification: Upcoming earnings season, potential regulatory changes in the insurance industry.
Market Narrative: Technical signals are mixed, reflecting the stock's neutral trend direction. News sentiment is neutral, with no clear catalyst driving significant price movements.
Risk & Volatility Assessment
Beta Interpretation: Low-risk relative to market (beta: 0.10)
Volatility Regime: Current volatility is low, reflecting historical average levels.
Options Market Signals
- IV rank: High (100.0%)
- Put/call ratios: Bullish sentiment (97 calls vs 29 puts)
- Unusual activity: Low institutional interest
Market Context & Positioning
Sector Performance: Insurance sector has been relatively strong recently, with AON's stock price following a similar trend.
Institutional Activity: Low volume and trading activity suggest limited institutional interest in the stock.
Correlation Analysis: AON is moving in tandem with the broader market (R-squared: 0.05).
Relative Valuation: Position within a trading range, reflecting the stock's neutral trend direction.
Key Levels & Action Items
Critical Price Levels: Support at SMA 20: $324.50 and EMA 12: $321.19; Resistance at Upper Bollinger Band: $337.92.
Breakout/Breakdown Levels: Break above SMA 200: $344.98 for bullish momentum or below SMA 50: $325.14 for bearish momentum.
Time-Sensitive Catalysts: Upcoming earnings season and potential regulatory changes in the insurance industry.
Risk Management: Set stop-loss levels at SMA 20: $324.50 to mitigate potential losses; consider reducing position size due to low volatility.
Generated
News
All AON news →
Organic revenue grew 6% as USI acquisition nears close in Q4.
Earnings History
16 of 24 under expected move
Avg Expected Move
5.56%
Avg Actual Move
3.88%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-05 | Pre-Market | 2.86% | 7.27% | 2.54x | Exceeded |
| 2021-04-30 | Pre-Market | 5.08% | 5.09% | 1.00x | Exceeded |
| 2021-07-30 | Pre-Market | 4.95% | 1.42% | 0.29x | Within |
| 2021-10-29 | Pre-Market | 5.25% | 0.36% | 0.07x | Within |
| 2022-02-04 | Pre-Market | 5.86% | 5.36% | 0.91x | Within |
| 2022-04-29 | Pre-Market | 5.85% | 9.44% | 1.61x | Exceeded |
| 2022-07-29 | Pre-Market | 5.21% | 0.59% | 0.11x | Within |
| 2022-10-28 | Pre-Market | 6.59% | 2.44% | 0.37x | Within |
| 2023-02-03 | Pre-Market | 4.63% | 2.90% | 0.63x | Within |
| 2023-04-28 | Pre-Market | 4.94% | 2.31% | 0.47x | Within |
| 2023-07-28 | Pre-Market | 4.06% | 5.11% | 1.26x | Exceeded |
| 2023-10-27 | Pre-Market | 5.33% | 4.01% | 0.75x | Within |
| 2024-02-02 | Pre-Market | 4.52% | 2.53% | 0.56x | Within |
| 2024-04-26 | Pre-Market | 5.33% | 6.85% | 1.29x | Exceeded |
| 2024-07-26 | Pre-Market | 5.80% | 8.04% | 1.39x | Exceeded |
| 2024-10-25 | Pre-Market | 5.06% | 5.21% | 1.03x | Exceeded |
| 2025-01-31 | Pre-Market | 5.74% | 0.36% | 0.06x | Within |
| 2025-04-25 | Pre-Market | 5.97% | 8.00% | 1.34x | Exceeded |
| 2025-07-25 | Pre-Market | 5.52% | 4.57% | 0.83x | Within |
| 2025-10-31 | Pre-Market | 6.95% | 3.81% | 0.55x | Within |
| 2026-01-30 | Pre-Market | 6.15% | 1.95% | 0.32x | Within |
| 2026-05-01 | Pre-Market | 7.59% | 0.04% | 0.01x | Within |
| 2026-07-29 | Pre-Market | 7.04% | 1.08% | 0.15x | Within |
| 2026-10-28 | Pre-Market | 7.22% | 4.37% | 0.61x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
AON Options Activity & IV Rank
AON IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 28.0%
7-DTE IV: 28.8%
Expected Move: $17.85
7-DTE Move: $17.85
Days to Exp: 21 (2026-11-20)
Options Flow
Call Volume: 118
Put Volume: 520
P/C Volume: 4.407
BEARISH
Call OI: 1,589
Put OI: 1,438
P/C OI: 0.905
Total OI: 3,027
ATM Options Pricing
ATM Call: $10.30
ATM Put: $7.55
Call %: 3.2%
Put %: 2.3%
Chain Summary
Chain Volume: 1,284
Chain OI: 10,234
Last Updated: 10/30/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 61st percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
61%
vs own history
GEX tilt
+0.33
OI-weighted, today
Vanna tilt
+0.42
δ-sensitivity to IV
Charm tilt
-0.40
δ-decay vs time
Vanna tilt +0.42: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.40: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 44 ATM contracts, 5k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Oct 30 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 30 · No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)30.6MediumOct 30
IV Rank (30 DTE)46.1MediumOct 30
Straddle Price (30 DTE)$17.85Oct 30
Beta Analysis
Risk Metrics
Beta: -0.2816
Alpha: 5.37%
Correlation: -0.1253
R-Squared: 1.6%
Stock Volatility: 28.7%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Negative beta - stock moves opposite to market
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
Notable investors who own AON
7 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Viking Global Hedge fund Andreas Halvorsen | $381.9M | #34 of 90 | +5.9% | 13F | |
| Baupost Group Hedge fund Seth Klarman | $227.9M | #10 of 23 | -10.7% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $103.6M | #326 of 3716 | +1462.9% | 13F | |
| Markel Group Holding company Tom Gayner | $37.6M | #65 of 145 | 0.0% | 13F | |
| Citadel Hedge fund Ken Griffin | $35.0M | #857 of 6285 | +31.5% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $5.2M | #478 of 997 | -22.5% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $4.1M | #1067 of 4729 | +3.2% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
AON Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 214,700,000 (as of 2026-09-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
18 filers$138.22M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $37.12M | 26.85% | 2026-06-30 |
| 2 | IMC-Chicago, LLC Custodian | $21.16M | 15.31% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $16.52M | 11.95% | 2026-06-30 |
| 4 | Wolverine Trading, LLC Custodian | $16.17M | 11.70% | 2025-09-30 |
| 5 | Jane Street Group, LLC Custodian | $14.20M | 10.27% | 2026-06-30 |
| 6 | JPMorgan Chase & Co Custodian | $8.19M | 5.92% | 2026-06-30 |
| 7 | Millennium Management LLC Custodian | $5.21M | 3.77% | 2026-06-30 |
| 8 | Walleye Trading LLC | $3.91M | 2.83% | 2026-06-30 |
| 9 | Allianz Asset Management GmbH | $3.48M | 2.52% | 2026-06-30 |
| 10 | Parallax Volatility Advisers, L.P. | $3.32M | 2.40% | 2026-06-30 |
| 11 | Squarepoint Ops LLC | $2.39M | 1.73% | 2026-06-30 |
| 12 | Simplex Trading, LLC Custodian | $2.19M | 1.58% | 2026-06-30 |
| 13 | SIG BROKERAGE, LP | $1.66M | 1.20% | 2026-06-30 |
| 14 | Cubist Systematic Strategies, LLC | $1.39M | 1.01% | 2025-09-30 |
| 15 | PEAK6 LLC | $663.38K | 0.48% | 2026-06-30 |
| 16 | TUDOR INVESTMENT CORP ET AL | $563.87K | 0.41% | 2026-06-30 |
| 17 | AdvisorNet Financial, Inc | $55.07K | 0.04% | 2026-09-30 |
| 18 | Walleye Capital LLC | $33.17K | 0.02% | 2026-06-30 |
20 filers$79.44M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $27.03M | 34.03% | 2026-06-30 |
| 2 | JPMorgan Chase & Co Custodian | $8.19M | 10.31% | 2026-06-30 |
| 3 | Allianz Asset Management GmbH | $7.06M | 8.89% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $6.63M | 8.35% | 2026-06-30 |
| 5 | Jane Street Group, LLC Custodian | $6.30M | 7.93% | 2026-06-30 |
| 6 | Citadel Advisors LLC Custodian | $5.41M | 6.81% | 2026-06-30 |
| 7 | Millennium Management LLC Custodian | $5.34M | 6.72% | 2026-06-30 |
| 8 | Simplex Trading, LLC Custodian | $3.22M | 4.05% | 2026-06-30 |
| 9 | CAPTRUST FINANCIAL ADVISORS | $2.49M | 3.13% | 2026-06-30 |
| 10 | PEAK6 LLC | $1.76M | 2.21% | 2026-06-30 |
| 11 | Wolverine Trading, LLC Custodian | $1.49M | 1.88% | 2025-09-30 |
| 12 | Parallax Volatility Advisers, L.P. | $829.23K | 1.04% | 2026-06-30 |
| 13 | Walleye Trading LLC | $762.89K | 0.96% | 2026-06-30 |
| 14 | Cubist Systematic Strategies, LLC | $641.84K | 0.81% | 2025-09-30 |
| 15 | Walleye Capital LLC | $630.21K | 0.79% | 2026-06-30 |
| 16 | GROUP ONE TRADING LLC Custodian | $431.20K | 0.54% | 2026-06-30 |
| 17 | Lido Advisors, LLC | $431.20K | 0.54% | 2026-06-30 |
| 18 | One Wealth Map LLC | $377.16K | 0.47% | 2026-06-30 |
| 19 | Squarepoint Ops LLC | $298.52K | 0.38% | 2026-06-30 |
| 20 | Soltis Investment Advisors LLC | $110.71K | 0.14% | 2026-09-30 |
AON Insider Trading (Form 4)
Latest: 2026-09-03Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-03 | Lester B Knight | Director | Buy (P) | +20,000 | $327.48 | $6.55M | EDGAR |
| 2026-07-30 | Darren Zeidel | General Counsel | Sell (S) | −1,900 | $377.76 | -$717.8K | EDGAR |
| 2026-07-21 | Darren Zeidel | General Counsel | Sell (S) | −1,950 | $372.05 | -$725.5K | EDGAR |
| 2026-07-09 | Darren Zeidel | General Counsel | Sell (S) | −600 | $360.00 | -$216.0K | EDGAR |
| 2026-07-06 | Edmund Reese | Chief Financial Officer | Mixed | +1,776 | $343.56 | -$755.2K | EDGAR |
| 2026-06-29 | Adriana Karaboutis | Director | Mixed | +589 | $315.95 | -$58.8K | EDGAR |
| 2026-06-29 | Sarah G Smith | Director | Mixed | +589 | $315.95 | -$58.8K | EDGAR |
| 2026-06-29 | Lester B Knight | Director | Award (A) | +1,488 | — | EDGAR | |
| 2026-06-29 | Jose Antonio Alvarez | Director | Mixed | +403 | $315.95 | -$117.7K | EDGAR |
| 2026-06-29 | Byron Spruell | Director | Mixed | +589 | $315.95 | -$58.8K | EDGAR |
| 2026-06-29 | Cheryl A Francis | Director | Mixed | +589 | $315.95 | -$58.8K | EDGAR |
| 2026-06-29 | Gloria Santona | Director | Mixed | +589 | $315.95 | -$58.8K | EDGAR |
| 2026-06-29 | Jeffrey C Campbell | Director | Mixed | +589 | $315.95 | -$58.8K | EDGAR |
| 2026-06-29 | Richard C Notebaert | Director | Mixed | +589 | $315.95 | -$58.8K | EDGAR |
| 2026-06-29 | Jo Ann Jenkins | Director | Mixed | +589 | $315.95 | -$58.8K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
AON Insider Holdings
22 insiders · @ $321.67
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Gregory C Case | President & CEO | 1,108,878 | $356.69M | -$190.68M | 53 | 2026-02-20 |
| 2 | Eric Andersen | President | 177,033 | $56.95M | -$11.13M | 22 | 2025-02-18 |
| 3 | Lester B Knight | Director | 155,063 | $49.88M | $77.24M | 43 | 2026-09-03 |
| 4 | Gloria Santona | Director | 40,197 | $12.93M | $0 | 22 | 2026-06-29 |
| 5 | Cheryl A Francis | Director | 29,479 | $9.48M | $0 | 18 | 2026-06-29 |
| 6 | Richard C Notebaert | Director | 28,513 | $9.17M | $0 | 29 | 2026-06-29 |
| 7 | Lisa Stevens | Chief Administrative Officer | 26,321 | $8.47M | -$4.82M | 20 | 2026-02-19 |
| 8 | Jeffrey C Campbell | Director | 12,806 | $4.12M | $798.3K | 10 | 2026-06-29 |
| 9 | Darren Zeidel | General Counsel | 12,704 | $4.09M | -$10.32M | 35 | 2026-07-30 |
| 10 | Michael Neller | Principal Accounting Officer | 10,869 | $3.50M | -$3.07M | 32 | 2025-03-25 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
AON Board & Officers
As of SEC filings through Sep 3, 2026Directors 13
- Gregory C Case · on file since 2006
- Gloria Santona · on file since 2006
- Lester B Knight · on file since 2006
- Richard C Notebaert · on file since 2006
- Cheryl A Francis · since Oct 1, 2010
- Jin-Yong Cai · since Aug 10, 2016
- Jeffrey C Campbell · since Mar 23, 2018
- Byron Spruell · since Oct 27, 2020
- Adriana Karaboutis · since Sep 8, 2022
- Sarah G Smith · since Apr 15, 2023
- Jose Antonio Alvarez · since Jan 24, 2024
- James G. Stavridis · since Aug 15, 2024
- Jo Ann Jenkins · since Aug 15, 2025
Officers 9
- Lori Goltermann · CEO, Regions & North America · since Mar 17, 2025
- Andy Marcell · Global CEO, Solution Lines · since Jun 27, 2025
- Gregory C Case · President & CEO · listed since Feb 2026
- Nadin Virani · Interim CFO · since Aug 17, 2026
- Mindy F. Simon · Chief Operating Officer · since Oct 10, 2022
- Lisa Stevens · Chief Administrative Officer · listed since Aug 2024
- Anne Corona · Chief Commercial Officer · since Mar 17, 2025
- Darren Zeidel · General Counsel · since Jul 12, 2019
- David J Debrunner · Principal Accounting Officer · since Sep 15, 2025
Changes in the last 10 years (45)
| Aug 17, 2026 | The company announced the departure of Edmund Reese as Chief Financial Officer in an SEC filing |
| Aug 17, 2026 | Nadin Virani became Interim CFO |
| Feb 17, 2026 | Gregory C Case listed as President & CEO (previously Chief Executive Officer) in SEC filings |
| Sep 15, 2025 | David J Debrunner became Principal Accounting Officer |
| Aug 15, 2025 | Jo Ann Jenkins became a director |
| Jun 27, 2025 | Andy Marcell became Global CEO, Solution Lines |
| Apr 7, 2025 | The company announced the departure of Fulvio Conti from the board in an SEC filing |
| Mar 17, 2025 | Lori Goltermann became CEO, Regions & North America |
| Mar 17, 2025 | Anne Corona became Chief Commercial Officer |
| Mar 14, 2025 | The company announced the departure of Eric Andersen as President in an SEC filing |
| Aug 15, 2024 | James G. Stavridis became a director |
| Aug 14, 2024 | Lisa Stevens listed as Chief Administrative Officer (previously Chief People Officer) in SEC filings |
| Jul 29, 2024 | Edmund Reese became Chief Financial Officer |
| Apr 1, 2024 | The company announced the departure of Christa Davies as Chief Financial Officer in an SEC filing |
| Feb 13, 2024 | The company announced the departure of Carolyn Y Woo from the board in an SEC filing |
| Jan 24, 2024 | Jose Antonio Alvarez became a director |
| Apr 15, 2023 | Sarah G Smith became a director |
| Oct 10, 2022 | Mindy F. Simon became Chief Operating Officer |
| Sep 21, 2022 | The company announced the departure of J Michael Losh from the board in an SEC filing |
| Sep 8, 2022 | Adriana Karaboutis became a director |
| Feb 14, 2022 | The company announced the departure of Richard B Myers from the board in an SEC filing |
| Dec 1, 2021 | Jillian Slyfield became Chief Innovation Officer |
| Jun 25, 2021 | James Platt became Chief Operating Officer |
| Oct 27, 2020 | Byron Spruell became a director |
| Oct 24, 2019 | Lisa Stevens became Chief People Officer |
| Aug 20, 2019 | Andy Weitz became Chief Marketing Officer |
| Jul 12, 2019 | Darren Zeidel became General Counsel |
| Feb 19, 2019 | Michael J O'Connor listed as Co-President (previously CEO, Aon Risk Solutions) in SEC filings |
| Feb 19, 2019 | Eric Andersen listed as President (previously CEO, Aon Benfield) in SEC filings |
| Feb 19, 2019 | Anthony R Goland listed as Chief Innovation Officer (previously Chief Human Resources Officer) in SEC filings |
| Mar 23, 2018 | Jeffrey C Campbell became a director |
| Feb 21, 2018 | Michael Neller became Principal Accounting Officer |
| Feb 20, 2018 | Peter M Lieb listed as General Counsel (previously EVP & General Counsel) in SEC filings |
| Feb 20, 2018 | Michael J O'Connor listed as CEO, Aon Risk Solutions (previously Chief Executive Officer, ARS) in SEC filings |
| Feb 20, 2018 | Laurel G. Meissner listed as Global Controller (previously SVP & Global Controller) in SEC filings |
| Feb 20, 2018 | John G Bruno listed as Chief Operating Officer (previously Executive Vice President, CIO) in SEC filings |
| Feb 20, 2018 | Gregory C Case listed as Chief Executive Officer (previously President & CEO) in SEC filings |
| Feb 20, 2018 | Christa Davies listed as Chief Financial Officer (previously EVP and CFO) in SEC filings |
| Feb 20, 2018 | Anthony R Goland listed as Chief Human Resources Officer (previously EVP and CHRO) in SEC filings |
| Feb 6, 2018 | John Zern listed as CEO, Aon Global Health (previously CEO, Global Health & Benefits) in SEC filings |
| May 1, 2017 | John Zern became CEO, Global Health & Benefits |
| May 1, 2017 | Caroline Grace became CEO, Global Retirement & Inves |
| Feb 13, 2017 | Michael J O'Connor listed as Chief Executive Officer, ARS (previously Ars - COO) in SEC filings |
| Feb 1, 2017 | John G Bruno became Executive Vice President, CIO |
| Feb 1, 2017 | Eric Andersen became CEO, Aon Benfield |
Not reported recently (13)
- Michael Neller · Last reported as Principal Accounting Officer in an SEC filing dated Mar 25, 2025
- Jillian Slyfield · Last reported as Chief Innovation Officer in an SEC filing dated Sep 19, 2024
- Andy Weitz · Last reported as Chief Marketing Officer in an SEC filing dated Feb 20, 2024
- James Platt · Last reported as Chief Operating Officer in an SEC filing dated Apr 25, 2022
- Anthony R Goland · Last reported as Chief Innovation Officer in an SEC filing dated Feb 16, 2021
- John G Bruno · Last reported as Chief Operating Officer in an SEC filing dated Feb 11, 2021
- Michael J O'Connor · Last reported as Co-President in an SEC filing dated Feb 20, 2020
- John Zern · Last reported as CEO, Aon Global Health in an SEC filing dated Aug 23, 2019
- Peter M Lieb · Last reported as General Counsel in an SEC filing dated Jun 4, 2019
- Caroline Grace · Last reported as CEO, Global Retirement & Inves in an SEC filing dated Feb 19, 2019
- Laurel G. Meissner · Last reported as Global Controller in an SEC filing dated Feb 22, 2018
- Robert S Morrison · Last reported as a director in an SEC filing dated Jun 27, 2017
- Kristi A Savacool · Last reported as CEO - Aon Hewitt in an SEC filing dated Feb 21, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
AON Proposed Insider Sales (Form 144)
Latest: 2026-07-28
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
1 filing
· $718K notice value
· 1 unique filer
· 100% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Zeidel Darren (1, $718K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-07-28 | Zeidel Darren | Officer | 1,900 | $717.8K | 2026-07-28 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-07-17 | Zeidel Darren | Officer | 1,950 | $725.5K | 2026-07-17 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-07-07 | Zeidel Darren | Officer | 600 | $216.0K | 2026-07-07 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-06-04 | Goltermann Lori | Officer | 5,766 | $1.87M | 2026-06-04 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-26 | Zeidel Darren | Officer | 4,300 | $1.42M | 2026-02-26 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-17 | Zeidel Darren | Officer | 5,040 | $1.64M | 2026-02-17 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-11-25 | Neller Michael | Former Officer | 700 | $245.2K | 2025-11-25 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-11-05 | Zeidel Darren | Officer | 8,800 | $3.03M | 2025-11-05 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-02-10 | Slyfield Jillian | Officer | 260 | $100.1K | 2025-02-10 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-11-27 | Simon Mindy F. | Officer | 650 | $256.3K | 2024-11-27 | Fidelity Brokerage Services LLC | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-01
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-01 | 0001628280-26-029093 | EDGAR |
| 2026-01-30 | 0001628280-26-004273 | EDGAR |
| 2026-01-07 | 0001193125-26-005392 | EDGAR |
| 2026-01-02 | 0001193125-26-000263 | EDGAR |
| 2025-10-31 | 0001628280-25-047660 | EDGAR |
| 2025-10-30 | 0001193125-25-258573 | EDGAR |
| 2025-09-03 | 0001193125-25-194474 | EDGAR |
| 2025-08-04 | 0001193125-25-172652 | EDGAR |
| 2025-07-29 | 0001193125-25-168037 | EDGAR |
| 2025-07-25 | 0001628280-25-035982 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-13 | 0001628280-26-008116 | EDGAR |
| 2025-02-18 | 0001628280-25-006093 | EDGAR |
| 2024-02-16 | 0001628280-24-005392 | EDGAR |
| 2023-02-17 | 0001628280-23-004087 | EDGAR |
| 2022-02-18 | 0001628280-22-003180 | EDGAR |
| 2021-02-19 | 0001628280-21-002574 | EDGAR |
| 2020-02-14 | 0001628280-20-001607 | EDGAR |
| 2019-02-19 | 0001628280-19-001558 | EDGAR |
| 2018-02-20 | 0001628280-18-001923 | EDGAR |
| 2017-02-23 | 0001628280-17-001652 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-01 | 0001628280-26-029322 | EDGAR |
| 2025-10-31 | 0001628280-25-047805 | EDGAR |
| 2025-07-25 | 0001628280-25-036060 | EDGAR |
| 2025-04-25 | 0001628280-25-019927 | EDGAR |
| 2024-10-25 | 0001628280-24-043809 | EDGAR |
| 2024-07-26 | 0001628280-24-033161 | EDGAR |
| 2024-04-26 | 0001628280-24-018649 | EDGAR |
| 2023-10-27 | 0001628280-23-035412 | EDGAR |
| 2023-07-28 | 0001628280-23-026117 | EDGAR |
| 2023-04-28 | 0001628280-23-014187 | EDGAR |
ETF Holders
195 ETFs hold AON
25 shown · $10.03B total exposure · 0.15% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.08% | $1.9B | — | 2026-09-30 |
| 2 | VOO Vanguard S&P 500 ETF | Vanguard | 0.09% | $1.5B | — | 2026-09-30 |
| 3 | VO Vanguard Morningstar Mid-Cap ETF | Vanguard | 0.58% | $1.3B | — | 2026-09-30 |
| 4 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 0.10% | $908.2M | $870.0B | 2026-10-29 |
| 5 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 0.10% | $832.1M | $813.6B | 2026-10-29 |
| 6 | VTV Vanguard Morningstar Value ETF | Vanguard | 0.22% | $559.3M | — | 2026-09-30 |
| 7 | XLF State Street® Financial Select Sector SPDR® ETF | SPDR (State Street) | 0.85% | $451.3M | $53.1B | 2026-10-29 |
| 8 | VOE Vanguard Morningstar Mid-Cap Value ETF | Vanguard | 1.00% | $366.6M | — | 2026-09-30 |
| 9 | JEPI JPMorgan Equity Premium Income ETF | JPMorgan | 0.76% | $346.8M | $46.2B | 2026-10-30 |
| 10 | VIG Vanguard Dividend Appreciation ETF | Vanguard | 0.26% | $332.2M | — | 2026-09-30 |
| 11 | RSP Invesco S&P 500 Equal Weight ETF | Invesco | 0.21% | $207.9M | — | 2026-10-29 |
| 12 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 0.10% | $190.0M | $185.3B | 2026-10-29 |
| 13 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.18% | $147.1M | $83.2B | 2026-10-29 |
| 14 | IVE iShares S&P 500 Value ETF | iShares (BlackRock) | 0.22% | $113.5M | $50.7B | 2026-10-29 |
| 15 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.12% | $107.3M | — | 2026-10-29 |
| 16 | USMV iShares MSCI USA Min Vol Factor ETF | iShares (BlackRock) | 0.41% | $98.8M | $24.0B | 2026-10-29 |
| 17 | VFH Vanguard Financials ETF | Vanguard | 0.67% | $92.8M | — | 2026-09-30 |
| 18 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.09% | $88.7M | $95.5B | 2026-10-29 |
| 19 | JGLO JPMorgan Global Select Equity ETF | JPMorgan | 1.41% | $88.4M | $6.2B | 2026-10-29 |
| 20 | SPYV State Street® SPDR® Portfolio S&P 500® Value ETF | SPDR (State Street) | 0.22% | $86.9M | $39.2B | 2026-10-29 |
| 21 | CGGO Capital Group Global Growth Equity ETF | Capitalgroup | 0.66% | $78.3M | $11.9B | 2026-10-29 |
| 22 | VV Vanguard Morningstar Large-Cap ETF | Vanguard | 0.09% | $69.2M | — | 2026-09-30 |
| 23 | CGBL Capital Group Core Balanced ETF | Capitalgroup | 0.85% | $68.1M | $8.0B | 2026-10-29 |
| 24 | DGRO iShares Core Dividend Growth ETF | iShares (BlackRock) | 0.15% | $68.0M | $45.3B | 2026-10-29 |
| 25 | JAVA JPMorgan Active Value ETF | JPMorgan | 0.85% | $63.7M | $7.4B | 2026-10-29 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
17.62
TTM Diluted EPS
$18.26
TTM Revenue
$17.68B
TTM Net Income
$3.93B
TTM Op. Cash Flow
$3.57B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-09-30 | $4.10B | $476.00M | $2.23 | $1.19B |
| Q1 '26 | 2026-03-31 | $5.03B | $1.21B | $5.63 | $430.00M |
| Q4 '25 | 2025-12-31 | $4.30B | $1.69B | $7.81 | $1.40B |
| Q3 '25 | 2025-09-30 | $4.00B | $458.00M | $2.11 | $1.15B |
| Q2 '25 | 2025-06-30 | $4.16B | $579.00M | $2.66 | $796.00M |
| Q1 '25 | 2025-03-31 | $4.73B | $965.00M | $4.43 | $140.00M |
| Q4 '24 | 2024-12-31 | $4.15B | $716.00M | $3.29 | $1.20B |
| Q3 '24 | 2024-09-30 | $3.72B | $343.00M | $1.57 | $1.01B |
| Q2 '24 | 2024-06-30 | $3.76B | $524.00M | $2.46 | $513.00M |
| Q1 '24 | 2024-03-31 | $4.07B | $1.07B | $5.35 | $309.00M |
| Q4 '23 | 2023-12-31 | $3.38B | $498.00M | $2.48 | $1.26B |
| Q3 '23 | 2023-09-30 | $2.95B | $456.00M | $2.23 | $1.04B |
Q3 2026 • period ending 2026-09-30 • filed 2026-10-28
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
17.66
P/B
7.00
P/S
3.98
EV/EBITDA
17.33
EV/Sales
4.69
ROE
39.6%
ROA
7.7%
Div Yield
0.98%
FCF Yield
5.41%
Debt/Equity
1.36
Current Ratio
—
Market Cap
$69.68B
as of 2026-10-30
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
3.39M
SI % of Float
1.75%
Days to Cover
1.97
Short Vol Ratio
60.7%
Free Float
194.29M
Float %
91.6%
Short interest 2026-10-15 • Short volume 2026-10-30 • Float 2026-08-24