Aon PLC A

Aon forecasts a 9.5% increase in U.S. employer health care costs for 2027, which would push average spending above $19,000 per employee and mark a fourth consecutive year of near-double-digit rises. The firm cites higher medical utilization, more chronic conditions, an uptick in high-cost claims and growing use of specialty and GLP-1 medications as key drivers. Employers absorbed about 82% of health plan costs in 2026 and many are expected to adopt plan-design changes or cost-management measures to mitigate further increases. » More on finance.yahoo.com

Aon announced that Edmund Reese is resigning as executive vice president and chief financial officer. Nadin Virani has been appointed interim CFO effective immediately and will report to president and CEO Greg Case. Reese will remain on as a senior advisor for the transition through August 16, 2027. Aon has engaged a search firm to find a permanent CFO and confirmed its full-year 2026 outlook. » More on de.investing.com

Aon shares climbed to a 52-week high of $379.23 and most recently traded at $379.28, corresponding to a market capitalization of about $80.7bn. Analysts cited by InvestingPro view the stock as undervalued; Aon has a Piotroski score of 9 and 14 consecutive years of dividend increases. The board approved a quarterly cash dividend of $0.82 per share payable in August, while Piper Sandler cut its rating to “neutral”, citing valuation and earnings risks. Aon also reported record M&A insurance results in North America, a new API integration with Swiss Re Corporate Solutions, and appointments in its EMEA and Latin America leadership teams. » More on de.investing.com