Aon PLC A

Aon confirmed a $17.0 billion all-cash purchase of USI from KKR financed with new debt and expects $395 million in annual run-rate synergies and adjusted EPS accretion in 2028. The deal gives Aon a larger U.S. middle-market platform but increases leverage and delays share buybacks while integration and execution risk remain. Hedge fund ownership of both Aon and KKR has fallen in recent quarters, with some funds citing insurance-market softness and private-credit concerns despite KKR realizing significant proceeds from the USI exit. » Plus sur finance.yahoo.com

Aon filed a Form 8‑K with the SEC and submitted audited and unaudited financial reports related to the announced merger with USI Advantage. The filing includes USI’s audited consolidated annual financial statements for 2025, an unaudited interim report as of June 30, 2026, and unaudited combined pro‑forma financial information that reflects the merger as if it had occurred at the beginning of the respective periods. The pro‑forma data are for informational purposes only; the filing also includes Ernst & Young’s consent as auditor. » Plus sur de.investing.com

Aon shares hit a 52-week low of 304.55 USD and are down about 15.91% year-to-date. Data from InvestingPro point to a possible undervaluation, with the fair-value estimate well above the current price level. Fundamentals remain strong (Piotroski score 9) and Aon has raised its dividend for 14 years. At the same time, Aon announced the planned, debt‑financed acquisition of midmarket broker USI for around 17 billion USD; analysts subsequently revised their price targets and assessments in differing ways. » Plus sur de.investing.com