Aon plc Q1 2026 Earnings Release - Strong Revenue Growth and Dividend Increase

Aon plc reported strong first-quarter 2026 results with 6% total revenue growth to $5.034 billion and 5% organic revenue growth. The company achieved diluted EPS of $5.63 and adjusted EPS of $6.48, representing 27% and 14% increases respectively. Operating income grew 17% to $1.715 billion with operating margin expanding to 34.1%. The company returned $662 million to shareholders through dividends and share repurchases during the quarter and announced a 10% increase to its quarterly dividend, marking the sixth consecutive double-digit annual increase. Aon reaffirmed its 2026 guidance of mid-single-digit or greater organic revenue growth, 70-80 basis points of adjusted operating margin expansion, strong adjusted EPS growth, and double-digit free cash flow growth. The company's strong performance was driven by execution of its Aon United strategy and 3x3 Plan, with particular strength in Commercial Risk Solutions (7% organic growth) and Health Solutions (4% organic growth).