Aon PLC vs Arm Holdings plc — how do they compare? Aon PLC trades at $357.49 (market cap $76.23B), while Arm Holdings plc trades at $312.11 (market cap $345.41B). The key difference: Arm Holdings plc is far larger — about 4.5× Aon PLC's market cap, and Aon PLC pays a 0.92% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| AON | ARM | |
|---|---|---|
Market Cap | $76.23B | $345.41B |
Sector | Financials | Technology |
52-Week High | $375.27 | $439.46 |
52-Week Low | $308.22 | $104.55 |
Enterprise Value | $90.29B | $342.26B |
Dividend Yield | 0.92% | — |
Signals from Pluang's Aura AI — not financial advice
AON trades at $356.94, up 0.39% with a bullish technical outlook supported by moving averages. The company demonstrates strong fundamentals with Q1 2026 EPS of $6.48 beating expectations and revenue growth from $17.18B in 2025 to projected $17.5B in 2026. Net income margin improved to 22.54% with robust ROE of 46.82%. Recent news highlights dividend declarations and upcoming Q2 earnings.
AON presents a compelling investment case with consistent earnings beats, strong profitability metrics, and analyst consensus target of $399.67 offering 12% upside. Risks include elevated valuation multiples and debt levels, while institutional sentiment remains positive with 50% buy ratings. The stock's technical strength and fundamental growth support continued upward momentum.
ARM Holdings trades at $323.39, down 1.37% over 24 hours, with a bullish technical outlook supported by moving averages and strong quarterly earnings beats. The company reported robust revenue growth to $4.01B in 2025, with net income of $792M, though valuation ratios like P/E of 380.46 reflect premium pricing. Recent news highlights ARM's role in AI infrastructure and data center expansion, driving investor optimism.
Outlook remains positive with analyst consensus favoring buy ratings (74.07%) and a $321.65 price target, but risks include high valuation sensitivity and competitive pressures in the semiconductor space. Upside potential hinges on continued AI-driven demand and execution of growth initiatives like the AGI CPU launch.
Trailing returns across standard periods
Latest headlines on both assets
Aon is a leading global provider of insurance and reinsurance brokerage and human resource solutions. Its operations are tilted toward its brokerage operations. Headquartered in London, Aon has about 50,000 employees and operations in 120 countries around the world.
Read more on AON →Arm Holdings designs the architecture for high-performance, energy-efficient processors used in nearly all smartphones and millions of other devices. Its intellectual property powers global computing from mobile to AI.
Read more on ARM →