Aon PLC vs iShares MSCI South Africa ETF — how do they compare? Aon PLC trades at $356.48 (market cap $75.72B), while iShares MSCI South Africa ETF trades at $68.5. The key difference: Aon PLC pays a 0.92% dividend while iShares MSCI South Africa ETF pays none, and Aon PLC is trading nearer its 52-week high, iShares MSCI South Africa ETF nearer its low. Which is the better fit depends on your goals.
| AON | EZA | |
|---|---|---|
Market Cap | $75.72B | — |
Sector | Financials | Broad Market / Factor |
52-Week High | $381.26 | $81.60 |
52-Week Low | $308.22 | $56.36 |
Enterprise Value | $90.33B | — |
Dividend Yield | 0.92% | — |
Signals from Pluang's Aura AI — not financial advice
AON trades at $358.3, down 0.68% on the day, with a neutral technical signal. The company reported strong Q2 2026 earnings, beating EPS estimates with $3.81 versus $3.8 expected, driven by 5% organic revenue growth. Valuation metrics include a P/E of 19.75 and P/S of 4.39, while profitability remains robust with a net income margin of 22.27% and ROE of 44.88%. Recent news highlights institutional buying and a new executive appointment.
The outlook is positive with a consensus price target of $410, implying 14% upside, supported by earnings momentum and solid cash flow. Risks include premium valuation concerns and modest organic growth. Analyst sentiment is balanced with 47% buy ratings, but high debt levels and competitive pressures warrant caution for investors.
EZA trades at $69.65, up 4.14% today, with a bullish technical signal from moving averages but overbought oscillators. The stock faces resistance near $68 and support at $66. Recent news highlights macroeconomic pressures on its South African-focused portfolio, including exposure to gold, banking, and platinum group metals amid rising interest rates and inflation.
The outlook is mixed, with technical strength offset by fundamental headwinds from global reflation. Investment opportunities hinge on commodity price stability, while risks include yield curve dynamics and cost of capital increases that may pressure constituent earnings.
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 →EZA is a country-specific ETF that tracks the South African equity market. It provides exposure to large and mid-cap companies across key sectors like materials and financials, with top holdings such as AngloGold Ashanti and Naspers.
Read more on EZA →