Aon PLC vs Morgan Stanley — how do they compare? Aon PLC trades at $357.49 (market cap $76.23B), while Morgan Stanley trades at $223.19 (market cap $350.60B). The key difference: Morgan Stanley is far larger — about 4.6× Aon PLC's market cap, and Morgan Stanley pays the higher dividend (1.8%). Which is the better fit depends on your goals.
| AON | MS | |
|---|---|---|
Market Cap | $76.23B | $350.60B |
Sector | Financials | Financials |
52-Week High | $375.27 | $227.19 |
52-Week Low | $308.22 | $139.09 |
Enterprise Value | $90.29B | — |
Dividend Yield | 0.92% | 1.8% |
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.
Morgan Stanley (MS) trades at $222.28, up 0.07% on the day, with a bullish technical outlook and strong fundamental performance. Recent quarterly earnings consistently beat expectations, with Q1 2026 EPS of $3.43 surpassing the $3.02 estimate. Revenue growth accelerated to $66.0B in 2025, driving net income to $16.9B. The stock benefits from positive analyst sentiment, including involvement in high-profile deals like the Anthropic IPO.
The outlook remains positive given earnings momentum and a consensus price target of $225.80, though risks include volatile cash flows and rising debt levels. Investor sentiment is bolstered by strategic initiatives like AI integration in wealth management, but macroeconomic sensitivity and competitive pressures warrant monitoring for sustained growth.
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 →Morgan Stanley is a global investment bank whose history, through its legacy firms, can be traced back to 1924. The company has institutional securities, wealth management, and investment management segments. The company had about $5 trillion of client assets as well as over 70,000 employees at the end of 2021. Approximately 50% of the company's net revenue is from its institutional securities business, with the remainder coming from wealth and investment management. The company derives about 30% of its total revenue outside the Americas.
Read more on MS →