Aon PLC vs Utilities Select Sector SPDR Fund — how do they compare? Aon PLC trades at $356.48 (market cap $75.72B), while Utilities Select Sector SPDR Fund trades at $43.7. The key difference: Aon PLC pays a 0.92% dividend while Utilities Select Sector SPDR Fund pays none, and Aon PLC is trading nearer its 52-week high, Utilities Select Sector SPDR Fund nearer its low. Which is the better fit depends on your goals.
| AON | XLU | |
|---|---|---|
Market Cap | $75.72B | — |
Sector | Financials | — |
52-Week High | $381.26 | $47.73 |
52-Week Low | $308.22 | $41.31 |
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.
XLU trades at $43.61, up 0.51% with a bearish technical signal from moving averages. The ETF benefits from AI-driven power demand, with recent news highlighting increased call option activity and sector momentum. Support sits at $42-43 while resistance is at $44-45. The utilities sector is gaining attention as AI data centers drive electricity consumption growth.
The outlook remains mixed with technical weakness offset by strong sector fundamentals. AI power demand creates growth opportunities, but regulatory risks and interest rate sensitivity pose challenges. The ETF's defensive income characteristics provide stability amid market volatility.
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 →In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: electric utilities; water utilities; multi-utilities; independent power and renewable electricity producers; and gas utilities. The fund is non-diversified.
Read more on XLU →