AON dividend analysis

AON dividend deep dive

Income read on AON: trailing yield 4.90%, payout ratio 79%, 5y CAGR 9.9%, 10y CAGR 7.9%. The growth streak runs 10 years.

AON dividend-safety read: 72/100. The score is the Quality pillar (84/100) penalized for high payout — at 79% of earnings, that adjustment pulls the headline down from raw Quality.

AON DRIP table at flat yield + growth: 5y ≈ 30.0%, 10y ≈ 69.0%, 20y ≈ 185.5% cumulative income return on the 4.90% starting yield. Useful as a back-of-envelope only — assumes the yield stays at TTM and the growth rate persists.

AON sits in a peer group of KO (5.00%), PG (1.50%), PEP (2.90%), with the trio yielding a mean of 3.13%. The 4.90% yield on AON is the cleanest single-number comparison; payout ratio and growth rate are the two follow-ups.

Ex-dividend cadence on AON: most recent ex-date 2026-03-01, payment 2026-03-15. Quarterly schedules are the norm for US payers; the ex-date is the cutoff for entitlement to the upcoming distribution, while the payment date is when cash hits the brokerage.

Income thesis line for AON: starting yield of 4.90%, projected growth of 9.9%, safety read 72/100. The forward open question is the durability of the next dividend hike given the 79% earnings payout.