Barclays vs Aon
This page compares Barclays plc and Aon plc, outlining their business models, financial performance, and market context in a neutral, accessible way. It presents clear, non-speculative information to help readers understand how each organisation operates. Educational content, not financial advice.
This page compares Barclays plc and Aon plc, outlining their business models, financial performance, and market context in a neutral, accessible way. It presents clear, non-speculative information to ...
Why It's Moving
Barclays Stock Edges Up as AI Surges Past Macro Worries in 2026 Outlook
- Bank highlights AI eclipsing macro risks as the top market driver for 2026, signaling robust tech momentum boosting trading and investment banking.
- Stock up 0.73% to $26.39 last session amid a tight daily range of 26.34-26.39, reflecting controlled optimism.
- Valuation edge shows P/E at 8.7x versus sector 10.1x and price/book at 0.7x below peers, drawing value hunters in financials.
Barclays Stock Edges Up as AI Surges Past Macro Worries in 2026 Outlook
- Bank highlights AI eclipsing macro risks as the top market driver for 2026, signaling robust tech momentum boosting trading and investment banking.
- Stock up 0.73% to $26.39 last session amid a tight daily range of 26.34-26.39, reflecting controlled optimism.
- Valuation edge shows P/E at 8.7x versus sector 10.1x and price/book at 0.7x below peers, drawing value hunters in financials.
Investment Analysis
Barclays
BCS
Pros
- Barclays has delivered strong recent share price performance, rising 58% over the past year and 266% over five years.
- The bank maintains a low price-to-earnings ratio of 10.6, below the typical fair value benchmark, suggesting it remains undervalued.
- Barclays is returning significant capital to shareholders, with a planned £10bn return through dividends and share buybacks by 2026.
Considerations
- Barclays' share price forecasts are mixed, with some analysts predicting a near-term decline and a wide range of price targets.
- The bank's price-to-book ratio is below 1, indicating ongoing concerns about asset quality or future profitability.
- Barclays faces ongoing regulatory scrutiny and macroeconomic risks, particularly in its investment banking and international operations.
Aon
AON
Pros
- Aon is a leading global professional services firm with a strong presence in risk management and human capital consulting.
- The company has seen consistent institutional investor support, with over 86% of shares held by institutions and hedge funds.
- Aon has delivered steady dividend growth, with recent increases reflecting confidence in its cash flow generation.
Considerations
- Aon faces intense competition in the insurance brokerage and consulting sectors, which can pressure margins and growth.
- The company's performance is sensitive to global economic cycles, with demand for its services fluctuating during downturns.
- Some institutional investors have reduced their stakes in Aon, suggesting cautious sentiment among certain market participants.
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Barclays (BCS) Next Earnings Date
Barclays PLC (BCS) next earnings release is expected on February 12, 2026. This report will cover the full-year 2025 results, consistent with the company's historical reporting pattern for Q4. Investors should note that the exact date remains unconfirmed by the company, with estimates clustering around February 10-12, 2026 based on prior cycles.
Barclays (BCS) Next Earnings Date
Barclays PLC (BCS) next earnings release is expected on February 12, 2026. This report will cover the full-year 2025 results, consistent with the company's historical reporting pattern for Q4. Investors should note that the exact date remains unconfirmed by the company, with estimates clustering around February 10-12, 2026 based on prior cycles.
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Explore BasketBuy BCS or AON in Nemo
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