Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

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<ul><li>Aon plc reported first-quarter 2026 results reflecting continued execution of its strategic 3x3 Plan, with a focus on innovation through AI and advanced analytics, client segmentation emphasizing outcomes over transactions, and disciplined capital allocation.</li><li>The company operates in a complex, evolving macro environment characterized by geopolitical volatility, economic pressures, cyber risks, and accelerated technological change, all driving demand for integrated risk and human capital solutions.</li><li>Financially, Aon delivered a 5% organic revenue growth, in line with its mid-single-digit or greater guidance, supported by broad-based growth across its Commercial Risk, Reinsurance, Health, and Wealth segments.</li></ul>

Aon plc reported first-quarter 2026 results reflecting continued execution of its strategic 3x3 Plan, with a focus on innovation through AI and advanced analytics, client segmentation emphasizing outcomes over transactions, and disciplined capital allocation.The company operates in a complex, evolving macro environment characterized by geopolitical volatility, economic pressures, cyber risks, and accelerated technological change, all driving demand for integrated risk and human capital solutions.Financially, Aon delivered a 5% organic revenue growth, in line with its mid-single-digit or greater guidance, supported by broad-based growth across its Commercial Risk, Reinsurance, Health, and Wealth segments.

Aon: Can AI, Broker Copilot, And Advanced Risk Analyzers Reshape Its Growth Engine?

<ul><li>Aon plc's recent financial results highlight both the strengths and challenges faced by the company as it moves towards the completion of its 3x3 strategic plan.</li><li>Throughout 2025, the firm has demonstrated evident growth and made significant strides in strategic initiatives.</li><li>It reported 6% organic revenue growth for the second consecutive year, with total revenue increasing by 9% year-over-year to $17 billion.</li></ul>

Aon plc's recent financial results highlight both the strengths and challenges faced by the company as it moves towards the completion of its 3x3 strategic plan.Throughout 2025, the firm has demonstrated evident growth and made significant strides in strategic initiatives.It reported 6% organic revenue growth for the second consecutive year, with total revenue increasing by 9% year-over-year to $17 billion.

Aon: How Is Talent Becoming a Competitive Weapon in High-Growth Sectors?

<ul><li>Aon plc's recent earnings call for the third quarter of 2025 presents a mixed picture, characterized by both strong financial performance and certain areas that might require attention.</li><li>On one hand, the company has demonstrated strong organic revenue growth, a robust operating margin, and increased earnings per share.</li><li>On the other hand, challenges such as pricing pressures and a competitive talent landscape require ongoing strategic focus.</li></ul>

Aon plc's recent earnings call for the third quarter of 2025 presents a mixed picture, characterized by both strong financial performance and certain areas that might require attention.On one hand, the company has demonstrated strong organic revenue growth, a robust operating margin, and increased earnings per share.On the other hand, challenges such as pricing pressures and a competitive talent landscape require ongoing strategic focus.

Aon plc: The Reinsurance Expansion Playbook as Global Risk Complexity Reshapes Pricing & Coverage Demand!

<ul><li>Aon plc, a global leader in insurance brokerage and consulting services, is undergoing strategic realignment that has reignited acquisition speculation.</li><li>On September 3, 2025, the company confirmed it would divest the majority of its NFP wealth businesses—namely Wealthspire Advisors, Fiducient Advisors, and Newport Private Wealth—to private equity firm Madison Dearborn Partners for approximately $2.7 billion.</li><li>The transaction, expected to close in late Q4, will yield around $2.2 billion in after-tax proceeds and remove $127 million in trailing twelve-month EBITDA from Aon’s books.</li></ul>

Aon plc, a global leader in insurance brokerage and consulting services, is undergoing strategic realignment that has reignited acquisition speculation.On September 3, 2025, the company confirmed it would divest the majority of its NFP wealth businesses—namely Wealthspire Advisors, Fiducient Advisors, and Newport Private Wealth—to private equity firm Madison Dearborn Partners for approximately $2.7 billion.The transaction, expected to close in late Q4, will yield around $2.2 billion in after-tax proceeds and remove $127 million in trailing twelve-month EBITDA from Aon’s books.

Aon Just Offloaded $2.7 Billion In Assets—Is A Buyout Next?

<ul><li>Aon plc's second-quarter 2025 financial performance showcases a company effectively executing its strategic initiatives and achieving substantial growth in several key metrics.</li><li>Aon's financial model, underpinned by its Aon United strategy and the operational support of Aon Business Services (ABS), is demonstrating robust execution.</li><li>For the quarter, Aon achieved notable results including 6% organic revenue growth, driven by new business and strengthened client relationships.</li></ul>

Aon plc's second-quarter 2025 financial performance showcases a company effectively executing its strategic initiatives and achieving substantial growth in several key metrics.Aon's financial model, underpinned by its Aon United strategy and the operational support of Aon Business Services (ABS), is demonstrating robust execution.For the quarter, Aon achieved notable results including 6% organic revenue growth, driven by new business and strengthened client relationships.

AON Inc: M&A Services Expansion, Synergy Realization from NFP Acquisition & Key Growth Levers!

United States

Aon PLC is a professional services provider. The Company is comprised of risk and insurance brokerage consulting. Aon's services include helping manage risk for clients, negotiating and placing insurance risk with other carriers, and advising clients related to health and benefits, retirement, compensation, strategic human capital, and human resource outsourcing.

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Aon (AON US)

Aon: Can AI, Broker Copilot, And Advanced Risk Analyzers Reshape Its Growth Engine?

Aon plc reported first-quarter 2026 results reflecting continued execution of its strategic 3x3 Plan, with a focus on innovation through AI and...

Baptista Research

Aon: How Is Talent Becoming a Competitive Weapon in High-Growth Sectors?

Aon plc's recent financial results highlight both the strengths and challenges faced by the company as it moves towards the completion of its 3x3...

Baptista Research

Aon plc: The Reinsurance Expansion Playbook as Global Risk Complexity Reshapes Pricing & Coverage Demand!

Aon plc's recent earnings call for the third quarter of 2025 presents a mixed picture, characterized by both strong financial performance and...

Baptista Research

Aon Just Offloaded $2.7 Billion In Assets—Is A Buyout Next?

Aon plc, a global leader in insurance brokerage and consulting services, is undergoing strategic realignment that has reignited acquisition...

Baptista Research

AON Inc: M&A Services Expansion, Synergy Realization from NFP Acquisition & Key Growth Levers!

Aon plc's second-quarter 2025 financial performance showcases a company effectively executing its strategic initiatives and achieving substantial...

Baptista Research

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