Aon Forecasts 9.5% Rise in 2027 Employer Health Costs

Analyst
โดย Zacks Investment Research·US·Read original
Summary · why it matters

Aon plc expects U.S. employer health-care costs to rise 9.5% in 2027, pushing average plan costs above $19,000 per employee. The forecast, based on its Health Value Initiative database covering more than 1,100 employers, 7.9 million employees and $135 billion of 2026 health-care spending, points to higher medical service use, chronic illness, expensive claims and prescription drugs, especially specialty medicines and GLP-1 therapies, as key drivers. Employers' average cost rose 8.8% in 2026 to $14,432 per employee, while employee payroll contributions increased 6.4% to $3,130, and Aon says employers now fund about 82% of total plan costs. The projected increase would mark a fourth straight year of employer health-cost growth close to double digits, with total plan costs up 8.3% in 2026 to $17,562 per employee. Aon's Health Solutions generated $818 million of second-quarter 2026 revenues and 5% organic growth, while Willis Towers Watson's Health business posted 8% organic growth in the same period, and UnitedHealth Group and Centene Corporation are managing medical costs through pricing and benefit design.

Impact on stocks 4

Climate Adaptation & Water▲ · 1 stocks
Aon PLC
AON
▲ PositiveDemandrelevance

Aon forecasts higher employer health costs, driving demand for its health consulting services.

Financials▲ · 1 stocks
Willis Towers Watson PLC
WTW
▲ PositiveDemandrelevance

Willis Towers Watson's Health business posted 8% organic growth, benefiting from rising health costs.

Health Care▲ · 1 stocks
Centene Corp
CNC
± MixedPricingrelevance

Centene mentioned as managing medical costs through pricing and benefit design, but impact unclear.

Aging Population▲ · 1 stocks
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