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Willis Towers Watson PLC (WTW)
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Upturn Advisory Summary
01/07/2026: WTW (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
18 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $368.53
1 Year Target Price $368.53
| 8 | Strong Buy |
| 5 | Buy |
| 4 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 38.43% | Avg. Invested days 81 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 01/07/2026 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 32.79B USD | Price to earnings Ratio 16.07 | 1Y Target Price 368.53 |
Price to earnings Ratio 16.07 | 1Y Target Price 368.53 | ||
Volume (30-day avg) 18 | Beta 0.64 | 52 Weeks Range 290.50 - 351.81 | Updated Date 01/7/2026 |
52 Weeks Range 290.50 - 351.81 | Updated Date 01/7/2026 | ||
Dividends yield (FY) 1.10% | Basic EPS (TTM) 20.91 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 21.58% | Operating Margin (TTM) 18.88% |
Management Effectiveness
Return on Assets (TTM) 5.08% | Return on Equity (TTM) 27.63% |
Valuation
Trailing PE 16.07 | Forward PE 17.36 | Enterprise Value 36167108829 | Price to Sales(TTM) 3.34 |
Enterprise Value 36167108829 | Price to Sales(TTM) 3.34 | ||
Enterprise Value to Revenue 3.69 | Enterprise Value to EBITDA 10.72 | Shares Outstanding 95748613 | Shares Floating 95379981 |
Shares Outstanding 95748613 | Shares Floating 95379981 | ||
Percent Insiders 0.25 | Percent Institutions 99.45 |
Upturn AI SWOT
Willis Towers Watson PLC
Company Overview
History and Background
Willis Towers Watson PLC (NASDAQ: WLTW) is a global multinational risk management, insurance brokerage and advisory company. It was formed in January 2016 through the merger of Willis Group Holdings and Towers Watson. The roots of Willis Group can be traced back to 1828, while Towers Watson was formed from the merger of Towers Perrin and Watson Wyatt in 2010. The combined entity aims to provide integrated solutions across risk, health, and retirement.
Core Business Areas
- Health and Benefits: Provides advice and services to employers on employee health and welfare benefits, including health insurance, retirement plans, and other benefits consulting. This segment helps organizations design, implement, and manage their employee benefits programs to attract, retain, and motivate talent.
- Risk and Broking: Offers a comprehensive suite of risk management and insurance brokerage services to clients across various industries. This includes property and casualty insurance, executive risks, specialty insurance, and claims management. They help clients identify, assess, and mitigate risks.
- Talent and Rewards: Focuses on helping organizations manage their human capital. This includes compensation consulting, performance management, workforce analytics, and talent strategy development. They assist clients in aligning their talent strategies with business objectives.
Leadership and Structure
Willis Towers Watson operates with a global leadership team responsible for strategy, operations, and client service. The company is structured into its main business segments (Health & Benefits, Risk & Broking, Talent & Rewards) and regional operations. Key leadership positions include the CEO, CFO, and heads of various business segments and geographies.
Top Products and Market Share
Key Offerings
- Employee Benefits Consulting: Offers a wide range of services for designing, implementing, and managing employee benefits programs. This includes health insurance, retirement plans, and voluntary benefits. Competitors include Mercer, Aon, and Gallagher.
- Commercial Insurance Broking: Provides brokerage services for commercial insurance policies, including property, casualty, and specialty lines. They also offer risk management and claims advocacy. Competitors include Marsh, Aon, and Chubb.
- Talent and Compensation Advisory: Advises companies on executive compensation, performance management, workforce planning, and talent acquisition/retention strategies. Competitors include Mercer, Korn Ferry, and EY-Parthenon.
Market Dynamics
Industry Overview
The risk management, insurance brokerage, and HR consulting industry is characterized by a growing demand for specialized expertise, digital transformation, and data analytics. Companies are increasingly seeking integrated solutions to manage complex risks and optimize their workforce. The industry is competitive, with a mix of large global players and smaller specialized firms.
Positioning
Willis Towers Watson is a leading global player in its industry, leveraging its broad expertise across risk, health, and talent. Its competitive advantages include its global reach, integrated service offerings, strong client relationships, and advanced data analytics capabilities. The company is well-positioned to capitalize on the trend towards holistic risk and talent management.
Total Addressable Market (TAM)
The total addressable market for risk management, insurance brokerage, and HR consulting is substantial and estimated to be in the hundreds of billions of dollars globally. Willis Towers Watson, as a significant global player, addresses a large portion of this TAM through its diverse service offerings and client base.
Upturn SWOT Analysis
Strengths
- Global scale and reach
- Integrated service offerings across risk, health, and talent
- Strong brand reputation and established client relationships
- Significant investment in data analytics and technology
- Diversified revenue streams across multiple industries and geographies
Weaknesses
- Potential for integration challenges post-merger
- Reliance on key client relationships
- Sensitivity to economic downturns and market volatility
- Competition from both large diversified players and niche specialists
Opportunities
- Increasing demand for specialized risk management solutions
- Growth in emerging markets
- Leveraging technology and AI for enhanced service delivery
- Consolidation within the industry
- Focus on ESG (Environmental, Social, and Governance) related advisory services
Threats
- Intensifying competition and pricing pressures
- Regulatory changes impacting the insurance and consulting sectors
- Cybersecurity threats and data breaches
- Geopolitical instability and economic uncertainty
- Disruption from new market entrants or business models
Competitors and Market Share
Key Competitors
- Aon PLC (AON)
- Marsh & McLennan Companies (MMC)
Competitive Landscape
Willis Towers Watson competes with other large global brokerage and consulting firms as well as smaller specialized players. Its advantages lie in its integrated model and deep expertise, while potential disadvantages could be competing against larger entities with broader resources or more agile niche competitors.
Major Acquisitions
Prime Care
- Year: 2023
- Acquisition Price (USD millions):
- Strategic Rationale: Acquisition to enhance capabilities in the health and benefits consulting space.
Acquired multiple smaller brokerage and consulting firms globally
- Year: Ongoing
- Acquisition Price (USD millions):
- Strategic Rationale: To expand geographic reach, strengthen specific service lines, and acquire specialized expertise.
Growth Trajectory and Initiatives
Historical Growth: Willis Towers Watson has experienced steady historical growth, fueled by organic expansion within its core segments and strategic acquisitions. The merger in 2016 was a significant event that created a more powerful entity with enhanced market position.
Future Projections: Analyst projections for Willis Towers Watson generally indicate continued revenue growth and profit expansion, driven by increasing demand for its integrated solutions and its focus on innovation. Growth is expected to be supported by both organic initiatives and potential strategic partnerships or acquisitions.
Recent Initiatives: Recent initiatives have likely focused on digital transformation, enhancing data analytics capabilities, expanding service offerings in high-growth areas like ESG, and optimizing operational efficiency to drive profitability.
Summary
Willis Towers Watson PLC is a strong global player in the risk management and HR consulting sector. Its integrated service model and focus on data analytics provide significant competitive advantages. The company benefits from a robust market demand for its offerings and has a history of consistent growth. Key areas to monitor include navigating intense competition, adapting to evolving regulatory landscapes, and continuing to innovate in digital solutions.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Investor Relations Filings (SEC)
- Financial News Outlets (e.g., Bloomberg, Reuters, Wall Street Journal)
- Industry Analysis Reports
- Market Research Databases
Disclaimers:
This JSON output is for informational purposes only and does not constitute financial advice. Data may be subject to change and may not be completely up-to-date. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Willis Towers Watson PLC
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2016-01-05 | CEO & Director Mr. Carl Aaron Hess CERA, F.S.A. | ||
Sector Financial Services | Industry Insurance Brokers | Full time employees 49000 | Website https://www.wtwco.com |
Full time employees 49000 | Website https://www.wtwco.com | ||
Willis Towers Watson Public Limited Company operates as an advisory, broking, and solutions company worldwide. It operates through two segments: Health, Wealth & Career and Risk & Broking. The company offers strategy and design consulting, plan management service and support, broking and administration services for health, wellbeing, and other group benefit programs, including medical, dental, disability, life, voluntary benefits, and other coverages; actuarial support, plan design, and administrative services for pension and retirement savings plans; retirement consulting services and solutions; and integrated solutions that consists of investment discretionary management, pension administration, core actuarial, and communication and change management assistance services. It also provides advice, data, software, and products to address clients' total rewards and talent issues; and risk advice, insurance brokerage, and consulting services in the areas of property and casualty, affinity, risk and analytics, aerospace, construction, global markets direct and facultative, financial, executive and professional risks, financial solutions, crisis management, surety, marine, and natural resources. In addition, the company offers software and technology, risk and capital management, products and product pricing, financial and regulatory reporting, financial and capital modeling, M&A, outsourcing, and business management services. The company was formerly known as Willis Group Holdings Public Limited Company and changed its name to Willis Towers Watson Public Limited Company in January 2016. Willis Towers Watson Public Limited Company was founded in 1828 and is based in London, the United Kingdom.
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