Willis Towers Watson (WTW)

• Market cap: $32.3B
• 1 day: 2.82%
• 5 days: -1.29%
• 1 month: -3.72%
• 3 months: 1.25%
• 6 months: 11.29%
• Year to date: 4.98%
• 1 year: 22.44%
• 5 years: 74.69%
• 10 years: 158.01%
• Sector: Financials
• Industry: Insurance Brokers

About: Willis Towers Watson PLC is an advisory, broking, and solutions company that provides data-driven, insight-led solutions in the areas of people, risk, and capital. The company's segments include Health, Wealth & Career (HWC) and Risk & Broking (R&B). The HWC segment provides an array of advice, broking, solutions and technology for employee benefit plans, institutional investors, compensation and career programs, and employee experience overall. It focuses on four key areas: Health, Wealth, Career and Benefits Delivery & Outsourcing. The R&B segment provides risk advice, insurance brokerage and consulting services to clients ranging from small businesses to multinational corporations. Its R&B segment includes two businesses: Corporate Risk & Broking and Insurance Consulting and Technology.

Employees: 48,900

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

75% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 61

27% more funds holding in top 10

Funds holding in top 10: 15 [Q3] → 19 (+4) [Q4]

9% more capital invested

Capital invested by funds: $27.1B [Q3] → $29.5B (+$2.44B) [Q4]

5% more funds holding

Funds holding: 663 [Q3] → 697 (+34) [Q4]

3.04% more ownership

Funds ownership: 90.48% [Q3] → 93.52% (+3.04%) [Q4]

5% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 236

8% less call options, than puts

Call options by funds: $29M | Put options by funds: $31.5M

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $316 3% downside
• Avg. target: $361 11% upside
• High target: $395 22% upside

3 analyst ratings

• positive: 2 67%
• neutral: 0 0%
• negative: 1 33%

Barclays Alex Scott 40% 1-year accuracy 38 / 94 met price target	3% downside $316	Underweight Maintained	11 Apr 2025
Jefferies Andrew Andersen 63% 1-year accuracy 5 / 8 met price target	14% upside $371	Buy Maintained	11 Apr 2025
UBS Brian Meredith 74% 1-year accuracy 23 / 31 met price target	22% upside $395	Buy Upgraded	18 Mar 2025