Willis Towers Watson Public Limited Company (WTW) AI Stock Analysis

Willis Towers Watson Public Limited Company operates globally as an advisory, broking, and solutions provider structured into two primary segments: Health, Wealth and Career, and Risk and Broking. The Health, Wealth and Career segment provides actuarial support, pension and retirement plan administration, health benefit broking, benefits outsourcing, and total rewards consulting. The Risk and Broking segment delivers risk advisory, insurance brokerage, and consulting across property and casualty, aerospace, construction, and marine sectors. It also offers investment consulting, insurance technology solutions, underwriting and capital management services, and capital market advisory.

Revenue grew from $9.00B in FY2021 to $9.93B in FY2024 before declining 2.2% to $9.71B in FY2025, delivering a 5-year revenue CAGR of 2.4% from FY2020 to FY2025. Operating margin fluctuated from 24.5% in FY2021 down to 6.3% in FY2024, rebounding to 23.0% in FY2025. Net income moved from $4.22B in FY2021 to -$98.0M in FY2024, before increasing to $1.60B in FY2025. For the latest quarter ended June 30, 2026, revenue increased 9.1% year-over-year, while quarterly earnings fell 26.8%. TTM revenue stood at $10.10B with a profit margin of 15.5%.

As of June 30, 2026, Willis Towers Watson held $1.63B in cash and short-term investments against total debt of $7.10B, resulting in net debt of $5.47B. The company maintained a debt-to-equity ratio of 0.92, total assets of $30.56B, and a current ratio of 1.10. In FY2025, operating cash flow reached $1.77B, funding $229.0M in capital expenditures. Cash deployment in FY2025 included $1.65B allocated to share buybacks and $358.0M paid in dividends.

WTW trades at a trailing P/E of 19.5x and a forward P/E of 13.1x, compared to medians of 14.2x and 12.2x for its S&P 500 Financial Services peers. Its enterprise value to EBITDA is 10.6x, below the peer median of 15.7x, while its price-to-sales multiple is 2.9x versus the peer median of 3.1x. Over the past year, the stock generated a return of -2.6%, trailing the S&P 500 return of 16.8%. Over a 5-year horizon, WTW produced a return of 36.6% compared to 83.0% for the S&P 500.

WTW pays an annual forward dividend of $3.84 per share, resulting in a dividend yield of 1.22%. The dividend is distributed quarterly with a payout ratio of 20.8%. Willis Towers Watson has paid dividends for 24 consecutive years, reflecting an annualized 5-year dividend growth rate of 6.0%. The company's last ex-dividend date occurred on September 30, 2026.

Wall Street analysts hold 12 Strong Buy, 2 Buy, and 7 Hold ratings on WTW, with zero Sell or Strong Sell ratings. The mean price target is $370.63, representing 17.5% upside from the last close of $315.49. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $19.82 on revenue of $10.47B. Willis Towers Watson beat EPS estimates in each of the last 4 quarters, with its next earnings date scheduled for October 29, 2026.

This page is an AI-written research summary of Willis Towers Watson Public Limited Company (WTW). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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