Willis Towers Watson Public Limited Co

Willis Towers Watson Public Limited Co

WTW

Get informed when a big investor buys or sells

+ Follow
Market Cap$31.73B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Willis Towers Watson Public Limited CoWillis Towers Watson Public Limited Co20.61.12%20%3.21

Earnings Call Q2 2026

July 30, 2026 - AI Summary

Q2 financial performance strong; outlook for 2026 unchanged - Organic revenue: +5% (acquisitions contributed ~3 pts to reported growth). - Adjusted operating margin: 19.5%, +100 bps YoY. - Adjusted diluted EPS: $3.35, +17% YoY. - Segment momentum: R&B +7% organic (led by specialization + tech/talent), HWC +4% organic (driven by Health +8%, Wealth +2%, Career flat due to Middle East softness). - Company confidence maintained: mid-single-digit organic growth and continued annual operating margin expansion for 2026.
Propel (AI Acceleration Plan) announced: major margin/cash flow step-up target - Plan scope/timeline: complete by end of 2028. - Cost savings target: ~$400m run-rate savings, with ~$350m net run-rate savings after reinvestment (aiming for ~1.6x cash-cost-to-achieve). - Investment required: ~$625m total investment; expected ~$25m noncash charges. - Margin target: enterprise adjusted operating margin ~30% by 2028 (segment targets: HWC ~35%, R&B ~30%). - Free cash flow: expects improvement commensurate with margin expansion; after plan ends (2029) expects a step-up in free cash flow margin.
Execution signals from AI already in production (surprising/important evidence) - Rewards AI in HWC now used by 5,000+ client users (about 2x vs last quarter). - Violet Suite (benefit decision support) served 12m+ plan participants; increased benefit decision support use +52% and cut follow-ups -60%. - Neuron / Willis Navigator in R&B is live in daily use: - scheduled insurance generated in ~5 minutes vs ~4 hours - real estate premium allocations in minutes vs 2–4 weeks - contract reviews available on demand. - Reinforced theme: business + engineering “forward deployment” improves client experience rather than degrading it.

Exclusive for Stockcircle Pro members

Sign upSign Up
$343.72

Target Price by Analysts

0.6% upsideWillis Towers Watson Public Limited Target Price DetailsTarget Price
$306.44

Current Fair Value

10.3% downside

Overvalued by 10.3% based on the discounted cash flow analysis.

Share Statistics

Market cap$31.73 Billion
Enterprise Value$38.10 Billion
Dividend Yield$3.76 (1.12%)
Earnings per Share$16.34
Beta0.44
Outstanding Shares94,000,000

Return

Return on Equity20.36%ROE
Return on Assets5.12%
Return on Invested Capital15.03%

Valuation & Multiples

P/E Ratio20.6P/E Ratio
PEG-66.84PEG
Price to Sales3.19Price to Sales
Price to Book Ratio4.17Price to Book Ratio
Enterprise Value to Revenue3.77
Enterprise Value to EBIT16.55
Enterprise Value to Net Income24
Total Debt to Enterprise0.21
Debt to Equity1.04Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 30, 2026
EPS Estimate
$3.12
Average shareholder expectation
Revenue Estimate
$2.42 B
Average shareholder expectation

Next Earnings Call

Expected Date
October 29, 2026
EPS Estimate
$3.62
Average shareholder expectation
Revenue Estimate
$2.46 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.0000 49.28%
Total Calls- 100.00%
Total Puts- 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %3.06% 91.99%
Total Invested$758.54M 97.21%
Investors Holding243 488.00%

ESG Score

No data

About Willis Towers Watson Public Limited Co

2,020 employees
CEO: John Haley

Willis Towers Watson is a leading global advisory, broking and solutions company that designs and delivers solutions that manage risk, optimize benefits, cultivate talent and expand the power of capital to protect and strengthen institut...

Relevant Senate Committees

Joint Committee on Taxation

This committee's expertise and revenue estimates directly influence corporate tax structures, capital investment credits, and the overall tax burden. These are critical factors for WTW's corporate clients and its own financial planning, directly affecting valuation and investment strategies.

Finance

This is the most powerful economic committee, controlling taxation, trade, and entitlement spending. These areas directly impact corporate valuations (relevant to WTW's investment consulting), the financial health of its global clients, and healthcare costs (affecting benefits solutions).

Health, Education, Labor, and Pensions

This committee directly regulates areas central to WTW's business, including labor laws (impacting 'cultivating talent' and HR consulting), and health and pension regulations (core to 'optimizing benefits' and actuarial services).

Banking, Housing, and Urban Affairs

This committee directly regulates the entire financial system, including the Fed and SEC. As a company in the Finance and Insurance sector, WTW's clients and its 'capital solutions' business are directly impacted by regulations on banks, financial products, and emerging areas like cryptocurrency.