Willis Towers Watson

WTW Reports Q4 Revenue of $2.94B, 6% Organic Growth; Risk & Broking Segment Sees 10% Revenue Increase

WillisTowersWatson

Willis Towers Watson's 15min chart shows KDJ Death Cross and Bearish Marubozu signals.

Wells Fargo Maintains Overweight on Willis Towers Watson, Raises PT to $379.

Evercore ISI Group maintains Outperform, PT raised to $390 for Willis Towers Watson.

Truist Securities Maintains Buy Rating, Raises PT to $400 on Willis Towers Watson.

Catalyst<ul> <li>Most analysts rate WTW Buy or Strong Buy, showing broad institutional optimism.</li></ul>Risk<ul> <li>Bearish signals are obviously dominant in the technical indicators (3 bearish vs 1 bullish).</li> <li>Fund flows show negative trends across all order sizes, indicating lack of institutional or retail confidence.</li> <li>WTW has an RSI Overbought signal with a biased bearish evaluation, suggesting potential for a reversal downward.</li> <li>Market expectations for WTW tend to be pessimistic despite divergent analyst ratings.</li></ul>

Key Factors

WTW reported Q4 revenue of $2.94bn, with 6% organic growth and a 3% YoY decline in net income to $736m. WTW's Risk & Broking segment saw a 10% revenue increase in Q4, with operating income rising 8% to $383m. WTW's adjusted operating margin expanded 80 basis points year-over-year to 36.9% in Q4, driven by portfolio optimization including the TRANZACT divestiture. WTW expects a $250m revenue boost from the 2026 acquisition of US broker Newfront. Wells Fargo and Evercore ISI raised WTW's price targets to $379 and $390, respectively, maintaining positive ratings.

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