Willis Towers Watson Public (NASDAQ:WTW) Announces Earnings Results

Willis Towers Watson Public (NASDAQ:WTW) announced its earnings results on Thursday. The company reported $3.35 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.12 by $0.23, FiscalAI reports. Willis Towers Watson Public had a return on equity of 22.19% and a net margin of 15.49%.The firm had revenue of $2.47 billion during the quarter, compared to analyst estimates of $2.42 billion. During the same period last year, the firm posted $2.86 EPS. The business’s revenue was up 9.1% compared to the same quarter last year.

Here are the key takeaways from Willis Towers Watson Public’s conference call:

• Strong second-quarter execution: WTW reported 5% organic revenue growth, 100 basis points of adjusted operating-margin expansion to 19.5%, and adjusted EPS of $3.35, up 17% year over year.
• Risk & Broking led performance with 7% organic growth, supported by specialty-business momentum, new-business wins, and strong retention; Health also grew 8%, while management maintained its full-year mid-single-digit growth outlook.
• WTW launched Propel, an AI and automation program expected to require approximately $625 million of cash investment and generate $400 million in run-rate savings, or $350 million after planned growth reinvestment, by the end of 2028.
• Propel raises WTW’s 2028 adjusted operating-margin targets to approximately 30% enterprise-wide, 35% in Health, Wealth & Career, and 30% in Risk & Broking; management expects substantial free-cash-flow-margin improvement after program costs subside in 2029.
• Near-term conditions remain mixed, with declining insurance rates across most lines, a softer labor market, and geopolitical conflict—particularly in the Middle East—pressuring discretionary Career projects; management also expects most Propel costs to occur in 2027–2028.

Willis Towers Watson Public Price Performance

NASDAQ WTW traded down $0.13 during trading hours on Friday, hitting $335.92. The company had a trading volume of 855,230 shares, compared to its average volume of 548,264. The company has a debt-to-equity ratio of 0.74, a quick ratio of 2.92 and a current ratio of 1.68. The firm has a market capitalization of $31.73 billion, a price-to-earnings ratio of 20.66, a PEG ratio of 1.09 and a beta of 0.43. Willis Towers Watson Public has a 52 week low of $240.61 and a 52 week high of $352.79. The firm has a 50 day simple moving average of $275.76 and a 200 day simple moving average of $286.91.

Willis Towers Watson Public Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th were issued a dividend of $0.96 per share. The ex-dividend date of this dividend was Tuesday, June 30th. This represents a $3.84 dividend on an annualized basis and a yield of 1.1%. Willis Towers Watson Public’s dividend payout ratio is 23.62%.

Trending Headlines about Willis Towers Watson Public

Here are the key news stories impacting Willis Towers Watson Public this week:

• Positive Sentiment: WTW reported second-quarter adjusted earnings of $3.35 per share, exceeding the $3.12 consensus estimate, while revenue rose 9.1% year over year to $2.47 billion, above expectations. Broad-based organic growth and margin expansion offset higher integration costs. WTW Reports Second Quarter 2026 Earnings
• Positive Sentiment: Management’s Propel initiative targets approximately $400 million in run-rate savings and an adjusted operating margin near 30% by 2028, offering a potential catalyst for profitability and cash flow if successfully executed. WTW Propel Margin and Savings Plan
• Positive Sentiment: Wells Fargo raised its price target from $341 to $378 and assigned an “overweight” rating. Truist lifted its target from $320 to $400 and reiterated a “buy” rating, signaling continued confidence in WTW’s earnings growth and transformation strategy. Analyst Price Target Actions
• Neutral Sentiment: WTW’s earnings call highlighted continued organic growth, acquisitions and margin gains as key drivers, but investors will likely focus on whether cost savings and integration efforts translate into the company’s 2028 targets. WTW Q2 2026 Earnings Call Transcript
• Negative Sentiment: Analysts disclosed risks tied to WTW’s artificial-intelligence transformation, including execution, regulatory compliance and workforce challenges that could affect competitiveness and growth. WTW AI Transformation Risks
• Negative Sentiment: Zacks Research modestly reduced several 2027–2028 EPS estimates, including its FY2028 forecast to $23.57 from $23.60, reflecting a cautious longer-term earnings view despite the current-quarter beat.

Wall Street Analysts Forecast Growth

Several brokerages have commented on WTW. Citigroup raised shares of Willis Towers Watson Public from a “neutral” rating to a “buy” rating and set a $300.00 price objective on the stock in a research report on Wednesday, May 6th. Cantor Fitzgerald raised their price target on shares of Willis Towers Watson Public from $322.00 to $344.00 and gave the stock a “neutral” rating in a research note on Thursday, July 9th. Keefe, Bruyette & Woods upped their price objective on Willis Towers Watson Public from $380.00 to $381.00 and gave the company an “outperform” rating in a research note on Wednesday, July 8th. BMO Capital Markets raised Willis Towers Watson Public from a “market perform” rating to an “outperform” rating and reduced their price objective for the company from $347.00 to $300.00 in a report on Friday, May 1st. Finally, Barclays decreased their target price on Willis Towers Watson Public from $322.00 to $303.00 and set an “equal weight” rating for the company in a research report on Tuesday, July 7th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $354.27.

Insider Buying and Selling at Willis Towers Watson Public

In related news, insider Lucy Clarke purchased 1,896 shares of the firm’s stock in a transaction dated Wednesday, May 6th. The shares were purchased at an average cost of $263.37 per share, for a total transaction of $499,349.52. Following the completion of the transaction, the insider directly owned 22,717 shares in the company, valued at approximately $5,982,976.29. This represents a 9.11% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. 0.40% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Willis Towers Watson Public

Several hedge funds have recently bought and sold shares of the company. Dodge & Cox raised its holdings in shares of Willis Towers Watson Public by 90.7% during the 4th quarter. Dodge & Cox now owns 6,925,525 shares of the company’s stock valued at $2,275,728,000 after buying an additional 3,293,334 shares in the last quarter. Invesco Ltd. boosted its stake in Willis Towers Watson Public by 2.7% in the fourth quarter. Invesco Ltd. now owns 2,212,870 shares of the company’s stock worth $727,149,000 after buying an additional 57,162 shares in the last quarter. Alliancebernstein L.P. grew its position in Willis Towers Watson Public by 80.2% during the second quarter. Alliancebernstein L.P. now owns 1,038,275 shares of the company’s stock valued at $318,231,000 after acquiring an additional 462,249 shares during the last quarter. Dimensional Fund Advisors LP boosted its stake in shares of Willis Towers Watson Public by 0.4% in the 4th quarter. Dimensional Fund Advisors LP now owns 988,707 shares of the company’s stock valued at $324,933,000 after purchasing an additional 3,875 shares in the last quarter. Finally, Morgan Stanley boosted its stake in shares of Willis Towers Watson Public by 4.5% in the 4th quarter. Morgan Stanley now owns 942,389 shares of the company’s stock valued at $309,670,000 after purchasing an additional 40,781 shares in the last quarter. Hedge funds and other institutional investors own 93.09% of the company’s stock.

Willis Towers Watson Public Company Profile

Willis Towers Watson Public (NASDAQ: WTW) is a global advisory, broking and solutions company that helps organizations manage risk, optimize benefits and cultivate talent. The firm combines insurance brokerage and risk management capabilities with human capital and benefits consulting, actuarial and analytics services, and technology-enabled solutions. Willis Towers Watson serves a broad client base that includes multinational and mid-sized corporations, public sector organizations, insurers and investment managers.

The company’s core activities encompass commercial and reinsurance brokerage, risk transfer and risk-financing advice, and claims advocacy, alongside employee benefits and retirement consulting.