WTW
Willis Towers WatsonNASDAQFinancialsInsurance BrokersSnapshot 2026-05-08
As of May 8, 2026, WTW has a mixed analyst scoring with a composite score of -3.1. This score is influenced by a medium confidence level of 76.0 and reflects various factors, including a macro score of -7.7 and a sector score of 14.6. The analysis indicates potential unfavorable scenarios, such as a guidance cut, alongside favorable scenarios like a reversal in rates and an improving sector trend. This scoring is provisional.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share0.42
- Slope (norm)-0.56
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $3.20 → $3.11 (-2.7% / 30d). 1 raised, 11 cut, 19 covering analysts.
2 upgrades, 0 downgrades / 30d, 9 maintained. 64% of analysts rate Buy.
10 PT revisions / 30d. Avg target 23.0% above current price.
0 positive, 0 negative / 30d.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
No recent events recorded.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Share repurchases of $1.0B or greatercapital allocationmixed35% progress
4/30: “Expect share repurchases of $1.0B or greater, subject to market conditions.”
Why this status
Stated in 3 of last 3 quarters. The company repurchased $300 million of shares in 2026-Q1 and $350 million in 2025-Q4, totaling $650 million so far. The trajectory shows partial delivery against the $1.0B target, with further repurchases needed to meet the goal.
- 2.Deliver full-year financial commitmentsgrowthmixed65% progress
4/30: “We remain confident in delivering our full-year commitments.”
Why this status
Stated in 3 of last 3 quarters. Revenue was $2.41 billion for 2026-Q1, an increase of 8% from $2.22 billion in 2025-Q1. The company shows progress towards its full-year commitments, with revenue growth supporting the trajectory.
- 3.Mid-single digit organic revenue growthgrowthwatchprovisional
7/31: “We enter the second half of 2025 on track to deliver... mid-single digit organic revenue growth.”
Why this status
Stated in 2 of last 2 quarters. Organic revenue growth was 3% for 2026-Q1, indicating limited progress towards the mid-single digit target. The company needs to accelerate growth to meet its stated goal.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 44%; 252d 27%.
Drawdown — Max 1y −27%. Bad day move −2%.
Beta to sector ETF (XLF) — 0.67 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 55/100, drawdown 45/100, beta 67/100, earnings vol —.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Share repurchases of $1.0B or greater
Capital allocationNew since 2026-05-04WTW plans to repurchase $1.0B or more in shares, subject to market conditions and capital allocation opportunities.
Behind →MixedStated in 3 of last 3 quarters. The company repurchased $300 million of shares in 2026-Q1 and $350 million in 2025-Q4, totaling $650 million so far. The trajectory shows partial delivery against the $1.0B target, with further repurchases needed to meet the goal.
35%CEO/CFO:“Expect share repurchases of $1.0B or greater, subject to market conditions.”Press releaseSource dated 2026-04-30Stated 3 of last 8 quartersFirst seen 2026-05-04Show history (3)
- 2026-Q1Press release
“Expect share repurchases of $1.0B or greater, subject to market conditions.”
- 2025-Q4Press release
“Expect share repurchases of $1.0B or greater, subject to market conditions.”
- 2025-Q3Press release
“Expect share repurchases of ~$1.5 billion, subject to market conditions.”
- #2
Deliver full-year financial commitments
GrowthNew since 2026-05-04WTW aims to meet its full-year financial targets, leveraging strong operating discipline and strategic investments.
On track →MixedStated in 3 of last 3 quarters. Revenue was $2.41 billion for 2026-Q1, an increase of 8% from $2.22 billion in 2025-Q1. The company shows progress towards its full-year commitments, with revenue growth supporting the trajectory.
65%CEO/CFO:“We remain confident in delivering our full-year commitments.”Press releaseSource dated 2026-04-30Stated 3 of last 8 quartersFirst seen 2026-05-04Show history (3)
- 2026-Q1Press release
“We remain confident in delivering our full-year commitments.”
- 2025-Q4Press release
“Our strong momentum and continued progress on our strategic objectives give us confidence.”
- 2025-Q3Press release
“Our sustained momentum and continued traction in the market give us confidence.”
- #3
Mid-single digit organic revenue growth
GrowthNew since 2026-05-04WTW targets mid-single digit organic revenue growth, focusing on strategic investments and client retention.
WatchStated in 2 of last 2 quarters. Organic revenue growth was 3% for 2026-Q1, indicating limited progress towards the mid-single digit target. The company needs to accelerate growth to meet its stated goal.
No scoreCEO/CFO:“We enter the second half of 2025 on track to deliver... mid-single digit organic revenue growth.”Press releaseSource dated 2025-07-31Stated 2 of last 8 quartersFirst seen 2026-05-04provisionalShow history (2)
- 2025-Q4Press release
“Organic Revenue growth of 6% for the quarter and 5% for the year.”
- 2025-Q3Press release
“Building on our strong first-half performance and continued momentum.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Roughly priced in line with peers.
Cheaper than its own typical valuation.
P/E over the last 5 years
47 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
WTW Willis Towers Watson | -3.1 | fair | moderate |
BRK-B Berkshire Hathaway | +6.0 | — | moderate |
JPM JPMorgan Chase | -0.9 | full | low |
V Visa Inc. | +20 | — | low |
MA Mastercard | +15 | full | low |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If rates state reverses from -0.37 (negative) to +0.37 (positive)+6.6 pts
- If financials sector trend rises from +0.07 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2026-04-30)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2026-04-30)-8.0 pts
- If financials sector trend falls from +0.07 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-04-309d agoItem 2.02
Results of Operations and Financial Condition. On April 30, 2026, Willis Towers Watson Public Limited Company (“WTW”) issued a press release announcing its financial results for the period ended March 31, 2026. A copy of WTW’s press release is attached hereto as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein. A reconciliation between certain non-GAAP financial measures and reported financial results is provided as an attachment to the press release.
earnings preannouncementneutralscore 54
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.