Willis Towers Watson (WTW)
NASDAQFinancialsInsurance - BrokersSnapshot 2026-11-05
$336.51-0.25%
Close 2026-11-05 · 1-day change
NASDAQFinancialsInsurance - BrokersSnapshot 2026-11-05
QuarterlyIQ Insights · WTW
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within financials on a research-validated quality screen. As of 2026-11-05.
The screen ranks WTW against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Financials names rated weak grew net income 57% of the time over the next year (vs 59% for the rest of the cohort, n=7714).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
After reinvesting approximately $50 million to support growth, the Company expects to deliver approximately $350 million in net run-rate savings and approximately 30% adjusted operating margin in 202…
Stated in 2 of 8 supplied quarters. Management reported: “After reinvesting approximately $50 million to support growth, the Company expects to deliver approximately $350 million in net run-rate savings and approximately 30% adjusted operating margin in 2028.” “After reinvesting approximately $50 million to support growth, the Company expects to deliver approximately $350 million in net run-rate savings and approximately 30% adjusted operating margin in 2028.”
“After reinvesting approximately $50 million to support growth, the Company expects to deliver approximately $350 million in net run-rate savings and approximately 30% adjusted operating margin in 202…”
“After reinvesting approximately $50 million to support growth, the Company expects to deliver approximately $350 million in net run-rate savings and approximately 30% adjusted operating margin in 202…”
Please refer to the third quarter 2026 supplemental slides in the Investor Relations section of the Company's website for further details.
Stated in 7 of 8 supplied quarters. Management reported: “Please refer to the third quarter 2026 supplemental slides in the Investor Relations section of the Company's website for further details.” “Please refer to the most recent supplemental slides in the Investor Relations section of the Company's website for further details.”
“Please refer to the third quarter 2026 supplemental slides in the Investor Relations section of the Company's website for further details.”
Please refer to the third quarter 2026 supplemental slides in the Investor Relations section of the Company's website for further details.
Stated in 7 of 8 supplied quarters. Management reported: “Please refer to the third quarter 2026 supplemental slides in the Investor Relations section of the Company's website for further details.” “Share Repurchase Program Today, the Company announced that its Board of Directors approved an increase to the existing share repurchase authority in the amount of $1.5 billion.”
“Please refer to the third quarter 2026 supplemental slides in the Investor Relations section of the Company's website for further details.”
Please refer to the third quarter 2026 supplemental slides in the Investor Relations section of the Company's website for further details.
Stated in 7 of 8 supplied quarters. Management reported: “Please refer to the third quarter 2026 supplemental slides in the Investor Relations section of the Company's website for further details.” ““WTW delivered solid second quarter results, reflecting business momentum and disciplined execution,” said Carl Hess, WTW’s Chief Executive Officer.”
“Please refer to the third quarter 2026 supplemental slides in the Investor Relations section of the Company's website for further details.”
Implement Propel, WTW's AI Acceleration Plan, to scale AI and automation enterprise-wide, targeting 30% adjusted operating margin by 2028 with $400M run-rate savings.
Over the trailing year it converted 0.37x of net income into operating cash flow. Historically, Financials names rated fragile grew net income 52% of the time over the next year (vs 60% for the rest of the cohort, n=6873).
Not enough signal yet.
Not enough signal to read sensitivity to long-term interest rates, real (inflation-adjusted) rates, the US dollar, the broad stock market, Fed net liquidity (low R² over the window).
7 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Financials names rated stable grew net income 58% of the time over the next year (vs 59% for the rest of the cohort, n=7436).
Not investment advice. As of 2026-11-05.
“Select 2026 Financial Considerations Adjusted operating margin: Continued annual margin expansion at the enterprise level driven by: ~100 basis points of annual margin expansion in R&B Incremental an…”
“Select 2026 Financial Considerations Adjusted operating margin: Continued annual margin expansion at the enterprise level driven by: ~100 basis points of average annual margin expansion over the next…”
“Select 2026 Financial Considerations Adjusted operating margin: Continued annual margin expansion at the enterprise level driven by: ~100 basis points of average annual margin expansion over the next…”
“Select 2025 Financial Considerations Changes to Non-GAAP financial measures: All reported non-GAAP metrics will exclude non-cash net periodic pension and postretirement benefits Free cash flow and fr…”
“Select 2025 Financial Considerations Changes to Non-GAAP financial measures: All reported non-GAAP metrics will exclude non-cash net periodic pension and postretirement benefits Free cash flow and fr…”
“Select 2025 Financial Considerations Changes to Non-GAAP financial measures: All reported non-GAAP metrics will exclude non-cash net periodic pension and postretirement benefits Free cash flow and fr…”
“Select 2026 Financial Considerations Adjusted operating margin: Continued annual margin expansion at the enterprise level driven by: ~100 basis points of annual margin expansion in R&B Incremental an…”
“Select 2026 Financial Considerations Adjusted operating margin: Continued annual margin expansion at the enterprise level driven by: ~100 basis points of average annual margin expansion over the next…”
“Select 2026 Financial Considerations Adjusted operating margin: Continued annual margin expansion at the enterprise level driven by: ~100 basis points of average annual margin expansion over the next…”
“Select 2025 Financial Considerations Changes to Non-GAAP financial measures: All reported non-GAAP metrics will exclude non-cash net periodic pension and postretirement benefits Free cash flow and fr…”
“Select 2025 Financial Considerations Changes to Non-GAAP financial measures: All reported non-GAAP metrics will exclude non-cash net periodic pension and postretirement benefits Free cash flow and fr…”
“Select 2025 Financial Considerations Changes to Non-GAAP financial measures: All reported non-GAAP metrics will exclude non-cash net periodic pension and postretirement benefits Free cash flow and fr…”
“Select 2026 Financial Considerations Adjusted operating margin: Continued annual margin expansion at the enterprise level driven by: ~100 basis points of annual margin expansion in R&B Incremental an…”
“Select 2026 Financial Considerations Adjusted operating margin: Continued annual margin expansion at the enterprise level driven by: ~100 basis points of average annual margin expansion over the next…”
“Select 2026 Financial Considerations Adjusted operating margin: Continued annual margin expansion at the enterprise level driven by: ~100 basis points of average annual margin expansion over the next…”
“Select 2025 Financial Considerations Changes to Non-GAAP financial measures: All reported non-GAAP metrics will exclude non-cash net periodic pension and postretirement benefits Free cash flow and fr…”
“Select 2025 Financial Considerations Changes to Non-GAAP financial measures: All reported non-GAAP metrics will exclude non-cash net periodic pension and postretirement benefits Free cash flow and fr…”
“Select 2025 Financial Considerations Changes to Non-GAAP financial measures: All reported non-GAAP metrics will exclude non-cash net periodic pension and postretirement benefits Free cash flow and fr…”