Willis Towers Watson (WTW)
NASDAQFinancialsInsurance BrokersSnapshot 2026-07-07
$293.90+2.17%
Close 2026-07-07 · 1-day change
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Track WTW free→Willis Towers Watson grows revenue about 8% yearly, reaching $2.41 billion in Q1 2026. Profit per share is expected near $3.72 in 2026. The company plans to repurchase $1 billion in shares, showing strong capital return. Its global reach and data-driven services support steady growth.
Revenue growth could slow below 7%, hurting earnings. Share repurchases may stall, limiting capital returns. Rising debt or weaker demand could pressure margins and cash flow.
The market prices in about 7% revenue growth and values the stock roughly 7% above our fair value near $275. Our fair value is below the Street median, reflecting a more cautious outlook on growth and capital returns.
Breaks if: EPS guidance falls below $3.72 in FY26
WTW aims to meet its full-year financial targets, emphasizing strategic investments and operational efficiency.
Stated in 3 of last 3 quarters. Revenue was $2.41 billion for the first quarter of 2026, an increase of 8% from $2.22 billion in 2025-Q1. Despite challenging market conditions, WTW's revenue growth indicates progress towards its full-year commitments. The trajectory is delivering.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We remain confident in delivering our full-year commitments.”
“We delivered on our financial targets and strengthened our business.”
“Our sustained momentum and continued traction in the market give us confidence.”
Breaks if: Free cash flow falls below $1 billion in FY26
Breaks if: YoY revenue growth falls below 7% in FY26
WTW aims to meet its full-year financial targets, emphasizing strategic investments and operational efficiency.
Stated in 3 of last 3 quarters. Revenue was $2.41 billion for the first quarter of 2026, an increase of 8% from $2.22 billion in 2025-Q1. Despite challenging market conditions, WTW's revenue growth indicates progress towards its full-year commitments. The trajectory is delivering.
“We remain confident in delivering our full-year commitments.”
“We delivered on our financial targets and strengthened our business.”
“Our sustained momentum and continued traction in the market give us confidence.”
Breaks if: Total share repurchases fall significantly short of $1.0 billion in 2026
WTW plans to repurchase $1.0B or more in shares, subject to market conditions and capital allocation opportunities.
Stated in 3 of last 3 quarters. Company repurchased $300 million of WTW shares in 2026-Q1. The commitment to repurchase $1.0B or more in shares is ongoing, with limited progress towards the full target so far.
“Expect share repurchases of $1.0B or greater, subject to market conditions.”
“Expect share repurchases of $1.0B or greater, subject to market conditions.”
“Expect share repurchases of ~$1.5 billion, subject to market conditions.”