Willis Towers Watson Public Limited Company (WTW)

Over the past six months, WTW's stock price has experienced fluctuations influenced by various factors. As of January 7, 2026, the share price was $331.38, representing an increase of 5.48% from January 8, 2025. The stock was up 3.44% over the past 30 days and 7.24% over the past 12 months as of January 7, 2026. WTW reported earnings before the market opened for Q3 2025, and shares declined by 0.2% the day after. WTW beat Wall Street estimates for second-quarter profit, driven by a strong performance in its risk and brokerage business, sending the stock up 5% in early trading. The stock price declined by 5.7% following the release of its Q1 results, which showed a 5% increase in organic revenues but an overall 5% year-over-year drop in topline revenue due to the sale of TRANZACT, missing Street expectations. Willis Towers Watson announced the pricing of a registered offering of $1 billion in senior notes. The Board of Directors approved a regular quarterly cash dividend of $0.92 per common share for the quarter ended September 30, 2025. In January 2026, several analysts maintained positive ratings on WTW, with Wells Fargo raising its price target to $366, Keefe, Bruyette & Woods increasing its target to $388, and Evercore ISI Group maintaining an "Outperform" rating, while Barclays maintained an "Underweight" rating but raised its price target to $318.

Based on available information, there is no explicit, detailed seasonality in the demand for Willis Towers Watson Plc's products and services tied to specific calendar quarters or predictable annual cycles. Instead, demand appears to be influenced by broader economic, geopolitical, and environmental factors. For instance, in July 2025, WTW reported robust product demand, particularly in its risk and brokerage business, driven by increased spending on insurance products due to the growing frequency and severity of extreme weather events and concerns about trade wars. Similarly, in April 2025, global turbulence was noted to increase demand for the company's health benefits business, fueled by high healthcare inflation. However, this same turbulence also led some clients in North America career businesses to delay discretionary advisory work, awaiting greater clarity on the macroeconomic outlook.

Willis Towers Watson Plc (WTW) is a global advisory, broking, and solutions company providing data-driven solutions in people, risk, and capital, operating primarily in the financial services sector, including human resource consulting, insurance brokerage, and risk management. The company's major products and services are categorized into two segments: Health, Wealth & Career (HWC) and Risk & Broking (R&B). Key offerings in Health, Wealth & Career include actuarial support, plan design, administrative services, plan management consulting, broking, and administration for health and group benefit programs, benefits outsourcing services, advice, data, software, and products addressing total rewards and talent issues, and primary medical and ancillary benefit exchange services. Key offerings in Risk & Broking include commercial insurance brokerage and risk advisory, risk consulting, insurance consulting and technology, wholesale insurance broking services, and underwriting and capital management. WTW also provides investment advice for pension funds and institutional investors.

Willis Towers Watson is a British-American multinational company with a worldwide presence, serving clients in over 140 countries and markets. While its principal executive offices are in London, UK, and it is incorporated in Ireland, its revenue is distributed globally. As of 2024, revenue distribution included Ireland (1.2%), the United States (52.8%), the United Kingdom (18.2%), and other regions (28.4%).

WTW has maintained a strong brand reputation over the past year, evidenced by numerous awards and positive internal feedback following a rebrand. In 2022, the company rebranded to WTW, aiming to reestablish itself and define its future, with positive internal reception to the new visual identity and positioning "Perspective that moves you." Recent awards and recognitions include Actuarial Firm of the Year by Captive Review, Pension Scheme Innovation and Best Use of Investment Strategy at the Irish Pension Awards (for LifeSight Master Trust), and Best Compensation and Benefits Consultancy at the Hong Kong HR Vendors of the Year Awards in 2025. In 2024, WTW was recognized as best trade credit insurance broker at the GTR Leaders in Trade Awards, awarded Excellence in Global Programs by Axco, named to the IAOP's Global Outsourcing 100 for the 13th consecutive year, and won the climate-smart initiative of the year award for its parametric insurance program for the Meso-American Reef fund. In 2023, WTW was recognized for employee benefits and captives consulting by Captive Review. In January 2025, WTW announced it would reintroduce "Willis" and "Towers Watson" as trading names in its go-to-market efforts, acknowledging that many clients and carriers continued to use these legacy names since the 2016 merger.

Willis Towers Watson Plc's stock ownership is predominantly institutional, with approximately 95.64% held by institutional shareholders, insiders owning 29.44%, and retail investors holding 0.00%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Massachusetts Financial Services Co /ma/, Harris Associates L P, State Street Corp., First Eagle Investment Management, LLC, Dodge & Cox, Artisan Partners Limited Partnership, and Fmr Llc. Valueact Holdings LP is the largest individual shareholder, owning 18.21 million shares, representing 19.02% of the company.