Sees Newfront Acquisition Dilutive to 2026 EPS by 10 Cents
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5d ago
0mins
Should l Buy WTW?
Sees Newfront acquisition 10c dilutive to adjusted EPS in 2026. Sees 2026 post-close revenue from Newfront acquisition of $250M and adjusted EBITDA margin of 26%. Expects Willis Re joint venture to be a headwind on adjusted diluted EPS of 30c. Expects 2026 share repurchases of $1.0B or greater.
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Analyst Views on WTW
Wall Street analysts forecast WTW stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WTW is 365.00 USD with a low forecast of 318.00 USD and a high forecast of 400.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
10 Buy
4 Hold
1 Sell
Moderate Buy
Current: 327.320
Low
318.00
Averages
365.00
High
400.00
Current: 327.320
Low
318.00
Averages
365.00
High
400.00
About WTW
Willis Towers Watson Public Limited Company is a global advisory, broking and solutions company that provides data-driven, insight-led solutions in the areas of people, risk and capital. The Company’s segments include Health, Wealth & Career (HWC), Risk & Broking (R&B), and Corporate. The HWC segment provides an array of advice, broking, solutions and technology for employee benefit plans, institutional investors, compensation and career programs, and employee experience overall. Its portfolio of services supports the interrelated challenges that the management teams of its clients face across human resources and finance. It focuses on four key areas: Health, Wealth, Career and Benefits Delivery & Outsourcing. The R&B segment provides a range of risk advice, insurance brokerage and consulting services to clients ranging from small businesses to multinational corporations. Its R&B segment includes two businesses: Corporate Risk & Broking and Insurance Consulting and Technology.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Wall Street Analysts Adjust Ratings
- Analyst Rating Updates: Top Wall Street analysts have adjusted their ratings on several companies, reflecting the latest market perspectives, although specific company names and rating changes were not detailed.
- Market Reaction Insight: Investors considering buying WDC stock may find analysts' opinions influential in their decision-making, especially in the current market environment where rating changes can trigger stock price fluctuations.
- Impact of Rating Changes: Upgrades and downgrades from analysts typically have a direct effect on a stock's short-term performance, prompting investors to closely monitor these changes to optimize their investment strategies.
- Transparent Information Source: Benzinga provides comprehensive information on analyst rating changes, and while specific ratings were not disclosed, investors can still access more details through their analyst ratings page.
See More
Willis Towers Watson Q4 2025 Earnings Highlights
- Significant Growth: Willis Towers Watson reported 6% organic growth in Q4 2025, with adjusted EPS of $8.12 reflecting a 13% year-over-year increase, demonstrating strong market performance and enhanced profitability.
- Strategic Acquisitions and Integration: The company completed the acquisition of Newfront, which is expected to enhance middle-market broking through a modern technology-driven platform, with integration efforts set as a key focus for 2026 to strengthen market competitiveness.
- Risks and Opportunities: Despite facing macroeconomic and regulatory uncertainties, management remains confident in delivering organic growth and margin expansion in 2026, with expectations of high single-digit growth in Health, Wealth, and Career sectors, showcasing strong market potential.
- Capital Return Plan: The company returned $2 billion to shareholders in 2025 and plans to repurchase at least $1 billion in 2026, reflecting confidence in future growth and a commitment to shareholder value.
See More
Willis Towers Watson Q4 Earnings Beat Expectations
- Earnings Surprise: Willis Towers Watson (WTW) reported an adjusted EPS of $8.12 for Q4, exceeding the analyst estimate of $7.93 and up from $7.97 a year ago, indicating improved profitability.
- Revenue Performance: The total revenue of $2.94 billion fell slightly short of the $2.86 billion consensus and decreased 3% from $3.04 billion last year; however, organic revenue grew by 6% year-over-year, demonstrating core business stability.
- Segment Performance Variance: The Health, Wealth & Career segment saw an 11% year-over-year decline in total revenue, while the Risk & Broking unit achieved a 10% year-over-year growth, reflecting performance disparities across different business areas.
- Operational Efficiency Gains: The adjusted operating margin increased by 80 basis points to 36.9% year-over-year, showcasing the company's success in enhancing operational efficiency and optimizing its portfolio, with CEO Carl Hess noting that strategic investments in talent and innovation are beginning to pay off.
See More
Willis Towers Watson Q4 Earnings Beat Expectations
- Earnings Beat: Willis Towers Watson reported a Q4 non-GAAP EPS of $8.12, exceeding expectations by $0.19, which reflects the company's robust profitability and boosts investor confidence.
- Revenue Performance: The quarterly revenue of $2.9 billion, down 3.3% year-over-year, still beat estimates by $40 million, indicating resilience in the face of market challenges, particularly following the sale of TRANZACT.
- Organic Revenue Growth: The company achieved a 6% organic revenue growth for the quarter and 5% for the year, demonstrating strong momentum in its core business and reflecting sustained competitive strength in the market.
- Annual Revenue Review: Total revenue for the year was $9.7 billion, a 2% decline primarily due to the TRANZACT sale; however, the company showcased adaptability in a complex market environment, positioning itself for recovery through strategic adjustments.
See More
Willis Towers Watson Set to Announce Q4 Earnings on February 3rd
- Earnings Announcement Date: Willis Towers Watson is set to release its Q4 2023 earnings report on February 3rd before market open, with consensus EPS estimate at $7.93, reflecting a 2.5% year-over-year decline, and revenue estimate at $2.86 billion, down 4.7% year-over-year, indicating revenue pressure on the company.
- Historical Performance: Over the past two years, WTW has beaten EPS estimates 100% of the time and revenue estimates 63% of the time, showcasing the company's stability in profitability despite sluggish revenue growth.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen 6 upward revisions and 10 downward revisions, while revenue estimates have had no upward revisions and 4 downward revisions, reflecting a cautious market outlook that may impact investor confidence.
- Subsidiary Financing Activity: Willis North America successfully priced a $1 billion senior note offering, strengthening the company's capital structure, and although overall revenue growth is slowing, this move may provide funding support for future expansions and investments.
See More
WTW Launches Generative AI Compensation Software to Transform HR Insights
- Product Innovation: WTW's Rewards AI, a Generative AI-enabled compensation software, is designed to enhance how HR and compensation professionals access and analyze rewards data, thereby improving decision-making accuracy and efficiency through trusted proprietary data.
- Data-Driven Decisions: By employing a
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Updates: Top Wall Street analysts have adjusted their ratings on several companies, reflecting the latest market perspectives, although specific company names and rating changes were not detailed.
- Market Reaction Insight: Investors considering buying WDC stock may find analysts' opinions influential in their decision-making, especially in the current market environment where rating changes can trigger stock price fluctuations.
- Impact of Rating Changes: Upgrades and downgrades from analysts typically have a direct effect on a stock's short-term performance, prompting investors to closely monitor these changes to optimize their investment strategies.
- Transparent Information Source: Benzinga provides comprehensive information on analyst rating changes, and while specific ratings were not disclosed, investors can still access more details through their analyst ratings page.
See More
Willis Towers Watson Q4 2025 Earnings Highlights
- Significant Growth: Willis Towers Watson reported 6% organic growth in Q4 2025, with adjusted EPS of $8.12 reflecting a 13% year-over-year increase, demonstrating strong market performance and enhanced profitability.
- Strategic Acquisitions and Integration: The company completed the acquisition of Newfront, which is expected to enhance middle-market broking through a modern technology-driven platform, with integration efforts set as a key focus for 2026 to strengthen market competitiveness.
- Risks and Opportunities: Despite facing macroeconomic and regulatory uncertainties, management remains confident in delivering organic growth and margin expansion in 2026, with expectations of high single-digit growth in Health, Wealth, and Career sectors, showcasing strong market potential.
- Capital Return Plan: The company returned $2 billion to shareholders in 2025 and plans to repurchase at least $1 billion in 2026, reflecting confidence in future growth and a commitment to shareholder value.
See More
Willis Towers Watson Q4 Earnings Beat Expectations
- Earnings Surprise: Willis Towers Watson (WTW) reported an adjusted EPS of $8.12 for Q4, exceeding the analyst estimate of $7.93 and up from $7.97 a year ago, indicating improved profitability.
- Revenue Performance: The total revenue of $2.94 billion fell slightly short of the $2.86 billion consensus and decreased 3% from $3.04 billion last year; however, organic revenue grew by 6% year-over-year, demonstrating core business stability.
- Segment Performance Variance: The Health, Wealth & Career segment saw an 11% year-over-year decline in total revenue, while the Risk & Broking unit achieved a 10% year-over-year growth, reflecting performance disparities across different business areas.
- Operational Efficiency Gains: The adjusted operating margin increased by 80 basis points to 36.9% year-over-year, showcasing the company's success in enhancing operational efficiency and optimizing its portfolio, with CEO Carl Hess noting that strategic investments in talent and innovation are beginning to pay off.
See More
Willis Towers Watson Q4 Earnings Beat Expectations
- Earnings Beat: Willis Towers Watson reported a Q4 non-GAAP EPS of $8.12, exceeding expectations by $0.19, which reflects the company's robust profitability and boosts investor confidence.
- Revenue Performance: The quarterly revenue of $2.9 billion, down 3.3% year-over-year, still beat estimates by $40 million, indicating resilience in the face of market challenges, particularly following the sale of TRANZACT.
- Organic Revenue Growth: The company achieved a 6% organic revenue growth for the quarter and 5% for the year, demonstrating strong momentum in its core business and reflecting sustained competitive strength in the market.
- Annual Revenue Review: Total revenue for the year was $9.7 billion, a 2% decline primarily due to the TRANZACT sale; however, the company showcased adaptability in a complex market environment, positioning itself for recovery through strategic adjustments.
See More
Willis Towers Watson Set to Announce Q4 Earnings on February 3rd
- Earnings Announcement Date: Willis Towers Watson is set to release its Q4 2023 earnings report on February 3rd before market open, with consensus EPS estimate at $7.93, reflecting a 2.5% year-over-year decline, and revenue estimate at $2.86 billion, down 4.7% year-over-year, indicating revenue pressure on the company.
- Historical Performance: Over the past two years, WTW has beaten EPS estimates 100% of the time and revenue estimates 63% of the time, showcasing the company's stability in profitability despite sluggish revenue growth.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen 6 upward revisions and 10 downward revisions, while revenue estimates have had no upward revisions and 4 downward revisions, reflecting a cautious market outlook that may impact investor confidence.
- Subsidiary Financing Activity: Willis North America successfully priced a $1 billion senior note offering, strengthening the company's capital structure, and although overall revenue growth is slowing, this move may provide funding support for future expansions and investments.
See More
WTW Launches Generative AI Compensation Software to Transform HR Insights
- Product Innovation: WTW's Rewards AI, a Generative AI-enabled compensation software, is designed to enhance how HR and compensation professionals access and analyze rewards data, thereby improving decision-making accuracy and efficiency through trusted proprietary data.
- Data-Driven Decisions: By employing a
See More
