Willis Towers Watson Public (NASDAQ:WTW) Announces Quarterly Earnings Results

Willis Towers Watson Public (NASDAQ:WTW) issued its quarterly earnings results on Thursday. The company reported $3.72 earnings per share for the quarter, beating the consensus estimate of $3.65 by $0.07, FiscalAI reports. The company had revenue of $2.41 billion during the quarter, compared to the consensus estimate of $2.41 billion. Willis Towers Watson Public had a return on equity of 20.91% and a net margin of 16.53%.Willis Towers Watson Public’s revenue was up 8.5% on a year-over-year basis. During the same period in the previous year, the firm posted $3.13 EPS.

Here are the key takeaways from Willis Towers Watson Public’s conference call:

• In Q1 WTW delivered 3% organic revenue growth, an adjusted operating margin of 22.3% (up ~70 bps) and adjusted EPS of $3.72, though revenue came in at the low end of plan amid a volatile global environment.
• Management is aggressively scaling AI and integrating Newfront—rolling out tools like Rewards AI, Workview and the Neuron operating system—and cites tangible productivity wins (1.6M call summaries, 33% post-call time reduction, 90% cut in endorsement processing) that should drive both growth and efficiency.
• Risk & Broking slowed to ~2% organic growth with a new-business shortfall and tougher pricing in large/complex segments, prompting WTW to narrow CRB’s full-year outlook to mid-single digits despite saying growth normalized in April.
• Health, Wealth & Career showed resilience—HWC grew 3% with Health +6% and Wealth +4%—and WTW reiterated confidence in mid-single-digit HWC growth driven by recurring revenue, specialty solutions and demand for AI-driven workforce transformation.
• Free cash flow was negative -$65M but improved Y/Y, FX provided an EPS tailwind, and the company returned $388M in Q1 (including $300M buybacks) while reaffirming at least $1B of repurchases for 2026.

Willis Towers Watson Public Stock Up 0.1%

NASDAQ WTW traded up $0.14 during trading hours on Friday, hitting $256.34. The company had a trading volume of 1,538,454 shares, compared to its average volume of 761,792. Willis Towers Watson Public has a fifty-two week low of $246.60 and a fifty-two week high of $352.79. The company has a market capitalization of $24.15 billion, a price-to-earnings ratio of 15.65, a P/E/G ratio of 1.28 and a beta of 0.62. The company has a debt-to-equity ratio of 0.71, a current ratio of 2.21 and a quick ratio of 2.21. The firm’s 50 day moving average is $291.72 and its 200 day moving average is $311.58.

Willis Towers Watson Public Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st were issued a $0.96 dividend. The ex-dividend date was Tuesday, March 31st. This represents a $3.84 annualized dividend and a yield of 1.5%. This is an increase from Willis Towers Watson Public’s previous quarterly dividend of $0.92. Willis Towers Watson Public’s payout ratio is currently 23.44%.

Institutional Trading of Willis Towers Watson Public

Several large investors have recently added to or reduced their stakes in the stock. DV Equities LLC purchased a new position in Willis Towers Watson Public in the 4th quarter valued at about $44,000. Geneos Wealth Management Inc. boosted its position in Willis Towers Watson Public by 38.6% in the 1st quarter. Geneos Wealth Management Inc. now owns 140 shares of the company’s stock valued at $47,000 after buying an additional 39 shares during the last quarter. Transamerica Financial Advisors LLC boosted its position in Willis Towers Watson Public by 133.3% in the 4th quarter. Transamerica Financial Advisors LLC now owns 182 shares of the company’s stock valued at $60,000 after buying an additional 104 shares during the last quarter. Caitong International Asset Management Co. Ltd boosted its position in Willis Towers Watson Public by 22,600.0% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 227 shares of the company’s stock valued at $78,000 after buying an additional 226 shares during the last quarter. Finally, Quarry LP purchased a new position in Willis Towers Watson Public in the 4th quarter valued at about $81,000. 93.09% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Willis Towers Watson Public

Here are the key news stories impacting Willis Towers Watson Public this week:

• Positive Sentiment: BMO Capital Markets upgraded WTW from “market perform” to “outperform” and set a $300 price target (down from $347), signaling continued buy-side conviction and ~17% upside from the current price. BMO Upgrade
• Positive Sentiment: Piper Sandler kept an “overweight” rating while lowering its target to $283, indicating the firm still expects shares to outperform despite trimming expectations (~10% upside). Piper Sandler Note
• Neutral Sentiment: WTW reported Q1 EPS of $3.72, beating consensus (~$3.65) and showing revenue up 8.5% to $2.41B—overall a mixed print where profitability beat but top-line/segment nuance left analysts parsing growth vs. guidance. Q1 Press Release / Slides
• Negative Sentiment: Citigroup cut its price target sharply from $366 to $300 and moved to a “neutral” rating — a material trimming of expectations that removes a key bullish price target and adds selling pressure. Citigroup Cut
• Negative Sentiment: Several analysts “slashed” forecasts and reassessed models after the Q1 release, increasing downward pressure on short‑term sentiment as firms lower revenue/profit projections. Analyst Revisions
• Negative Sentiment: Coverage and headlines highlighted that the stock “slumped” after what some outlets called disappointing Q1 revenue details, reinforcing negative momentum for traders. Seeking Alpha: Slump
• Negative Sentiment: Johnson Fistel announced an investigation into potential claims on behalf of WTW shareholders relating to executive conduct, adding legal and reputational risk that can weigh on the stock until resolved. Johnson Fistel Notice

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on WTW. Morgan Stanley cut their target price on Willis Towers Watson Public from $330.00 to $320.00 and set an “equal weight” rating on the stock in a research report on Monday, April 6th. Evercore increased their target price on Willis Towers Watson Public from $383.00 to $390.00 and gave the stock an “outperform” rating in a research report on Wednesday, February 4th. Wall Street Zen raised Willis Towers Watson Public from a “sell” rating to a “hold” rating in a research report on Saturday, April 25th. Wells Fargo & Company cut their target price on Willis Towers Watson Public from $379.00 to $351.00 and set an “overweight” rating on the stock in a research report on Thursday, April 9th. Finally, Truist Financial increased their target price on Willis Towers Watson Public from $380.00 to $400.00 and gave the stock a “buy” rating in a research report on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, Willis Towers Watson Public currently has a consensus rating of “Moderate Buy” and a consensus price target of $353.60.

Willis Towers Watson Public Company Profile

Willis Towers Watson Public (NASDAQ: WTW) is a global advisory, broking and solutions company that helps organizations manage risk, optimize benefits and cultivate talent. The firm combines insurance brokerage and risk management capabilities with human capital and benefits consulting, actuarial and analytics services, and technology-enabled solutions. Willis Towers Watson serves a broad client base that includes multinational and mid-sized corporations, public sector organizations, insurers and investment managers.

The company’s core activities encompass commercial and reinsurance brokerage, risk transfer and risk-financing advice, and claims advocacy, alongside employee benefits and retirement consulting.