Latest news with #WillisTowersWatsonPublicLimitedCompany
Yahoo
28-07-2025
- Business
- Yahoo
Willis Towers Set to Report Q2 Earnings: What's in the Cards?
Willis Towers Watson Public Limited Company WTW is expected to register an improvement in its bottom line but a decline in the top line when it reports second-quarter 2025 results on July 31, after the closing Zacks Consensus Estimate for WTW's second-quarter revenues is pegged at $2.23 billion, indicating a 1.3% decline from the year-ago reported consensus estimate for earnings is pegged at $2.65 per share. The Zacks Consensus Estimate for WTW's second-quarter earnings has moved down 0.3% in the past 30 days. The estimate suggests a year-over-year increase of 3.9%. What the Zacks Model Unveils Our proven model does not conclusively predict an earnings beat for Willis Towers this time around. This is because a stock needs to have the right combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). This is not the case, as you can see ESP: Willis Towers has an Earnings ESP of -3.20%. This is because the Most Accurate Estimate of $2.56 is pegged lower than the Zacks Consensus Estimate of $2.65. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. Willis Towers Watson Public Limited Company Price and EPS Surprise Willis Towers Watson Public Limited Company price-eps-surprise | Willis Towers Watson Public Limited Company Quote Zacks Rank: Willis Towers carries a Zacks Rank of 3 at present. Factors at Play Revenues in the second quarter are likely to have benefited from strong performances across all the segments. Solid client retention, new business and geographic expansion are likely to have aided the Organic revenue growth in Health in the to-be-reported business revenues are likely to have benefited from higher levels of Retirement work in Europe and International, alongside growth in the Investments business due to the success of the LifeSight solution and capital market advisory services and product revenues are expected to have favored Career Delivery & Outsourcing segment's performance is likely to have been aided by increased project and core administration Risk & Broking is expected to have benefited from higher levels of new business activity and strong client retention in the second quarter are likely to have increased, attributable to higher incentive costs and salary expense, losses on professional liability claims and higher non-income-related tax expense, increased consulting and compensation costs related to the Transformation program. We expect the metric to decrease 8.6% to $1.8 billion. Stocks to Consider Some insurance stocks with the right combination of elements to come up with an earnings beat this time around are:American International Group, Inc. AIG has an Earnings ESP of +0.18% and a Zacks Rank #3 at present. You can see the complete list of today's Zacks #1 Rank stocks Zacks Consensus Estimate for second-quarter 2025 earnings is pegged at $1.58 per share, indicating a year-over-year increase of 36.2%. AIG's earnings beat estimates in three of the last four quarters while missing in Inc. AIZ has an Earnings ESP of +1.99% and carries a Zacks Rank of 3 at present. The Zacks Consensus Estimate for second-quarter 2025 earnings is pegged at $4.43 per share, implying an increase of 8.5% from the year-ago reported earnings beat estimates in each of the last four Republic International Corporation ORI has an Earnings ESP of +3.45% and carries a Zacks Rank of 3 at present. The Zacks Consensus Estimate for second-quarter 2025 earnings is pegged at 73 cents per share, implying a decrease of 44.7% from the year-ago reported earnings beat estimates in each of the last four quarters. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report American International Group, Inc. (AIG) : Free Stock Analysis Report Assurant, Inc. (AIZ) : Free Stock Analysis Report Willis Towers Watson Public Limited Company (WTW) : Free Stock Analysis Report Old Republic International Corporation (ORI) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
23-05-2025
- Business
- Yahoo
What Makes Willis Towers Watson Public Limited Company (WTW) a Lucrative Investment?
Polen Capital, an investment management company, released its 'Polen Global Growth Strategy' first-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global equity markets experienced a surge in volatility in 2025 due to US tariffs, with the "Magnificent 7" falling 15% and semiconductors dropping 19%. U.S. stocks lagged, with international equities surpassing them by nearly 10% due to a weakening dollar and a significant tariff shock after the quarter's close. The Strategy returned -5.18% gross (-5.45 % net) in the quarter compared to the MSCI ACW Index's -1.32% return. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Polen Global Growth Strategy highlighted stocks such as Willis Towers Watson Public Limited Company (NASDAQ:WTW). Headquartered in London, the United Kingdom, Willis Towers Watson Public Limited Company (NASDAQ:WTW) is an advisory, broking, and solutions company. The one-month return of Willis Towers Watson Public Limited Company (NASDAQ:WTW) was 1.89%, and its shares gained 21.60% of their value over the last 52 weeks. On May 22, 2025, Willis Towers Watson Public Limited Company (NASDAQ:WTW) stock closed at $308.07 per share with a market capitalization of $30.527 billion. Polen Global Growth Strategy stated the following regarding Willis Towers Watson Public Limited Company (NASDAQ:WTW) in its Q1 2025 investor letter: "Willis Towers Watson Public Limited Company (NASDAQ:WTW) is a UK-based global advisory, insurance brokerage, and solutions leader. WTW benefits from robust customer relationships with high switching costs, brand recognition, and scaled distribution in a highly fragmented and durable market. Recent management updates signal a more favorable business mix, continued operational improvements, and increasingly focused capital allocation decisions. These drivers support accelerated revenue growth and margin expansion in the coming years. As a proof point on capital allocation, since regulators blocked the Aon/WTW merger in 2021, WTW repurchased more than 21% of shares outstanding over three years. At current low valuation levels, these buybacks represent low-risk, high-return allocations of capital—an approach we'd welcome more of. Sound execution in a durable growth market should enable a shareholder return profile in the low-to-mid teens." A well-dressed insurance broker presenting a portfolio of investment and risk advice services to a client. Willis Towers Watson Public Limited Company (NASDAQ:WTW) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 48 hedge fund portfolios held Willis Towers Watson Public Limited Company (NASDAQ:WTW) at the end of the fourth quarter compared to 42 in the third quarter. While we acknowledge the potential of Willis Towers Watson Public Limited Company (NASDAQ:WTW) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Willis Towers Watson Public Limited Company (NASDAQ:WTW) and shared billionaire David Abrams' stock picks with huge upside potential. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
09-04-2025
- Business
- Yahoo
Willis Towers Watson Public Limited Company (NASDAQ:WTW): Among the Best Insurance Stocks to Buy According to Hedge Funds
We recently published a list of the 10 Best Insurance Stocks to Buy According to Hedge Funds. In this article, we are going to take a look at where Willis Towers Watson Public Limited Company (NASDAQ:WTW) stands against the other insurance stocks held by hedge funds. The insurance stocks have done better in 2025 despite the losses from wildfires earlier this year. The industry-leading ETFs, SPDR S&P Insurance ETF and iShares US Insurance ETF, have surged nearly 6% and 8.60% year-to-date, respectively. At the same time, the S&P 500 index, which tracks large-cap stocks, has plunged over 8%. Read More: 10 Most Undervalued Insurance Stocks to Buy Now Investors are holding back as the market feels uneasy due to the tariff policies. The Trump Administration has addressed to the market that it plans to reposition the U.S. economy as a leader. The government has imposed heavy tariffs to drive companies to invest in the domestic market. The U.S. Treasury Secretary Scott Bessent acknowledged that these policies may create short-term disruption, even if they turn out to be effective eventually. Apart from the market-changing conditions in the U.S., there are geopolitical conflicts in Europe and the Middle East. Once again, the economic data is warning of a potential recession, and U.S. consumers are financially quitting. The changing economic landspace in the U.S. could have significant implications for insurers, leading to potential supply chain changes and shifts in overall profitability. According to the Underwriting Director at Lloyd's Market Association, Elizabeth Wooliston, the effects of tariffs on insurers will differ as increased uncertainty and market volatility could raise business risks. 'There is no doubt we are living in unpredictable times, and even looking at a 12-month insurance contract could feel as if we are trying to predict a long way ahead,' Wooliston added. She further said, 'In the U.S., as the end price of goods is likely to rise, the most obvious and immediate concern for insurers will be managing their 'value at risk', with brokers paying close attention to avoid underinsureance for their customers.' Apart from underwriting for profitability, insurers also rely on investing their capital in various financial instruments. If market uncertainty increases in the long term, it can hurt the overall profitability of insurers. However, analysts at Keefe, Bruyette & Woods believe that insurers should be able to overcome the tariff challenges. Industry players will potentially have enough time to request rate increases, which state regulators are likely to approve. The analysts expect the tariffs to mainly impact personal insurance, along with auto damage, commercial property, surety, and marine lines. These segments will potentially be hit harder by tariffs due to increased claim costs. Despite the current market circumstances and losses from wildfire, the insurance industry in the U.S. remains steady. The U.S. has some of the largest insurance companies that drive the overall market. An experienced underwriter discussing complex insurance cases with a client in a modern office setting. Our Methodology We used a Finviz screener to shortlist insurance companies with a market capitalization of more than $1 billion. We then looked for the insurance stocks widely held by hedge funds. Data for the number of hedge fund investors for each stock was taken from Insider Monkey's database, updated as of Q4 2024. Finally, the 10 best insurance stocks to buy were ranked in ascending order based on the number of hedge funds holding stakes in them. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). No. of Hedge Fund Holders: 48 Willis Towers Watson Public Limited Company (NASDAQ:WTW) is an insurance company that provides commercial insurance, brokerage services, and strategic risk investment solutions. WTW recently announced its AdWrap program, a master-controlled insurance program that offers the production insurance needs of businesses and their contracted vendors. This program supports businesses to have a cost-effective and transparent approach to growing their businesses. On March 18, UBS analyst Brian Meredith upgraded the rating on WTW from Neutral to Buy, increasing the price target from $344 to $395 per share. The analyst expects WTW to improve its operating and FCF margins, exceeding its peers in the insurance brokerage industry. Meredith expects WTW to sustain an organic revenue growth of almost 5.9% in 2025, compared to a consensus estimate of 5.2%. Willis Towers Watson Public Limited Company (NASDAQ:WTW) posted mixed results in 2024. The revenue came in at $9.93 billion for the full year of 2024, growing by 5% year-over-year. The sale of TRANZACT is expected to improve growth rates, operating margins, and FCF in 2025. The analysts expect the company to achieve a 1.4% year-over-year increase in EPS in 2025. Overall, WTW ranks 10th among the 10 best insurance stocks to buy now. While we acknowledge the potential of insurance companies, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than WTW but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks To Invest In According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
