Willis Towers Watson Dirección
Dirección controles de criterios 4/4
El CEO de Willis Towers Watson es Carl Hess , nombrado en Jan 2022, tiene una permanencia de 4.33 años. compensación anual total es $12.79M, compuesta por 7.8% salario y 92.2% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.11% de las acciones de la empresa, por valor de $26.17M. La antigüedad media del equipo directivo y de la junta directiva es de 4.8 años y 4.1 años, respectivamente.
Información clave
Carl Hess
Chief Executive Officer (CEO)
US$12.8m
Compensación total
| Porcentaje del salario del CEO | 7.82% |
| Permanencia del CEO | 4.3yrs |
| Participación del CEO | 0.1% |
| Permanencia media de la dirección | 4.8yrs |
| Promedio de permanencia en la Junta Directiva | 4.1yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • May 01
WTW: AI Productivity And Margin Durability Will Support Upside Beyond Sector Reset
Willis Towers Watson's analyst price targets have shifted lower, reflected in an updated fair value estimate moving from about $370.63 to $354.74, as analysts factor in a series of recent target cuts, balanced against mixed views on AI risks and the resilience of the broker business model. Analyst Commentary Recent research on Willis Towers Watson reflects a mix of optimism about the company’s execution and resilience, alongside caution around sector headwinds and valuation reset.Actualización de narrativa • Mar 27
WTW: AI Productivity And Margin Durability Will Drive Upside In Softer P&C Cycle
Analysts have inched up their blended price target for Willis Towers Watson to $370.63, with recent research pointing to AI as a productivity tool that could support margins and to what they see as resilient broker business fundamentals despite earlier sector weakness. Analyst Commentary Recent research on Willis Towers Watson highlights a split view, with some firms pointing to resilience in the broker model and AI as a support for margins, while others focus on softer pricing trends and sector wide pressures on growth and valuation.Seeking Alpha • Mar 19
AI Disruption Fears Create An Opportunity In Willis Towers Watson
Summary Willis Towers Watson remains a buy, with AI disruption fears overblown given its commercial focus and value-added human capital. Q4 results were strong: organic growth of 6%, operating margin expanded 80 bps to 36.9%, and free cash flow yield is ~6.2%. WTW's Newfront acquisition enhances AI capabilities, with modest near-term dilution but expected accretion and synergy realization by 2027. A solid balance sheet, ongoing buybacks, and mid-single-digit organic growth support a fair value estimate of $320–$360, offering >11% upside. Read the full article on Seeking AlphaActualización de narrativa • Mar 11
WTW: Differentiated Underwriting And Margin Durability Will Drive Upside In Softer P&C Cycle
The updated analyst price target for Willis Towers Watson edges down by about $2.60 to roughly $369, as analysts recalibrate assumptions around sector wide P&C softness, AI related headwinds, and the importance of underwriting differentiation and margin resilience. Analyst Commentary Recent Street research on Willis Towers Watson points to a mixed setup, with target prices adjusted both higher and lower as investors weigh softer P&C pricing, AI related pressures, and the importance of underwriting and margin quality.Actualización de narrativa • Feb 24
WTW: Softer P&C Cycle Will Test Broker Margins Yet Support Upside
Analysts have made a modest downward adjustment to their Willis Towers Watson price target, with updated assumptions reflecting slightly higher revenue growth and profit margin expectations, alongside a lower future P/E multiple of about 20.8x, consistent with mixed recent Street revisions that include both target raises and cuts. Analyst Commentary Recent Street research on Willis Towers Watson reflects a mix of optimism and caution, with several firms adjusting price targets in both directions.Actualización de narrativa • Feb 09
WTW: Softer P&C Cycle Will Test Broker Resilience And Execution
Analysts lifted their price targets on Willis Towers Watson by a few dollars to the mid US$370s, citing refreshed models that reflect a slightly higher fair value estimate, modestly stronger assumed revenue growth, and a somewhat lower future P/E multiple despite a small increase in the discount rate. Analyst Commentary Recent research points to a mixed but generally constructive tone around Willis Towers Watson, with several firms moving price targets into the low to high US$300s and one firm taking a more cautious stance with a lower target.Actualización de narrativa • Jan 26
WTW: Softer P&C Cycle Will Test Broker Margins And Execution
Analysts have made only a marginal adjustment to their price targets on Willis Towers Watson, with a small pullback led by a US$20 cut at Cantor Fitzgerald, partly offset by a series of modest increases from other firms that reflect updated views on insurance pricing, broker organic growth and margin expectations. Analyst Commentary Recent research on Willis Towers Watson points to a mixed, but generally constructive, tone around the shares, with several firms lifting valuation targets while a smaller group trims expectations based on sector and company specific factors.Actualización de narrativa • Jan 12
WTW: Softer P&C Cycle Will Shape Future Earnings Power
Narrative Update: Willis Towers Watson Analyst Price Target Shift Analysts have modestly adjusted their view on Willis Towers Watson, with the intrinsic value estimate easing by about US$2 to roughly US$369 per share. Slightly higher discount rates and margin pressure offset expectations for somewhat stronger revenue growth and a higher future P/E multiple.Actualización de narrativa • Nov 01
WTW: Free Cash Flow Will Support Margin Expansion Through 2027
Analysts have slightly lowered their fair value price target for Willis Towers Watson to $371.61 from $374.44. This change reflects mixed results in recent quarterly performance and evolving sector fundamentals.Actualización de narrativa • Oct 18
AI And Cybersecurity Will Expand Advanced Risk Consulting
Analysts have modestly raised their fair value estimate for Willis Towers Watson, increasing the price target by approximately $6 to $374. They cite ongoing margin improvement, steady revenue growth, and sector resilience amid macro uncertainties.Actualización de narrativa • Oct 03
AI And Cybersecurity Will Expand Advanced Risk Consulting
Willis Towers Watson's fair value estimate has increased modestly from $364.50 to $368.78. Analysts point to sustained margin expansion and solid sector fundamentals supporting a higher price target for the firm.Seeking Alpha • Apr 24
Willis Towers Watson: Solid Q1, But A Full Valuation
Summary Willis Towers Watson Public Limited Company shares rose 24% over the past year, driven by its stable business model and minimal economic cyclicality. Q1 results showed solid performance with 5% organic revenue growth and improved operating margins, despite a 5% revenue decline due to the TRANZACT sale. WTW maintains a strong balance sheet, targets $1.5 billion in buybacks, and offers a 5-6% capital return yield, primarily through buybacks. Despite solid fundamentals, WTW's valuation appears full, leading to a hold rating as shares are near fair value with limited upside potential. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
Willis Towers Watson: The Bull Case Remains Intact
Summary Willis Towers Watson shares have returned 15% since my initial Buy recommendation was published on February 12, 2024. WTW stock's rise has been driven by solid earnings performance and moderate multiple expansion. The company recently completed a divestiture of its direct-to-consumer business, which is expected to help improve margins going forward. WTW continues to trade at a valuation discount to the broader market and peers. I reiterate my Buy rating on WTW. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$2b |
| Dec 31 2025 | US$13m | US$1m | US$2b |
| Sep 30 2025 | n/a | n/a | US$2b |
| Jun 30 2025 | n/a | n/a | US$137m |
| Mar 31 2025 | n/a | n/a | -US$53m |
| Dec 31 2024 | US$13m | US$1m | -US$98m |
| Sep 30 2024 | n/a | n/a | -US$722m |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$1b |
| Dec 31 2023 | US$13m | US$1m | US$1b |
| Sep 30 2023 | n/a | n/a | US$1b |
| Jun 30 2023 | n/a | n/a | US$1b |
| Mar 31 2023 | n/a | n/a | US$1b |
| Dec 31 2022 | US$11m | US$1m | US$1b |
| Sep 30 2022 | n/a | n/a | US$1b |
| Jun 30 2022 | n/a | n/a | US$2b |
| Mar 31 2022 | n/a | n/a | US$2b |
| Dec 31 2021 | US$5m | US$767k | US$2b |
| Sep 30 2021 | n/a | n/a | US$2b |
| Jun 30 2021 | n/a | n/a | US$1b |
| Mar 31 2021 | n/a | n/a | US$976m |
| Dec 31 2020 | US$4m | US$650k | US$738m |
| Sep 30 2020 | n/a | n/a | US$811m |
| Jun 30 2020 | n/a | n/a | US$768m |
| Mar 31 2020 | n/a | n/a | US$1b |
| Dec 31 2019 | US$4m | US$644k | US$820m |
Compensación vs. Mercado: La compensación total ($USD12.79M) de Carl está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD14.79M).
Compensación vs. Ingresos: La compensación de Carl ha sido consistente con los resultados de la empresa en el último año.
CEO
Carl Hess (63 yo)
4.3yrs
Permanencia
US$12,793,605
Compensación
Mr. Carl Aaron Hess, F.S.A. & CERA is a Member of Board of Trustees at American Institute for Chartered Property Casualty Underwriters from June 15, 2022. He has been Chief Executive Officer and Director o...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 4.3yrs | US$12.79m | 0.11% $ 26.2m | |
| CFO & Co-head of Corporate Development | 4.7yrs | US$5.51m | 0.025% $ 6.2m | |
| General Counsel | 10.3yrs | US$2.83m | 0.036% $ 8.7m | |
| President of Health | 10.3yrs | US$4.47m | 0.080% $ 19.4m | |
| President of Risk & Broking | 1.8yrs | US$3.81m | 0.011% $ 2.7m | |
| Chief Operating Officer | 4.8yrs | sin datos | 0.012% $ 3.0m | |
| Principal Accounting Officer & Controller | 5yrs | sin datos | 0.0016% $ 389.0k | |
| Global Head of Technology | 1.8yrs | sin datos | sin datos | |
| Head of Investor Relations | no data | sin datos | sin datos | |
| Chief Human Resources Officer and Head of Marketing & Communication | 4.8yrs | sin datos | 0.012% $ 2.9m | |
| Head of Corporate Risk & Broking and Italy Country Manager | 17.2yrs | sin datos | sin datos | |
| MD & Head of Insurance-Linked Securities - WCMA | 16.1yrs | sin datos | sin datos |
4.8yrs
Permanencia media
56.5yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de WTW se considera experimentado (4.8 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 4.3yrs | US$12.79m | 0.11% $ 26.2m | |
| Independent Non-Executive Chair | 3.6yrs | US$507.91k | 0.0020% $ 483.8k | |
| Independent Director | 3.1yrs | US$345.00k | 0.0010% $ 252.8k | |
| Independent Director | 4.3yrs | US$375.00k | 0.0019% $ 461.9k | |
| Independent Director | 3.1yrs | US$345.00k | 0.0010% $ 252.8k | |
| Independent Director | 4.3yrs | US$370.00k | 0.0016% $ 401.1k | |
| Chairman of Willis Re International & Specialty | no data | sin datos | sin datos | |
| Global Chairman of Willis Re & Chairman of Willis Re North America | 11.3yrs | sin datos | sin datos | |
| Independent Director | 3.1yrs | US$345.00k | 0.0014% $ 347.6k | |
| Independent Director | 4.1yrs | US$365.00k | 0.0031% $ 746.3k | |
| Independent Director | 4.3yrs | US$370.00k | 0.0020% $ 495.9k | |
| Director | less than a year | sin datos | sin datos |
4.1yrs
Permanencia media
62.5yo
Promedio de edad
Junta con experiencia: La junta directiva de WTW se considera experimentada (4.1 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/25 18:14 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Willis Towers Watson Public Limited Company está cubierta por 31 analistas. 16 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Mark Marcon | Baird |
| Taylor Scott | Barclays |
| Michael Zaremski | BMO Capital Markets Equity Research |