Willis Towers Watson Public Limited Company

NasdaqGS:WTW 株式レポート

時価総額:US$24.3b

Willis Towers Watson マネジメント

マネジメント 基準チェック /44

Willis Towers Watsonの CEO はCarl Hessで、 Jan2022年に任命され、 の在任期間は 4.33年です。 の年間総報酬は$ 12.79Mで、 7.8%給与と92.2%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.11%を直接所有しており、その価値は$ 26.17M 。経営陣と取締役会の平均在任期間はそれぞれ4.8年と4.1年です。

主要情報

Carl Hess

最高経営責任者

US$12.8m

報酬総額

CEO給与比率7.82%
CEO在任期間4.3yrs
CEOの所有権0.1%
経営陣の平均在職期間4.8yrs
取締役会の平均在任期間4.1yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
ナラティブの更新 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 Alpha
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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 Alpha
Seeking 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 Alpha

CEO報酬分析

Willis Towers Watson の収益と比較して、Carl Hess の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$2b

Dec 31 2025US$13mUS$1m

US$2b

Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$137m

Mar 31 2025n/an/a

-US$53m

Dec 31 2024US$13mUS$1m

-US$98m

Sep 30 2024n/an/a

-US$722m

Jun 30 2024n/an/a

US$1b

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$13mUS$1m

US$1b

Sep 30 2023n/an/a

US$1b

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$1b

Dec 31 2022US$11mUS$1m

US$1b

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$2b

Mar 31 2022n/an/a

US$2b

Dec 31 2021US$5mUS$767k

US$2b

Sep 30 2021n/an/a

US$2b

Jun 30 2021n/an/a

US$1b

Mar 31 2021n/an/a

US$976m

Dec 31 2020US$4mUS$650k

US$738m

Sep 30 2020n/an/a

US$811m

Jun 30 2020n/an/a

US$768m

Mar 31 2020n/an/a

US$1b

Dec 31 2019US$4mUS$644k

US$820m

報酬と市場: Carlの 総報酬 ($USD 12.79M ) は、 US市場 ($USD 14.84M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Carlの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Carl Hess (63 yo)

4.3yrs
在職期間
US$12,793,605
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Carl Hess
CEO & Director4.3yrsUS$12.79m0.11%
$ 26.2m
Andrew Krasner
CFO & Co-head of Corporate Development4.7yrsUS$5.51m0.025%
$ 6.2m
Matthew Furman
General Counsel10.3yrsUS$2.83m0.036%
$ 8.7m
Julie Gebauer
President of Health10.3yrsUS$4.47m0.080%
$ 19.4m
Lucy Clarke
President of Risk & Broking1.8yrsUS$3.81m0.011%
$ 2.7m
Alexis Faber
Chief Operating Officer4.8yrsデータなし0.012%
$ 3.0m
Joseph Kurpis
Principal Accounting Officer & Controller5yrsデータなし0.0016%
$ 389.0k
Eric Latalladi
Global Head of Technology1.8yrsデータなしデータなし
Claudia La Hoz
Head of Investor Relationsno dataデータなしデータなし
Kristy Banas
Chief Human Resources Officer and Head of Marketing & Communication4.8yrsデータなし0.012%
$ 2.9m
Gianmarco Tosti
Head of Corporate Risk & Broking and Italy Country Manager17.2yrsデータなしデータなし
William Dubinsky
MD & Head of Insurance-Linked Securities - WCMA16.1yrsデータなしデータなし
4.8yrs
平均在職期間
56.5yo
平均年齢

経験豊富な経営陣: WTWの経営陣は 経験豊富 であると考えられます ( 4.8年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Carl Hess
CEO & Director4.3yrsUS$12.79m0.11%
$ 26.2m
Paul Reilly
Independent Non-Executive Chair3.6yrsUS$507.91k0.0014%
$ 345.2k
Fredric Tomczyk
Independent Director3.1yrsUS$345.00k0.0010%
$ 252.8k
Michael Hammond
Independent Director4.3yrsUS$375.00k0.0019%
$ 461.9k
Jacqueline Hunt
Independent Director3.1yrsUS$345.00k0.0010%
$ 252.8k
Inga Beale
Independent Director4.3yrsUS$370.00k0.0016%
$ 401.1k
James Vickers
Chairman of Willis Re International & Specialtyno dataデータなしデータなし
Paddy Jago
Global Chairman of Willis Re & Chairman of Willis Re North America11.3yrsデータなしデータなし
Stephen Chipman
Independent Director3.1yrsUS$345.00k0.0010%
$ 252.8k
Funmibi Chima
Independent Director4.1yrsUS$365.00k0.0025%
$ 598.1k
Michelle Swanback
Independent Director4.3yrsUS$370.00k0.0016%
$ 401.1k
Nicholas Harvey
Directorless than a yearデータなしデータなし
4.1yrs
平均在職期間
62.5yo
平均年齢

経験豊富なボード: WTWの 取締役会経験豊富 であると考えられます ( 4.1年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/23 03:04
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Willis Towers Watson Public Limited Company 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31

アナリスト機関
Mark MarconBaird
Taylor ScottBarclays
null nullBMO Capital Markets Equity Research