Willis Towers Watson Public Limited Company

NasdaqGS:WTW 주식 리포트

시가총액: US$24.4b

Willis Towers Watson 경영진

경영진 기준 점검 4/4

Willis Towers Watson CEO는 Carl Hess, Jan2022 에 임명되었습니다 의 임기는 4.42 년입니다. 총 연간 보상은 $12.79M, 7.8% 급여 및 92.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $26.25M 가치에 해당하는 회사 주식의 0.11% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.8 년과 4.2 년입니다.

핵심 정보

Carl Hess

최고경영자

US$12.8m

총 보수

CEO 급여 비율7.82%
CEO 재임 기간4.4yrs
CEO 지분 보유율0.1%
경영진 평균 재임 기간4.8yrs
이사회 평균 재임 기간4.2yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jun 03

WTW: AI Productivity And Specialty Focus Will Support Future Upside Potential

Analysts have trimmed their average price target on Willis Towers Watson by about $20 to $334. This reflects updated assumptions around slightly slower revenue growth, a modestly higher discount rate, a somewhat higher profit margin, and a lower future P/E, even as recent research includes both target cuts and a couple of rating upgrades.
Seeking Alpha Jun 03

Willis Towers Watson: Unfairly Punished After A Cyclical Hiccup

Summary Willis Towers Watson remains a 'buy' despite a 20% share price decline and persistent AI disintermediation fears. WTW's bespoke insurance broking and consulting model is less vulnerable to rapid AI disruption than commoditized segments; AI also enhances internal productivity. Q1 results showed muted 3% organic growth, but 19% EPS growth and expanding margins, supported by buybacks and cost efficiency. With a strong balance sheet, 7% free cash flow yield, and fair value estimated at $300–320, I expect ~12% long-term returns. Read the full article on Seeking Alpha
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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 보수 분석

Carl Hess의 보수는 Willis Towers Watson의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Carl의 총 보수(USD12.79M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.81M) 수준입니다.

보상과 수익: Carl의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Carl Hess (64 yo)

4.4yrs
재임 기간
US$12,793,605
보수

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...


리더십 팀

이름직위재임 기간보수지분
Carl Hess
CEO & Director4.4yrsUS$12.79m0.11%
$ 26.2m
Andrew Krasner
CFO & Co-head of Corporate Development4.8yrsUS$5.51m0.025%
$ 6.2m
Matthew Furman
General Counsel10.4yrsUS$2.83m0.036%
$ 8.7m
Julie Gebauer
President of Health10.4yrsUS$4.47m0.080%
$ 19.5m
Lucy Clarke
President of Risk & Broking1.9yrsUS$3.81m0.011%
$ 2.7m
Alexis Faber
Chief Operating Officer4.8yrs데이터 없음0.012%
$ 3.0m
Joseph Kurpis
Principal Accounting Officer & Controller5.1yrs데이터 없음0.0016%
$ 390.1k
Eric Latalladi
Global Head of Technology1.9yrs데이터 없음데이터 없음
Claudia La Hoz
Head of Investor Relationsno data데이터 없음데이터 없음
Kristy Banas
Chief Human Resources Officer and Head of Marketing & Communication4.8yrs데이터 없음0.012%
$ 2.9m
Gianmarco Tosti
Head of Corporate Risk & Broking and Italy Country Manager17.3yrs데이터 없음데이터 없음
William Dubinsky
MD & Head of Insurance-Linked Securities - WCMA16.2yrs데이터 없음데이터 없음
4.8yrs
평균 재임 기간
57.5yo
평균 나이

경험이 풍부한 관리: WTW의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.8 년).


이사회 구성원

이름직위재임 기간보수지분
Carl Hess
CEO & Director4.4yrsUS$12.79m0.11%
$ 26.2m
Paul Reilly
Independent Non-Executive Chair3.7yrsUS$507.91k0.0020%
$ 485.1k
Fredric Tomczyk
Independent Director3.2yrsUS$345.00k0.0014%
$ 348.6k
Michael Hammond
Independent Director4.4yrsUS$375.00k0.0023%
$ 558.3k
Jacqueline Hunt
Independent Director3.2yrsUS$345.00k0.0014%
$ 348.6k
Inga Beale
Independent Director4.4yrsUS$370.00k0.0020%
$ 497.3k
James Vickers
Chairman of Willis Re International & Specialtyno data데이터 없음데이터 없음
Paddy Jago
Global Chairman of Willis Re & Chairman of Willis Re North America11.4yrs데이터 없음데이터 없음
Stephen Chipman
Independent Director3.2yrsUS$345.00k0.0014%
$ 348.6k
Funmibi Chima
Independent Director4.2yrsUS$365.00k0.0031%
$ 748.4k
Michelle Swanback
Independent Director4.4yrsUS$370.00k0.0020%
$ 497.3k
Nicholas Harvey
Directorless than a year데이터 없음데이터 없음
4.2yrs
평균 재임 기간
63.5yo
평균 나이

경험이 풍부한 이사회: WTW의 이사회경험이 있음으로 간주됩니다(평균 재임 4.2 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/09 08:12
종가2026/06/09 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Willis Towers Watson Public Limited Company는 30명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Mark MarconBaird
Taylor ScottBarclays
Michael ZaremskiBMO Capital Markets Equity Research