Willis Towers Watson Public Limited Company

NasdaqGS:WTW Stock Report

Market Cap: US$24.3b

Willis Towers Watson Future Growth

Future criteria checks 2/6

Willis Towers Watson is forecast to grow earnings and revenue by 5.2% and 5.9% per annum respectively. EPS is expected to grow by 9.5% per annum. Return on equity is forecast to be 22.9% in 3 years.

Key information

5.2%

Earnings growth rate

9.50%

EPS growth rate

Insurance earnings growth2.0%
Revenue growth rate5.9%
Future return on equity22.92%
Analyst coverage

Good

Last updated11 May 2026

Recent future growth updates

Recent updates

Narrative Update • 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.
Narrative Update • 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
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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

Earnings and Revenue Growth Forecasts

NasdaqGS:WTW - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/202811,6581,8882,1702,3158
12/31/202710,9961,7921,9682,15213
12/31/202610,4341,6051,8121,94213
3/31/20269,8971,6671,5671,800N/A
12/31/20259,7081,6051,5461,775N/A
9/30/20259,8072,1161,3811,603N/A
6/30/20259,8081371,1791,407N/A
3/31/20259,812-531,2171,453N/A
12/31/20249,930-981,2671,512N/A
9/30/20249,809-7221,1861,435N/A
6/30/20249,6861,0891,0991,346N/A
3/31/20249,5801,0429941,235N/A
12/31/20239,4831,0551,1031,345N/A
9/30/20239,2911,0349621,198N/A
6/30/20239,0781,080752984N/A
3/31/20238,9501,141706925N/A
12/31/20228,8661,049608812N/A
9/30/20228,8501,017419621N/A
6/30/20228,8701,7501,7651,953N/A
3/31/20228,9301,7102,0142,210N/A
12/31/20218,9982,1421,8602,061N/A
9/30/20218,9612,0442,2422,445N/A
6/30/20218,8851,2471,2311,455N/A
3/31/20218,3779761,3671,623N/A
12/31/20208,6157381,4881,774N/A
9/30/20208,6368111,3481,667N/A
6/30/20208,7287681,1441,463N/A
3/31/20209,1931,0628391,151N/A
12/31/20198,370820N/A1,081N/A
9/30/20198,721878N/A1,192N/A
6/30/20198,591847N/A1,196N/A
3/31/20198,533767N/A1,223N/A
12/31/20188,513695N/A1,288N/A
9/30/20188,219562N/A1,063N/A
6/30/20188,212464N/A938N/A
3/31/20188,175439N/A785N/A
12/31/20178,202568N/A862N/A
9/30/20178,028495N/A827N/A
6/30/20177,937517N/A816N/A
3/31/20177,878526N/A909N/A
12/31/20167,887450N/A933N/A
9/30/20166,844254N/A751N/A
6/30/20165,924403N/A672N/A
3/31/20164,947401N/A426N/A
12/31/20153,809343N/A244N/A
9/30/20153,778473N/A309N/A
6/30/20153,745349N/A332N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: WTW's forecast earnings growth (5.2% per year) is above the savings rate (3.5%).

Earnings vs Market: WTW's earnings (5.2% per year) are forecast to grow slower than the US market (16.8% per year).

High Growth Earnings: WTW's earnings are forecast to grow, but not significantly.

Revenue vs Market: WTW's revenue (5.9% per year) is forecast to grow slower than the US market (11.7% per year).

High Growth Revenue: WTW's revenue (5.9% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: WTW's Return on Equity is forecast to be high in 3 years time (22.9%)

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/25 02:48
End of Day Share Price 2026/05/22 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Willis Towers Watson Public Limited Company is covered by 31 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Mark MarconBaird
Taylor ScottBarclays
Michael ZaremskiBMO Capital Markets Equity Research