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WTW · Willis Towers Watson PLC

$316.03 -0.13 (-0.04%)
Market Cap
$29.86B
Shares
94.45M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$316.16 Open$304.82 Day$304.03–317.42 52W$240.61–350.65 Avg vol 30d593K Short int3.7M · 3.9% float · 6.5d Short vol54% Last earningsJul 30, 2026 DataJan 2020–Jul 2026 Filing10-Q · Apr 30

Up next

Next earnings call
Jul 30, 2026 Scheduled · this week
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Apr 30, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Buy Momentum Weak Sentiment Neutral Fundamentals Strong Quant / Vol Moderate
      Market backdrop VIX 18.2 · elevated Equity put/call 0.71
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +6%
      above
      Price vs 50-day avg +17%
      above
      RSI (14) 74
      overbought
      MACD trend Positive
      52-week position 69%
      mid-range
      Momentum
      relative strength
      Weak
      1-month return +19%
      trailing
      6-month return −5%
      trailing
      YTD return −3%
      this year
      Relative strength −13%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $271 › 200d $299 — 200d above 50d
      Institutional flow Distributing
      221 of 721 funds reported for Jun 30 · net -181.0K sh shares · +21 new
      Insider flow Accumulating
      Net +$1.0M over 90 days · 0% sells
      Short interest Falling
      3.92% of float · ▼ -14.0% MoM · 6.5 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      721 holders — mid 3-yr range
      Squeeze score 72
      high risk · 0–100
      Fundamentals
      Strong
      Revenue growth −2%
      Y/Y
      EPS growth +1794%
      Y/Y
      Free cash flow $1.6B
      Valuation P/E 18.6
      below peers
      Balance sheet $2.8B
      net debt
      Quant / Vol
      risk profile
      Moderate
      Volatility 29%
      annualized · 1-yr
      Max drawdown −30%
      past year
      ATR 2.5%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the 8-K filed Apr 30, 2026
      next 2 years
      ~100 basis points of average annual margin expansion in R&B Non-GAAP at least 100%
      2026
      Expect share repurchases Initiated at least $1B
      Expected headwind on Adjusted Diluted EPS from Willis Re joint v Non-GAAP Initiated $-0.30
      Expected dilution to Adjusted EPS from Newfront acquisition Non-GAAP Initiated $-0.10
      Newfront post-close revenue Non-GAAP Initiated $250M
      Newfront adjusted EBITDA margin Non-GAAP Initiated 26%
      remainder of 2026
      Incremental foreign currency tailwind on Adjusted Diluted EPS Non-GAAP Initiated $0.10
      full year 2026
      Foreign currency tailwind on Adjusted Diluted EPS Non-GAAP Initiated $0.35

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      1 · 2 · 3
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +6% Bullish
      Price vs 50-day avg
      +17% Bullish
      RSI (14)
      74 Bearish
      MACD trend
      Positive Bullish
      52-week position
      69% Neutral
      Market signals — smart money & positioning
      Bullish · 2 of 6
      Trend (MA cross) No cross
      50d $271 › 200d $299 — 200d above 50d
      Institutional flow Distributing
      221 of 721 funds reported for Jun 30 · net -181.0K sh shares · +21 new
      Insider flow Accumulating
      Net +$1.0M over 90 days · 0% sells
      Short interest Falling
      3.92% of float · ▼ -14.0% MoM · 6.5 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      721 holders — mid 3-yr range
      Price context
      position in its 52-week range
      52-wk low $241 Now $316 · 69% 52-wk high $351
      vs 200-day avg +6% vs 50-day avg +17%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Free cash flow non-GAAP -$65M Q1-26
      Adjusted Operating Margin non-GAAP 25.2% FY 2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Insurance Brokers — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      WTW
      Willis Towers Watson PLC
      this stock
      $29.86B -3.5% -2.2% 18.6 3.9%
      MRSH
      Marsh & Mclennan Companies, Inc.
      $94.29B +4.1% +9.7% 23.5 1.4%
      AON
      Aon plc
      $81.43B +8.0% -0.7% 20.9 2.1%
      AJG
      Arthur J. Gallagher & Co.
      $68.16B +2.8% +16.6% 42.9 3.1%
      BRO
      Brown & Brown, Inc.
      $24.64B -7.4% +19.1% 23.5 5.6%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Reducing
      Holders
      716
      % held
      91.4%
      Reported
      221 of 721
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      259
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      3.7M
      Days to cover
      6.5d
      Change
      -603.4K sh
      View
      Short Volume
      Short vol %
      54%
      As of
      Jul 29, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      266
      Value
      $70.4K
      As of
      Jun 30, 2026
      View
      Off-Exchange
      Off-exchange %
      36.7%
      Week of
      Jul 6, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net buying
      Net (90d)
      +$1.0M
      Buyers / Sellers
      2 / 0
      Buyers Sellers
      View
      Congressional Trades Sell
      Member
      Valerie Hoyle
      Amount
      $1.0K–$15.0K
      Traded
      Sep 23, 2025
      View
      Financials
      Financials
      Revenue (FY)
      $9.7B
      Net income (FY)
      $1.6B
      EPS diluted
      $16.26
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      May 21, 2026
      This year
      8
      View
      Proposed Sales
      Value
      $912.0K
      Shares
      3.0K
      Filed
      Mar 3, 2026
      View
      Earnings & Events
      Earnings Calls Upcoming
      Next call
      Jul 30, 2026
      Last call
      Apr 30, 2026
      View
      Investor Relations
      Upcoming events
      1
      View

      Performance

      5D 20D 120D MTD YTD
      WTW +9.5% +19.4% -5.3% +21.0% -3.5%
      SPY -1.0% 0.0% +7.4% -0.8% +8.6%
      vs SPY +10.5% +19.5% -12.8% +21.8% -12.1%

      Capital returns

      Latest dividend
      $0.96 / share · ex Jun 30, 2026
      Raised 4.3%
      Paid (TTM)
      $3.76 / share · 4 payouts
      Dividend yield (TTM, derived)
      1.19%

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1140536 CUSIP G96629103 13F (30d) 220 filings 195 filers Visit website Investor relations