Cidel Asset Management Inc. Has $42.78 Million Stake in Willis Towers Watson Public Limited Company $WTW
Cidel Asset Management Inc. reduced its stake in Willis Towers Watson Public Limited Company (NASDAQ:WTW) by 4.1% in the fourth quarter, now owning 130,190 shares valued at $42.78 million. Despite this, other institutional investors like Vanguard Group Inc. and Dodge & Cox significantly increased their positions. Willis Towers Watson Public recently announced a quarterly dividend increase to $0.96 per share and reported strong earnings, beating analyst expectations.
Willis Towers Watson Public : WTW completes acquisition of FlowStone Partners
WTW, a global advisory and solutions company, announced it has completed the acquisition of FlowStone Partners, an alternative investment firm specializing in private equity secondaries. This acquisition aims to significantly expand WTW's capabilities in serving both individual wealth and institutional clients with new private market solutions, enhancing access to private equity. FlowStone Partners is recognized for its expertise in innovative portfolio construction and risk management for private equity secondaries.
Willis Towers Watson's Q1 2026 Earnings: What to Expect
Willis Towers Watson (WTW) is expected to report its fiscal Q1 2026 earnings soon, with analysts anticipating a profit of $3.60 per share, representing a 15% increase year-over-year. Despite the positive earnings outlook, WTW stock has underperformed the S&P 500 and the XLF ETF over the past 52 weeks, attributed to mixed earnings, slowing revenue growth, and increased competition, including concerns about AI disruption. Analysts hold a "Moderate Buy" rating with an average price target indicating a potential upside of 27.2%.
Willis Towers Watson Public Limited Company completed the acquisition of FlowStone Partners, LLC from Peakline Partners, LLC and other owners.
Willis Towers Watson Public Limited Company completed its acquisition of FlowStone Partners, LLC from Peakline Partners, LLC and other owners on April 1, 2026. The initial agreement for this transaction was made on December 1, 2025, with an expected closing by early 2026. Moelis & Company LLC advised FlowStone Partners, LLC during the acquisition.
WTW SEC Filings - Willis Towers 10-K, 10-Q, 8-K Forms
This page provides access to Willis Towers (WTW) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, and 8-K material events. It details recent filings such as insider trading activities and the Q2 2025 earnings report, which showed increased profitability despite flat revenue. The resource also highlights WTW's capital structure and financing activities, such as debt securities offerings and credit agreements.
BRO shares currently trade at a 13.6X multiple, which is lower than the industry average: Is it a good time to hold?
Brown & Brown, Inc. (BRO) is trading at a forward P/E of 13.6, below the industry average, despite recent share price drops. The company shows strong revenue growth, strategic acquisitions, and a consistent dividend track record. However, international expansion risks and lower profitability metrics, such as Return on Equity and Return on Invested Capital, pose challenges. Given these mixed factors, analysts recommend a cautious "Hold" approach.
BRO Stock Trading at a Discount to Industry at 13.6X: Time to Hold?
Brown & Brown, Inc. (BRO) is trading at a discount compared to its industry, with a forward price-to-earnings multiple of 13.6X. Despite a year-to-date share price decline, the insurer shows promising growth projections and a strong dividend history, supported by strategic acquisitions and operational expertise. However, international expansion risks and profitability metrics lagging industry averages prompt a "wait-and-see" approach for this Zacks Rank #3 (Hold) stock.
Gallagher adds Australian broker focused on non-profit property cover
Arthur J. Gallagher & Co. (NYSE:AJG) has acquired Brisbane-based International Insurance Brokers Pty Ltd, a firm specializing in property coverage for non-profit organizations in Australia. The acquisition expands Gallagher's retail brokerage footprint and niche expertise in the region. The International Insurance Brokers team will integrate into Gallagher's Brisbane office, although specific financial terms of the transaction were not disclosed.
Brown & Brown Inc Stock: A Steady Performer in the Insurance Brokerage Sector for Long-Term Investor
Brown & Brown Inc is highlighted as a steady performer in the insurance brokerage sector, appealing to long-term investors due to its consistent growth through strategic acquisitions and organic expansion. The article details its core business model, diversified segments, and historical acquisition strategy, emphasizing its resilience and strong market position against competitors. It also discusses sector drivers, tailwinds, and potential risks, offering insights for North American investors.
SG Americas Securities LLC Buys 53,394 Shares of Willis Towers Watson Public Limited Company $WTW
SG Americas Securities LLC significantly increased its stake in Willis Towers Watson Public Limited Company (NASDAQ:WTW) during the fourth quarter, purchasing 53,394 additional shares and bringing its total holdings to 61,135 shares valued at approximately $20.09 million. Analysts maintain a "Moderate Buy" rating for WTW, with an average price target of $373.14, indicating potential upside. The company also recently announced an increase in its quarterly dividend to $0.96 per share.
Exchange Traded Concepts LLC Acquires 17,033 Shares of Willis Towers Watson Public Limited Company $WTW
Exchange Traded Concepts LLC significantly increased its stake in Willis Towers Watson Public Limited Company (NASDAQ:WTW) during Q4, adding 17,033 shares to reach a total of 60,859 shares valued at approximately $20 million. This move comes as institutional investors now hold about 93.09% of WTW. The company recently beat Q4 earnings estimates, raised its quarterly dividend to $0.96, and holds a "Moderate Buy" consensus rating from analysts with an average price target of $373.14.
Willis Towers Watson Public Limited Company (WTW): Billionaire David Abrams Likes This Stock
Billionaire David Abrams's fund, Abrams Capital Management, continues to hold a significant stake in Willis Towers Watson Public Limited Company (WTW), viewing it as a stable, long-term investment. Despite some trimming of the position over the years, WTW is considered an AI beneficiary rather than a victim by top investors. The article details Abrams Capital Management's historical holdings in WTW and briefly touches upon the broader AI investment landscape.
Willis Towers Watson Public Limited Company (WTW): Billionaire David Abrams Likes This Stock
Billionaire David Abrams's fund, Abrams Capital Management, has consistently held a stake in Willis Towers Watson Public Limited Company (WTW) since 2016, though he has trimmed his position over time. Despite concerns about AI's impact on the industry, hedge funds view WTW as an AI beneficiary, utilizing machine learning to refine risk pricing, anticipating a turnaround story for the company in 2026.
Wealth Enhancement Advisory Services LLC Acquires 36,738 Shares of Willis Towers Watson Public Limited Company $WTW
Wealth Enhancement Advisory Services LLC significantly increased its stake in Willis Towers Watson Public Limited Company, purchasing 36,738 additional shares to hold a total of 43,903 shares valued at approximately $14.76 million. This increase happened during a period where Willis Towers Watson reported strong Q4 earnings, beating estimates with EPS of $8.12 and revenue of $2.94 billion, leading to favorable analyst sentiment and a "Moderate Buy" consensus rating. The company also raised its quarterly dividend to $0.96 per share, reflecting a 1.3% yield and a 22.47% payout ratio.
Zacks Research Issues Optimistic Outlook for WTW Earnings
Zacks Research has issued an optimistic outlook for Willis Towers Watson Public (WTW) earnings, raising Q2 2026 EPS estimates to $3.16 and FY2027 estimates to $21.79. The company recently surpassed quarterly expectations with an EPS of $8.12 and increased its quarterly dividend to $0.96. WTW currently trades at a discount to its peers with a "Moderate Buy" consensus rating and an average target price of $373.14.
BRO Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides a financial overview of Brown & Brown Inc (BRO), detailing its revenue breakdown, profitability margins, and a comparison with competitors like WTW and RYAN. It highlights that Retail is the largest contributor to BRO's revenue at 55.0%, and analyzes its gross margin (100.00%), operating margin (22.84%), net margin (16.68%), and Return on Equity (11.00%). The analysis positions BRO within the Multiline Insurance & Brokers industry with a market capitalization of $21.83B.
Dynamic Advisor Solutions LLC Grows Position in Willis Towers Watson Public Limited Company $WTW
Dynamic Advisor Solutions LLC significantly increased its stake in Willis Towers Watson Public Limited Company (NASDAQ:WTW) during Q4, adding 4,657 shares to own a total of 6,713 shares valued at $2.21 million. Willis Towers Watson exceeded Q4 earnings and revenue estimates, reporting EPS of $8.12 on revenues of $2.94 billion, and has raised its quarterly dividend to $0.96. Analysts maintain a "Moderate Buy" consensus rating with a price target of $373.14.
Is Willis Towers Watson stock underperforming the Nasdaq?
This article examines whether Willis Towers Watson (WTW) stock is underperforming the Nasdaq. It likely compares WTW's stock performance against the broader Nasdaq index to assess its relative market position. The content would involve financial analysis and market trend observations for both the company and the index.
Sun Life posts 2025 annual report before May 6 shareholder meeting
Sun Life Financial Inc. has announced that its Annual and Special Meetings for common shareholders and voting policyholders will be held on Wednesday, May 6, 2026, at 5:00 p.m. ET. The company's 2025 Annual Report and meeting materials are now available online and through various regulatory filings. Shareholders and policyholders can attend either online or in person in Toronto and are encouraged to vote in advance by May 4, 2026.
WTW Stock Trading at a Discount to Industry at 14.57X: Time to Hold?
Willis Towers Watson Public Limited Company (WTW) shares are trading at a discount compared to its industry, with a forward price-to-earnings multiple of 14.57X, lower than the industry average. The company shows strong growth projections, optimistic analyst sentiment, and a favorable return on capital, suggesting a potential upside of 26.91% from its average target price. WTW's strategic focus on improving operating margins, increasing free cash flow, and sustained dividend growth contribute to its positive outlook despite a recent share price decline.
Willis Towers Watson Public Limited Company (NASDAQ:WTW) Given Consensus Recommendation of "Moderate Buy" by Brokerages
Willis Towers Watson Public Limited Company (NASDAQ:WTW) has received a "Moderate Buy" consensus recommendation from sixteen brokerages, with an average 12-month price target of $373.14. The company recently reported better-than-expected EPS of $8.12 and revenue of $2.94 billion and increased its quarterly dividend to $0.96 per share. Institutional investors own approximately 93% of the stock.
Willis Towers Watson Public Limited Company (WTW): Billionaire Seth Klarman Continues Buying This Stock
Billionaire Seth Klarman's Baupost Group has continued to increase its stake in Willis Towers Watson Public Limited Company (NASDAQ:WTW), making it the third-largest position in his 13F portfolio. Klarman, a proponent of value investing, views WTW as a contrarian play, emphasizing that popular securities are rarely undervalued. The article highlights Klarman's value investing philosophy and notes that while WTW is a long-term holding, some AI stocks may offer higher and quicker returns.
Sun Life CEO Kevin Strain joins a live National Bank fireside chat March 24
Sun Life's President and CEO, Kevin Strain, will participate in a fireside chat at National Bank Capital Markets' 24th Annual Financial Services Conference on March 24, 2026, at 2:00 p.m. ET in Montreal. The session will be moderated by Gabriel Dechaine and will be available via live webcast and replay on Sun Life's investor relations page. This event is part of Sun Life's ongoing investor relations visibility, following a series of recent non-earnings updates.
Teamwork Financial Advisors LLC Lowers Holdings in Willis Towers Watson Public Limited Company $WTW
Teamwork Financial Advisors LLC significantly reduced its stake in Willis Towers Watson Public Limited Company by 81.9% in Q4, selling 28,462 shares and holding 6,293 shares. Willis Towers Watson (NASDAQ:WTW) reported strong quarterly earnings, beating analyst estimates with $8.12 EPS, and increased its quarterly dividend. The company maintains a "Moderate Buy" consensus rating from analysts, with a target price of $373.14.
5 Best Stocks to Buy According to Billionaire Seth Klarman
Billionaire Seth Klarman's Baupost Group maintains Willis Towers Watson Public Limited Company (NASDAQ: WTW) as a long-term holding. Klarman, a proponent of value investing, advises looking for out-of-favor securities as popular ones are often overvalued. Willis Towers Watson, an advisory and broking firm, represents 8.45% of Baupost's 13F portfolio, with an increased stake as of Q4 2025.
Barclays raises Willis Towers Watson Public (WTW) PT amid industry AI pressure, upgrade to equal weight
Barclays has increased its price target for Willis Towers Watson Public (WTW) and upgraded its rating to "equal weight." This decision comes as the industry faces increasing pressure from artificial intelligence advancements.
Brown & Brown Inc Stock (ISIN: US1113201073) Faces Short-Term Downtrend Amid Institutional Shifts an
Brown & Brown Inc (ISIN: US1113201073) is experiencing a short-term downtrend, with its stock price declining by 1.24% on March 17, 2026, and trading near its 52-week low. Institutional investors are showing mixed confidence, with some increasing stakes and others selling off shares. Despite the short-term bearish outlook based on technical indicators, the company's fee-based brokerage model, consistent dividends, and strong core business offer resilience and potential entry points for strategic investors, particularly those in Europe seeking diversification into the US financial sector.
Gotham Asset Management LLC Grows Stock Position in Willis Towers Watson Public Limited Company $WTW
Gotham Asset Management LLC increased its stake in Willis Towers Watson Public Limited Company (NASDAQ:WTW) by 28.2%, now holding 95,232 shares worth $32.9 million. Other institutional investors also adjusted their positions, with institutional ownership nearing 93.09%. Analysts have a "Moderate Buy" consensus rating for WTW, with an average price target of $373.14, and the company recently beat earnings estimates and raised its quarterly dividend.
California Public Employees Retirement System Decreases Stake in Willis Towers Watson Public Limited Company $WTW
The California Public Employees Retirement System (CalPERS) reduced its stake in Willis Towers Watson Public Limited Company (NASDAQ:WTW) by 18.4% in the third quarter, selling 68,892 shares. Despite this, institutional investors still own 93.09% of the company's stock. Willis Towers Watson also beat earnings and revenue expectations, and increased its quarterly dividend.
Is Willis Towers Watson Stock Underperforming the Nasdaq?
Willis Towers Watson Public Limited Company (WTW) has underperformed the Nasdaq Composite ($NASX) over the past three months, year-to-date, and over the past 52 weeks. Despite this, analysts maintain a "Moderate Buy" rating for WTW, with a price target suggesting a 27.1% premium. The company recently expanded its technology ecosystem through a strategic partnership with Qover to enhance embedded insurance solutions.
Insurance company allegedly poached Minnesota employees, igniting legal battle
Brown & Brown is suing its former vice chair, Jim Hays, and rival insurance brokerage Howden US Services, alleging a "corporate raid" involving the mass resignation of nearly 300 employees, including 40 from its Minneapolis office. The lawsuits claim Hays orchestrated the exodus, causing $23 million in lost sales. However, Hays denies the accusations, stating it would be against his financial interest as he still holds Brown & Brown shares, while some former employees cite "toxic" work environments and poor compensation as reasons for leaving.
Boothbay Fund Management LLC Buys 3,561 Shares of Willis Towers Watson Public Limited Company $WTW
Boothbay Fund Management LLC increased its stake in Willis Towers Watson Public Limited Company (NASDAQ:WTW) by 25% in the third quarter, now holding 17,822 shares valued at $6.16 million. This increased institutional interest comes as Willis Towers Watson recently raised its quarterly dividend to $0.96 per share and beat analyst expectations with its latest quarterly earnings report, posting $8.12 EPS against an estimated $7.93. Analysts maintain a "Moderate Buy" rating for WTW with an average price target of $373.14.
Is Willis Towers Watson Stock Underperforming the Nasdaq?
Willis Towers Watson (WTW) has underperformed the Nasdaq Composite (NASX) across various timeframes, including the past three months, year-to-date, and the last 52 weeks. Despite this recent underperformance and trading below its moving averages, analysts maintain a "Moderate Buy" rating for WTW, suggesting a significant upside to its current price. The company, a large-cap player in the insurance brokers industry, is also expanding its technology ecosystem through a strategic partnership.
Capitolis Liquid Global Markets LLC Sells 55,700 Shares of Willis Towers Watson Public Limited Company $WTW
Capitolis Liquid Global Markets LLC reduced its stake in Willis Towers Watson Public Limited Company (WTW) by 95% in Q3, selling 55,700 shares, resulting in a holding of 2,950 shares valued at $1.019 million. Despite this, other institutional investors like Dodge & Cox and Norges Bank significantly increased their positions in WTW. Willis Towers Watson itself reported strong Q3 earnings, beating analyst estimates, and increased its quarterly dividend.
Alliancebernstein L.P. Has $378.92 Million Stock Holdings in Willis Towers Watson Public Limited Company $WTW
Alliancebernstein L.P. significantly increased its stake in Willis Towers Watson Public Limited Company (WTW) by 5.6%, bringing its total holdings to approximately $378.92 million. This move comes as WTW reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend. The company holds a "Moderate Buy" consensus rating from analysts, with several firms raising their price targets.
Barclays raises Willis Towers Watson Public (WTW) PT amid industry AI pressure, upgrade to equal weight
Barclays has increased its price target for Willis Towers Watson Public (WTW) to $260 from $255 and upgraded the stock to Equal Weight from Underweight. This adjustment is in response to the increasing pressure on the consulting industry to integrate AI, which Barclays believes WTW is well-positioned to leverage. The firm also highlighted WTW's strong Q4 performance as a contributing factor to the improved outlook.
Barclays Raises Willis Towers Watson Public (WTW) PT Amid Industry AI Pressure, Upgrade to Equal Weight
Barclays upgraded Willis Towers Watson Public (WTW) to Equal Weight from Underweight and increased its price target to $341 from $318. The firm believes fears about AI-related disruption in the insurance brokerage industry are exaggerated, highlighting the strength of the brokerage model and AI's potential for efficiency gains. WTW also recently increased its quarterly cash dividend by 4% to $0.96 per share.
Crawford Investment Counsel Inc. Increases Holdings in Willis Towers Watson Public Limited Company $WTW
Crawford Investment Counsel Inc. has increased its stake in Willis Towers Watson Public Limited Company (WTW) by 4.4% in the third quarter, bringing their total holdings to 331,058 shares. This makes WTW their 14th largest position, accounting for 1.9% of their portfolio. The company recently exceeded Q4 expectations for EPS and revenue, raised its quarterly dividend, and holds a "Moderate Buy" analyst consensus with a target price of $373.14.
Altrinsic Global Advisors LLC Reduces Position in Willis Towers Watson Public Limited Company $WTW
Altrinsic Global Advisors LLC significantly reduced its stake in Willis Towers Watson Public Limited Company (NASDAQ:WTW) by 11.7% in the third quarter, selling over 70,000 shares. Despite this reduction, Willis Towers Watson remains a substantial holding for Altrinsic, accounting for 6.8% of its portfolio. The article also notes that other institutional investors have recently adjusted their positions in the company, and provides details on analyst ratings, recent stock performance, and the company's financial results and upcoming dividend increase.
Pinnbrook Capital Management LP Buys Shares of 5,851 Willis Towers Watson Public Limited Company $WTW
Pinnbrook Capital Management LP initiated a new position in Willis Towers Watson (NASDAQ: WTW) by purchasing 5,851 shares valued at approximately $2.02 million in the third quarter. Institutional investors now collectively own about 93.1% of the company. The company also reported strong financial results, beating EPS and revenue estimates last quarter, and increased its quarterly dividend to $0.96.
Willis Towers Watson Public Limited Company $WTW Stock Position Raised by Dodge & Cox
Dodge & Cox significantly increased its stake in Willis Towers Watson Public (NASDAQ:WTW) by 184.1% in the third quarter, now owning 3.79% of the company worth over $1.25 billion. Other institutional investors have also adjusted their positions, and analysts generally rate WTW as a "Moderate Buy" with an average target price of $373.14. The company recently increased its quarterly dividend and reported strong earnings, surpassing analyst estimates.
10 Oversold Insurance Stocks to Buy According to Analysts
This article identifies Willis Towers Watson Public Limited Company (NASDAQ:WTW) as an oversold insurance stock, based on an upgrade by Barclays which cited exaggerated worries about AI disruption. Barclays increased WTW's price target, believing current valuations don't reflect the strength of its brokerage model and AI's potential for efficiency. Additionally, WTW recently announced a 4% increase in its quarterly cash dividend, reaffirming its commitment to shareholder returns.
10 Oversold Insurance Stocks to Buy According to Analysts
Willis Towers Watson Public Limited Company (NASDAQ:WTW) is identified as an oversold insurance stock, with Barclays upgrading its rating and increasing its price target due to exaggerated AI-related disruption worries. The company recently increased its quarterly cash dividend, reaffirming its commitment to shareholder returns. While WTW shows potential, the article suggests other AI stocks might offer greater returns with less downside.
Zurn Elkay (NYSE: ZWS) outlines 2026 meeting, pay and audit votes
Zurn Elkay Water Solutions (NYSE: ZWS) has detailed the proposals for its April 30, 2026 annual shareholder meeting. Stockholders will vote on the election of three directors, an advisory resolution on executive compensation, and the ratification of Ernst & Young LLP as the independent auditor for 2026. The company emphasizes its commitment to performance-based pay, robust corporate governance, and sustainability initiatives, as reflected in its executive compensation structure and board-level oversight.
Brown & Brown Inc Stock (ISIN: US1113201073) Hits Record Highs on Strong Organic Growth and M&A Mome
Brown & Brown Inc. stock reached new highs after reporting strong fiscal 2025 fourth-quarter results, driven by 12% organic growth and strategic acquisitions. The insurance broker posted adjusted EPS of $0.98, beating analyst expectations, and demonstrated robust financial health with significant liquidity and capital returns. The company's decentralized model, focus on the U.S. middle-market, and ongoing M&A activities position it for continued expansion amidst favorable insurance market tailwinds.
Legal & General Group Plc Increases Stake in Willis Towers Watson Public Limited Company $WTW
Legal & General Group Plc increased its stake in Willis Towers Watson Public Limited Company by 3.0% in the third quarter, owning 679,513 shares valued at over $234 million. Other institutional investors like Vanguard Group Inc. and Massachusetts Financial Services Co. also adjusted their holdings. Analysts have a "Moderate Buy" consensus rating for WTW, with a target price of $373.14, and the company recently announced an increased quarterly dividend of $0.96 per share.
Willis Towers Watson Public Limited Company $WTW Holdings Raised by Schroder Investment Management Group
Schroder Investment Management Group has raised its stake in Willis Towers Watson Public Limited Company (NASDAQ:WTW) by 5.1% in the third quarter, bringing their total holdings to 74,582 shares valued at approximately $25.45 million. The company reported strong quarterly earnings, beating EPS estimates, and increased its quarterly dividend. Analysts maintain a "Moderate Buy" rating for WTW with an average price target of $373.14.
Barclays upgrades Willis Towers Watson Public Limited (WTW)
This article reports that Barclays has upgraded its rating for Willis Towers Watson Public Limited (WTW). No additional details are available in the provided content.
First Trust Advisors LP Has $43.52 Million Position in Willis Towers Watson Public Limited Company $WTW
First Trust Advisors LP significantly increased its stake in Willis Towers Watson Public Limited Company (NASDAQ:WTW) by 750.9% in the third quarter, holding 125,979 shares valued at $43.52 million. This move is part of broader institutional investment interest, with several other hedge funds also adjusting their positions in WTW. Analysts currently have a "Moderate Buy" consensus rating for the company, and Willis Towers Watson recently announced an increased quarterly dividend.
Schroder Investment Management Group Reduces Stock Holdings in Arthur J. Gallagher & Co. $AJG
Schroder Investment Management Group decreased its stake in Arthur J. Gallagher & Co. (NYSE:AJG) by 21.9% in the third quarter, selling 26,726 shares. Despite this reduction, other institutional investors like Physician Wealth Advisors Inc. and Rakuten Securities Inc. increased their positions significantly. The ARTICLE also covers AJG's recent financial performance, dividend increase, and mixed analyst sentiment regarding AI disruption fears and insider selling.
