Based in London, the United Kingdom, Willis Towers Watson Public Limited Company (WTW) is a global advisory, broking, and solutions firm, offering data-driven, insight-led services across people, risk, and capital. 

The company commands a market capitalization of approximately $32.6 billion and structures its operations across three primary segments: Health, Wealth & Career; Risk & Broking; and Corporate.

Over the past 52 weeks, WTW has climbed 14.6%, slightly underperforming the S&P 500 Index ($SPX), which rose 15.2% over the same period. Year-to-date (YTD), the stock has surged 5.4%, lagging the broader index’s gain of 10.2%. 

However, WTW stock continues to demonstrate resilience within its sector, outperforming the S&P Insurance ETF SPDR (KIE), which posted a 6.7% gain over the past year and a 4.5% rise on a YTD basis. 

On Aug. 19, WTW stock inched up by 1.8%, gaining $5.88, when Willis announced the launch of Gemini, the first digital facility designed to deliver sustainable capacity locally to clients across their insurance portfolios. Gemini aims to tackle growing market volatility and the increasing complexity of risk, offering clients more confidence in outcomes under challenging conditions. The platform is supported by Lloyds Banking Group plc’s (LYG) syndicates, aligns with the local lead market for coverage, claims, and premiums, and offers a 2.5% discount on lead pricing. 

WTW stock rose by 4.6% on July 31 after the company reported a stronger-than-expected fiscal 2025 second-quarter results. Revenue came in at $2.26 billion, almost flat from last year quarter's number due to the sale of TRANZACT, Willis’ digital platform for risk and insurance solutions, yet above Street’s estimates.

Organic revenue grew 5%, while adjusted EPS jumped 19.7% year-over-year (YoY) to $2.86, surpassing Wall Street’s projections of $2.65. Looking ahead, management expects roughly a $0.05 tailwind to full-year adjusted EPS at current rates.

Looking ahead to fiscal 2025, ending in December, analysts project Willis Towers Watson’s EPS to decline by a slight margin annually to $16.81. The company has a strong track record of surpassing Street’s estimates. It has outpaced the bottom line projections in three of the past four quarters, while missing on one other occasion.

Among 22 analysts covering WTW, the consensus rating stands at "Moderate Buy." That’s based on 12 “Strong Buy” ratings, one “Moderate Buy,” eight “Hold” recommendations, and one “Strong Sell.” 

The current analyst sentiment has remained steady over the past three months, with 12 analysts maintaining their “Strong Buy” outlook.

On July 31, Evercore ISI raised its price target from $364 to $373 while maintaining an “Outperform” rating, citing both improved quarterly performance and a stronger earnings outlook. 

The mean price target of $364.79 represents a 10.5% premium to WTW’s current price levels. Meanwhile, the Street-High target of $408 suggests a potential upside of 23.6%.