WTW
Financial Services · Insurance Brokers
Performance
WTW (WTW) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
WTW (WTW) operates in the Insurance Brokers space within the Financial Services sector. With a market cap of $24.5B, it qualifies as a mid-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.
- Forward P/E (11.7×) is lower than trailing P/E (15.2×) — analysts expect earnings to improve
- Revenue growth of 9% YoY shows solid business momentum
- Earnings grew 33% YoY — bottom-line is expanding fast
- Healthy profit margin of 16.8%
- ROE of 20.6% shows management efficiently converts equity into profit
- Price is near its 52-week low — potential entry point with asymmetric upside
- Low beta of 0.45 — less volatile than the market, suitable for conservative portfolios
- High debt-to-equity of 85.69× increases financial risk, especially with elevated interest rates
Verdict
Strong Buy
Multiple fundamental strengths with few red flags. Long-term buyers may find this compelling.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
1.49%
5Y Avg Annual
$2.9600
Last Payment
$0.9600
Ex-Date
03/31/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest03/31/2026 | 04/15/2026 | $0.9600 | 1.48% |
12/31/2025 | 01/15/2026 | $0.9200 | 1.42% |
09/30/2025 | 10/15/2025 | $0.9200 | 1.42% |
06/30/2025 | 07/15/2025 | $0.9200 | 1.42% |
03/31/2025 | 04/15/2025 | $0.9200 | 1.42% |
12/31/2024 | 01/15/2025 | $0.8800 | 1.36% |
09/30/2024 | 10/15/2024 | $0.8800 | 1.36% |
06/28/2024 | 07/13/2024 | $0.8800 | 1.36% |
Magic Number
Shares needed to self-fund your next purchase
$258.98
Price
$0.9600
Last div. (quarterly)
270
shares
Own 270 WTW shares ($69,923.25) and each quarterly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$69,923.25
New shares / year
+4 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
Next Earnings
Jul 30, 2026
44
days
EPS (TTM)
$17.02
P/E (TTM)
15.2
Fwd P/E
11.7
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $258.98
Graham Number
√(22.5 × EPS × Book Value)
$180.01
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$56.20
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
9/10
90% score
Pays dividends
15Y hist.15+ years of dividend history
Dividend consistency (5Y+)
15 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
20.6%Return on equity — measures how efficiently capital is used
Positive profit margin
16.8%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+8.5%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
+33.0%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
85.69×Low financial leverage reduces risk of distress
Current ratio above 1
1.19×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$187M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
1.49%Stock must distribute income to shareholders
Related Assets
Financial Services
About WTW
Willis Towers Watson Public Limited Company operates as an advisory, broking, and solutions company worldwide. The company operates through two segments: Health, Wealth & Career and Risk & Broking. It offers strategy and design consulting, plan management service and support, broking and administration services for health, wellbeing, and other group benefit programs, including medical, dental, disability, life, voluntary benefits, and other coverages; actuarial support, plan design, and administrative services for pension and retirement savings plans; retirement consulting services and solutions; and integrated solutions that consists of investment discretionary management, pension administration, core actuarial, and communication and change management assistance services. The company also provides advice, data, software, and products to address clients' total rewards and talent issues; and risk advice, insurance brokerage, and consulting services in the areas of property and casualty, affinity, risk and analytics, aerospace, construction, global markets direct and facultative, financial, executive and professional risks, credit risk solutions, crisis management, surety, marine, and natural resources. In addition, it offers software and technology, risk and capital management, products and product pricing, financial and regulatory reporting, financial and capital modeling, M&A, outsourcing, and business management services. The company was formerly known as Willis Group Holdings Public Limited Company and changed its name to Willis Towers Watson Public Limited Company in January 2016. Willis Towers Watson Public Limited Company was founded in 1828 and is based in London, the United Kingdom.
Sector
Financial Services
Industry
Insurance Brokers
Location
London, United Kingdom
Employees
47,000