WILLIS TOWERS WATSON PLC
At today's price, WILLIS TOWERS WATSON PLC (WTW) is priced for +7.7% earnings growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
The earnings trajectory is the story: Q1 2026 adjusted diluted EPS climbed 19% to $3.72, beating consensus, with adjusted operating margin expanding to 22.3% as the broker keeps converting modest revenue growth into faster profit growth. Willis Towers Watson is a capital-light fee business, an insurance broker and HR consultant, earning a return on equity near 21%. At $255 the price works out to about 23x earnings, implying fee-earnings growth of only about 4.6% a year, broadly in line with wha
Is WTW overvalued? See what's priced in →
701 institutional managers reported holding WTW in 13F filings for the quarter ended 2026-03-31. Together they hold about 94% of the company; the top 10 hold 58%. 86 opened new positions that quarter. Held by Vanguard Group, BlackRock, Dodge & Cox, among others. On the short side, 3.1M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (4.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
WTW has cut its share count 26.9% over the past five years, spending $9.01B on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 7 years straight; the current rate is $3.68 a share annually. Cash returned over the past three years: $975.00M in dividends and $3.40B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at WTW over the trailing three years: 2026: 2 buys totaling $1.06M. 21 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
WTW's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-28 | -10.2% | -0.1% |
| 2023-10-27 | +10.2% | +5.4% |
| 2024-02-23 | +8.5% | -9.6% |
| 2024-04-26 | -5.1% | +4.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
WTW's latest 8-K filings: 2026-05-21 (items 5.07, 9.01); 2026-04-30 (items 2.02, 7.01, 9.01); 2026-02-03 (items 2.02, 7.01, 9.01); 2026-01-27 (items 7.01, 9.01); 2026-01-09 (items 1.01, 2.03, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 28, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.