KBW analyst Meyer Shields maintains $Willis Towers Watson (WTW.US)$ with a buy rating, and adjusts the target price from $359 to $378.
According to TipRanks data, the analyst has a success rate of 78.0% and a total average return of 17.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Willis Towers Watson (WTW.US)$'s main analysts recently are as follows:
During its 2024 investor day, the company emphasized the segments of Health, Wealth, and Career demonstrating a mid-single-digit growth profile. Projections for 2025 and 2026 suggest an organic growth rate of 5% for this sector, aligning with earlier comments. Further assessments indicate that the current valuation sufficiently reflects both the company's progress in its turnaround efforts and the inherent challenges and risks related to completing key strategic deals.
At its recent investor day meeting, WTW projected organic revenue growth in the mid-single digit range, along with improvements in margins and free cash flow. Observers left the event with a more optimistic view on WTW's trajectory. The company's strategy to enhance its business mix through mergers and acquisitions, coupled with a focus on organic investment in its specialization strategy, is expected to lead to a gradual shift towards higher-growth and higher-multiple segments, potentially catalyzing a positive reassessment of the company's stock value.
The company discussed its three-year outlook during an investor day event in NYC, outlining organic growth targets for its businesses along with a 100 basis points expansion in R&B margin. Additionally, it was noted that mergers and acquisitions will become a more significant part of the capital strategy.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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KBW分析师Meyer Shields维持$韦莱韬悦 (WTW.US)$买入评级，并将目标价从359美元上调至378美元。
根据TipRanks数据显示，该分析师近一年总胜率为78.0%，总平均回报率为17.6%。
此外，综合报道，$韦莱韬悦 (WTW.US)$近期主要分析师观点如下：
在其2024年投资者日活动中，公司强调了健康、财富和职业板块，展示了中等个位数增长率。2025年和2026年的预测表明，该板块的有机增长率为5%，与早期评论一致。进一步评估表明，当前估值已充分反映了公司在扭转业务努力方面取得的进展，以及完成重要战略交易所面临的固有挑战和风险。
在最近的投资者日会议上，WTW预测有机营业收入将保持中等个位数区间的增长，同时改善利润率和自由现金流。观察者对WTW的发展轨迹留下更乐观的看法。公司通过并购来增强业务组合的策略，结合对其专业化战略的有机投资重点，预计将导致逐渐向更高增长和更高倍数板块转变，可能引发对公司股票价值的积极重新评估。
公司在纽约的投资者日活动中讨论了未来三年的展望，概述了其业务的有机增长目标以及毛利率的100个基点扩张。此外，还指出，合并与收购将成为资本策略中更为重要的一部分。
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