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分析師Meyer Shields維持$韋萊韜悅 (WTW.US)$買入評級，並將目標價從359美元上調至378美元。
根據TipRanks數據顯示，該分析師近一年總勝率為78.0%，總平均回報率為17.6%。
此外，綜合報道，$韋萊韜悅 (WTW.US)$近期主要分析師觀點如下：
在其2024年投資者日上，公司強調了健康、財富和職業這幾個板塊，顯示出中位數增長的特徵。對於2025年和2026年的預測表明，該板塊的有機增長率爲5%，與早前的評論保持一致。進一步評估表明，當前的估值足夠反映公司在恢復發展上的進展及完成關鍵策略交易相關的固有挑戰和風險。
在最近的投資者日會議上，WTW預測有機營業收入增長在中位數區間，利潤率和自由現金流也有所改善。觀察者在活動結束後對WTW的未來持更樂觀的看法。公司的策略是通過併購來提高其業務組合，同時專注於有機投資於其專業化戰略，預計將逐步轉向增長更快、倍數更高的細分市場，這可能會促進對公司股值的積極重新評估。
在紐約市的投資者日活動中，公司討論了其三年展望，概述了其業務的有機增長目標，以及100個點子的R&b利潤率擴張。此外，還指出併購將在資本策略中變得更爲重要。
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