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:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
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2024年的投資者大會上,公司強調了健康、財富和職業這幾個領域顯示出中低個位數的增長特徵。對2025年和2026年的預測表明,該板塊的有機增長率爲5%,這與早前的評論一致。進一步評估表明,目前的估值充分反映了公司在轉型努力中的進展以及與完成關鍵策略交易相關的固有挑戰和風險。
在最近的投資者大會上,WTW預計有機營業收入將實現中低個位數的增長,同時利潤率和自由現金流也將有所改善。與會觀察人士對WTW的未來發展持更樂觀的看法。公司通過併購增強其業務組合的策略,以及專注於其專業化策略的有機投資,預計將逐步轉向更高增長和更高倍數的板塊,這有可能促進對公司股票價值的積極重新評估。
公司在紐約舉辦的投資者日活動中討論了其三年展望,概述了業務的有機增長目標,並計劃在R&b利潤率上擴展100個點子。此外,還指出併購將成爲資本策略中更重要的一部分。
提示:
TipRanks為獨立第三方,提供金融分析師的分析數據,並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議,僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級,分析師星級代表分析師所有推薦的過往表現,通過分析師的總勝率和平均回報率综合計算得出,星星越多,則該分析師過往表現越優異,最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否,取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合,並根據評級變化對組合進行調整,在近一年中該投資組合所獲得的回報率。