Core Insights - Willis Towers Watson Public Limited Company (WTW) is anticipated to experience a decline in both revenue and earnings for the fourth quarter of 2025, with revenues expected to be $2.87 billion, reflecting a 5.5% decrease year-over-year [1] - The consensus estimate for earnings per share is $7.93, indicating a year-over-year decrease of 2.4%, although this estimate has increased by 0.3% over the past 60 days [2] Revenue Expectations - Revenue growth in the fourth quarter is likely to be supported by strong performances across all segments, particularly in Health and Wealth, driven by international expansion and new business initiatives [5][10] - The Wealth business is expected to benefit from robust Retirement work in Great Britain and North America, along with growth from new investment products [6] - The Benefits Delivery & Outsourcing segment is projected to perform well due to strong project and core administration work in Europe, although this may be partially offset by lower commission revenues in North America [7] Expense Projections - Expenses for the fourth quarter are expected to rise to $1.9 billion, influenced by higher incentive costs, salary expenses, and costs associated with the Transformation program [8][10] Earnings Prediction Model - The Zacks Model indicates that WTW is not likely to beat earnings expectations this quarter, as it has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [3][4]

In its upcoming report, Willis Towers Watson (WTW) is predicted by Wall Street analysts to post quarterly earnings of $7.93 per share, reflecting a decline of 2.5% compared to the same period last year. Revenues are forecasted to be $2.87 billion, representing a year-over-year decrease of 5.5%.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Be ...

Core Insights - Natural catastrophes caused over US$100 billion in insured losses in 2025, marking the sixth consecutive year above this threshold, but a decrease of $40 billion compared to 2024, indicating persistent natural catastrophe risk despite no hurricanes making landfall in the US [1][2] Industry Trends - The Natural Catastrophe Review by Willis highlights the need for insurers to adopt sound strategies to manage high catastrophe risk, emphasizing investment in resilience and mitigation rather than avoiding risk [2] - Insured losses from natural catastrophes in 2025 were over $100 billion globally, indicating a higher risk floor for catastrophic perils [2] - The report discusses structural pressures and systemic vulnerabilities that exacerbated the impact of natural catastrophes in 2025, advising insurers to update their risk perspectives [2] Risk Modelling and Case Studies - Wildfire is identified as a core contributor to insurance portfolio volatility, necessitating adjustments in wildfire models to reflect current conditions and realistic replacement costs [3] - Risk modelling must account for compound perils, as cumulative damage from multiple perils can lead to delayed claims and disputes [3] - The warming North Atlantic is altering hurricane behavior, with implications for the Caribbean and the potential for more intense storms later in the season [3] - Flood risks are expanding beyond traditionally defined zones, with extreme rainfall leading to severe flooding in areas not typically considered high risk [3]

New integrated framework takes a client-led, specialized approach to protecting critical global infrastructureNEW YORK, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Willis, a WTW business (NASDAQ: WTW), today unveiled a new, forward-looking model for comprehensive data center risk management, responding to the growing recognition that data centers are no longer standalone assets but critical, interconnected digital infrastructure underpinning global technology strategies, AI adoption and economic growth. Drawing on it ...

Core Insights - Willis has re-entered the light and recreational general aviation insurance market after a 30-year hiatus, expanding its insurance offerings through the integration of the Crispin Speers team [1][3] - The updated portfolio now includes coverage for various general aviation operations such as microlights, balloons, gliders, commercial drones, and light fixed-wing aircraft [1] - Willis is also extending its commercial insurance services to non-aviation risks, leveraging expertise from its broader network [2] Group 1 - The re-entry into the light and recreational general aviation sector fills a long-standing gap in Willis' portfolio, allowing for a comprehensive suite of insurance solutions [3] - Clients will benefit from a seamless, one-stop approach for all aviation insurance needs, supported by Willis' global reach and reputation [3] - The expansion reflects Willis' commitment to clients and partners, aiming to deliver market-leading insurance solutions and drive positive change in the aviation sector [4] Group 2 - In October 2025, Willis introduced Captive Fit, a service designed to assist organizations in refining their captive insurance strategies, utilizing WTW's Igloo risk analytics platform [4]

Core Viewpoint - WTW has successfully completed the acquisition of Newfront, enhancing its capabilities in the U.S. middle market and high-growth sectors through Newfront's technology and expertise [1][2]. Group 1: Acquisition Details - The acquisition of Newfront, a top 40 U.S. broker, is aimed at combining its technology-enabled broking model with WTW's global footprint and analytics platforms [1][2]. - Newfront's expertise in high-growth industries such as technology, fintech, and life sciences will bolster WTW's service offerings [2][8]. - The integration of Newfront's team, including its Co-Founder and CEO Spike Lipkin, will focus on client development and technology [3]. Group 2: Strategic Implications - The acquisition is a significant step in WTW's strategy to enhance competitive differentiation and create long-term value for stakeholders [2]. - Newfront's business segments, Business Insurance and Total Rewards, are now integrated into WTW's Risk & Broking and Health, Wealth & Career segments, respectively [3]. - The deal is expected to accelerate WTW's execution of technology and specialty strategies through Newfront's advanced automation and AI capabilities [8]. Group 3: Advisory Roles - J.P. Morgan Securities LLC served as the exclusive financial advisor to WTW, while Weil, Gotshal & Manges LLP acted as legal advisor [4]. - Perella Weinberg was the exclusive financial advisor to Newfront, with Reed Smith LLP providing legal advice [4].

Enhancements to parental, bereavement and caregiver leave continue to riseNEW YORK, Jan. 26, 2026 (GLOBE NEWSWIRE) -- Nearly three-quarters (73%) of U.S. employers plan to enhance their leave programs over the next two years, according to new research from WTW (NASDAQ: WTW), a leading global advisory, broking and solutions company. Employers cite improving the employee experience (67%) and strengthening attraction and retention (60%) as the top drivers behind these planned enhancements. WTW’s 2025 Absence, ...

NEW YORK, Jan. 22, 2026 (GLOBE NEWSWIRE) -- U.S. investors and the market continue to reframe environmental, social and governance (ESG) policies and initiatives to focus on sustainable and responsible business practices that drive business value creation. As a result, companies have refined their approach to executive incentive plans by establishing quality metrics that are aligned with stewardship of shareholder value, especially with a focus on human capital, according to a new global study by WTW (NASDA ...

Core Insights - US salary budgets for 2026 are projected to remain stable at 3.4%, consistent with the actual increase for 2025, due to regulated inflation expectations allowing for proactive planning [1][3] Salary Budget Trends - Nearly two-thirds of employers (62%) have not altered their projected pay budgets since mid-2025, while 6% are increasing budgets and 21% are decreasing them [3] - Factors influencing budget changes include cost management concerns (36%), anticipated recession or weak financial results (36%), tight labor market (32%), and inflationary pressures (25%) [3] Strategic Compensation Approaches - The traditional method of distributing budgets evenly among employees is shifting towards a more strategic allocation, rewarding those who enhance skills and contribute to financial outcomes [4] - Organizations are focusing on aligning rewards with outcomes, indicating a trend that is expected to continue beyond 2026 [4] Workforce Planning and Governance - There is a notable improvement in governance around pay decisions, with organizations utilizing market data and segmentation more effectively, while also focusing on affordability and internal equity [5] - One-quarter (24%) of organizations report challenges in attracting or retaining employees [5] Employee Retention Strategies - Staff voluntary turnover rates have decreased to 10.1%, with companies prioritizing budget allocation towards retaining critical talent and addressing pay compression [6] - Actions taken for staff retention include enhancing employee experience (50%), increasing training opportunities (43%), modifying health and wellness benefits (42%), providing greater workplace flexibility (35%), and adjusting compensation programs (32%) [6] Labor Market Dynamics - The labor market is experiencing a balance where demand for labor is lower than in previous years, while labor supply shortages persist, leading to expected stability in salary increase budgets [7] Survey Details - The Salary Budget Planning Report was compiled by WTW's Rewards Data Intelligence practice, with approximately 36,960 responses from companies across 156 countries, including 1,876 from the US [8]

Core Insights - The defense sector is experiencing a surge in demand driven by geopolitical instability, but faces significant production lag and insufficient international collaboration [2][4] - The report outlines five key economic risks impacting the defense industry, including fiscal pressures and social backlash against increased defense spending [3][7] Economic Risks - The defense sector is confronted with structural challenges such as economic nationalism, fiscal fragility, and supply chain risks [1][2] - Rising debt-to-GDP ratios in Europe, North America, and Japan exceed 100%, leading to potential "soft defaults" through inflation or financial repression [3] - Increased defense budgets may provoke political grievances if they result in higher taxes or cuts to social programs, particularly in an environment of uncertain economic growth [3] Geopolitical Context - The shift from non-state threats to state-sponsored violence has reshaped the defense procurement landscape, necessitating a reevaluation of global defense supply chains [4] - The ongoing Ukraine conflict is expected to maintain robust defense procurement in Europe, regardless of whether the war continues or a ceasefire is reached [2] Emerging Threats - Experts highlight the risk of social backlash against defense spending amid fiscal pressures and the potential for looming fiscal crises [3] - The industry faces challenges related to tariff wars, reliance on Chinese materials, and the difficulty of reindustrializing in Western nations [7]