AI and skill integration are enhancing the performance management processNEW YORK, Oct. 29, 2025 (GLOBE NEWSWIRE) -- WTW (NASDAQ:WTW), a leading global advisory, broking and solutions company, found that almost half of organizations believe performance management optimization would significantly increase productivity, yet most programs lack clarity and effectiveness. The study also found that more organizations are using AI and integrating skills as part of their performance management process. According to ...

The upcoming report from Willis Towers Watson (WTW) is expected to reveal quarterly earnings of $3.00 per share, indicating an increase of 2.4% compared to the year-ago period. Analysts forecast revenues of $2.28 billion, representing a decline of 0.6% year over year.Over the last 30 days, there has been a downward revision of 0.2% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the ...

Key Takeaways Willis Towers Watson likely saw revenue gains from solid global growth across all business segments. Health and Wealth units benefited from new business wins, client focus, and product launches. Career and Corporate Risk & Broking growth offset higher expenses from incentives and consulting. Willis Towers Watson Public Limited Company (WTW) is expected to register an improvement in its bottom line but a decline in the top line when it reports third-quarter 2025 results on Oct. 30, before the o ...

Willis, part of Willis Towers Watson (WTW), has introduced an analytical and strategic service called Captive Fit, which aims to assist companies in enhancing their captive insurance arrangements. Captive Fit leverages WTW's Igloo platform, a risk analytics modelling tool that has been adopted by more than 1,000 users from 150 casualty and property insurers. Designed to tackle the intricate difficulties that captive insurers face, Captive Fit focuses on issues such as premium, investment and reserve risk ...

NEW YORK, Oct. 22, 2025 (GLOBE NEWSWIRE) -- WTW (Willis Towers Watson, NASDAQ: WTW) today announced the introduction of the Radar Connector for Snowflake, enhancing WTW’s market-leading, end-to-end insurance analytics and pricing platform. This new integration with Snowflake, the AI Data Cloud company, enables Radar users to access data securely and directly from the Snowflake platform, supporting better-informed analytical decisions without the need for data transfers or duplication. As the industry become ...

Core Insights - Commodity traders are facing renewed geopolitical risks due to military conflicts, increasing tariffs, and pressure on global supply chains, which may lead to volatility-driven profits for some players [1][2] Risk Analysis - The report identifies tariffs as the biggest economic threat to commodity traders, reshaping trade flows and injecting unprecedented policy uncertainty [7] - China remains the largest buyer in most commodity sectors, with slowing growth and deflation risks potentially affecting balance sheets, necessitating close monitoring of the economy [7] - Climate change is reshaping commodity markets, altering seasonal fuel demand and straining logistics [7] - Geopolitical tensions, particularly around Ukraine, continue to impact commodity markets, raising fears of supply shocks due to potential Black Sea trade disruptions [7] - Maritime trade faces rising disruptions from drone-enabled attacks and weakening global security guarantees, increasing costs and threatening the flow of global commodities [7] Emerging Risks - The evolution of European sustainability regulations could become a significant concern, impacting the global market's operation and balancing the need for reliable imports with data privacy and climate impact [3] - Potential turmoil in the global bond market may arise from the end of extraordinary stimulus measures aimed at combating post-pandemic inflation, with isolated examples raising concerns for larger problems [3] Industry Perspective - The current protectionist era is prompting governments and businesses to move towards onshore production, yet trade remains crucial for commodities that are difficult to produce in many regions [4]

Core Insights - Willis Towers Watson (WTW) is a leading global advisory, broking, and solutions company with a market cap of $32.8 billion, operating through two segments: Health, Wealth & Career, and Risk & Broking [1] Financial Performance - WTW is expected to report fiscal Q3 2025 earnings on October 30, with analysts predicting an adjusted EPS of $3, reflecting a 2.4% increase from $2.93 in the same quarter last year [2] - For fiscal 2025, adjusted EPS is forecasted at $16.83, a slight decline from $16.93 in fiscal 2024, but projected to grow 13.2% year-over-year to $19.05 in fiscal 2026 [3] Stock Performance - WTW shares have increased by 16.4% over the past 52 weeks, outperforming the S&P 500 Index's 13.1% gain and the Financial Select Sector SPDR Fund's 13.2% return [4] - On July 31, shares rose 4.6% following stronger-than-expected Q2 2025 results, with adjusted EPS of $2.86 and revenue of $2.26 billion, driven by a 7% revenue increase in the Risk & Broking unit to $1.05 billion [5] Analyst Ratings - The consensus view on WTW stock is cautiously optimistic, with a "Moderate Buy" rating from analysts; 12 recommend "Strong Buy," 1 "Moderate Buy," 9 "Hold," and 1 "Strong Sell" [6] - The average analyst price target for WTW is $373.84, indicating a potential upside of 9.4% from current levels [6]

Core Insights - WTW has launched Radar 5, an advanced version of its end-to-end rating and analytics software for the insurance industry, incorporating Generative AI for enhanced capabilities [1][2][3] Group 1: Product Features - Radar 5 combines enhanced SaaS features with new Generative AI applications, enabling smarter, data-driven decision-making for both personal and commercial lines insurers [2][4] - The software offers real-time insights for accurate risk assessments, improved pricing accuracy, and personalized customer experiences [2][3] - Radar 5 is scalable to billions of quotes per day, providing advanced functionality across analytics, decision-making, monitoring, and deployment [3] Group 2: Technological Advancements - The introduction of Generative AI capabilities allows users to interact with Radar Vision for data analysis using free-form text [6] - Enhanced machine-led analytics improve model development speed and transparency, overcoming limitations of traditional 'black box' models [6] - Radar 5 features native connections to leading data platforms like Databricks and Snowflake, facilitating faster data integration [6] Group 3: Strategic Importance - WTW is heavily investing in evolving AI technology as part of its strategy to deliver advanced, data-driven solutions for risk selection, financing, and management [4][7] - Radar is positioned as a complete analytics and model deployment solution, continually enhanced through ongoing investment and innovation [5][7] - The company serves a global client base, including leading insurance groups, with over 1,000 client companies utilizing its software [8]

Core Insights - Baupost Group LLC/MA, led by Seth Klarman, reported a portfolio valued at $4.13 billion, with the top five holdings constituting 46.93% of total assets [1] Group 1: Top Holdings Overview - **Alphabet Inc. (GOOG)**: The largest position, with 2.63 million shares valued at $467.24 million, representing 11.31% of the portfolio. The fund increased its stake by 556,000 shares (+26.76%), indicating growing confidence in the company's search franchise and AI opportunities [2] - **Wesco International Inc. (WCC)**: The second-largest position, holding 2.21 million shares worth $408.85 million (9.90% of assets). Baupost raised its stake by 202,000 shares (+10.07%), reflecting confidence in Wesco's industrial distribution leadership [3] - **Willis Towers Watson PLC (WTW)**: Holding 1.31 million shares valued at $402.79 million (9.75% of the portfolio). The fund reduced its position by 211,000 shares (-13.86%), likely for profit-taking after strong performance [4] - **CRH PLC (CRH)**: The fourth-largest holding, with 3.83 million shares valued at $351.17 million (8.50% of assets). Baupost added 1.13 million shares (+41.98%), showing increased conviction in the building materials sector [5] - **Fidelity National Information Services (FIS)**: Rounding out the top five with 3.78 million shares worth $308.52 million (7.47% portfolio weight). The fund increased its holdings by 296,764 shares (+8.50%), indicating confidence in the company's restructuring efforts [6] Group 2: Investment Philosophy - Baupost's portfolio reflects a disciplined value philosophy, selectively adding to undervalued positions while trimming gains in outperformers. The concentration in technology, industrials, and financials highlights a strategy focused on high-quality businesses with strong underlying assets [7]

Core Viewpoint - WTW is set to announce its third-quarter financial results on October 30, 2025, before market opening [1] Financial Results Announcement - The financial results will be discussed in a conference call scheduled for 9:00 a.m. Eastern Time on the same day [2] - A live webcast of the conference call will be available on WTW's website, and an online replay will be accessible shortly after the call [2] Company Overview - WTW provides data-driven, insight-led solutions in the areas of people, risk, and capital, serving 140 countries and markets [3] - The company aims to help organizations sharpen their strategy, enhance resilience, motivate their workforce, and maximize performance [3] - WTW collaborates closely with clients to uncover opportunities for sustainable success [3]