Oppenheimer Asset Management Inc. Has $432,000 Position in Willis Towers Watson Public Limited Company $WTW

Oppenheimer Asset Management Inc. reduced its stake in shares of Willis Towers Watson Public Limited Company (NASDAQ:WTW) by 70.4% during the 4th quarter, HoldingsChannel reports. The fund owned 1,316 shares of the company’s stock after selling 3,126 shares during the period. Oppenheimer Asset Management Inc.’s holdings in Willis Towers Watson Public were worth $432,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of WTW. Dodge & Cox grew its holdings in shares of Willis Towers Watson Public by 184.1% during the 3rd quarter. Dodge & Cox now owns 3,632,191 shares of the company’s stock valued at $1,254,740,000 after acquiring an additional 2,353,768 shares in the last quarter. Alliancebernstein L.P. grew its holdings in shares of Willis Towers Watson Public by 80.2% during the 2nd quarter. Alliancebernstein L.P. now owns 1,038,275 shares of the company’s stock valued at $318,231,000 after acquiring an additional 462,249 shares in the last quarter. Bank of America Corp DE grew its holdings in shares of Willis Towers Watson Public by 56.8% during the 2nd quarter. Bank of America Corp DE now owns 745,074 shares of the company’s stock valued at $228,365,000 after acquiring an additional 269,794 shares in the last quarter. Tidal Investments LLC grew its holdings in shares of Willis Towers Watson Public by 546.4% during the 3rd quarter. Tidal Investments LLC now owns 255,679 shares of the company’s stock valued at $88,324,000 after acquiring an additional 216,124 shares in the last quarter. Finally, Balyasny Asset Management L.P. grew its holdings in shares of Willis Towers Watson Public by 6,645.5% during the 3rd quarter. Balyasny Asset Management L.P. now owns 213,089 shares of the company’s stock valued at $73,612,000 after acquiring an additional 209,930 shares in the last quarter. 93.09% of the stock is currently owned by hedge funds and other institutional investors.

Willis Towers Watson Public Trading Up 2.2%

Shares of NASDAQ:WTW opened at $258.07 on Friday. The stock has a market capitalization of $24.37 billion, a PE ratio of 15.05, a P/E/G ratio of 1.11 and a beta of 0.45. Willis Towers Watson Public Limited Company has a 1 year low of $246.60 and a 1 year high of $352.79. The firm has a fifty day moving average price of $289.42 and a 200 day moving average price of $309.58. The company has a current ratio of 2.92, a quick ratio of 2.92 and a debt-to-equity ratio of 0.78.

Willis Towers Watson Public (NASDAQ:WTW) last issued its quarterly earnings data on Friday, May 1st. The company reported $3.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.65 by $0.07. The firm had revenue of $2.41 billion during the quarter, compared to analysts’ expectations of $2.41 billion. Willis Towers Watson Public had a net margin of 16.84% and a return on equity of 21.52%. Willis Towers Watson Public’s revenue for the quarter was up 8.5% on a year-over-year basis. During the same period in the prior year, the company posted $3.13 earnings per share. Analysts expect that Willis Towers Watson Public Limited Company will post 19.5 EPS for the current fiscal year.

Willis Towers Watson Public Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st were issued a $0.96 dividend. This is a boost from Willis Towers Watson Public’s previous quarterly dividend of $0.92. This represents a $3.84 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date was Tuesday, March 31st. Willis Towers Watson Public’s dividend payout ratio is currently 22.39%.

Insider Transactions at Willis Towers Watson Public

In other news, insider Lucy Clarke purchased 1,896 shares of the firm’s stock in a transaction on Wednesday, May 6th. The stock was bought at an average cost of $263.37 per share, for a total transaction of $499,349.52. Following the completion of the acquisition, the insider directly owned 22,717 shares of the company’s stock, valued at approximately $5,982,976.29. The trade was a 9.11% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.40% of the company’s stock.

Willis Towers Watson Public News Roundup

Here are the key news stories impacting Willis Towers Watson Public this week:

• Positive Sentiment: Citigroup upgraded WTW from “neutral” to “buy” and set a $300 price target, giving the stock visible analyst support and near‑term upside vs. recent levels. Citigroup upgrade
• Positive Sentiment: Insider buying: Director/executive Lucy Clarke purchased ~1,896 shares (~$263.37 avg), increasing her stake ~9.1% — a signal management is confident in the shares. Insider purchase filing
• Positive Sentiment: Recent fundamentals/dividend support: WTW recently beat quarterly EPS estimates, reported revenue growth, and raised its quarterly dividend — factors that underpin investor confidence in cash flow and returns. MarketBeat WTW summary
• Neutral Sentiment: Thought leadership / research releases: WTW published an Insurance Marketplace Realities report on geopolitical risks and released AI/digital talent pay surveys — these enhance the firm’s advisory profile but are longer‑term reputation/market‑share plays. Insurance Marketplace Realities report
• Neutral Sentiment: Academic partnership: Willis funded a one‑year research partnership with Cornell on correlated catastrophe risk — strategically positive for product/research, but not an immediate revenue driver. Cornell partnership
• Negative Sentiment: Investor litigation notice: Pomerantz LLP is investigating claims on behalf of WTW investors — litigation risk can pressure the stock through uncertainty and potential legal exposure. Pomerantz investor alert
• Negative Sentiment: Specialty insurance pricing softening: WTW surveys show specialty insurance rates have eased faster than expected toward 2020 levels — a headwind for brokered premium pricing and near‑term revenue growth in some lines. Specialty rates survey

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the stock. UBS Group lowered their price target on shares of Willis Towers Watson Public from $409.00 to $400.00 and set a “buy” rating on the stock in a report on Monday. Wall Street Zen upgraded shares of Willis Towers Watson Public from a “sell” rating to a “hold” rating in a report on Saturday, April 25th. Barclays lowered their price target on shares of Willis Towers Watson Public from $341.00 to $322.00 and set an “equal weight” rating on the stock in a report on Wednesday, April 8th. Keefe, Bruyette & Woods lowered their price target on shares of Willis Towers Watson Public from $388.00 to $384.00 and set an “outperform” rating on the stock in a report on Tuesday, April 7th. Finally, Piper Sandler decreased their price objective on shares of Willis Towers Watson Public from $341.00 to $283.00 and set an “overweight” rating for the company in a report on Friday, May 1st. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $352.00.

About Willis Towers Watson Public

Willis Towers Watson Public (NASDAQ: WTW) is a global advisory, broking and solutions company that helps organizations manage risk, optimize benefits and cultivate talent. The firm combines insurance brokerage and risk management capabilities with human capital and benefits consulting, actuarial and analytics services, and technology-enabled solutions. Willis Towers Watson serves a broad client base that includes multinational and mid-sized corporations, public sector organizations, insurers and investment managers.

The company’s core activities encompass commercial and reinsurance brokerage, risk transfer and risk-financing advice, and claims advocacy, alongside employee benefits and retirement consulting.