May. 17 at 9:30 PM
$WTW is one of the three biggest insurance brokers on earth.
$9.7B revenue. 19% EPS growth last quarter.
$300M in buybacks in Q1 alone. Newfront AI platform acquisition done. Data center insurance product just launched with Zurich. Stock sold off 12% because organic growth was 3% instead of 5%.12 of 23 analysts Strong Buy. Average PT
$349. Stock at
$248. Chart on 4-year support.
🐂 Hold
$248 support.
$264 next. BMO, Citi, Raymond James all upgraded on the dip.
🐻 Lose
$218. Multi-year support fails. Retest of 2022 lows.
⚠️ Middle East client deferrals and AI fee compression are the two real risks. Organic growth recovery in Q2 is the whole thesis. #WTW #Insurance #BrokerageStocks #ValuePlay #hovdid