智通财经APP注意到，由于私营在线保险购物平台 Insurify 推出了一款人工智能工具，引发了市场对该行业面临颠覆的担忧，美国保险经纪公司股票周一遭 到沉重打击。 标准普尔 500 指数保险分类指数收盘下跌 3.9%，创下去年 10 月以来的最大跌幅。保险经纪公司Willis Towers Watson PLC(WTW.US)表现最差，收盘跌幅达 12%，遭遇了自 2008 年 11 月以来最惨烈的交易日。紧随其后的是 Arthur J Gallagher & Co.(AJG.US)下跌 9.9%，以及怡安集团(AON.US)下跌 9.3%。 行业研究的保险分析师 Matthew Palazola 表示"保险经纪股正面临重创，" 他指出，"市场可能对 Insurify 的新工具以及 Anthropic 的新 AI 工具有所顾虑。" 美国保险经纪股被抛售 他补充道，这些应用"虽然可能对保险经纪公司的一些咨询业务构成威胁，但我们认为它们更多是'效能倍增器'，而非生存威胁。" Insurify 的应用程序利用 ChatGPT，结合车辆细节、客户信用历史、驾驶记录及其他输入信息来对比汽车保险费率。该公司表示，该应用 ...

NEW YORK, Feb. 09, 2026 (GLOBE NEWSWIRE) -- Rising by 9.6% year-on-year, global pensions assets reached a record USD 68.3 trillion in 2025 as defined contribution (DC) savings continued to drive growth, according to leading global advisory, broking and solutions company, WTW’s (NASDAQ: WTW) Thinking Ahead Institute’s (TAI) latest Global Pension Assets Study. 2025 showed sustained recovery across global markets with strong investor sentiment and relatively contained volatility, culminating in the creation of ...

NEW YORK, Feb. 09, 2026 (GLOBE NEWSWIRE) -- Rising by 9.6% year-on-year, global pensions assets reached a record USD 68.3 trillion in 2025 as defined contribution (DC) savings continued to drive growth, according to leading global advisory, broking and solutions company, WTW’s (NASDAQ: WTW) Thinking Ahead Institute’s (TAI) latest Global Pension Assets Study. 2025 showed sustained recovery across global markets with strong investor sentiment and relatively contained volatility, culminating in the creation of ...

NEW YORK, Feb. 09, 2026 (GLOBE NEWSWIRE) -- WTW (NASDAQ: WTW) today announced the release of the next generation of its U.S. Library models within RiskAgility FM—a major upgrade that fully incorporates Valuation Manual 22 (VM-22) requirements for non-variable annuity products. The enhanced model suite equips insurers and reinsurers with a powerful, production-ready platform to meet the new VM-22 reserving framework with accuracy, speed, and transparency. VM-22 reshapes statutory valuation for fixed annuitie ...

Global Pension Finance Watch – Fourth Quarter 2025 Results as of December 31, 2025 Positive Fourth Quarter Index Results All major regions saw increases in the pension index over the fourth quarter, driven by positive investment returns globally, combined with decreases in liabilities in most regions. Brazil and U.K. were the only regions where liability values decreased. While it is always the case that the Global Pension Finance Watch captures results at the end of each quarter, we particularly want to hi ...

Core Viewpoint - Truist Financial has set a price target of $400 for Willis Towers Watson PLC, indicating a potential increase of approximately 18.04% from its current stock price of around $338.86 [1][5] Financial Performance - WTW reported a 6% organic revenue growth in Q4 2025, driven by a strategic focus on Risk and Broking, along with investments in talent and innovation [2][5] - The adjusted operating margin increased by 80 basis points to 36.9%, reflecting improved efficiency and profitability [2][5] - The company's adjusted earnings per share rose by 13% year-over-year to $8.12, excluding contributions from TRANZACT, supported by recent acquisitions [3][5] Stock Performance - WTW's stock is currently priced at $337.35, showing a slight increase of 0.67% or $2.25, with fluctuations between $337.05 and $344.99 on the day [4] - Over the past year, the stock reached a high of $352.79 and a low of $292.97, with a market capitalization of approximately $32.91 billion [4]

Key Takeaways WTW posted Q4 adjusted EPS of $8.12, beating estimates as operating margins expanded. Health, Wealth & Career margins jumped 240 bps to 44.3%, aided by organic growth and the TRANZACT sale. Risk & Broking revenues rose 10% year over year, with margin expansion driven by strong organic growth. Willis Towers Watson Public Limited Company (WTW) delivered fourth-quarter 2025 adjusted earnings of $8.12 per share, which beat the Zacks Consensus Estimate by 2.5%. The bottom line increased 2% year ove ...

As a reminder, TRANZACT contributed $0.8 to adjusted EPS in 2024. Excluding this contribution, adjusted EPS increased 13% year over year. For the full year, we had organic growth of 5% in line with our mid-single-digit target. We expanded adjusted operating margin by 130 basis points year over year to 25.2% and delivered adjusted diluted earnings per share of $17.08. In the fourth quarter, health, wealth, and career organic growth accelerated from earlier in the year to 6%, and the segment delivered 30 basi ...

For the quarter ended December 2025, Willis Towers Watson (WTW) reported revenue of $2.94 billion, down 3.3% over the same period last year. EPS came in at $8.12, compared to $8.13 in the year-ago quarter.The reported revenue represents a surprise of +2.51% over the Zacks Consensus Estimate of $2.86 billion. With the consensus EPS estimate being $7.92, the EPS surprise was +2.47%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall ...

Willis Towers Watson (NasdaqGS:WTW) Q4 2025 Earnings call February 03, 2026 09:00 AM ET Company ParticipantsAndrew Andersen - Equity Research SVPAndrew Krasner - CFOBrian Meredith - Managing DirectorCarl Hess - CEOElyse Greenspan - Managing DirectorJulie Gebauer - President of Health, Wealth and CareerLucy Clarke - President of Risk and BrokingMeyer Shields - Managing DirectorRobert Cox - VP of Equity ResearchYaron Kinar - Managing DirectorConference Call ParticipantsDavid Motemaden - Managing Director and ...