Willis Towers Watson stock maintains Outperform rating from Keefe, Bruyette & Woods

Published 01/10/2024, 15:38
Willis Towers Watson stock maintains Outperform rating from Keefe, Bruyette & Woods

Willis Towers Watson (NASDAQ: NASDAQ:WTW), a global advisory, broking, and solutions company, maintained its Outperform rating and $323.00 price target from Keefe, Bruyette & Woods following the announcement of a significant asset sale.

The company has agreed to sell its direct-to-consumer Medicare Advantage broker TRANZACT to private equity firm GTCR and technology services investment platform Recognize for $632.4 million, subject to future adjustments.

The transaction is expected to close by the end of 2024.

The sale of TRANZACT is anticipated to lead to a substantial non-cash charge for Willis Towers Watson, estimated between $1.6 billion and $2.1 billion in the third quarter of 2024.

Despite this charge, the analyst firm views the divestiture favorably, indicating that the complexities of TRANZACT's revenue accounting and its impact on free cash flow, which has not been quantified, will likely not be missed by investors.

The analyst's commentary suggests a positive outlook on the sale, noting that the removal of TRANZACT from Willis Towers Watson's portfolio could be beneficial. The sale is seen as a strategic move that could simplify the company's operations and financial reporting.

Willis Towers Watson's earnings per share (EPS) estimates are currently under review by Keefe, Bruyette & Woods as a result of this corporate action.

The firm's analysts are re-evaluating the company's financial projections in light of the recent divestiture announcement.

The deal between Willis Towers Watson and the acquiring parties is set to finalize by the end of 2024, marking a significant shift in the company's business structure.

The forthcoming adjustments to the EPS estimates will provide further insights into the financial implications of this transaction for Willis Towers Watson.

In other recent news, WTW has agreed to sell its TRANZACT unit to GTCR and Recognize for $632.4 million, a strategic move to concentrate on its core businesses. The completion of this transaction is expected by the end of 2024, pending regulatory approvals.

In parallel, WTW is set to re-enter the reinsurance broking market, following a reiterated Buy rating from Roth/MKM. However, Barclays has initiated coverage on WTW with an Underweight rating due to concerns about the company's ability to meet its organic growth estimates.

In the financial sector, Wells Fargo has given Fair Isaac (NYSE:FICO) Corporation a favorable outlook, expecting it to increase its scores and prices across multiple sectors.

The firm also anticipates strong performance from Las Vegas Sands (NYSE:LVS) Corp. and significant stock appreciation for TC Energy (NYSE:TRP) Corporation. Conversely, Wells Fargo has given Tesla (NASDAQ:TSLA) Inc. an Underweight rating due to declining delivery growth and reduced effectiveness of price cuts.

Myriad Genetics (NASDAQ:MYGN) reported notable second-quarter revenues of $211.5 million and raised its 2024 guidance to an estimated $835-845 million.

InvestingPro Insights

Willis Towers Watson's strategic decision to divest TRANZACT aligns with several positive indicators highlighted by InvestingPro. The company's stock is trading near its 52-week high, with a robust year-to-date price total return of 23.28%. This performance suggests investor confidence in the company's strategic direction.

InvestingPro Tips reveal that Willis Towers Watson has maintained dividend payments for 22 consecutive years and has raised its dividend for 7 consecutive years, demonstrating a commitment to shareholder returns. This consistent dividend policy could be particularly appealing to investors seeking stable income streams, especially in light of the company's recent strategic moves.

The company's financial health appears solid, with a market capitalization of $30.43 billion and a revenue of $9.686 billion over the last twelve months as of Q2 2024. The operating income margin stands at a healthy 21.28%, indicating efficient operations. These metrics suggest that Willis Towers Watson is well-positioned to navigate the changes brought about by the TRANZACT sale.

For investors seeking more comprehensive analysis, InvestingPro offers additional tips and insights, with 6 more tips available for Willis Towers Watson. These could provide valuable context for understanding the full impact of the company's recent strategic decisions and future prospects.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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