Willis Towers Watson PT Cut to $358, Maintains Outperform and Hikes Dividend 4%
Mizuho cut its Willis Towers Watson price target to $358 from $392 while maintaining an Outperform rating, citing a property and casualty selloff and low AI disruption threat in middle-market brokerage. The board also approved a 4% higher quarterly dividend of $0.96 per share payable April 15, 2026.
1. Analyst Price Target Revision
Mizuho analyst Yaron Kinar reduced Willis Towers Watson’s price target to $358 from $392 while maintaining an Outperform rating, attributing the change to a recent selloff in the property and casualty insurance sector. The firm noted that AI poses low disintermediation risk for middle-market and larger accounts, with threats concentrated in personal lines and SME segments. Morgan Stanley also trimmed its target to $330 from $345 and kept a Hold rating following similar sector concerns.
2. Quarterly Dividend Increase
Willis Towers Watson’s board approved a $0.96 quarterly dividend, up 4% from the prior quarter, for the period ending December 31, 2025. Shareholders of record on March 31, 2026, will receive the payment on or about April 15, 2026, reflecting the firm’s ongoing commitment to returning cash to investors.