Willis Towers Watson 주식 (NASDAQ: WTW)

에 대한 최신 뉴스 Willis Towers Watson (NASDAQ:WTW) 주식

Willis Towers Watson

NYSE

In January 2016, Towers Watson and Willis Group merged to form Willis Towers Watson, a global advisory, insurance brokerage, and solutions company. The company operates in two business segments: health, wealth, and career (its consulting operations) and risk and brokering (its brokerage operations). It has about 48,000 employees.

홈디포, 보잉 등 주요 기업들이 글로벌 M&amp;A 활동을 촉진하며 $10억 이상의 거래가 재개

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General

버크셔 해서웨이(NYSE:BRK)의 보험 운영 부회장인 아지트 자인(Ajit Jain)은 사이버 보험이 요즘 매우 세련된 공간이 되었다고 말했다. 지난 몇 년 동안 사이버 보험은 전 세계적으로 최소 100억 달러 규모의 시장이 되었다.지난 토요일 네브래스카주 오마하에서 열린 버크셔 해서웨이의 연례 주주총회에서 자인은 사이버 보험의 수익성도 전체 보험료(프리미엄)의 약 20%로 상당히 높다고 말했다.

버크셔 해서웨이의 아지트 자인은 위험 속에서 사이버 보험에 대해 주의 경고

Willis Towers Watson Public Limited Company - Ordinary Shares

Willis Towers Watson PLC

Westwing Group SE

U.S. stocks settled mixed on Friday, with S&amp;P 500 and Nasdaq Composite hitting fresh records following the release of better-than-expected November jobs data.
The S&amp;P 500 and Nasdaq recorded gains for the third straight week, gaining 0.96% and 3.34%, respectively. However, the Dow lost 0.6% during the week.
Wall Street analysts make new stock picks on a daily basis. Unfortunately for investors, not all analysts have particularly impressive track records at predicting market movements. Even when it comes to one single stock, analyst ratings and price targets can vary widely, leaving investors confused about which analyst&#8217;s opinion to trust.
Benzinga&#8217;s Analyst Ratings API is a collection of the highest-quality stock ratings curated by the Benzinga news desk via direct partnerships with major sell-side banks. Benzinga displays overnight ratings changes on a daily basis three hours prior to the U.S. equity market opening. Data specialists at investment dashboard provider Toggle.ai recently uncovered that the analyst insights Benzinga Pro subscribers and Benzinga readers regularly receive can successfully be used as trading indicators to outperform the stock market.
Top Analyst Picks: Fortunately, any Benzinga reader can access the latest analyst ratings on the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">Analyst Stock Ratings</a> page. One of the ways traders can sort through Benzinga&#8217;s extensive database of analyst ratings is by analyst accuracy. Here&#8217;s a look at the most recent stock picks from each of the five most accurate Wall Street analysts, according to Benzinga <a href="https://www.benzinga.com/analyst-stock-ratings">Analyst Stock</a> Ratings.
Analyst: William Power
<ul>
<li>Analyst Firm: Baird</li>
<li>Ratings Accuracy: 87%</li>
<li>Latest Rating: Maintained an Outperform rating on Axon Enterprise Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AXON#NASDAQ">AXON</a>) and raised the price target from $600 to $800 on Dec. 6. This analyst sees more than 16% increase in the stock.</li>
<li>Recent News: On Nov. 7, Axon Enterprise reported better-than-expected third-quarter financial results and issued current-quarter revenue guidance above estimates.</li>
</ul>
Analyst: Doug Anmuth
<ul>
<li>Analyst Firm: JP Morgan</li>
<li>Ratings Accuracy: 86%</li>
<li>Latest Rating: Maintained an Overweight rating on Chewy Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHWY#NYSE">CHWY</a>) and raised the price target from $37 to $38 on Dec. 5. This analyst sees around 21% surge in the stock.</li>
<li>Recent News: On Dec. 4, Chewy reported worse-than-expected third-quarter sales results and issued FY24 sales guidance below estimates.</li>
</ul>
Analyst: Andrew Kaplowitz
<ul>
<li>Analyst Firm: Citigroup</li>
<li>Ratings Accuracy: 86%</li>
<li>Latest Rating: Maintained a Buy rating on Mirion Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MIR#NYSE">MIR</a>) and boosted the price target from $18 to $20 on Dec. 4. This analyst sees around 8% upside in the stock.</li>
<li>Recent News: On Dec. 3, Mirion said it sees 2025 organic revenue growth of 5.5% to 7.5%.</li>
</ul>
Analyst: Rob Owens
<ul>
<li>Analyst Firm: Piper Sandler</li>
<li>Ratings Accuracy: 86%</li>
<li>Latest Rating: Maintained a Neutral rating on Docusign Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DOCU#NASDAQ">DOCU</a>) and increased the price target from $60 to $90 on Dec. 6. This analyst sees around 16% decline in the stock.</li>
<li>Recent News: On Dec. 5, DocuSign reported better-than-expected third-quarter financial results and issued FY25 revenue guidance above estimates.</li>
</ul>
Analyst: Mark Hughes
<ul>
<li>Analyst Firm: Truist Securities</li>
<li>Ratings Accuracy: 86%</li>
<li>Latest Rating: Reiterated a Buy rating on Willis Towers Watson PLC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>) and raised the price target from $365 to $380 on Dec. 4. This analyst sees around 18% upside in the stock.</li>
<li>Recent News: On Oct. 31, Willis Towers Watson reported better-than-expected third-quarter financial results.</li>
</ul>
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This Analyst With 86% Accuracy Rate Sees Around 21% Upside In Chewy - Here Are 5 Stock Picks For Last Week From Wall Street's Most Accurate Analysts

Raymond James analyst C. Gregory Peters upgrades Willis Towers Watson (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>) from Outperform to Strong Buy and raises the price target from $365 to $400.

Upgrades

Raymond James Upgrades Willis Towers Watson to Strong Buy, Raises Price Target to $400

Truist Securities analyst Mark Hughes reiterates Willis Towers Watson (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>) with a Buy and raises the price target from $365 to $380.

Reiteration

Truist Securities Reiterates Buy on Willis Towers Watson, Raises Price Target to $380

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Stifel raised the price target for Couchbase, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BASE#NASDAQ">BASE</a>) from $20 to $22. Stifel analyst Brad Reback maintained a Buy rating. Couchbase shares closed at $21.12 on Tuesday. <a href="https://www.benzinga.com/quote/BASE/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Morgan Stanley boosted the price target for Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) from $330 to $405. Morgan Stanley analyst Keith Weiss maintained an Overweight rating. Salesforce shares closed at $331.43 on Tuesday. <a href="https://www.benzinga.com/quote/CRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Evercore ISI Group boosted Marvell Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) price target from $122 to $127. Evercore ISI Group analyst Mark Lipacis maintained an Outperform rating. Marvell Technology shares settled at $95.91 on Tuesday. <a href="https://www.benzinga.com/quote/MRVL/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Baird raised MongoDB, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDB#NASDAQ">MDB</a>) price target from $305 to $380. Baird analyst William Power maintained an Outperform rating. MongoDB shares closed at $324.01 on Tuesday. <a href="https://www.benzinga.com/quote/MDB/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Northland Capital Markets increased The Honest Company, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HNST#NASDAQ">HNST</a>) price target from $7.5 to $9.5. Northland Capital Markets analyst Owen Rickert maintained an Outperform rating. Honest Company shares closed at $8.01 on Tuesday.  <a href="https://www.benzinga.com/quote/HNST/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Keefe, Bruyette &amp; Woods boosted Willis Towers Watson Public Limited Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>) price target from $359 to $378. Keefe, Bruyette &amp; Woods analyst Meyer Shields maintained an Outperform rating on the stock. Willis Towers Watson shares closed at $329.06 on Tuesday. See how other analysts view this stock.</li>
<li>Chardan Capital increased the price target for Senti Biosciences, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNTI#NASDAQ">SNTI</a>) from $10 to $12. Chardan Capital analyst Geulah Livshits maintained a Buy rating. Senti Biosciences shares settled at $7.14 on Tuesday. <a href="https://www.benzinga.com/quote/SNTI/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Barclays cut The J. M. Smucker Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SJM#NYSE">SJM</a>) price target from $126 to $123. Barclays analyst Andrew Lazar maintained an Equal-Weight rating. Smucker shares closed at $117.29 on Tuesday. <a href="https://www.benzinga.com/quote/SJM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JP Morgan increased the price target for Trimble Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TRMB#NASDAQ">TRMB</a>) from $74 to $92. JP Morgan analyst Tami Zakaria upgraded the stock from Neutral to Overweight. Trimble shares closed at $73.95 on Tuesday. <a href="https://www.benzinga.com/quote/TRMB/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Barclays raised AT&amp;T Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>) price target from $24 to $27. Barclays analyst Kannan Venkateshwar maintained an Overweight rating. AT&amp;T shares closed at $23.74 on Monday. <a href="https://www.benzinga.com/quote/T/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying T stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="558" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/04082646/image-36-1024x558.png" alt="" class="wp-image-676409" style="width:558px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/04082646/image-36-1024x558.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/04082646/image-36-300x163.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/04082646/image-36-768x419.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/04082646/image-36.png 1167w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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AT&T To Rally Around 14%? Here Are 10 Top Analyst Forecasts For Wednesday

Keefe, Bruyette &amp; Woods analyst Meyer Shields maintains Willis Towers Watson (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>) with a Outperform and raises the price target from $359 to $378.

Keefe, Bruyette & Woods Maintains Outperform on Willis Towers Watson, Raises Price Target to $378

The $1 billion increase is in addition to the approximately $660 million remaining on the current open-ended repurchase authority.

Buybacks

WTW Board Approves Increase To Existing Share Repurchase Authority In The Amount Of $1B

Barclays analyst Alex Scott maintains Willis Towers Watson (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>) with a Underweight and raises the price target from $278 to $302.

Barclays Maintains Underweight on Willis Towers Watson, Raises Price Target to $302

Keefe, Bruyette &amp; Woods analyst Meyer Shields maintains Willis Towers Watson (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>) with a Outperform and raises the price target from $352 to $359.

Keefe, Bruyette & Woods Maintains Outperform on Willis Towers Watson, Raises Price Target to $359

Wells Fargo analyst Elyse Greenspan maintains Willis Towers Watson (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>) with a Overweight and raises the price target from $334 to $340.

Wells Fargo Maintains Overweight on Willis Towers Watson, Raises Price Target to $340

WIIM

Willis Towers Watson shares are trading higher after the company reported better-than-expected Q3 financial results.

Willis Towers Watson (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>) affirms FY2024 Adj EPS guidance from $16.00-17.00 to $16.00-17.00 vs $16.50 analyst estimate..

Guidance

Willis Towers Watson Affirms FY2024 Adj EPS Guidance from $16.00-17.00 to $16.00-17.00 vs $16.50 Est ;Revenue of $9.9B vs Est. 9.92B

Willis Towers Watson (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>) reported quarterly earnings of $2.93 per share which beat the analyst consensus estimate of $2.73 by 7.33 percent. The company reported quarterly sales of $2.289 billion which beat the analyst consensus estimate of $2.287 billion by 0.09 percent. This is a 5.68 percent increase over sales of $2.166 billion the same period last year.

Earnings Beats

Willis Towers Watson Q3 2024 Adj. EPS $2.93 Beats $2.73 Estimate, Sales $2.289B Beat $2.287B Estimate

WTW Expands Japan Operations With New Corporate Insurance Brokerage

In the current market session, Willis Towers Watson Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>) stock price is at $290.51, after a 0.42% drop. However, over the past month, the company's stock spiked by 0.08%, and in the past year, by 26.86%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is not performing up to par in the current session. 

<img src="https://www.benzinga.com/files/images/story/2024/1729696525_0.png" alt="Past Year Chart" />

<h3>Willis Towers Watson P/E Compared to Competitors</h3>
The P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's current performance against it's past earnings, historical data and aggregate market data for the industry or the indices, such as S&amp;P 500. A higher P/E indicates that investors expect the company to perform better in the future, and the stock is probably overvalued, but not necessarily. It also could indicate that investors are willing to pay a higher share price currently, because they expect the company to perform better in the upcoming quarters. This leads investors to also remain optimistic about rising dividends in the future. 
Willis Towers Watson has a lower P/E than the aggregate P/E of 56.04 of the Insurance industry. Ideally, one might believe that the stock might perform worse than its peers, but it's also probable that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2024/1729696525_1.png" alt="Guage" />

In summary, while the price-to-earnings ratio is a valuable tool for investors to evaluate a company's market performance, it should be used with caution. A low P/E ratio can be an indication of undervaluation, but it can also suggest weak growth prospects or financial instability. Moreover, the P/E ratio is just one of many metrics that investors should consider when making investment decisions, and it should be evaluated alongside other financial ratios, industry trends, and qualitative factors. By taking a comprehensive approach to analyzing a company's financial health, investors can make well-informed decisions that are more likely to lead to successful outcomes.

Intraday Update

Price Over Earnings Overview: Willis Towers Watson

Jefferies analyst Yaron Kinar maintains Willis Towers Watson (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>) with a Hold and raises the price target from $295 to $314.

Jefferies Maintains Hold on Willis Towers Watson, Raises Price Target to $314

Wells Fargo analyst Elyse Greenspan maintains Willis Towers Watson (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>) with a Overweight and raises the price target from $321 to $334.

Wells Fargo Maintains Overweight on Willis Towers Watson, Raises Price Target to $334

The investment follows a successful alliance with atomos since the end of 2022, during which WTW&#39;s investment engine has successfully powered atomos&#39; multi-asset investment solutions.
This next step in the partnership sees WTW acquire part ownership in the business, as well as providing additional capital designed to support further growth.
&nbsp;

WTW Acquires A Stake In Atomos, The UK-based Advice-led Wealth Manager Backed By Funds Managed By Oaktree; Terms Not Disclosed

Roth MKM analyst Harry Fong maintains Willis Towers Watson (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>) with a Buy and raises the price target from $315 to $345.

Roth MKM Maintains Buy on Willis Towers Watson, Raises Price Target to $345

Truist Securities analyst Mark Hughes maintains Willis Towers Watson (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>) with a Buy and raises the price target from $335 to $365.

Truist Securities Maintains Buy on Willis Towers Watson, Raises Price Target to $365

<ul>
<li>Divestiture sharpens strategic focus, simplifies portfolio and expects to accelerate free cash flow margin expansion
<ul>
<li>Transaction expected to be completed by the end of 2024</li>
</ul>
</li>
</ul>

Asset Sales

WTW To Sell TRANZACT For $632.4M

Raymond James analyst C. Gregory Peters upgraded WTW (WTW) to Strong Buy from Outperform with a price target of $400, up from $365. WTW's managemen...

WTW upgraded to Strong Buy from Outperform at Raymond James

Elyse Greenspan, an analyst from Wells Fargo, assigned the Buy rating on Willis Towers Watson (WTW – Research Report). The associated price target ...

Willis Towers Watson: Strategic Growth and Diversified Revenue Streams Drive Buy Rating

Bob Huang, an analyst from Morgan Stanley, maintained the Hold rating on Willis Towers Watson (WTW – Research Report). The associated price target ...

Willis Towers Watson: Strategic Initiatives and Market Position Justify Hold Rating

Piper Sandler analyst Paul Newsome reiterated a Buy rating on Willis Towers Watson (WTW – Research Report) yesterday and set a price target of $369...

Willis Towers Watson (WTW) Gets a Buy from Piper Sandler

In a report released yesterday, Mark Hughes from Truist Financial maintained a Buy rating on Willis Towers Watson (WTW – Research Report), with a p...

Willis Towers Watson (WTW) Receives a Rating Update from a Top Analyst

Truist Financial Reaffirms Their Buy Rating on Willis Towers Watson (WTW)

Willis Towers Watson declares $0.88 dividend

Jefferies analyst Yaron Kinar upgraded WTW (WTW) to Buy from Hold with a price target of $382, up from $352. Published first on TheFly – the ultima...

WTW upgraded to Buy from Hold at Jefferies

Jefferies analyst Yaron Kinar last night upgraded WTW (WTW) to Buy from Hold with a price target of $382, up from $352. The firm's estimates remain...

Jefferies upgrades WTW to Buy on 'beat-and-raise story'

Willis Towers Watson upgraded to Buy by Jefferies on sale of unit, efficiences in risk, brokering

Press Releases

US employers prioritize wellbeing but miss the mark with employees

WTW announces Growth Leader for Private Equity and Transactional Solutions (PE&TS)

WTW & Kayna Partner with Vibrant to support third-party vendor Cybersecurity Insurance Compliance

WTW Increases Share Repurchase Program by $1 Billion

Economics

World's largest asset owners reach new record

WTW Outlines Growth and Value Creation Strategy at 2024 Investor Day

Vessels, undersea cables, and offshore oil installations increasingly becoming "gray zone" targets

Dividends

WTW Announces Regular Quarterly Dividend

US companies refine their approach to ESG metrics in executive pay programs, WTW study finds

US salary budgets expected to remain the same in 2025

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윌리스 타워스 왓슨(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>)의 분기별 보고서에 따르면 올해 첫 3개월 동안 긍정적인 모멘텀이 설정된 글로벌 <a href="https://www.benzinga.com/24/07/39567358/boeing-to-acquire-spirit-aerosystems-for-4-7b-after-months-of-negotiations" target="_blank" rel="noopener" data-google-interstitial="false">인수합병(M&amp;A) 활동</a>은 2분기에도 계속 진행되었다.
분기별 거래 성과 모니터(Quarterly Deal Performance Monitor)의 데이터에 따르면 2024년 2분기 동안 전 세계적으로 1억 달러가 넘는 거래 166개가 완료되었으며 이는 이전 분기에 마감된 거래 수와 일치한다.
베이즈 비즈니스 스쿨(Bayes Business School)의 M&amp;A 리서치 센터와 협력하여 수집한 데이터에 따르면 2분기 수치는 2023년 같은 기간 동안 마감된 130개 거래를 넘어섰으며 거래량이 28% 증가한 것으로 나타났다.
올해 2분기에는 10억 달러 이상의 가치가 있는 35개의 거래가 완료되었다. 이는 이전 분기에 수행된 34건의 거래와 2023년 마지막 3개월 동안 실행된 32건의 거래보다 증가한 수치이다.
보고서에 따르면 2024년 2분기에는 100억 달러 규모의 메가 딜 4건이 성사됐고, 올해 들어 지금까지 총 9건의 메가 딜이 성사됐다. 이는 2023년 첫 6개월 동안 단 3건에 불과했던 것과 비교된다.
데이터로 보는 M&amp;A
동일 산업 부문 내에서 또는 부문 내 완료된 인수 거래는 부문 간 인수 거래에 비해 전체 M&amp;A에서 차지하는 비율이 증가하고 있다. WTW에 따르면 2023년 시작된 이후 부문 내 인수는 2023년 1분기 전체의 57%에서 최근 분기에는 74%로 증가했다.
WTW의 인수합병 담당 매니징 디렉터인 데이비드 딘(David Dean)은 성명을 통해 &#8220;2024년 상반기에 거래가 코로나19 이전 수준과 거래 행동으로 돌아가기 직전일 수 있다&#8221;고 말했다.
&#8220;시장 신뢰도 상승, 금리 인하 예상, 자금 조달 조건 개선, 변동성 감소, 가치 평가 격차 축소 등이 결합되어 2022년 말 이후 우리가 보아온 거래 부진을 해소하는 데 도움이 될 것이다.&#8221;
최근 주목할만한 M&amp;A 거래로는 보잉(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)가 6월에 47억 달러에 <a href="https://www.benzinga.com/24/07/39567358/boeing-to-acquire-spirit-aerosystems-for-4-7b-after-months-of-negotiations">스피릿 에어로시스템즈(Spirit Aerosystems)를 인수</a>한 것이 있다. 인텔리전스(Intellince)에 따르면 6월의 다른 주요 거래로는 KKR &amp; 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KKR#NYSE">KKR</a>)가 바시티 브랜드(Varsity Brands)를 48억 달러에 인수하고 블랙록(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>)이 프레킨(Preqin)을 32억 달러에 인수하는 것이 있다.
홈 디포(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>)는 지난 3월 <a href="https://www.benzinga.com/markets/equities/24/03/37983960/home-depot-scores-big-with-18-25b-srs-acquisition-boosts-addressable-market-to-1t" target="_blank" rel="noopener" data-google-interstitial="false">SRS 디스트리뷰션</a>(SRS Distribution Inc.)를 182억 5천만 달러에 인수했다.
WTW는 북미 M&amp;A 시장이 &#8220;여전히 도전적&#8221;이라고 말했다. 인수자들은 지역 지수보다 7.7% 저조한 성과를 냈다. 이는 구매자들이 업계 동료들보다 뒤처진 6분기 연속 기록이다. 북미에서는 90건의 거래가 완료되었으며, 이는 전 분기의 97건보다 감소한 수치이다.
2분기 동안 유럽에서는 34건의 거래가 성사됐다. WTW에 따르면 이는 지난 분기에 완료된 37건의 거래보다 감소한 수치이다. 아시아 태평양 시장에서는 2분기에 38건의 거래가 마무리되었다. 이는 2023년 첫 3개월 동안 완료된 31건의 거래보다 늘어난 수치이다.
WTW에 따르면 중국은 2분기에 3건의 거래를, 2024년 상반기에는 총 12건의 거래를 기록해 2010년 이후 첫 6개월 동안 중국 M&amp;A 활동이 가장 낮은 수준을 기록했다고 WTW가 밝혔다.
딘은 &#8220;올해 거래량이 증가했지만, 계속되는 인플레이션, 높은 이자율, 다가오는 대선을 둘러싼 불확실성이 여전히 향후 M&amp;A 활동에 위험을 초래하고 있다&#8221;라고 말했다.
"M&amp;A 반등이 구체화되려면 딜메이커는 높은 수준의 주의를 기울이고 &#8216;가장 적합한&#8217; 거래에 집중하며, 기한을 연장할 수 있는 철저한 실사를 통해 위험 노출을 낮춰야 할 것이다. M&amp;A 가치를 극대화하는 효과적인 통합 방안이다."
이미지: Pixabay
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홈디포, 보잉 등 주요 기업들이 글로벌 M&A 활동을 촉진하며 $10억 이상의 거래가 재개

버크셔 해서웨이(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>)의 보험 운영 부회장인 아지트 자인(Ajit Jain)은 사이버 보험이 요즘 매우 세련된 공간이 되었다고 말했다. 지난 몇 년 동안 사이버 보험은 전 세계적으로 최소 <a href="https://www.benzinga.com/general/24/02/36987783/scott-mayor-founder-of-endurance-advises-businesses-on-managing-cyber-risk" target="_blank" rel="noreferrer noopener">100억 달러 규모의 시장</a>이 되었다.
지난 토요일 네브래스카주 오마하에서 열린 버크셔 해서웨이의 연례 주주<a href="https://www.youtube.com/watch?v=X3wLdzddRtI" target="_blank" rel="noreferrer noopener">총회</a>에서 자인은 사이버 보험의 수익성도 전체 보험료(프리미엄)의 <a href="https://www.benzinga.com/news/24/05/38630719/warren-buffett-fears-the-ai-genie-thats-part-out-of-the-bottle-but-agrees-it-has-potential-to-do-goo" target="_blank" rel="noreferrer noopener">약 20%</a>로 상당히 높다고 말했다.
그러나 그는 버크셔가 다음과 같은 이유로 사이버 보험 책임을 고려할 때 매우 신중한 경향이 있다고 말했다:
<ul>
<li>일회성 손실과 사이버 손실에 대한 집계 잠재력을 파악하는 것은 어렵다.</li>
<li>자인에 따르면 일부 클라우드 운영이 중단되면 집계 손실이 엄청날 수 있으며 &#8220;최악의 경우 한도&#8221;를 이해할 수 없다는 점이 우리를 두렵게 한다.</li>
<li>사이버 보험의 손실 비용은 단일 손실뿐만 아니라 시간에 따른 손실까지 이해하기 어렵다.</li>
</ul>
&#8220;우리는 이 분야를 꽤 잘 관리했으며 지난 4-5년 동안 프리미엄 손실의 1달러 중 100센트 중 40센트 이상은 넘지 않았을 것으로 생각한다&#8221;고 자인이 덧붙였다.
그러나 자인은 현재 실제 손실 비용을 완전히 이해할 수 있는 충분한 데이터가 없다고 강조했다.
자인은 "[직원들]이 사이버 보험에 가입하지 못하도록 했다"고 말했다. "사이버 보험 증권을 작성할 때마다 돈을 잃는다."
결과적으로 사이버 보험은 대규모 사업이 될 것으로 예상되지만, 막대한 손실을 초래할 수도 있다.
&#8220;우리의 방법은 현재 우리가 어떤 의미 있는 데이터에 액세스할 때까지 이 분야에서 거리를 둔 상태로 있다&#8221;고 자인이 말했다.
국제통화기금(IMF)의 <a href="https://www.imf.org/en/Blogs/Articles/2024/04/09/rising-cyber-threats-pose-serious-concerns-for-financial-stability">보고서</a>에 따르면 코로나19 이후 사이버 공격은 두 배 이상 급증했다. 많은 회사가 경미한 직접적인 손실을 입었지만 에퀴팩스(Equifax)와 같은 일부 회사는 상당한 피해를 입었다. 예를 들어 에퀴팩스는 1억 5천만 명의 소비자에게 영향을 미친 2017년 주요 데이터 침해 사건 이후 침해 보상과 데이터 보안 전환에 10억 달러 이상을 지출했다.
사이버 보험을 제공하는 주요 미국 상장 기업을 살펴보면 다음과 같다:
<ul>
<li>마쉬 앤 맥레넌(Marsh &amp; McLennan Companies, Inc.) 보통주(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MMC#NYSE">MMC</a>)</li>
<li>에이온(Aon Plc) 클래스 A 보통주(아일랜드)(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AON#NYSE">AON</a>)</li>
<li>아서 J 갤러거(Arthur J. Gallagher &amp; Co.) 보통주(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AJG#NYSE">AJG</a>)</li>
<li>브라운 앤 브라운(Brown &amp; Brown, Inc.) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRO#NYSE">BRO</a>)</li>
<li>윌리스 타워 왓슨(Willis Towers Watson Public Limited Company) &#8211; 보통주(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>)</li>
</ul>
버크셔 해서웨이는 토요일 인수 및 투자 수입 모두에서 보험 사업의 강세에 힘입어 <a href="https://www.businesswire.com/news/home/20240504932623/en/Berkshire-Hathaway-Inc.-First-Quarter-2024-Earnings-Release" target="_blank" rel="noreferrer noopener">1분기</a> 영업 이익이 견실한 증가세를 기록했다.
버크셔 해서웨이(Berkshire Hathaway)는 토요일, 보험 비즈니스의 강도로 인해 언더라이팅과 투자 수입 모두에서 강세로 <a href="https://www.benzinga.com/calendars/earnings" target="_blank" rel="noreferrer noopener">억제된</a> <a href="https://www.businesswire.com/news/home/20240504932623/en/Berkshire-Hathaway-Inc.-First-Quarter-2024-Earnings-Release" target="_blank" rel="noreferrer noopener">분기</a> 영업이익을 기록했습니다. <a href="https://www.benzinga.com/calendars/earnings" target="_blank" rel="noreferrer noopener">지난해 같은 분기의 80.65억 달러 대비</a> 약 39% 이상 증가한 약 112.2억 달러의 분기 영업 이익을 기록했다.
사진: 셔터스톡(Shutterstock)

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