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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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

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.

Price Target

Analyst Ratings

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

Willis Towers Watson's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NYSE">WTW</a>) short percent of float has risen 5.66% since its last report. The company recently reported that it has 888 thousand shares sold short, which is 1.12% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.95 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Willis Towers Watson Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1725993015_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Willis Towers Watson has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Willis Towers Watson's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Willis Towers Watson's peer group average for short interest as a percentage of float is 4.12%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Trading Ideas

Peering Into Willis Towers Watson's Recent Short Interest

WTW (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>), a leading global advisory, broking and solutions company today announced a partnership between its Affinity Insurance business and Kayna, the award-winning insurance infrastructure platform. The partnership has been developed to enable delivery of innovative WTW insurance solutions to SME clients in the UK and US through Vertical Software-as-a-Service (‘vSaaS') platforms. &nbsp;
Vertical SaaS platforms provide types of software solutions which are created for specific industries and the partnership between WTW and Kayna intends to provide full program administration for US and UK-based industry-specific platforms in the construction, legal, salon/spa, fitness and field service sectors, distributing tailored insurance solutions.
Specialist WTW teams in the UK and US will lead the product development and broker all insurance offerings as the company affirms its primary focus to delivering next generation distribution for the fast-growing Affinity Insurance sector.
The partnership between WTW Affinity and Kayna will enable WTW to distribute property, general liability, workers' compensation, commercial auto and umbrella liability insurance solutions to industry-specific vSaaS platforms. The partnership aims to drive top-line growth for vSaaS platform providers by leveraging platform data to serve relevant, tailored insurance through a streamlined process direct to the customer base that use such platforms to run their day-to-day business operations.

Government

Regulations

WTW Partners with Kayna to Deliver Tailored Insurance Solutions for SMEs in US and UK

Barclays analyst Alex Scott initiates coverage on Willis Towers Watson (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>) with a Underweight rating and announces Price Target of $278.

Initiation

Barclays Initiates Coverage On Willis Towers Watson with Underweight Rating, Announces Price Target of $278

Brown &amp; Brown, Inc.&#39;s (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/bro#NYSE">BRO</a>) shares have jumped 40% year to date (YTD) compared with the industry&#39;s growth of 20.6%. The Finance sector and the Zacks S&amp;P 500 composite have risen 7.7% and 12.3%, respectively, in the same time frame. With a market capitalization of $28.61 billion, the average volume of shares traded in the last three months was 1.17 million.
<img alt="Zacks Investment Research" src="https://staticx-tuner.zacks.com/images/articles/charts/28/74114.jpg?v=1394791376" />
Image Source: Zacks Investment Research
The rally was largely driven by higher core commissions and fees, new business, solid retention, rate increases, strategic acquisitions, a strong financial position and effective capital deployment.
This Zacks Rank #2 (Buy) insurance broker surpassed earnings estimates in each of the last four quarters, the average being 9.82%.
The Zacks Consensus Estimate for 2024 and 2025 earnings has moved 1.6% and 1.8% north, respectively, in the past 30 days, reflecting analysts&#39; optimism on the stock.
<h3>Will the Bull Run Continue?</h3>
The Zacks Consensus Estimate for Brown &amp; Brown&#39;s 2024 earnings per share indicates an increase of 30.6% from the year-ago reported number. The consensus estimate for revenues is pegged at $4.68 billion, implying a year-over-year improvement of 10%.
The consensus estimate for 2025 earnings per share and revenues indicates an increase of 8.2% and 7.5%, respectively, from the corresponding 2024 estimates.
The expected long-term earnings growth is 11%. Earnings have increased 18.4% in the past five years, better than the industry average of 13.8%.
Commissions and fees, the main component of the top line, benefit from increasing new business, strong retention and continued rate increases for most lines of coverage. The top line witnessed a five-year annual growth rate of 14%. The company met its intermediate annual revenue goal of $4 billion, doubling in the last five years.
The insurance broker continually makes investments in boosting organic growth and margin expansion. It boasts an industry-leading adjusted EBITDAC margin.
Brown &amp; Brown&#39;s strategic buyouts help it capitalize on growing market opportunities, strengthen its compelling products and service portfolio, expand global reach and accelerate its growth rate. For the second quarter of 2024, the insurance broker completed 10 acquisitions with estimated annual revenues of $13 million and continued to build relationships with many other companies.
Banking on operational expertise, BRO boasts a strong liquidity position with an improving leverage ratio. The strength of its operating model and diversity of businesses ensures strong cash conversion. The company effectively deploys cash into acquisitions, capital expenditure and wealth distribution for shareholders via dividend increases.
BRO has an impressive dividend history, raising dividends for 30 straight years. Its five-year annualized dividend growth is 10.6%, and its dividend yield is 0.5%.
<h3>Other Stocks to Consider</h3>
Some other top-ranked stocks from the insurance industry are Arthur J. Gallagher &amp; Co. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ajg#NYSE">AJG</a>), Willis Towers Watson Public Limited Company (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/wtw#NASDAQ">WTW</a>) and Ryan Specialty Holdings Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ryan#NYSE">RYAN</a>), each carrying a Zacks Rank #2 at present.
Arthur J. Gallagher&#39;s earnings surpassed estimates in each of the last four quarters, the average surprise being 1.93%. Shares of AJG have jumped 25.2% YTD. The Zacks Consensus Estimate for AJG&#39;s 2024 and 2025 earnings implies year-over-year growth of 15.8% and 12%, respectively.
Willis Towers Watson&#39;s earnings surpassed estimates in each of the last four quarters, the average surprise being 7.06%. Shares of WTW have jumped 14.3% YTD. The Zacks Consensus Estimate for WTW&#39;s 2024 and 2025 earnings implies year-over-year growth of 14.6% and 11.9%, respectively.
Ryan Specialty&#39;s earnings surpassed estimates in one of the last four quarters and matched in the other three, the average surprise being 0.4%. Shares of RYAN have jumped 52.1% YTD. The Zacks Consensus Estimate for RYAN&#39;s 2024 and 2025 earnings implies year-over-year growth of 31.1% and 21.9%, respectively.
<a href="https://www.zacks.com/stock/news/2321356/brown-brown-bro-gains-40-ytd-will-the-rally-last?cid=CS-BENZ-FT-analyst_blog|price_surge_/_plunge-2321356">To read this article on Zacks.com click here.</a>

Large Cap

Mid Cap

Dividends

RYAN

Brown & Brown Gains 40% YTD: Will the Rally Last?

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 $320 to $323.

Keefe, Bruyette & Woods Maintains Outperform on Willis Towers Watson, Raises Price Target to $323

Willis Towers Watson Public Limited Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>) reported better-than-expected second-quarter earnings and raised its FY24 <a href="https://www.benzinga.com/quote/WTW/earnings">EPS guidance on Thursday</a>.
Willis Towers Watson reported quarterly earnings of $2.55 per share which beat the analyst consensus estimate of $2.31 per share. The company reported quarterly sales of $2.265 billion which missed the analyst consensus estimate of $2.273 billion, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
&#8220;WTW delivered a strong second quarter, generating significant EPS growth and margin expansion through robust organic growth, operating efficiency and the continued execution of our Transformation program,&#8221; said Carl Hess, WTW&#8217;s Chief Executive Officer. &#8220;These results show that our efforts to grow, simplify and transform WTW continue to create sustainable value for shareholders, clients and colleagues. Given our strong performance and ongoing momentum, we are raising the low end of our full year 2024 target ranges for adjusted operating margin and adjusted EPS to 23.0%-23.5% and $16.00-$17.00, respectively.&#8221;
Willis Towers Watson said it now expects FY24 earnings of $16 to $17 per share, versus prior forecast of $15.40 to $17 per share.
Willis Towers Watson shares gained 1.4% to trade at $281.45 on Friday.
These analysts made changes to their price targets on Willis Towers Watson following the announcement.
<ul>
<li>Wells Fargo analyst Elyse Greenspan maintained Willis Towers Watson with an Overweight rating, while raising the price target from $318 to $321.</li>
<li>Truist Securities analyst Mark Hughes maintained the stock with a Buy rating and boosted the price target from $310 to $335.</li>
<li>Roth MKM analyst Harry Fong maintained Willis Towers Watson with a Buy, while increasing the price target from $300 to $315.</li>
</ul>
Read Next: 
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Willis Towers Watson Analysts Increase Their Forecasts After Upbeat Q2 Earnings

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 $300 to $315.

Roth MKM Maintains Buy on Willis Towers Watson, Raises Price Target to $315

Sees FY24 revenue $9.9B or greater and mid-single digit organic revenue growth, consensus $9.92B. Published first on TheFly – the ultimate source f...

WTW sees FY24 adjusted EPS $16.00-$17.00, consensus $16.43

Willis Towers Watson Public Limited Company (WTW) Q3 2024 Earnings Call Transcript

Willis Towers Watson Public Limited Company ( ($WTW) ) has released its Q3 earnings. Here is a breakdown of the information Willis Towers Watson Pu...

Willis Towers Watson Reports Q3 Financial Results

There's a lot to be optimistic about in the Financial sector as 3 analysts just weighed in on Lendingtree (TREE – Research Report), Willis Towers W...

Analysts Offer Insights on Financial Companies: Lendingtree (TREE), Willis Towers Watson (WTW) and SoFi Technologies (SOFI)

Companies in the Financial sector have received a lot of coverage today as analysts weigh in on Mastercard (MA – Research Report), Intercontinental...

Analysts Offer Insights on Financial Companies: Mastercard (MA), Intercontinental Exchange (ICE) and Willis Towers Watson (WTW)

Mid-cap stocks with 'significant scope' to upside – WF

KBW analyst Meyer Shields maintained a Buy rating on Willis Towers Watson (WTW – Research Report) today and set a price target of $359.00. The comp...

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

Tracking David Abrams' Abrams Capital Management Portfolio - Q3 2024 Update

Evercore ISI analyst David Motemaden maintained a Hold rating on Willis Towers Watson (WTW – Research Report) today and set a price target of $336....

Willis Towers Watson (WTW) Gets a Hold from Evercore ISI

In a report released today, Andrew Kligerman from TD Cowen maintained a Buy rating on Willis Towers Watson (WTW – Research Report), with a price ta...

Willis Towers Watson (WTW) Gets a Buy from TD Cowen

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

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Truist Securities

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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