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WLTW

Willis Towers Watson

$162.80

-3.61 (-2.17%)

, AON

Aon plc

$166.89

-1.45 (-0.86%)

07:02
02/08/19
02/08
07:02
02/08/19
07:02

Deutsche Bank upgrades Willis Towers Watson to Hold, boosts target to $164

Deutsche Bank analyst Joshua Shanker last night upgraded Willis Towers Watson (WLTW) to Hold from Sell and raised his price target for the shares to $164 from $149. With 2018 coming to a close, the free cash flow content of Willis Towers Watson's earnings has improved to a point where the "valuation discount to its peers is no longer materially under-representative," Shanker tells investors in a research note. A deeper valuation gap for Willis relative to peers shares Aon plc (AON) and Marsh & McLennan (MMC) "seems unmerited at this time," adds the analyst.

WLTW

Willis Towers Watson

$162.80

-3.61 (-2.17%)

AON

Aon plc

$166.89

-1.45 (-0.86%)

MMC

Marsh & McLennan

$89.44

-1.02 (-1.13%)

WLTW Willis Towers Watson
$162.80

-3.61 (-2.17%)

02/07/19
DBAB
02/07/19
UPGRADE
DBAB
Hold
Willis Towers Watson upgraded to Hold from Sell at Deutsche Bank
Deutsche Bank upgraded Willis Towers Watson to Hold following the company's Q4 results.
01/08/19
GSCO
01/08/19
UPGRADE
Target $179
GSCO
Buy
Willis Towers Watson upgraded to Buy from Neutral at Goldman Sachs
Goldman Sachs analyst Yaron Kinar upgraded Willis Towers Watson (WTW) to Buy and raised his price target for the shares to $179 from $163. The analyst expects the impact of the company's restructuring and efficiency initiatives "to be more pronounced in 2019." He also sees Willis Towers' EBITDA margin improvement in 2019 being above peer average. The negative spread between the company's free cash flow margins and peers' should "meaningfully compress" in 2019, Kinar tells investors in a research note. Progressive (PGR) remains the analyst's top pick into 2019 in the Property & Casualty space.
12/18/18
RBCM
12/18/18
NO CHANGE
Target $34
RBCM
Outperform
AMD addition to Nasdaq-100 a 'small near-term positive', says RBC Capital
RBC Capital analyst Mitch Steves notes the addition of AMD (AMD) to the Nasdaq-100 index announced late on Friday, which also contained the inclusion of lululemon (LULU), NetApp (NTAP), United Continental Holdings (UAL), VeriSign (VRSN) and Willis Towers Watson (WLTW) and the subtraction of Express Scripts Holding (ESRX), Hologic (HOLX), Qurate Retail (QRTEA), Shire (SHPG), Seagate Technology (STX) and Vodafone Plc (VOD). The analyst believes that the change - which will become effective before the market open on December 24th - could act as a "small near-term positive" for AMD shares, even though it does not change its fundamentals. Longer term, the analyst keeps his Outperform rating and $34 price target on AMD, but warns that the company is faced with a crypto currency downdraft in the Gaming segment and that he is also cautious on the hyperscale spending trends next year which he estimates in the low single digits. Steves adds that the notable investor debate is also taking place around the AMD server average selling prices, which he sees coming in around $5,400 - the higher end of the more bullish forecasts of $5K-$6K vs. the bears' estimate around $4K.
12/20/18
FBCO
12/20/18
NO CHANGE
Target $178
FBCO
Outperform
Willis Towers Watson price target raised to $178 from $166 at Credit Suisse
Credit Suisse analyst Michael Zaremski raised his price target for Willis Towers Watson to $178 from $166 as he believes the stock should re-rate to a multiple more comparable to peers over the coming year. The analyst reiterates an Outperform rating on the shares.
AON Aon plc
$166.89

-1.45 (-0.86%)

01/15/19
COMP
01/15/19
INITIATION
Target $195
COMP
Buy
Aon plc initiated with a Buy at Compass Point
Compass Point analyst Bijan Moazami initiated Aon with a Buy and $195 price target. Moazami said Aon's fee income generates a high margin, 18.7% in Q3, is predictable and recurring which makes them perfect for leverage. The analyst expects cash flow to expand as cost saving measures wind down and for buybacks to continue.
02/04/19
MKMP
02/04/19
UPGRADE
MKMP
Buy
Aon plc upgraded to Buy from Neutral at MKM Partners
02/04/19
02/04/19
UPGRADE
Target $200

Buy
Aon plc upgraded to Buy at MKM Partners on good organic growth
As previously reported, MKM Partners analyst Harry Fong upgraded Aon to Buy from Neutral and raised his price target to $200 from $155. The analyst cites the company's "good organic growth" of 6% reported in Q4 as well as its "very strong" free cash flow generation. As its restructuring program phases out, Fong believes that Aon may be on a path toward " upward sloping glide for earnings and cash flow," adding that the company's valuation profile has also improved.
02/04/19
02/04/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. ConocoPhillips (COP) upgraded to Buy from Neutral at Goldman Sachs with analyst Neil Mehta citing better than expected Q4 results to reflect better long-term differential assumptions outside of the U.S., a reduced operating cost outlook given recent trends, higher oil volumes in the Lower 48, Alaska, Asia to reflect project-by-project builds and slightly higher Australia LNG distribution payments up to Conoco. 2. Aon plc (AON) upgraded to Buy from Neutral at MKM Partners with analyst Harry Fong citing the company's "good organic growth" of 6% reported in Q4 as well as its "very strong" free cash flow generation. 3. Intercept (ICPT) upgraded to Strong Buy from Outperform at Raymond James with analyst Steven Seedhouse citing his "unusually high amount of conviction in REGENERATE" trial data, noting that all the attempts to test his confidence in the investment story have only made him more bullish. 4. Intuit (INTU) upgraded to Equal Weight from Underweight at Morgan Stanley with analyst Keith Weiss saying new products, tax code changes and a more benign competitive environment position the company to exceed conservative revenue expectations in FY19. 5. Addus HomeCare (ADUS) upgraded to Outperform from Neutral at Baird with analyst Matthew Gillmor saying he believes secular drivers will support attractive growth and bullish fundamentals for the home care sector. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
MMC Marsh & McLennan
$89.44

-1.02 (-1.13%)

01/15/19
COMP
01/15/19
INITIATION
Target $86
COMP
Neutral
Marsh & McLennan initiated with a Neutral at Compass Point
Compass Point analyst Bijan Moazami initiated Marsh & McLennan with a Neutral and $86 price target saying he expects the JLT acquisition to be a "monumental" challenge and notes margin expansion has "halted."
09/25/18
RAJA
09/25/18
DOWNGRADE
RAJA
Underperform
Marsh & McLennan downgraded to Underperform from Outperform at Raymond James
Raymond James analyst Gregory Peters double downgraded Marsh & McLennan to Underperform from Outperform saying the acquisition of Jardine Lloyd Thompson is dilutive to existing shareholders and restructuring costs will be a headwind to free cash flow generation over the intermediate-term. Further, regulatory uncertainties and the possibility of 2019 GAAP earnings dilution have shifted catalysts to the downside.
08/07/18
FBCO
08/07/18
INITIATION
Target $86
FBCO
Neutral
Marsh & McLennan initiated with a Neutral at Credit Suisse
Credit Suisse analyst Michael Zaremski started Marsh & McLennan with a Neutral rating and $86 price target. The analyst's positive view of the insurance brokerage space driven by increasing pricing power, a stable positive-territory P&C pricing outlook, demand for consulting services and an incremental investment income tailwind leads him to forecast Marsh & McLennan posting 11%-12% EPS growth for the foreseeable future. However, despite the positive backdrop, his EPS estimates still fall slightly below the consensus forecasts.
07/26/18
BOFA
07/26/18
DOWNGRADE
BOFA
Neutral
Marsh & McLennan downgraded to Neutral from Buy at BofA/Merrill

TODAY'S FREE FLY STORIES

SHLX

Shell Midstream

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0.32 (1.51%)

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HSY

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2.02 (1.46%)

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SGEN

Seattle Genetics

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KSHB

KushCo Holdings

$0.00

(0.00%)

04:55
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Conference/Events
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  • 17

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TELL

Tellurian

$7.68

-0.1 (-1.29%)

04:55
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Conference/Events
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  • 17

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CRD.B

Crawford & Company

$9.34

-0.13 (-1.37%)

04:55
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  • 17

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DOVA

Dova Pharmaceuticals

$16.07

(0.00%)

04:55
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Dova Pharmaceuticals management to meet with Jefferies »

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  • 17

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PANW

Palo Alto Networks

$219.83

0.41 (0.19%)

, FTNT

Fortinet

$84.79

-0.19 (-0.22%)

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PANW

Palo Alto Networks

$219.83

0.41 (0.19%)

FTNT

Fortinet

$84.79

-0.19 (-0.22%)

PFPT

Proofpoint

$126.33

0.61 (0.49%)

CHKP

Check Point

$116.24

-1.37 (-1.16%)

SAIL

SailPoint

$20.12

-0.27 (-1.32%)

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OVID

Ovid Therapeutics

$2.39

-0.19 (-7.36%)

04:55
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07/17
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Conference/Events
Ovid Therapeutics management to meet with JMP Securities »

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  • 17

    Jul

CLNE

Clean Energy

$2.75

-0.01 (-0.36%)

04:55
07/17/19
07/17
04:55
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Conference/Events
Clean Energy management to meet with Craig-Hallum »

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  • 17

    Jul

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VFF

Village Farms

$9.29

-0.125 (-1.33%)

04:55
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  • 17

    Jul

CASY

Casey's General Stores

$160.35

0.98 (0.61%)

04:55
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Casey's General Stores management to meet with Jefferies »

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  • 17

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CTSO

CytoSorbents

$7.19

0.14 (1.99%)

04:55
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  • 17

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CDTX

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04:55
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  • 17

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GMRE

Global Medical REIT

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ULTA

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EPD

Enterprise Products

$30.32

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CPXGF

Cineplex

$0.00

(0.00%)

04:55
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  • 17

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SNPS

Synopsys

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-1.53 (-1.11%)

04:55
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