WTW has acquired FlowStone Partners, enhancing its private equity solutions for wealth clients and institutional investors.
Quiver AI Summary
WTW has announced the acquisition of FlowStone Partners, an alternative investment firm specializing in private equity secondaries, enhancing WTW's investment capabilities for both individual and institutional clients. This move aims to improve access to private equity investments and introduce innovative solutions to the market. Julie Gebauer, WTW's President, emphasized that this acquisition strengthens WTW’s commitment to the wealth management sector. WTW operates globally, providing data-driven solutions across various sectors, while FlowStone is recognized for its entrepreneurial approach and client-focused strategies. The press release also includes forward-looking statements regarding the anticipated benefits and potential risks associated with the acquisition.
Potential Positives
- The acquisition of FlowStone Partners significantly enhances WTW's capabilities in the wealth management space by adding private market solutions to its portfolio.
- This strategic move allows WTW to offer improved access to private equity investments for individual wealth investors and institutional clients, potentially increasing its competitiveness in the market.
- The alignment with FlowStone Partners, known for its entrepreneurial spirit and commitment to client success, could strengthen WTW's brand and service offerings in specialized investment areas.
Potential Negatives
- The press release emphasizes significant risks and uncertainties involved in the acquisition, potentially creating doubts about the integration effectiveness and expected results.
- It includes a lengthy disclaimer about forward-looking statements, indicating that actual results may materially differ, which may raise concerns among investors about the reliability of projections.
- The mention of extensive government regulation and significant competition suggests potential challenges that could negatively impact the company’s operational effectiveness and market position.
FAQ
What company did WTW acquire?
WTW has acquired FlowStone Partners, LLC, an alternative investment firm specializing in private equity secondaries.
How does the acquisition benefit WTW clients?
The acquisition enhances WTW's capabilities in private equity investment solutions for individual and institutional clients.
Who is the president of WTW?
Julie Gebauer is the President of Health, Wealth & Career at WTW.
What services does FlowStone Partners provide?
FlowStone Partners specializes in private equity secondaries, offering innovative portfolio construction and risk management solutions.
Where can I find more information about WTW?
More information about WTW can be found on their official website at wtwco.com.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$WTW Insider Trading Activity
$WTW insiders have traded $WTW stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $WTW stock by insiders over the last 6 months:
- MATTHEW FURMAN (General Counsel) sold 3,000 shares for an estimated $912,008
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$WTW Revenue
$WTW had revenues of $2.9B in Q4 2025. This is a decrease of -3.26% from the same period in the prior year.
You can track WTW financials on Quiver Quantitative's WTW stock page.
$WTW Hedge Fund Activity
We have seen 300 institutional investors add shares of $WTW stock to their portfolio, and 360 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DODGE & COX added 3,293,334 shares (+90.7%) to their portfolio in Q4 2025, for an estimated $1,082,189,552
- HARRIS ASSOCIATES L P added 1,318,482 shares (+30.7%) to their portfolio in Q4 2025, for an estimated $433,253,185
- FMR LLC removed 1,119,109 shares (-33.6%) from their portfolio in Q4 2025, for an estimated $367,739,217
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 866,006 shares (+inf%) to their portfolio in Q4 2025, for an estimated $284,569,571
- BANK OF MONTREAL /CAN/ added 817,301 shares (+657.3%) to their portfolio in Q4 2025, for an estimated $268,565,108
- BLACKROCK, INC. removed 794,851 shares (-8.6%) from their portfolio in Q4 2025, for an estimated $261,188,038
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 476,225 shares (-16.8%) from their portfolio in Q4 2025, for an estimated $156,487,535
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$WTW Analyst Ratings
Wall Street analysts have issued reports on $WTW in the last several months. We have seen 4 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Underweight" rating on 01/08/2026
- Keefe, Bruyette & Woods issued a "Outperform" rating on 01/06/2026
- TD Cowen issued a "Buy" rating on 11/10/2025
- Piper Sandler issued a "Overweight" rating on 10/31/2025
- Wells Fargo issued a "Overweight" rating on 10/08/2025
To track analyst ratings and price targets for $WTW, check out Quiver Quantitative's $WTW forecast page.
$WTW Price Targets
Multiple analysts have issued price targets for $WTW recently. We have seen 11 analysts offer price targets for $WTW in the last 6 months, with a median target of $379.0.
Here are some recent targets:
- Alex Scott from Barclays set a target price of $341.0 on 03/11/2026
- Yaron Kinar from Mizuho set a target price of $358.0 on 02/27/2026
- Paul Newsome from Piper Sandler set a target price of $341.0 on 02/23/2026
- Brian Meredith from UBS set a target price of $409.0 on 02/09/2026
- Matthew Heimermann from Citigroup set a target price of $366.0 on 02/09/2026
- Mark Hughes from Truist Securities set a target price of $400.0 on 02/04/2026
- Elyse Greenspan from Wells Fargo set a target price of $379.0 on 02/04/2026
Full Release
NEW YORK, April 01, 2026 (GLOBE NEWSWIRE) -- WTW (NASDAQ: WTW), a leading global advisory, broking and solutions company, today announced that it has completed the acquisition of FlowStone Partners, LLC, an alternative investment firm with highly specialized expertise in private equity secondaries for individual wealth and institutional clients.
“We’re pleased to welcome FlowStone Partners to WTW as part of our Investments business,” said Julie Gebauer, President, Health, Wealth & Career, WTW. “FlowStone meaningfully expands our capabilities and commitment to the wealth space with new private market solutions.”
The acquisition expands the company’s ability to offer better access to private equity for individual wealth investors and bring advanced investment capabilities and innovation to institutional clients.
About WTW
At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving more than 140 countries and markets, we help organizations sharpen their strategy, enhance organizational resilience, motivate their workforce and maximize performance.
Working shoulder to shoulder with our clients, we uncover opportunities for sustainable success—and provide perspective that moves you.
Learn more at wtwco.com.
About FlowStone Partners
FlowStone Partners is a premier alternative investment firm specializing in private equity secondaries investing, delivering innovative portfolio construction, risk management, and client solutions. FlowStone is respected for its entrepreneurial spirit, commitment to excellence, and a collaborative approach to client success.
WTW Forward Looking Statements
We have included in this document ‘forward-looking statements’ within the meaning of Section 27A of the Securities Act of 1933, and Section 21E of the Securities Exchange Act of 1934, which are intended to be covered by the safe harbors created by those laws. You can identify these statements and other forward-looking statements by words such as ‘may’, ‘will’, ‘would’, ‘commit’, ‘anticipate’, ‘believe’, ‘estimate’, ‘expect’, ‘intend’, ‘plan’, ‘continues’, ‘seek’, ‘target’, ‘goal’, ‘focus’, ‘probably’, or similar words, expressions or the negative of such terms or other comparable terminology. These forward-looking statements include but are not limited to, our acquisition of FlowStone Partners, LLC (the “Transaction”), expectations relating to the Transaction or the potential benefits or consequences of the Transaction, information about possible or assumed future results of our operations including without limitation results of the acquired business and potential synergy opportunities and other statements that are not historical facts. Such statements are based upon the current beliefs and expectations of the Company’s management and are subject to significant risks and uncertainties. Actual results may differ from those set forth in the forward-looking statements. All forward-looking disclosure is speculative by its nature.
There are important risks, uncertainties, events and factors that could cause our actual results or performance to differ materially from those in the forward-looking statements contained in this document, including the following: our ability to effectively integrate FlowStone into our business and operations; our ability to achieve the expected results of the Transaction; our ability to execute on our strategy, optimize our portfolio, accelerate performance or enhance efficiency; our ability to deliver substantial value to our stakeholders; changes in general economic, business and political conditions, including changes in the financial markets; significant competition in the marketplace; and compliance with extensive government regulation. Factors also include those described under Part I, Item 1A in our Annual Report on Form 10-K, and our subsequent filings with the SEC. Copies are available online at http://www.sec.gov or www.wtwco.com. The foregoing list of factors is not exhaustive, and new factors may emerge from time to time that could also affect actual performance and results.
Although we believe that the assumptions underlying our forward-looking statements are reasonable, any of these assumptions, and therefore also the forward-looking statements based on these assumptions, could themselves prove to be inaccurate. Given the significant uncertainties inherent in the forward-looking statements included in this document, our inclusion of this information is not a representation or guarantee by us that our objectives and plans will be achieved.
Our forward-looking statements speak only as of the date made and we will not update these forward-looking statements unless the securities laws require us to do so. With regard to these risks, uncertainties and assumptions, the forward-looking events discussed in this document may not occur, and we caution you against unduly relying on these forward-looking statements.
Media Contact
Ileana Feoli: +1 212 309 5504
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