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Stock impact report

Why Jefferies favors P&C brokers over carriers into 2026, names top picks [Yahoo! Finance]

Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) 
Last willis towers watson public limited company - ordinary shares earnings: 2/26 04:05 pm Check Earnings Report
US:NYSE Investor Relations: weightwatchersinternational.com
Company Research Source: Yahoo! Finance
that the group should continue to outperform carriers even as pricing momentum moderates across commercial lines. Analysts led by Andrew Andersen said they maintain a “positive broker bias amid rate moderation,” favoring scale players and large-account exposure as organic growth slows but remains resilient. Driving Jefferies' view is the ability of brokers to sustain organic momentum despite a more competitive pricing environment. Commercial pricing is expected to continue moderating into 2026, with property lines facing the sharpest pressure, while casualty and specialty remain more resilient. Against that backdrop, analysts expect brokers to rely less on rate-driven tailwinds and more on advisory services, productivity gains, and sector-specific exposures to defend growth. "We favor brokers over carriers into 2026 and large account brokers within the group, as organic momentum mostly holds and select names benefit from macro/sector tailwinds (data centers, M&A svcs, healthca Show less Read more
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