Just noticed WTW has been sliding about 10% since their last earnings report despite actually beating expectations. Kinda wild because their Q4 numbers looked solid - beat EPS estimates by 2.5% and revenues came in better than expected too. Cash position improved significantly, up like 66% year over year. Margin expansion happening across both segments which is usually a good sign. But I guess the market's focused on something else here. Their guidance for 2026 mentions that Newfront acquisition will be dilutive by 10 cents next year, which might be spooking people. Also noticed they're planning over a billion in buybacks which is decent. The thing is, analysts have been revising estimates downward since the report, so maybe that's the real driver of the selloff rather than the actual results. Sometimes stocks react more to what's coming next than what just happened. Anyway, they've got a Hold rating from the analysts - so looks like sideways action ahead.

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