Analysts Raise Price Targets for Several Stocks on Wells Fargo and Keefe, Bruyette & Woods

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Multiple analysts have raised price targets for stocks including Monster Beverage, Kimberly-Clark, and Willis Towers Watson Public. Keefe, Bruyette & Woods has also made various price target adjustments for several companies, including RLI and Arthur J. Gallagher & Co.

Wells Fargo raised its price target on MNST to $105.00, with Royal Bank of Canada separately lifting its own target to $97.00. Wells Fargo also raised its target on KMB to $110.00, matching an increase from another Wells Fargo note the same week.

Keefe, Bruyette & Woods was the busiest shop in the insurance space, raising targets on Willis Towers Watson to $381.00 from $380.00, Hamilton Insurance Group to $39.00 from $34.00, and The Hartford to $143.00 from $142.00. The firm also lifted targets on RLI, Baldwin Insurance Group, Palomar, Lemonade, Slide Insurance, and MediaAlpha, while raising its price target on Travelers to $356.

The breadth of the insurance-sector target raises, spanning large-cap (Hartford, Travelers) and specialty/insurtech names (Lemonade, Palomar, MediaAlpha) alike, points to a sector-wide re-rating rather than isolated stock-picking, likely reflecting improving underwriting margins and pricing power across the group.

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