What is DOWLING & PARTN’s Forecast for TRV FY2026 Earnings?

Posted by Stanley Muller on Oct 23rd, 2026

The Travelers Companies, Inc. (NYSE:TRV – Free Report) – DOWLING & PARTN lifted their FY2026 earnings per share (EPS) estimates for shares of Travelers Companies in a report released on Tuesday, October 20th. DOWLING & PARTN analyst J. Christiana now anticipates that the insurance provider will post earnings of $35.75 per share for the year, up from their prior forecast of $32.50. The consensus estimate for Travelers Companies’ current full-year earnings is $35.65 per share.

Travelers Companies (NYSE:TRV – Get Free Report) last released its earnings results on Friday, October 16th. The insurance provider reported $9.18 earnings per share for the quarter, topping analysts’ consensus estimates of $7.39 by $1.79. Travelers Companies had a return on equity of 26.19% and a net margin of 17.03%. The business had revenue of $12.41 billion for the quarter, compared to analyst estimates of $11.36 billion. During the same quarter last year, the firm posted $8.14 earnings per share. The business’s revenue was down .5% compared to the same quarter last year.

A number of other research analysts have also recently commented on TRV. Barclays upped their price target on shares of Travelers Companies from $295.00 to $318.00 and gave the stock an “underweight” rating in a report on Tuesday, July 21st. Morgan Stanley boosted their price objective on shares of Travelers Companies from $290.00 to $330.00 and gave the company an “underweight” rating in a research report on Tuesday, July 21st. Bank of America upped their target price on shares of Travelers Companies from $283.00 to $307.00 and gave the stock an “underperform” rating in a research note on Monday, July 20th. TD Cowen downgraded shares of Travelers Companies from a “hold” rating to a “sell” rating and set a $297.00 target price on the stock. in a research note on Monday, July 13th. Finally, Truist Financial raised their target price on shares of Travelers Companies from $425.00 to $435.00 and gave the stock a “buy” rating in a research report on Monday. Three analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating, thirteen have assigned a Hold rating and five have issued a Sell rating to the company. According to MarketBeat, Travelers Companies currently has a consensus rating of “Hold” and a consensus target price of $364.32.

View Our Latest Stock Analysis on TRV

Travelers Companies Stock Up 1.7%

NYSE:TRV opened at $405.64 on Friday. The company has a market cap of $83.14 billion, a price-to-earnings ratio of 10.64, a price-to-earnings-growth ratio of 2.81 and a beta of 0.43. Travelers Companies has a twelve month low of $264.25 and a twelve month high of $407.87. The company has a current ratio of 0.33, a quick ratio of 0.33 and a debt-to-equity ratio of 0.34. The stock has a fifty day simple moving average of $370.83 and a 200-day simple moving average of $340.73.

Institutional Trading of Travelers Companies

Hedge funds have recently bought and sold shares of the stock. Berman McAleer LLC boosted its position in Travelers Companies by 3.5% during the 2nd quarter. Berman McAleer LLC now owns 894 shares of the insurance provider’s stock valued at $295,000 after acquiring an additional 30 shares in the last quarter. Beaumont Financial Advisors LLC increased its holdings in shares of Travelers Companies by 2.4% in the 3rd quarter. Beaumont Financial Advisors LLC now owns 1,347 shares of the insurance provider’s stock valued at $480,000 after acquiring an additional 31 shares during the period. Willner & Heller LLC raised its position in shares of Travelers Companies by 2.7% in the 2nd quarter. Willner & Heller LLC now owns 1,206 shares of the insurance provider’s stock worth $398,000 after acquiring an additional 32 shares in the last quarter. Spinnaker Trust raised its position in shares of Travelers Companies by 1.7% in the 1st quarter. Spinnaker Trust now owns 1,938 shares of the insurance provider’s stock worth $565,000 after acquiring an additional 33 shares in the last quarter. Finally, Avalon Trust Co lifted its stake in shares of Travelers Companies by 0.4% during the 1st quarter. Avalon Trust Co now owns 8,784 shares of the insurance provider’s stock worth $2,562,000 after purchasing an additional 35 shares during the last quarter. Hedge funds and other institutional investors own 82.45% of the company’s stock.

Insider Buying and Selling at Travelers Companies

In related news, EVP Michael Klein sold 7,500 shares of Travelers Companies stock in a transaction dated Tuesday, October 20th. The stock was sold at an average price of $392.79, for a total value of $2,945,925.00. Following the completion of the sale, the executive vice president directly owned 45,125 shares in the company, valued at $17,724,648.75. The trade was a 14.25% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, EVP Maria Olivo sold 15,100 shares of the company’s stock in a transaction dated Wednesday, October 21st. The stock was sold at an average price of $398.44, for a total transaction of $6,016,444.00. Following the completion of the sale, the executive vice president directly owned 103,642 shares of the company’s stock, valued at approximately $41,295,118.48. This trade represents a 12.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 28,600 shares of company stock worth $11,181,529. Insiders own 1.39% of the company’s stock.

Travelers Companies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 31st. Stockholders of record on Thursday, December 10th will be paid a dividend of $1.25 per share. The ex-dividend date is Thursday, December 10th. This represents a $5.00 annualized dividend and a dividend yield of 1.2%. Travelers Companies’s dividend payout ratio (DPR) is currently 13.11%.

Key Headlines Impacting Travelers Companies

Here are the key news stories impacting Travelers Companies this week:

Positive Sentiment: An analyst upgrade helped push Travelers to a new 52-week high, indicating improving sentiment toward the property-and-casualty insurer. Travelers 52-week high after analyst upgrade
Positive Sentiment: Keefe, Bruyette & Woods, Mizuho and JPMorgan each raised their price targets for TRV. The target increases reinforce expectations for continued earnings momentum, although the stock is already trading near the upper end of its recent range. Keefe, Bruyette & Woods price target increase Mizuho price target increase JPMorgan price target increase
Positive Sentiment: Travelers’ latest quarterly results remain a key support: earnings per share of $9.18 exceeded the $7.39 consensus estimate, while revenue of $12.41 billion topped the $11.36 billion forecast. Strong underwriting profitability has also attracted positive investor attention. Insurance stocks investment article
Positive Sentiment: Diversify Advisory Services increased its TRV position by 20.5% in the third quarter, buying 1,614 additional shares. The purchase provides a modest indication of institutional confidence. Diversify Advisory Services TRV purchase
Neutral Sentiment: Analyst opinion remains divided. BMO Capital reiterated a Hold rating and Barclays assigned a Sell rating, suggesting valuation concerns remain despite the recent price-target increases. BMO Hold rating Barclays Sell rating
Negative Sentiment: Travelers executives Michael Klein and Maria Olivo sold a combined 22,600 shares worth approximately $9 million. Both retained substantial positions, but the insider sales may temper bullish sentiment. Michael Klein SEC filing Maria Olivo SEC filing

Travelers Companies Company Profile

(Get Free Report)

Travelers Companies, Inc is a property and casualty insurance company that provides insurance products and related services to businesses, government entities and individuals. The company offers coverage for property damage, liability, workers’ compensation, automobile accidents, cybersecurity risks and other exposures.

Travelers conducts its operations primarily through its Business Insurance, Bond & Specialty Insurance and Personal Insurance segments. Its products include commercial property and casualty policies, surety and fidelity bonds, homeowners insurance, personal automobile insurance and umbrella coverage.