The Travelers Companies, Inc. (NYSE:TRV – Free Report) – DOWLING & PARTN lifted their FY2026 EPS estimates for Travelers Companies in a research report issued to clients and investors on Friday, July 17th. DOWLING & PARTN analyst J. Christiana now anticipates that the insurance provider will earn $32.50 per share for the year, up from their previous estimate of $28.00. The consensus estimate for Travelers Companies’ current full-year earnings is $28.58 per share. DOWLING & PARTN also issued estimates for Travelers Companies’ FY2027 earnings at $28.75 EPS.
Several other analysts have also weighed in on TRV. JPMorgan Chase & Co. raised Travelers Companies from an “underweight” rating to a “neutral” rating and upped their target price for the company from $316.00 to $322.00 in a report on Tuesday, May 26th. Mizuho boosted their price objective on shares of Travelers Companies from $304.00 to $324.00 and gave the stock a “neutral” rating in a research report on Thursday, July 9th. BMO Capital Markets downgraded shares of Travelers Companies from an “outperform” rating to a “market perform” rating and raised their target price for the company from $314.00 to $379.00 in a report on Tuesday. UBS Group increased their price target on shares of Travelers Companies from $314.00 to $350.00 and gave the company a “neutral” rating in a research report on Wednesday, July 8th. Finally, Piper Sandler raised their price objective on shares of Travelers Companies to $340.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. Three investment analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating, fourteen have assigned a Hold rating and five have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Travelers Companies currently has an average rating of “Hold” and an average target price of $353.26.
Travelers Companies Stock Performance
TRV opened at $369.43 on Wednesday. Travelers Companies has a 1-year low of $252.26 and a 1-year high of $371.94. The stock has a market cap of $77.05 billion, a P/E ratio of 9.89, a P/E/G ratio of 3.26 and a beta of 0.46. The stock’s 50 day simple moving average is $317.19 and its 200 day simple moving average is $302.67. The company has a debt-to-equity ratio of 0.27, a current ratio of 0.33 and a quick ratio of 0.35.
Travelers Companies (NYSE:TRV – Get Free Report) last posted its quarterly earnings results on Friday, July 17th. The insurance provider reported $10.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.41 by $4.63. The company had revenue of $12.15 billion during the quarter, compared to the consensus estimate of $11.26 billion. Travelers Companies had a net margin of 16.95% and a return on equity of 25.41%. The company’s revenue for the quarter was up .3% on a year-over-year basis. During the same period last year, the firm earned $6.51 EPS.
Institutional Inflows and Outflows
A number of large investors have recently made changes to their positions in the business. LifeSteps Financial Inc. acquired a new position in Travelers Companies in the second quarter valued at $26,000. HHM Wealth Advisors LLC boosted its stake in Travelers Companies by 145.7% in the 1st quarter. HHM Wealth Advisors LLC now owns 86 shares of the insurance provider’s stock worth $25,000 after buying an additional 51 shares during the last quarter. Kemnay Advisory Services Inc. acquired a new stake in Travelers Companies in the 4th quarter worth about $26,000. Whipplewood Advisors LLC purchased a new stake in Travelers Companies in the 1st quarter valued at about $26,000. Finally, Osterweis Capital Management Inc. grew its holdings in Travelers Companies by 1,820.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 96 shares of the insurance provider’s stock valued at $26,000 after buying an additional 91 shares during the period. Hedge funds and other institutional investors own 82.45% of the company’s stock.
Insiders Place Their Bets
In other news, EVP Michael Frederick Klein sold 10,000 shares of Travelers Companies stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $307.65, for a total transaction of $3,076,500.00. Following the completion of the sale, the executive vice president directly owned 45,125 shares in the company, valued at $13,882,706.25. The trade was a 18.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Avrohom J. Kess sold 6,735 shares of the business’s stock in a transaction that occurred on Tuesday, April 28th. The shares were sold at an average price of $308.78, for a total transaction of $2,079,633.30. Following the completion of the transaction, the insider directly owned 48,737 shares of the company’s stock, valued at approximately $15,049,010.86. This represents a 12.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 18,292 shares of company stock valued at $5,639,800 in the last ninety days. Insiders own 1.39% of the company’s stock.
Travelers Companies Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Thursday, September 10th will be issued a $1.25 dividend. This represents a $5.00 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Thursday, September 10th. Travelers Companies’s dividend payout ratio is 13.39%.
Key Travelers Companies News
Here are the key news stories impacting Travelers Companies this week:
- Positive Sentiment: Truist raised its price target on Travelers Companies (TRV) to $425 and reiterated a buy rating, citing continued top- and bottom-line momentum. Truist Financial Boosts Travelers Companies (NYSE:TRV) Price Target to $425.00
- Positive Sentiment: Citi lifted its target to $385 and said the stock still has room to rise, reinforcing investor confidence after the earnings beat. Travelers Companies (NYSE:TRV) Stock Price Expected to Rise, Citigroup Analyst Says
- Positive Sentiment: Market commentary highlighted Travelers’ stronger-than-expected Q2 results, with earnings boosted by investment income, AI-driven underwriting gains, reinsurance restructuring, and reserve releases. Travelers Stock Surges 10% as Earnings Beat Reveals Underwriting Discipline
- Positive Sentiment: Travelers was also highlighted by Josh Brown as one of the top dividend stocks to own in 2026, which may support demand from income-focused investors. Josh Brown names top dividend stocks to own in 2026
- Neutral Sentiment: Goldman Sachs reportedly cut its rating on Travelers, which adds a cautionary note and may temper enthusiasm after the recent rally. Travelers Companies (NYSE:TRV) Stock Rating Lowered by The Goldman Sachs Group
- Neutral Sentiment: Morgan Stanley raised its target to $330 but kept an underweight rating, suggesting some analysts see limited upside at current levels. Morgan Stanley price target update
- Neutral Sentiment: Dowling & Partners estimated FY2028 earnings below consensus, indicating longer-term expectations are still mixed. Dowling & Partners earnings estimates
- Negative Sentiment: Goldman Sachs also reportedly downgraded Travelers to sell after Q2 earnings, which could pressure sentiment despite the strong fundamentals. Travelers downgraded to sell at Goldman Sachs Research after Q2 earnings
About Travelers Companies
The Travelers Companies, Inc (NYSE: TRV) is a leading provider of property and casualty insurance products and services. The company underwrites a broad range of commercial and personal insurance lines, offering coverage designed to protect individuals, small and midsize businesses, and large corporate clients against property loss, liability, and other operational risks. Travelers is known for combining underwriting, claims management and risk control services to help clients prevent losses and recover when incidents occur.
On the commercial side, Travelers writes primary and specialty coverages including property, general liability, commercial auto, workers’ compensation, professional and management liability, surety and inland marine.
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