Travelers Companies (NYSE:TRV) Hits New 12-Month High After Analyst Upgrade

Posted by Brenda Bartman on Jul 31st, 2026

The Travelers Companies, Inc. (NYSE:TRV – Get Free Report)’s stock price reached a new 52-week high during mid-day trading on Wednesday after Zacks Research upgraded the stock from a hold rating to a strong-buy rating. The company traded as high as $398.70 and last traded at $397.5920, with a volume of 2412485 shares traded. The stock had previously closed at $390.35.

A number of other brokerages have also recently weighed in on TRV. Raymond James Financial set a $430.00 price objective on Travelers Companies in a research note on Monday, July 20th. Piper Sandler lifted their target price on shares of Travelers Companies to $340.00 and gave the company an “overweight” rating in a report on Monday, July 13th. Evercore set a $329.00 target price on shares of Travelers Companies and gave the company an “in-line” rating in a report on Friday, July 10th. Wells Fargo & Company upped their price target on shares of Travelers Companies from $295.00 to $334.00 and gave the company an “equal weight” rating in a research report on Thursday, July 9th. Finally, TD Cowen cut shares of Travelers Companies from a “hold” rating to a “sell” rating and set a $297.00 price target for the company. in a research note on Monday, July 13th. Four investment analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, thirteen have given a Hold rating and five have given a Sell rating to the stock. Based on data from MarketBeat, Travelers Companies has an average rating of “Hold” and a consensus target price of $354.26.

Read Our Latest Stock Analysis on Travelers Companies

Insider Buying and Selling

In related news, EVP Michael Frederick Klein sold 10,000 shares of the stock in a transaction on Tuesday, May 26th. The stock was 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 of the company’s stock, valued at $13,882,706.25. This trade represents a 18.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP David Donnay Rowland sold 5,000 shares of Travelers Companies stock in a transaction on Wednesday, July 22nd. The shares were sold at an average price of $371.69, for a total transaction of $1,858,450.00. Following the completion of the transaction, the executive vice president owned 10,479 shares in the company, valued at approximately $3,894,939.51. This trade represents a 32.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 62,667 shares of company stock worth $22,688,329. 1.39% of the stock is currently owned by insiders.

Trending Headlines about Travelers Companies

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

Positive Sentiment: Travelers delivered a strong second quarter, reporting core earnings of $10.04 per share versus the $5.41 consensus estimate and revenue of $12.15 billion compared with expectations of $11.26 billion. The combined ratio improved to 83.6%, catastrophe losses declined year over year, and after-tax net investment income rose 14% to $883 million. Travelers shares slide as post-earnings valuation concerns weigh on the stock
Positive Sentiment: Zacks added TRV to both its Rank #1 “Strong Buy” and momentum-stock lists, while recent articles have highlighted the company’s underwriting discipline and favorable 2026 earnings outlook. New Strong Buy Stocks for July 30th
Neutral Sentiment: Travelers recently announced a quarterly dividend of $1.25 per share, equivalent to $5.00 annually and a yield of roughly 1.3%. The dividend supports shareholder returns but is unlikely to materially change the near-term valuation debate.
Negative Sentiment: After reaching record territory following the earnings beat, TRV’s valuation has prompted several analysts to adopt cautious views. The reported median price target is $333.50, while the broader consensus target is about $354.26—both below recent trading levels—suggesting limited near-term upside after the rally. Analysts offer insights on Travelers Companies
Negative Sentiment: Insider activity is also a sentiment headwind: Quiver reports 46 open-market insider sales and no purchases over the past six months, including sales by senior executives. Such transactions can reflect diversification or compensation, but the one-sided pattern may reinforce profit-taking concerns. Travelers insider trading activity

Institutional Trading of Travelers Companies

Hedge funds have recently made changes to their positions in the company. HHM Wealth Advisors LLC raised its holdings in Travelers Companies by 145.7% during the first quarter. HHM Wealth Advisors LLC now owns 86 shares of the insurance provider’s stock worth $25,000 after purchasing an additional 51 shares in the last quarter. Whipplewood Advisors LLC purchased a new stake in Travelers Companies in the 1st quarter valued at approximately $26,000. LifeSteps Financial Inc. acquired a new position in Travelers Companies during the 2nd quarter worth approximately $26,000. Kemnay Advisory Services Inc. acquired a new position in Travelers Companies during the 4th quarter worth approximately $26,000. Finally, Osterweis Capital Management Inc. raised its stake in shares of Travelers Companies by 1,820.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 96 shares of the insurance provider’s stock worth $26,000 after buying an additional 91 shares in the last quarter. Institutional investors and hedge funds own 82.45% of the company’s stock.

Travelers Companies Stock Down 3.4%

The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.33 and a current ratio of 0.33. The firm has a fifty day moving average price of $328.61 and a 200 day moving average price of $307.54. The firm has a market capitalization of $78.42 billion, a price-to-earnings ratio of 10.07, a PEG ratio of 3.74 and a beta of 0.46.

Travelers Companies (NYSE:TRV – Get Free Report) last released its quarterly earnings data on Friday, July 17th. The insurance provider reported $10.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.41 by $4.63. The firm had revenue of $12.15 billion during the quarter, compared to analysts’ expectations of $11.26 billion. Travelers Companies had a return on equity of 25.41% and a net margin of 16.95%.Travelers Companies’s revenue was up .3% compared to the same quarter last year. During the same quarter in the prior year, the business posted $6.51 earnings per share. As a group, sell-side analysts expect that The Travelers Companies, Inc. will post 33.47 EPS for the current fiscal year.

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 given a dividend of $1.25 per share. This represents a $5.00 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date is Thursday, September 10th. Travelers Companies’s payout ratio is presently 13.39%.

About Travelers Companies

(Get Free Report)

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.