Cantor Fitzgerald Issues Positive Estimate for TRV Earnings

Key Points

• Cantor Fitzgerald has increased its FY2026 earnings per share estimate for Travelers Companies (TRV) to $28.14, up from a previous forecast of $26.88, maintaining a "Strong-Buy" rating on the stock.
• The latest quarterly results showed Travelers Companies earning $8.14 per share, significantly exceeding the consensus estimate of $6.01, with revenues of $11.47 billion for the period.
• The company announced a quarterly dividend of $1.10, which represents an annualized dividend of $4.40 and a yield of 1.6%.

The Travelers Companies, Inc. (NYSE:TRV - Free Report) - Equities researchers at Cantor Fitzgerald lifted their FY2026 earnings per share estimates for shares of Travelers Companies in a note issued to investors on Tuesday, October 21st. Cantor Fitzgerald analyst R. Tunis now expects that the insurance provider will post earnings per share of $28.14 for the year, up from their previous forecast of $26.88. Cantor Fitzgerald has a "Strong-Buy" rating on the stock. The consensus estimate for Travelers Companies' current full-year earnings is $17.02 per share.

Travelers Companies (NYSE:TRV - Get Free Report) last posted its quarterly earnings results on Thursday, October 16th. The insurance provider reported $8.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.01 by $2.13. Travelers Companies had a return on equity of 20.28% and a net margin of 12.14%.The business had revenue of $11.47 billion for the quarter, compared to analyst estimates of $11.15 billion. During the same period last year, the company earned $5.24 EPS. Travelers Companies's revenue for the quarter was up 4.8% compared to the same quarter last year.

Other equities research analysts have also recently issued research reports about the company. Piper Sandler increased their price objective on Travelers Companies from $320.00 to $322.00 and gave the stock an "overweight" rating in a report on Friday. The Goldman Sachs Group reiterated a "buy" rating on shares of Travelers Companies in a report on Friday. Weiss Ratings reiterated a "buy (b)" rating on shares of Travelers Companies in a report on Tuesday, October 14th. UBS Group increased their price objective on Travelers Companies from $284.00 to $287.00 and gave the stock a "neutral" rating in a report on Wednesday, October 8th. Finally, Citigroup initiated coverage on Travelers Companies in a report on Wednesday, August 13th. They issued a "neutral" rating and a $291.00 price objective for the company. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, Travelers Companies presently has a consensus rating of "Hold" and an average price target of $291.31.

Travelers Companies Trading Up 1.6%

NYSE TRV opened at $269.43 on Wednesday. Travelers Companies has a fifty-two week low of $230.23 and a fifty-two week high of $287.95. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.35 and a current ratio of 0.35. The stock has a 50 day simple moving average of $274.06 and a two-hundred day simple moving average of $266.51. The stock has a market cap of $60.10 billion, a P/E ratio of 10.59, a price-to-earnings-growth ratio of 2.50 and a beta of 0.51.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the stock. Cornerstone Planning Group LLC raised its stake in Travelers Companies by 700.0% during the first quarter. Cornerstone Planning Group LLC now owns 96 shares of the insurance provider's stock valued at $25,000 after buying an additional 84 shares during the last quarter. Osterweis Capital Management Inc. raised its stake in Travelers Companies by 1,820.0% during the second 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 last quarter. Greykasell Wealth Strategies Inc. purchased a new position in Travelers Companies during the first quarter valued at $26,000. Missouri Trust & Investment Co raised its stake in Travelers Companies by 122.2% during the second quarter. Missouri Trust & Investment Co now owns 100 shares of the insurance provider's stock valued at $27,000 after buying an additional 55 shares during the last quarter. Finally, Delos Wealth Advisors LLC purchased a new position in Travelers Companies during the second quarter valued at $27,000. Hedge funds and other institutional investors own 82.45% of the company's stock.

Insider Transactions at Travelers Companies

In other Travelers Companies news, EVP Mojgan M. Lefebvre sold 16,820 shares of Travelers Companies stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $277.54, for a total transaction of $4,668,222.80. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 1.46% of the company's stock.

Travelers Companies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, December 31st. Stockholders of record on Wednesday, December 10th will be paid a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date is Wednesday, December 10th. Travelers Companies's dividend payout ratio (DPR) is presently 17.30%.

About Travelers Companies

The Travelers Companies, Inc, through its subsidiaries, provides a range of commercial and personal property, and casualty insurance products and services to businesses, government units, associations, and individuals in the United States and internationally. The company operates through three segments: Business Insurance, Bond & Specialty Insurance, and Personal Insurance.

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