21,097 Shares of The Travelers Companies, Inc. $TRV Acquired by BG Investment Services LLC

Key Points

• BG Investment Services LLC acquired 21,097 Travelers shares worth approximately $7.5 million, making TRV its 25th-largest holding and about 1.1% of its portfolio.
• Travelers reported quarterly EPS of $9.18, beating estimates of $7.39, while revenue reached $12.41 billion versus the $11.36 billion forecast. The company also declared a $1.25 quarterly dividend, equivalent to a 1.3% yield.
• TRV shares opened at $398.33, near their 52-week high of $407.86, but the analyst consensus remains Hold with a $365.37 price target; insiders have also sold substantial shares in recent months.

BG Investment Services LLC bought a new position in The Travelers Companies, Inc. (NYSE:TRV - Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 21,097 shares of the insurance provider's stock, valued at approximately $7,521,000. Travelers Companies makes up approximately 1.1% of BG Investment Services LLC's investment portfolio, making the stock its 25th largest position.

Other large investors have also recently modified their holdings of the company. Berman McAleer LLC lifted its stake in shares of 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 buying an additional 30 shares in the last quarter. Beaumont Financial Advisors LLC increased its position in shares of Travelers Companies by 2.4% during the third quarter. Beaumont Financial Advisors LLC now owns 1,347 shares of the insurance provider's stock valued at $480,000 after buying an additional 31 shares during the period. Willner & Heller LLC lifted its holdings in shares of Travelers Companies by 2.7% in the second quarter. Willner & Heller LLC now owns 1,206 shares of the insurance provider's stock worth $398,000 after buying an additional 32 shares in the last quarter. Spinnaker Trust lifted its holdings in shares of Travelers Companies by 1.7% in the first quarter. Spinnaker Trust now owns 1,938 shares of the insurance provider's stock worth $565,000 after buying an additional 33 shares in the last quarter. Finally, Avalon Trust Co boosted its position in shares of Travelers Companies by 0.4% in the first quarter. Avalon Trust Co now owns 8,784 shares of the insurance provider's stock valued at $2,562,000 after acquiring an additional 35 shares during the period. Hedge funds and other institutional investors own 82.45% of the company's stock.

Travelers Companies Stock Performance

NYSE TRV opened at $398.33 on Friday. The Travelers Companies, Inc. has a 52-week low of $264.25 and a 52-week high of $407.86. The company has a debt-to-equity ratio of 0.34, a quick ratio of 0.33 and a current ratio of 0.33. The company has a market capitalization of $81.64 billion, a P/E ratio of 10.44, a P/E/G ratio of 2.78 and a beta of 0.43. The company has a fifty day moving average of $371.39 and a 200-day moving average of $341.14.

Travelers Companies (NYSE:TRV - Get Free Report) last announced its earnings results on Friday, October 16th. The insurance provider reported $9.18 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.39 by $1.79. The company had revenue of $12.41 billion during the quarter, compared to analyst estimates of $11.36 billion. Travelers Companies had a net margin of 17.03% and a return on equity of 26.19%. The firm's quarterly revenue was down .5% compared to the same quarter last year. During the same period in the previous year, the business earned $8.14 earnings per share. As a group, equities research analysts predict that The Travelers Companies, Inc. will post 35.96 EPS for the current fiscal year.

Travelers Companies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 31st. Shareholders of record on Thursday, December 10th will be paid a dividend of $1.25 per share. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $5.00 annualized dividend and a yield of 1.3%. Travelers Companies's payout ratio is 13.11%.

Insider Activity

In other Travelers Companies news, EVP Gregory C. Toczydlowski sold 34,771 shares of the stock in a transaction that occurred on Thursday, October 22nd. The shares were sold at an average price of $403.89, for a total transaction of $14,043,659.19. Following the transaction, the executive vice president directly owned 18,416 shares in the company, valued at $7,438,038.24. This trade represents a 65.37% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP David Rowland sold 5,000 shares of the stock in a transaction that occurred on Thursday, October 22nd. The shares were sold at an average price of $405.62, for a total transaction of $2,028,100.00. Following the transaction, the executive vice president owned 10,479 shares in the company, valued at $4,250,491.98. The trade was a 32.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 166,287 shares of company stock valued at $66,182,760. 1.39% of the stock is owned by insiders.

Key Travelers Companies News

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

• Positive Sentiment: DOWLING & PARTN raised its fiscal 2026 EPS estimate for Travelers to $35.75 from $32.50, slightly above the current consensus estimate of $35.65. The revision suggests increased confidence in the insurer’s earnings outlook.
• Positive Sentiment: Keefe, Bruyette & Woods, Mizuho and JPMorgan Chase reportedly increased their price targets for TRV. The target increases add to the positive analyst momentum surrounding the shares. Keefe, Bruyette & Woods price target article Mizuho price target article JPMorgan price target article
• Positive Sentiment: Zacks highlighted Travelers as a potential momentum stock, reflecting its recent price strength and favorable trend signals. Zacks Travelers momentum article
• Positive Sentiment: Diversify Advisory Services increased its TRV holdings by 20.5% in the third quarter. Institutional buying can provide modest support for the stock. Diversify Advisory Services holdings article
• Neutral Sentiment: Travelers’ latest quarterly results were strong, with EPS of $9.18 versus a $7.39 estimate and revenue of $12.41 billion versus an $11.36 billion forecast. However, revenue declined slightly year over year, and the average analyst rating remains Hold.
• Negative Sentiment: EVPs Michael Klein and Maria Olivo sold a combined 22,600 shares worth roughly $9 million. Both executives retained sizable positions, but the transactions may create a modestly negative signal. Michael Klein SEC filing Maria Olivo SEC filing
• Negative Sentiment: BMO Capital maintained a Hold rating and Barclays issued a Sell rating, underscoring concerns about valuation after TRV’s recent advance.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on TRV shares. The Goldman Sachs Group downgraded Travelers Companies from a "neutral" rating to a "sell" rating and set a $350.00 price objective on the stock. in a research report on Monday, July 20th. Deutsche Bank Aktiengesellschaft reaffirmed a "hold" rating on shares of Travelers Companies in a report on Monday, October 19th. Citigroup reiterated a "neutral" rating on shares of Travelers Companies in a research report on Friday, October 16th. HSBC boosted their price objective on Travelers Companies from $321.00 to $351.00 and gave the stock a "hold" rating in a report on Monday, July 6th. Finally, Barclays upped their price objective on shares of Travelers Companies from $295.00 to $318.00 and gave the stock an "underweight" rating in a research report on Tuesday, July 21st. Three equities research 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 given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus price target of $365.37.

Travelers Companies Company Profile

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.

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