The Travelers Companies, Inc. $TRV Stock Holdings Raised by Nisa Investment Advisors LLC

Key Points

• Nisa Investment Advisors increased its Travelers stake by 11% in the third quarter, bringing its holdings to 85,167 shares valued at approximately $30.4 million. Institutional investors collectively own 82.45% of the company.
• Travelers reported strong quarterly results, with EPS of $9.18 versus the $7.39 consensus and revenue of $12.41 billion versus $11.36 billion expected. The stock opened at $395.27, near its 52-week high.
• The company declared a quarterly dividend of $1.25 per share, equal to $5.00 annually and a 1.3% yield. Despite upbeat results and some higher analyst targets, the consensus rating remains “Hold,” with concerns about valuation and potentially slowing underwriting growth.

Nisa Investment Advisors LLC grew its holdings in The Travelers Companies, Inc. (NYSE:TRV - Free Report) by 11.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 85,167 shares of the insurance provider's stock after purchasing an additional 8,443 shares during the quarter. Nisa Investment Advisors LLC's holdings in Travelers Companies were worth $30,363,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. BlackRock Inc. bought a new stake in Travelers Companies during the 2nd quarter valued at approximately $6,915,909,000. Dimensional Fund Advisors LP grew its holdings in Travelers Companies by 3.7% in the 1st quarter. Dimensional Fund Advisors LP now owns 3,484,676 shares of the insurance provider's stock valued at $1,016,433,000 after buying an additional 123,564 shares during the last quarter. Bank of America Corp DE bought a new position in Travelers Companies in the 2nd quarter worth approximately $932,142,000. GQG Partners LLC bought a new position in Travelers Companies in the 2nd quarter worth approximately $789,024,000. Finally, Legal & General Group Plc bought a new position in Travelers Companies in the 2nd quarter worth approximately $558,164,000. 82.45% of the stock is owned by institutional investors and hedge funds.

Travelers Companies Stock Up 2.5%

TRV stock opened at $395.27 on Wednesday. The Travelers Companies, Inc. has a twelve month low of $264.25 and a twelve month high of $398.70. The company has a quick ratio of 0.33, a current ratio of 0.33 and a debt-to-equity ratio of 0.34. The company has a market cap of $82.44 billion, a PE ratio of 10.36, a price-to-earnings-growth ratio of 2.94 and a beta of 0.43. The business's 50-day simple moving average is $369.55 and its 200 day simple moving average is $339.21.

Travelers Companies (NYSE:TRV - Get Free Report) last announced its quarterly earnings data on Friday, October 16th. The insurance provider reported $9.18 EPS 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 company had revenue of $12.41 billion during the quarter, compared to the consensus estimate of $11.36 billion. During the same quarter last year, the company earned $8.14 EPS. The company's quarterly revenue was down .5% on a year-over-year basis. On average, research analysts anticipate that The Travelers Companies, Inc. will post 34.61 earnings per share for the current year.

Travelers Companies Announces Dividend

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

More Travelers Companies News

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

• Positive Sentiment: Travelers reported third-quarter earnings of $9.18 per share, well above the $7.39 consensus estimate, while revenue reached $12.41 billion versus expectations of $11.36 billion. Strong underwriting profitability, higher investment income and disciplined pricing supported the beat. Analysts Increase Forecasts on Travelers Following Upbeat Q3 Results
• Positive Sentiment: Management’s outlook remains constructive through 2027, with underwriting strength, rising investment income and continued pricing discipline expected to support returns. The company also highlighted expansion of artificial-intelligence capabilities. TRV Q3 Earnings Call Highlights
• Positive Sentiment: Travelers returned approximately $1.77 billion to shareholders, reinforcing its capital-return appeal and potentially supporting investor demand.
• Positive Sentiment: Truist raised its price target from $425 to $435 and maintained a Buy rating, implying further upside based on the company’s earnings performance and outlook.
• Neutral Sentiment: JPMorgan, Mizuho, Keefe, Bruyette & Woods, and Wells Fargo all raised their price targets following the earnings report. Nevertheless, each retained a neutral, market-perform or equal-weight view, with targets ranging from $371 to $382—below the recent share price—suggesting limited near-term upside at the current valuation.
• Neutral Sentiment: The Travelers Institute is continuing discussions about insurance availability and affordability in four additional cities. The initiative may strengthen the company’s public-policy engagement but is unlikely to materially affect near-term earnings. Travelers Institute Insurance Availability and Affordability Discussion
• Negative Sentiment: Bank of America cautioned that Travelers may be “overearning,” citing declining policies, slowing underwriting profits and a rich valuation. That view could limit gains after the strong earnings-driven advance.

Insider Buying and Selling

In other Travelers Companies news, EVP Daniel Yin sold 7,153 shares of Travelers Companies stock in a transaction on Friday, July 24th. The shares were sold at an average price of $387.00, for a total transaction of $2,768,211.00. Following the sale, the executive vice president owned 68,834 shares in the company, valued at $26,638,758. The trade was a 9.41% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Diane Kurtzman sold 4,164 shares of Travelers Companies stock in a transaction on Friday, July 24th. The stock was sold at an average price of $386.71, for a total transaction of $1,610,260.44. Following the sale, the executive vice president owned 5,298 shares in the company, valued at $2,048,789.58. This represents a 44.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 17,317 shares of company stock valued at $6,597,631 over the last ninety days. 1.39% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

TRV has been the subject of several research reports. Bank of America increased their price objective on Travelers Companies from $283.00 to $307.00 and gave the company an "underperform" rating in a research report on Monday, July 20th. Piper Sandler boosted their target price on shares of Travelers Companies to $340.00 and gave the stock an "overweight" rating in a research report on Monday, July 13th. Wells Fargo & Company boosted their target price on shares of Travelers Companies from $341.00 to $377.00 and gave the stock an "equal weight" rating in a research report on Monday. Evercore set a $329.00 target price on shares of Travelers Companies and gave the company an "in-line" rating in a research note on Friday, July 10th. Finally, Roth Capital increased their price target on shares of Travelers Companies from $345.00 to $425.00 and gave the company a "buy" rating in a report on Tuesday, July 21st. Three 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 company. According to data from MarketBeat, Travelers Companies currently has a consensus rating of "Hold" and a consensus price target of $364.32.

About Travelers Companies

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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