Travelers Companies (NYSE:TRV) EVP Sells $2,028,100.00 in Stock

Key Points

• Travelers EVP David Rowland sold 5,000 shares at an average price of $405.62, generating $2.03 million. The sale reduced his ownership by 32.3%, leaving him with 10,479 shares.
• Travelers reported a strong quarterly performance, with EPS of $9.18 versus the $7.39 consensus and revenue of $12.41 billion versus the $11.36 billion estimate, though revenue slipped slightly year over year.
• The stock traded near its one-year high at $398.33, while analysts maintained a broadly cautious outlook: the consensus rating is Hold with a target price of $365.37, despite some recent target increases.

The Travelers Companies, Inc. (NYSE:TRV - Get Free Report) EVP David Rowland sold 5,000 shares of Travelers Companies stock in a transaction on Thursday, October 22nd. The stock was sold at an average price of $405.62, for a total value of $2,028,100.00. Following the sale, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.

Travelers Companies Stock Performance

TRV traded down $7.11 during trading on Friday, hitting $398.33. 1,293,030 shares of the company traded hands, compared to its average volume of 1,648,327. The firm has a market cap of $81.64 billion, a P/E ratio of 10.44, a price-to-earnings-growth ratio of 2.81 and a beta of 0.43. The stock's fifty day moving average is $370.83 and its 200 day moving average is $340.73. 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 Travelers Companies, Inc. has a one year low of $264.25 and a one year high of $407.86.

Travelers Companies (NYSE:TRV - Get Free Report) last posted its quarterly earnings data on Friday, October 16th. The insurance provider reported $9.18 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $7.39 by $1.79. The business had revenue of $12.41 billion during the quarter, compared to the consensus estimate 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 quarter last year, the company posted $8.14 earnings per share. As a group, equities analysts predict that The Travelers Companies, Inc. will post 35.65 EPS for the current fiscal year.

Travelers Companies Dividend Announcement

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

Hedge Funds Weigh In On Travelers Companies

Several large investors have recently modified their holdings of TRV. Berman McAleer LLC raised its position in shares of Travelers Companies by 3.5% in the second quarter. Berman McAleer LLC now owns 894 shares of the insurance provider's stock valued at $295,000 after purchasing an additional 30 shares during the period. Beaumont Financial Advisors LLC lifted its stake in shares of Travelers Companies by 2.4% during the 3rd 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 in the last quarter. Willner & Heller LLC lifted its stake in shares of Travelers Companies by 2.7% during the 2nd quarter. Willner & Heller LLC now owns 1,206 shares of the insurance provider's stock valued at $398,000 after buying an additional 32 shares in the last quarter. Spinnaker Trust boosted its holdings in Travelers Companies by 1.7% in the 1st quarter. Spinnaker Trust now owns 1,938 shares of the insurance provider's stock worth $565,000 after buying an additional 33 shares during the period. Finally, Avalon Trust Co boosted its holdings in Travelers Companies by 0.4% in the 1st quarter. Avalon Trust Co now owns 8,784 shares of the insurance provider's stock worth $2,562,000 after buying an additional 35 shares during the period. Hedge funds and other institutional investors own 82.45% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts recently commented on TRV shares. Raymond James Financial set a $430.00 price target on shares of Travelers Companies in a report on Monday, July 20th. Piper Sandler increased their price objective on Travelers Companies to $340.00 and gave the company an "overweight" rating in a report on Monday, July 13th. BMO Capital Markets raised their target price on Travelers Companies from $379.00 to $388.00 and gave the stock a "market perform" rating in a research report on Tuesday. Evercore set a $329.00 target price on Travelers Companies and gave the stock an "in-line" rating in a research report on Friday, July 10th. Finally, Deutsche Bank Aktiengesellschaft restated a "hold" rating on shares of Travelers Companies in a research note on Monday. Three investment analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, thirteen have issued a Hold rating and five have issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus target price of $365.37.

More 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.

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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