Roth Capital Issues Optimistic Forecast for TRV Earnings

The Travelers Companies, Inc. (NYSE:TRV - Free Report) - Equities research analysts at Roth Capital lifted their Q1 2026 earnings per share (EPS) estimates for shares of Travelers Companies in a report issued on Monday, July 21st. Roth Capital analyst H. Fong now anticipates that the insurance provider will post earnings of $7.00 per share for the quarter, up from their previous estimate of $6.75. The consensus estimate for Travelers Companies' current full-year earnings is $17.02 per share. Roth Capital also issued estimates for Travelers Companies' Q2 2026 earnings at $4.78 EPS, Q4 2026 earnings at $7.91 EPS and FY2026 earnings at $26.00 EPS.

Other research analysts also recently issued reports about the company. Morgan Stanley set a $269.00 price target on Travelers Companies and gave the stock an "equal weight" rating in a research report on Monday, May 19th. Jefferies Financial Group lifted their price target on Travelers Companies from $265.00 to $270.00 and gave the stock a "hold" rating in a research report on Friday, April 11th. Keefe, Bruyette & Woods lifted their price target on Travelers Companies from $304.00 to $316.00 and gave the stock an "outperform" rating in a research report on Friday, July 18th. Wells Fargo & Company lifted their price target on Travelers Companies from $264.00 to $275.00 and gave the stock an "equal weight" rating in a research report on Friday, July 18th. Finally, UBS Group boosted their price objective on Travelers Companies from $275.00 to $284.00 and gave the company a "neutral" rating in a research report on Monday. Two equities research analysts have rated the stock with a sell rating, eleven have assigned a hold rating and seven have assigned a buy rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of "Hold" and an average target price of $275.56.

Travelers Companies Stock Performance

TRV traded up $0.03 on Tuesday, hitting $262.02. The company had a trading volume of 313,732 shares, compared to its average volume of 1,346,597. The company's fifty day moving average price is $265.71 and its 200 day moving average price is $256.87. Travelers Companies has a 1-year low of $206.43 and a 1-year high of $277.83. The company has a debt-to-equity ratio of 0.27, a current ratio of 0.33 and a quick ratio of 0.33. The stock has a market cap of $58.99 billion, a price-to-earnings ratio of 11.59, a price-to-earnings-growth ratio of 3.14 and a beta of 0.51.

Travelers Companies (NYSE:TRV - Get Free Report) last posted its earnings results on Thursday, July 17th. The insurance provider reported $6.51 earnings per share for the quarter, topping the consensus estimate of $3.52 by $2.99. Travelers Companies had a return on equity of 18.68% and a net margin of 10.97%. The firm had revenue of $11.54 billion during the quarter, compared to analyst estimates of $11.02 billion. During the same period in the previous year, the company earned $2.51 EPS. The company's revenue for the quarter was up 7.4% on a year-over-year basis.

Hedge Funds Weigh In On Travelers Companies

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Board of the Pension Protection Fund acquired a new position in Travelers Companies in the second quarter worth $1,418,000. Vanguard Personalized Indexing Management LLC boosted its stake in Travelers Companies by 21.6% in the second quarter. Vanguard Personalized Indexing Management LLC now owns 39,242 shares of the insurance provider's stock worth $10,512,000 after purchasing an additional 6,968 shares in the last quarter. Concurrent Investment Advisors LLC boosted its stake in Travelers Companies by 11.7% in the second quarter. Concurrent Investment Advisors LLC now owns 5,927 shares of the insurance provider's stock worth $1,586,000 after purchasing an additional 622 shares in the last quarter. waypoint wealth counsel acquired a new position in Travelers Companies in the second quarter worth $202,000. Finally, Hemington Wealth Management boosted its stake in Travelers Companies by 11.3% in the second quarter. Hemington Wealth Management now owns 520 shares of the insurance provider's stock worth $139,000 after purchasing an additional 53 shares in the last quarter. Institutional investors and hedge funds own 82.45% of the company's stock.

Insider Transactions at Travelers Companies

In other Travelers Companies news, Vice Chairman William H. Heyman sold 2,000 shares of the company's stock in a transaction on Thursday, May 29th. The stock was sold at an average price of $274.50, for a total value of $549,000.00. Following the sale, the insider directly owned 255,086 shares in the company, valued at $70,021,107. This represents a 0.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Avrohom J. Kess sold 23,434 shares of the company's stock in a transaction on Thursday, May 29th. The shares were sold at an average price of $273.93, for a total value of $6,419,275.62. Following the completion of the sale, the insider owned 48,387 shares in the company, valued at $13,254,650.91. This trade represents a 32.63% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 175,374 shares of company stock valued at $47,929,912. 1.46% of the stock is owned by insiders.

Travelers Companies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 30th. Shareholders of record on Wednesday, September 10th will be given a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a yield of 1.68%. The ex-dividend date of this dividend is Wednesday, September 10th. Travelers Companies's dividend payout ratio (DPR) is 19.46%.

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.