Q1 EPS Forecast for Travelers Companies Raised by Analyst

The Travelers Companies, Inc. (NYSE:TRV - Free Report) - Investment analysts at William Blair increased their Q1 2026 EPS estimates for shares of Travelers Companies in a research note issued on Thursday, July 17th. William Blair analyst A. Klauber now expects that the insurance provider will post earnings of $6.80 per share for the quarter, up from their prior forecast of $6.60. The consensus estimate for Travelers Companies' current full-year earnings is $17.02 per share. William Blair also issued estimates for Travelers Companies' Q2 2026 earnings at $4.36 EPS, Q3 2026 earnings at $5.67 EPS and FY2026 earnings at $24.13 EPS.

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

Several other research analysts have also issued reports on TRV. HSBC lowered Travelers Companies from a "buy" rating to a "hold" rating and set a $270.00 target price on the stock. in a research report on Monday, March 24th. UBS Group decreased their price objective on shares of Travelers Companies from $270.00 to $267.00 and set a "neutral" rating for the company in a research report on Wednesday, April 9th. Wells Fargo & Company boosted their target price on shares of Travelers Companies from $264.00 to $275.00 and gave the stock an "equal weight" rating in a research report on Friday. JPMorgan Chase & Co. raised their price target on shares of Travelers Companies from $260.00 to $271.00 and gave the stock an "underweight" rating in a report on Tuesday, April 8th. Finally, Evercore ISI boosted their price objective on shares of Travelers Companies from $288.00 to $296.00 and gave the company an "outperform" rating in a report on Thursday, April 17th. Three equities research analysts have rated the stock with a sell rating, ten have issued a hold rating and seven have given a buy rating to the stock. According to data from MarketBeat, the stock has an average rating of "Hold" and an average target price of $274.61.

Travelers Companies Stock Performance

TRV stock opened at $265.77 on Monday. Travelers Companies has a 1-year low of $203.21 and a 1-year high of $277.83. The business has a 50-day moving average price of $265.92 and a 200 day moving average price of $256.46. The company has a market capitalization of $59.83 billion, a P/E ratio of 11.75, a PEG ratio of 3.82 and a beta of 0.51. The company has a debt-to-equity ratio of 0.27, a current ratio of 0.33 and a quick ratio of 0.33.

Hedge Funds Weigh In On Travelers Companies

A number of hedge funds have recently bought and sold shares of TRV. Bank of America Corp DE boosted its stake in Travelers Companies by 236.9% in the fourth quarter. Bank of America Corp DE now owns 3,507,219 shares of the insurance provider's stock valued at $844,854,000 after acquiring an additional 2,466,098 shares during the period. Norges Bank acquired a new position in Travelers Companies during the 4th quarter valued at approximately $560,918,000. GAMMA Investing LLC grew its stake in Travelers Companies by 31,132.9% during the 1st quarter. GAMMA Investing LLC now owns 2,203,481 shares of the insurance provider's stock worth $582,733,000 after buying an additional 2,196,426 shares during the last quarter. Nuveen LLC acquired a new stake in Travelers Companies in the first quarter worth $294,755,000. Finally, Balyasny Asset Management L.P. lifted its stake in Travelers Companies by 153.8% in the fourth quarter. Balyasny Asset Management L.P. now owns 1,497,339 shares of the insurance provider's stock valued at $360,694,000 after buying an additional 907,266 shares during the last quarter. 82.45% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Travelers Companies

In related news, insider Avrohom J. Kess sold 23,434 shares of the stock in a transaction dated Thursday, May 29th. The stock was sold at an average price of $273.93, for a total transaction of $6,419,275.62. Following the transaction, the insider directly owned 48,387 shares in the company, valued at approximately $13,254,650.91. This represents a 32.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Maria Olivo sold 36,199 shares of the company's stock in a transaction on Thursday, May 29th. The shares were sold at an average price of $274.20, for a total transaction of $9,925,765.80. Following the completion of the transaction, the executive vice president owned 118,116 shares of the company's stock, valued at $32,387,407.20. This trade represents a 23.46% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 163,869 shares of company stock worth $44,868,201 in the last ninety days. Company insiders own 1.46% of the company's stock.

Travelers Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 30th. Investors of record on Wednesday, September 10th will be given a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a yield of 1.66%. The ex-dividend date of this dividend is Wednesday, September 10th. Travelers Companies's dividend payout ratio is presently 19.46%.

Travelers Companies Company Profile

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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