Q3 EPS Estimate for Travelers Companies Lifted by Analyst

Key Points

• William Blair has raised their Q3 2026 EPS estimate for Travelers Companies from $5.67 to $5.90, reflecting positive earnings expectations for the insurance provider.
• Travelers Companies recently reported $8.14 EPS for the quarter, significantly exceeding the consensus estimate of $6.01, with revenue also surpassing expectations at $11.47 billion.
• The firm announced a quarterly dividend of $1.10 per share, scheduled for payment on December 31st, representing an annual yield of 1.7%.

The Travelers Companies, Inc. (NYSE:TRV - Free Report) - Investment analysts at William Blair lifted their Q3 2026 earnings per share estimates for Travelers Companies in a research report issued to clients and investors on Thursday, October 16th. William Blair analyst A. Klauber now forecasts that the insurance provider will post earnings of $5.90 per share for the quarter, up from their previous forecast of $5.67. The consensus estimate for Travelers Companies' current full-year earnings is $17.02 per share.

TRV has been the subject of several other reports. UBS Group lifted their price target on Travelers Companies from $284.00 to $287.00 and gave the company a "neutral" rating in a research report on Wednesday, October 8th. The Goldman Sachs Group reiterated a "buy" rating on shares of Travelers Companies in a research report on Friday. Evercore ISI reiterated an "outperform" rating on shares of Travelers Companies in a research report on Wednesday, October 1st. Keefe, Bruyette & Woods lifted their price target on Travelers Companies from $304.00 to $316.00 and gave the company an "outperform" rating in a research report on Friday, July 18th. Finally, Cantor Fitzgerald upgraded Travelers Companies to a "strong-buy" rating in a research report on Wednesday, August 13th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Hold" and a consensus target price of $292.47.

Travelers Companies Stock Performance

Shares of TRV opened at $262.31 on Monday. The firm has a market cap of $58.51 billion, a PE ratio of 10.31, a PEG ratio of 2.51 and a beta of 0.51. The stock's fifty day moving average price is $273.93 and its two-hundred day moving average price is $266.33. The company has a debt-to-equity ratio of 0.29, a current ratio of 0.35 and a quick ratio of 0.35. Travelers Companies has a 1 year low of $230.23 and a 1 year high of $287.95.

Travelers Companies (NYSE:TRV - Get Free Report) last issued its earnings results on Thursday, October 16th. The insurance provider reported $8.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.01 by $2.13. The firm had revenue of $11.47 billion for the quarter, compared to analyst estimates of $11.15 billion. Travelers Companies had a return on equity of 20.28% and a net margin of 12.14%.The business's revenue was up 4.8% on a year-over-year basis. During the same period in the previous year, the company posted $5.24 earnings per share.

Travelers Companies Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, December 31st. Investors of record on Wednesday, December 10th will be given a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a yield of 1.7%. The ex-dividend date is Wednesday, December 10th. Travelers Companies's payout ratio is presently 17.30%.

Insider Buying and Selling

In related news, EVP Mojgan M. Lefebvre sold 16,820 shares of the business's stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $277.54, for a total transaction of $4,668,222.80. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 1.46% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Travelers Companies

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. grew its position in Travelers Companies by 1.4% during the second quarter. Vanguard Group Inc. now owns 22,047,005 shares of the insurance provider's stock worth $5,898,456,000 after buying an additional 313,449 shares in the last quarter. JPMorgan Chase & Co. boosted its holdings in shares of Travelers Companies by 10.9% in the 2nd quarter. JPMorgan Chase & Co. now owns 7,626,750 shares of the insurance provider's stock worth $2,040,475,000 after purchasing an additional 751,715 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of Travelers Companies by 1.0% in the 2nd quarter. Geode Capital Management LLC now owns 5,541,819 shares of the insurance provider's stock worth $1,481,805,000 after purchasing an additional 54,363 shares in the last quarter. Valeo Financial Advisors LLC boosted its holdings in shares of Travelers Companies by 71,265.9% in the 2nd quarter. Valeo Financial Advisors LLC now owns 3,616,826 shares of the insurance provider's stock worth $967,646,000 after purchasing an additional 3,611,758 shares in the last quarter. Finally, Dimensional Fund Advisors LP boosted its holdings in shares of Travelers Companies by 0.8% in the 1st quarter. Dimensional Fund Advisors LP now owns 3,403,539 shares of the insurance provider's stock worth $899,988,000 after purchasing an additional 25,573 shares in the last quarter. 82.45% of the stock is currently owned by hedge funds and other institutional investors.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.