Zacks Research Issues Pessimistic Forecast for TRV Earnings

The Travelers Companies, Inc. (NYSE:TRV - Free Report) - Equities research analysts at Zacks Research decreased their Q3 2025 earnings per share (EPS) estimates for Travelers Companies in a research report issued to clients and investors on Wednesday, May 7th. Zacks Research analyst T. De now forecasts that the insurance provider will post earnings per share of $4.77 for the quarter, down from their previous forecast of $4.82. The consensus estimate for Travelers Companies' current full-year earnings is $17.02 per share. Zacks Research also issued estimates for Travelers Companies' Q4 2025 earnings at $7.61 EPS, FY2025 earnings at $17.50 EPS, Q1 2026 earnings at $5.93 EPS, Q2 2026 earnings at $5.53 EPS, Q3 2026 earnings at $5.33 EPS, Q4 2026 earnings at $6.06 EPS, FY2026 earnings at $22.86 EPS, Q1 2027 earnings at $6.55 EPS and FY2027 earnings at $25.88 EPS.

Travelers Companies (NYSE:TRV - Get Free Report) last released its quarterly earnings results on Wednesday, April 16th. The insurance provider reported $1.91 earnings per share for the quarter, topping analysts' consensus estimates of $0.53 by $1.38. The business had revenue of $10.52 billion during the quarter, compared to the consensus estimate of $10.97 billion. Travelers Companies had a net margin of 10.77% and a return on equity of 19.06%. During the same quarter last year, the company earned $4.69 earnings per share.

A number of other brokerages also recently commented on TRV. JPMorgan Chase & Co. lifted their target price on Travelers Companies from $260.00 to $271.00 and gave the company an "underweight" rating in a research note on Tuesday, April 8th. BMO Capital Markets lifted their price target on Travelers Companies from $275.00 to $297.00 and gave the company an "outperform" rating in a report on Friday, January 24th. Hsbc Global Res lowered Travelers Companies from a "strong-buy" rating to a "hold" rating in a report on Monday, March 24th. Jefferies Financial Group increased their target price on shares of Travelers Companies from $265.00 to $270.00 and gave the company a "hold" rating in a research report on Friday, April 11th. Finally, StockNews.com upgraded shares of Travelers Companies from a "hold" rating to a "buy" rating in a research report on Tuesday. Three investment analysts have rated the stock with a sell rating, eleven have assigned a hold rating and eight have issued a buy rating to the stock. According to data from MarketBeat.com, Travelers Companies presently has an average rating of "Hold" and a consensus target price of $267.32.

Travelers Companies Stock Performance

TRV traded down $1.67 during trading hours on Monday, hitting $263.25. 933,690 shares of the stock were exchanged, compared to its average volume of 1,293,301. The company has a debt-to-equity ratio of 0.29, a current ratio of 0.33 and a quick ratio of 0.33. Travelers Companies has a 12 month low of $200.21 and a 12 month high of $273.08. The stock has a 50-day simple moving average of $257.88 and a 200-day simple moving average of $251.71. The stock has a market cap of $59.64 billion, a price-to-earnings ratio of 12.26, a price-to-earnings-growth ratio of 4.65 and a beta of 0.53.

Travelers Companies Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, June 30th. Shareholders of record on Tuesday, June 10th will be issued a dividend of $1.10 per share. This is an increase from Travelers Companies's previous quarterly dividend of $1.05. This represents a $4.40 annualized dividend and a yield of 1.67%. The ex-dividend date is Tuesday, June 10th. Travelers Companies's dividend payout ratio (DPR) is 23.95%.

Hedge Funds Weigh In On Travelers Companies

A number of large investors have recently added to or reduced their stakes in TRV. Yoffe Investment Management LLC acquired a new stake in shares of Travelers Companies in the fourth quarter valued at about $1,202,000. Elevate Capital Advisors LLC acquired a new stake in Travelers Companies in the fourth quarter valued at $4,627,000. Erste Asset Management GmbH raised its stake in Travelers Companies by 1.0% in the fourth quarter. Erste Asset Management GmbH now owns 10,000 shares of the insurance provider's stock valued at $2,414,000 after buying an additional 100 shares during the period. Czech National Bank increased its holdings in shares of Travelers Companies by 6.0% in the fourth quarter. Czech National Bank now owns 49,223 shares of the insurance provider's stock valued at $11,857,000 after purchasing an additional 2,792 shares during the last quarter. Finally, Zurcher Kantonalbank Zurich Cantonalbank raised its holdings in Travelers Companies by 43.2% in the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 159,172 shares of the insurance provider's stock valued at $38,343,000 after acquiring an additional 47,985 shares during the period. Institutional investors own 82.45% of the company's stock.

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.