Research Analysts Set Expectations for TRV FY2026 Earnings

Key Points

• DOWLING & PARTN lowered its FY2026 EPS estimate for Travelers Companies to $26.50, below the current consensus of $28.03 per share. The firm also forecast FY2027 earnings of $27.00 EPS.
• Travelers recently beat expectations in its latest quarter, reporting $7.71 EPS versus the $6.80 consensus and revenue of $11.92 billion versus $11.11 billion expected. Despite the beat, revenue was still down 1.7% year over year.
• The company raised its quarterly dividend to $1.25 per share from $1.10, putting the annualized payout at $5.00 and the yield at about 1.7%. Insider selling also continued, with executives selling shares and insiders owning just 1.39% of the stock.

The Travelers Companies, Inc. (NYSE:TRV - Free Report) - DOWLING & PARTN issued their FY2026 earnings estimates for Travelers Companies in a research note issued on Wednesday, May 20th. DOWLING & PARTN analyst J. Christiana anticipates that the insurance provider will post earnings per share of $26.50 for the year. The consensus estimate for Travelers Companies' current full-year earnings is $28.03 per share. DOWLING & PARTN also issued estimates for Travelers Companies' FY2027 earnings at $27.00 EPS.

Other equities research analysts also recently issued research reports about the stock. Roth Mkm restated a "buy" rating on shares of Travelers Companies in a research report on Monday, April 20th. Cantor Fitzgerald raised their price objective on shares of Travelers Companies from $316.00 to $319.00 and gave the company an "overweight" rating in a research report on Monday, February 2nd. BMO Capital Markets raised their price objective on shares of Travelers Companies from $297.00 to $314.00 and gave the company an "outperform" rating in a research report on Monday, April 20th. Seaport Research Partners set a $322.00 price objective on shares of Travelers Companies in a research report on Tuesday. Finally, Brean Capital initiated coverage on shares of Travelers Companies in a research report on Thursday, March 12th. They set a "neutral" rating for the company. Two equities research analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company's stock. According to MarketBeat.com, the stock presently has an average rating of "Hold" and an average target price of $311.47.

Travelers Companies Price Performance

Shares of NYSE:TRV opened at $299.97 on Thursday. The company has a quick ratio of 0.35, a current ratio of 0.35 and a debt-to-equity ratio of 0.29. The company has a market cap of $63.79 billion, a P/E ratio of 8.93, a PEG ratio of 2.75 and a beta of 0.50. Travelers Companies has a 52 week low of $249.19 and a 52 week high of $313.12. The company has a 50-day moving average price of $299.51 and a 200 day moving average price of $293.63.

Travelers Companies (NYSE:TRV - Get Free Report) last announced its quarterly earnings data on Thursday, April 16th. The insurance provider reported $7.71 EPS for the quarter, beating analysts' consensus estimates of $6.80 by $0.91. The firm had revenue of $11.92 billion during the quarter, compared to the consensus estimate of $11.11 billion. Travelers Companies had a net margin of 15.54% and a return on equity of 24.06%. The firm's revenue was down 1.7% compared to the same quarter last year. During the same quarter last year, the firm earned $1.91 earnings per share.

Institutional Trading of Travelers Companies

Institutional investors have recently added to or reduced their stakes in the business. HHM Wealth Advisors LLC boosted its position in Travelers Companies by 145.7% during the 1st quarter. HHM Wealth Advisors LLC now owns 86 shares of the insurance provider's stock worth $25,000 after purchasing an additional 51 shares during the period. Whipplewood Advisors LLC acquired a new position in Travelers Companies in the 1st quarter worth $26,000. Kemnay Advisory Services Inc. acquired a new position in Travelers Companies in the 4th quarter worth $26,000. Osterweis Capital Management Inc. lifted its holdings in Travelers Companies by 1,820.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 96 shares of the insurance provider's stock worth $26,000 after buying an additional 91 shares in the last quarter. Finally, Kohmann Bosshard Financial Services LLC acquired a new position in Travelers Companies in the 4th quarter worth $28,000. 82.45% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Travelers Companies

In other Travelers Companies news, EVP Jeffrey P. Klenk sold 6,414 shares of Travelers Companies stock in a transaction that occurred on Monday, April 20th. The shares were sold at an average price of $305.06, for a total value of $1,956,654.84. Following the completion of the sale, the executive vice president directly owned 6,075 shares of the company's stock, valued at approximately $1,853,239.50. The trade was a 51.36% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Diane Kurtzman sold 2,867 shares of the business's stock in a transaction on Monday, April 20th. The shares were sold at an average price of $303.45, for a total transaction of $869,991.15. Following the sale, the executive vice president directly owned 5,298 shares of the company's stock, valued at $1,607,678.10. This represents a 35.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 37,573 shares of company stock worth $11,504,146 in the last three months. 1.39% of the stock is currently owned by company insiders.

Travelers Companies Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Wednesday, June 10th will be paid a $1.25 dividend. This represents a $5.00 annualized dividend and a yield of 1.7%. The ex-dividend date of this dividend is Wednesday, June 10th. This is an increase from Travelers Companies's previous quarterly dividend of $1.10. Travelers Companies's dividend payout ratio is presently 13.09%.

About Travelers Companies

The Travelers Companies, Inc NYSE: TRV is a leading provider of property and casualty insurance products and services. The company underwrites a broad range of commercial and personal insurance lines, offering coverage designed to protect individuals, small and midsize businesses, and large corporate clients against property loss, liability, and other operational risks. Travelers is known for combining underwriting, claims management and risk control services to help clients prevent losses and recover when incidents occur.

On the commercial side, Travelers writes primary and specialty coverages including property, general liability, commercial auto, workers' compensation, professional and management liability, surety and inland marine.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.