Research Analysts Offer Predictions for TRV Q3 Earnings

The Travelers Companies, Inc. (NYSE:TRV - Free Report) - Investment analysts at Roth Capital decreased their Q3 2025 earnings estimates for Travelers Companies in a report issued on Monday, July 21st. Roth Capital analyst H. Fong now forecasts that the insurance provider will post earnings of $5.21 per share for the quarter, down from their previous estimate of $5.50. The consensus estimate for Travelers Companies' current full-year earnings is $17.02 per share. Roth Capital also issued estimates for Travelers Companies' Q4 2025 earnings at $7.12 EPS, FY2025 earnings at $20.75 EPS and Q3 2026 earnings at $6.31 EPS.

A number of other analysts have also issued reports on TRV. Jefferies Financial Group boosted their target price on shares of Travelers Companies from $265.00 to $270.00 and gave the company a "hold" rating in a research note on Friday, April 11th. JPMorgan Chase & Co. boosted their target price on shares of Travelers Companies from $260.00 to $271.00 and gave the company an "underweight" rating in a research note on Tuesday, April 8th. Wells Fargo & Company boosted their target price on shares of Travelers Companies from $264.00 to $275.00 and gave the company an "equal weight" rating in a research note on Friday, July 18th. Keefe, Bruyette & Woods upped their price objective on shares of Travelers Companies from $304.00 to $316.00 and gave the stock an "outperform" rating in a research note on Friday, July 18th. Finally, Evercore ISI upped their price objective on shares of Travelers Companies from $288.00 to $296.00 and gave the stock an "outperform" rating in a research note on Thursday, April 17th. Two analysts have rated the stock with a sell rating, eleven have assigned a hold rating and seven have given a buy rating to the company's stock. Based on data from MarketBeat.com, the company has an average rating of "Hold" and an average price target of $275.56.

Travelers Companies Trading Down 0.3%

TRV stock traded down $0.88 during mid-day trading on Wednesday, reaching $261.11. 1,176,700 shares of the stock traded hands, compared to its average volume of 1,349,160. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.33 and a current ratio of 0.33. Travelers Companies has a one year low of $206.43 and a one year high of $277.83. The stock has a market capitalization of $58.79 billion, a PE ratio of 11.55, a PEG ratio of 3.14 and a beta of 0.51. The business has a 50-day moving average price of $265.71 and a two-hundred day moving average price of $256.87.

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

Travelers Companies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 30th. Investors of record on Wednesday, September 10th will be issued a $1.10 dividend. The ex-dividend date of this dividend is Wednesday, September 10th. This represents a $4.40 annualized dividend and a yield of 1.69%. Travelers Companies's dividend payout ratio (DPR) is presently 19.46%.

Insider Activity at Travelers Companies

In other Travelers Companies news, CFO Daniel S. Frey sold 20,286 shares of the stock in a transaction dated Thursday, May 29th. The stock was sold at an average price of $273.48, for a total transaction of $5,547,815.28. Following the sale, the chief financial officer directly owned 26,932 shares of the company's stock, valued at approximately $7,365,363.36. This trade represents a 42.96% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Jeffrey P. Klenk sold 15,180 shares of the firm's stock in a transaction that occurred on Thursday, May 29th. The stock was sold at an average price of $272.87, for a total transaction of $4,142,166.60. Following the sale, the executive vice president directly owned 6,075 shares in the company, valued at $1,657,685.25. The trade was a 71.42% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 175,374 shares of company stock valued at $47,929,912 over the last ninety days. Corporate insiders own 1.46% of the company's stock.

Institutional Investors Weigh In On Travelers Companies

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. MGO One Seven LLC grew its stake in shares of Travelers Companies by 1.9% during the 2nd quarter. MGO One Seven LLC now owns 7,292 shares of the insurance provider's stock worth $1,951,000 after purchasing an additional 139 shares during the period. Board of the Pension Protection Fund purchased a new position in shares of Travelers Companies during the 2nd quarter valued at approximately $1,418,000. Vanguard Personalized Indexing Management LLC lifted its position in shares of Travelers Companies by 21.6% during the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 39,242 shares of the insurance provider's stock valued at $10,512,000 after buying an additional 6,968 shares in the last quarter. Concurrent Investment Advisors LLC lifted its position in shares of Travelers Companies by 11.7% during the 2nd quarter. Concurrent Investment Advisors LLC now owns 5,927 shares of the insurance provider's stock valued at $1,586,000 after buying an additional 622 shares in the last quarter. Finally, waypoint wealth counsel purchased a new position in shares of Travelers Companies during the 2nd quarter valued at approximately $202,000. Institutional investors and hedge funds 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.