Equities Analysts Offer Predictions for TRV Q1 Earnings

The Travelers Companies, Inc. (NYSE:TRV) – Stock analysts at Roth Capital lifted their Q1 2026 EPS estimates for Travelers Companies in a report released on Thursday, January 23rd. Roth Capital analyst H. Fong now forecasts that the insurance provider will post earnings per share of $6.73 for the quarter, up from their previous estimate of $6.46. The consensus estimate for Travelers Companies’ current full-year earnings is $20.33 per share. Roth Capital also issued estimates for Travelers Companies’ Q2 2026 earnings at $4.53 EPS and Q3 2026 earnings at $6.37 EPS.

Travelers Companies (NYSE:TRV) last released its quarterly earnings results on Wednesday, January 22nd. The insurance provider reported $9.15 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.50 by $2.65. Travelers Companies had a return on equity of 19.06% and a net margin of 10.77%. The business had revenue of $12.01 billion during the quarter, compared to analyst estimates of $10,795,375 billion. During the same quarter in the previous year, the company posted $7.01 earnings per share. Travelers Companies’s revenue for the quarter was up 9.9% on a year-over-year basis.

A number of other equities research analysts have also issued reports on the company. Bank of America increased their price target on Travelers Companies from $241.00 to $265.00 and gave the stock an “underperform” rating in a research note on Thursday, October 17th. HSBC upgraded shares of Travelers Companies from a “hold” rating to a “buy” rating and set a $290.00 price target on the stock in a report on Tuesday, December 10th. StockNews.com downgraded shares of Travelers Companies from a “buy” rating to a “hold” rating in a report on Thursday. Barclays decreased their target price on Travelers Companies from $295.00 to $278.00 and set an “overweight” rating on the stock in a research report on Monday, January 6th. Finally, Roth Mkm upped their price objective on Travelers Companies from $240.00 to $300.00 and gave the stock a “buy” rating in a report on Monday, October 21st. Four investment analysts have rated the stock with a sell rating, twelve have given a hold rating, seven have assigned a buy rating and one has given a strong buy rating to the stock. According to MarketBeat, Travelers Companies currently has an average rating of “Hold” and an average price target of $258.21.

Travelers Companies Trading Down 2.0 %

Travelers Companies stock opened at $241.75 on Friday. Travelers Companies has a 12-month low of $200.21 and a 12-month high of $269.55. The firm has a market capitalization of $54.88 billion, a price-to-earnings ratio of 11.26, a P/E/G ratio of 1.09 and a beta of 0.65. The firm has a 50 day moving average of $248.61 and a 200 day moving average of $236.77. The company has a current ratio of 0.33, a quick ratio of 0.34 and a debt-to-equity ratio of 0.29.

Institutional Investors Weigh In On Travelers Companies

Large investors have recently modified their holdings of the business. AE Wealth Management LLC raised its stake in Travelers Companies by 51.1% in the second quarter. AE Wealth Management LLC now owns 1,994 shares of the insurance provider’s stock worth $406,000 after buying an additional 674 shares in the last quarter. Thrivent Financial for Lutherans boosted its position in Travelers Companies by 39.9% during the 2nd quarter. Thrivent Financial for Lutherans now owns 15,648 shares of the insurance provider’s stock valued at $3,182,000 after acquiring an additional 4,466 shares in the last quarter. 1832 Asset Management L.P. increased its holdings in shares of Travelers Companies by 11.1% in the 2nd quarter. 1832 Asset Management L.P. now owns 13,452 shares of the insurance provider’s stock valued at $2,735,000 after acquiring an additional 1,342 shares during the period. EverSource Wealth Advisors LLC raised its position in shares of Travelers Companies by 15.2% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 659 shares of the insurance provider’s stock worth $143,000 after acquiring an additional 87 shares in the last quarter. Finally, Evergreen Capital Management LLC lifted its stake in shares of Travelers Companies by 7.6% during the 2nd quarter. Evergreen Capital Management LLC now owns 2,080 shares of the insurance provider’s stock worth $423,000 after purchasing an additional 147 shares during the last quarter. Institutional investors own 82.45% of the company’s stock.

Insider Activity

In other Travelers Companies news, Vice Chairman William H. Heyman sold 3,740 shares of Travelers Companies stock in a transaction on Monday, November 25th. The stock was sold at an average price of $264.80, for a total transaction of $990,352.00. Following the completion of the sale, the insider now directly owns 250,384 shares of the company’s stock, valued at $66,301,683.20. The trade was a 1.47 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Andy F. Bessette sold 4,520 shares of the stock in a transaction on Monday, October 28th. The stock was sold at an average price of $253.46, for a total value of $1,145,639.20. Following the transaction, the executive vice president now directly owns 16,976 shares in the company, valued at $4,302,736.96. The trade was a 21.03 % decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 18,670 shares of company stock valued at $4,861,329. Corporate insiders own 1.33% of the company’s stock.

Travelers Companies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, March 31st. Stockholders of record on Monday, March 10th will be given a dividend of $1.05 per share. This represents a $4.20 dividend on an annualized basis and a dividend yield of 1.74%. The ex-dividend date is Monday, March 10th. Travelers Companies’s dividend payout ratio (DPR) is presently 19.56%.

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.