Research Analysts Offer Predictions for TRV Q2 Earnings

The Travelers Companies, Inc. (NYSE:TRV) – Investment analysts at William Blair issued their Q2 2025 EPS estimates for Travelers Companies in a note issued to investors on Thursday, January 23rd. William Blair analyst A. Klauber expects that the insurance provider will earn $3.37 per share for the quarter. The consensus estimate for Travelers Companies’ current full-year earnings is $20.33 per share. William Blair also issued estimates for Travelers Companies’ Q3 2025 earnings at $4.97 EPS, Q4 2025 earnings at $7.83 EPS, FY2025 earnings at $18.68 EPS, Q1 2026 earnings at $6.07 EPS, Q3 2026 earnings at $4.55 EPS and Q4 2026 earnings at $7.31 EPS.

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

A number of other research analysts have also recently weighed in on the stock. Jefferies Financial Group lifted their price objective on shares of Travelers Companies from $210.00 to $235.00 and gave the company a “hold” rating in a report on Wednesday, October 9th. HSBC upgraded shares of Travelers Companies from a “hold” rating to a “buy” rating and set a $290.00 price objective for the company in a report on Tuesday, December 10th. BMO Capital Markets lifted their price objective on shares of Travelers Companies from $233.00 to $270.00 and gave the company an “outperform” rating in a report on Tuesday, October 22nd. Janney Montgomery Scott cut shares of Travelers Companies from a “buy” rating to a “neutral” rating and set a $280.00 price objective for the company. in a report on Thursday, November 21st. Finally, UBS Group lifted their price target on shares of Travelers Companies from $244.00 to $270.00 and gave the stock a “neutral” rating in a research note on Tuesday, October 22nd. Four equities research analysts have rated the stock with a sell rating, thirteen have issued a hold rating, six have given a buy rating and one has given a strong buy rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $255.53.

Travelers Companies Price Performance

Shares of TRV opened at $241.75 on Friday. Travelers Companies has a 1-year low of $200.21 and a 1-year high of $269.55. The stock has a market cap of $54.88 billion, a PE ratio of 11.26, a P/E/G ratio of 1.09 and a beta of 0.65. The firm has a 50-day simple moving average of $248.61 and a two-hundred day simple moving average of $236.77. The company has a debt-to-equity ratio of 0.29, a current ratio of 0.33 and a quick ratio of 0.34.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. AE Wealth Management LLC increased its position in Travelers Companies by 51.1% during the 2nd quarter. AE Wealth Management LLC now owns 1,994 shares of the insurance provider’s stock worth $406,000 after purchasing an additional 674 shares in the last quarter. Thrivent Financial for Lutherans increased 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 worth $3,182,000 after purchasing an additional 4,466 shares in the last quarter. 1832 Asset Management L.P. increased its position in Travelers Companies by 11.1% during the 2nd quarter. 1832 Asset Management L.P. now owns 13,452 shares of the insurance provider’s stock worth $2,735,000 after purchasing an additional 1,342 shares in the last quarter. EverSource Wealth Advisors LLC increased its position in Travelers Companies by 15.2% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 659 shares of the insurance provider’s stock worth $143,000 after purchasing an additional 87 shares in the last quarter. Finally, Evergreen Capital Management LLC increased its position in 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 in the last quarter. 82.45% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Travelers Companies

In other news, EVP Maria Olivo sold 10,410 shares of the stock in a transaction dated Monday, November 18th. The shares were sold at an average price of $261.80, for a total transaction of $2,725,338.00. Following the transaction, the executive vice president now directly owns 111,162 shares in the company, valued at $29,102,211.60. This represents a 8.56 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Vice Chairman William H. Heyman sold 3,740 shares of the stock in a transaction dated Monday, November 25th. The stock was sold at an average price of $264.80, for a total transaction of $990,352.00. Following the transaction, the insider now owns 250,384 shares in the company, valued at approximately $66,301,683.20. The trade was a 1.47 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 18,670 shares of company stock worth $4,861,329. Corporate insiders own 1.33% of the company’s stock.

Travelers Companies Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 31st. Investors of record on Monday, March 10th will be paid a $1.05 dividend. The ex-dividend date is Monday, March 10th. This represents a $4.20 dividend on an annualized basis and a yield of 1.74%. Travelers Companies’s payout ratio is 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.