The Travelers Companies, Inc. (NYSE:TRV) to Post FY2026 Earnings of $22.70 Per Share, Zacks Research Forecasts

The Travelers Companies, Inc. (NYSE:TRV) – Analysts at Zacks Research reduced their FY2026 EPS estimates for shares of Travelers Companies in a research report issued to clients and investors on Thursday, July 18th. Zacks Research analyst T. De now forecasts that the insurance provider will post earnings of $22.70 per share for the year, down from their previous forecast of $23.55. The consensus estimate for Travelers Companies’ current full-year earnings is $16.97 per share.

Travelers Companies (NYSE:TRV) last announced its quarterly earnings results on Friday, July 19th. The insurance provider reported $2.51 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.23 by ($0.72). Travelers Companies had a net margin of 7.32% and a return on equity of 13.94%. The business had revenue of $11.28 billion during the quarter, compared to analysts’ expectations of $11.35 billion. During the same period last year, the company earned $0.06 EPS. The firm’s revenue for the quarter was up 11.7% on a year-over-year basis.

A number of other analysts have also commented on the company. Bank of America decreased their price objective on Travelers Companies from $214.00 to $202.00 and set an “underperform” rating on the stock in a research note on Thursday, July 11th. HSBC upped their target price on shares of Travelers Companies from $218.00 to $240.00 and gave the company a “hold” rating in a report on Thursday, April 4th. Morgan Stanley lowered their price target on shares of Travelers Companies from $223.00 to $220.00 and set an “equal weight” rating for the company in a report on Wednesday, July 10th. TD Cowen downgraded shares of Travelers Companies from a “buy” rating to a “hold” rating and reduced their price objective for the company from $252.00 to $230.00 in a research note on Monday. Finally, StockNews.com lowered shares of Travelers Companies from a “buy” rating to a “hold” rating in a research report on Sunday, July 14th. Four research analysts have rated the stock with a sell rating, fourteen have assigned a hold rating, three have assigned a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $220.67.

Travelers Companies Stock Performance

Travelers Companies stock opened at $220.44 on Friday. Travelers Companies has a fifty-two week low of $157.33 and a fifty-two week high of $232.75. The company has a market capitalization of $50.48 billion, a price-to-earnings ratio of 16.38, a PEG ratio of 1.32 and a beta of 0.61. The stock has a fifty day moving average of $210.83 and a two-hundred day moving average of $213.57. The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.34 and a current ratio of 0.34.

Insider Activity at Travelers Companies

In other Travelers Companies news, EVP Michael Frederick Klein sold 10,000 shares of the company’s stock in a transaction that occurred on Tuesday, April 23rd. The stock was sold at an average price of $213.96, for a total value of $2,139,600.00. Following the completion of the transaction, the executive vice president now owns 22,798 shares in the company, valued at approximately $4,877,860.08. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. In related news, CFO Daniel S. Frey sold 5,000 shares of the business’s stock in a transaction dated Thursday, April 25th. The stock was sold at an average price of $212.90, for a total value of $1,064,500.00. Following the transaction, the chief financial officer now owns 18,515 shares in the company, valued at $3,941,843.50. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Michael Frederick Klein sold 10,000 shares of the firm’s stock in a transaction that occurred on Tuesday, April 23rd. The shares were sold at an average price of $213.96, for a total value of $2,139,600.00. Following the sale, the executive vice president now owns 22,798 shares of the company’s stock, valued at approximately $4,877,860.08. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 18,635 shares of company stock worth $3,980,827. 1.33% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Travelers Companies

Institutional investors and hedge funds have recently made changes to their positions in the business. Pathway Financial Advisers LLC acquired a new stake in Travelers Companies in the first quarter valued at $35,000. Beacon Capital Management LLC raised its stake in shares of Travelers Companies by 74.2% in the 1st quarter. Beacon Capital Management LLC now owns 155 shares of the insurance provider’s stock valued at $36,000 after purchasing an additional 66 shares in the last quarter. Northwest Financial Advisors bought a new position in shares of Travelers Companies during the fourth quarter worth about $32,000. Opal Wealth Advisors LLC acquired a new position in Travelers Companies in the first quarter worth about $42,000. Finally, Tributary Capital Management LLC bought a new stake in Travelers Companies during the first quarter valued at $45,000. 82.45% of the stock is currently owned by hedge funds and other institutional investors.

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.