Research Analysts Set Expectations for TRV FY2026 Earnings

The Travelers Companies, Inc. (NYSE:TRV) – Investment analysts at DOWLING & PARTN issued their FY2026 earnings estimates for shares of Travelers Companies in a research report issued on Wednesday, May 20th. DOWLING & PARTN analyst J. Christiana anticipates that the insurance provider will post earnings of $26.50 per share 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.

Travelers Companies (NYSE:TRV) last issued its earnings results on Thursday, April 16th. The insurance provider reported $7.71 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.80 by $0.91. The business had revenue of $11.92 billion for the quarter, compared to analyst estimates of $11.11 billion. Travelers Companies had a net margin of 15.54% and a return on equity of 24.06%. The company’s revenue for the quarter was down 1.7% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.91 EPS.

A number of other brokerages have also issued reports on TRV. UBS Group restated a “neutral” rating on shares of Travelers Companies in a research note on Monday, February 2nd. Bank of America cut their target price on shares of Travelers Companies from $259.00 to $257.00 and set an “underperform” rating on the stock in a research note on Tuesday, April 14th. Seaport Research Partners set a $322.00 target price on shares of Travelers Companies in a research note on Tuesday. Wells Fargo & Company upped their target price on shares of Travelers Companies from $285.00 to $305.00 and gave the company an “equal weight” rating in a research note on Thursday, April 9th. Finally, Brean Capital began coverage on shares of Travelers Companies in a research note on Thursday, March 12th. They issued a “neutral” rating on the stock. Two research analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Travelers Companies presently has a consensus rating of “Hold” and a consensus price target of $311.47.

Travelers Companies Stock Performance

Shares of Travelers Companies stock opened at $299.97 on Thursday. The firm has a market cap of $63.79 billion, a PE ratio of 8.93, a price-to-earnings-growth ratio of 2.75 and a beta of 0.50. The firm’s 50-day simple moving average is $299.51 and its 200-day simple moving average is $293.63. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.35 and a current ratio of 0.35. Travelers Companies has a 1 year low of $249.19 and a 1 year high of $313.12.

Travelers Companies Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Wednesday, June 10th will be given a dividend of $1.25 per share. The ex-dividend date of this dividend is Wednesday, June 10th. This represents a $5.00 dividend on an annualized basis and a dividend yield of 1.7%. This is a boost from Travelers Companies’s previous quarterly dividend of $1.10. Travelers Companies’s payout ratio is currently 13.09%.

Insider Buying and Selling at Travelers Companies

In related news, Vice Chairman William H. Heyman sold 1,557 shares of the business’s stock in a transaction dated Tuesday, April 28th. The shares were sold at an average price of $310.64, for a total transaction of $483,666.48. Following the completion of the sale, the insider owned 259,590 shares of the company’s stock, valued at $80,639,037.60. This represents a 0.60% decrease in their position. The sale was disclosed in a 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 dated 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 approximately $1,607,678.10. This represents a 35.11% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 37,573 shares of company stock worth $11,504,146. 1.39% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the company. Spinnaker Trust grew its position in Travelers Companies by 1.7% in the 1st quarter. Spinnaker Trust now owns 1,938 shares of the insurance provider’s stock worth $565,000 after purchasing an additional 33 shares during the last quarter. Cim LLC grew its position in Travelers Companies by 0.4% in the 4th quarter. Cim LLC now owns 8,145 shares of the insurance provider’s stock worth $2,363,000 after purchasing an additional 34 shares during the last quarter. Avalon Trust Co grew its position in Travelers Companies by 0.4% in the 1st quarter. Avalon Trust Co now owns 8,784 shares of the insurance provider’s stock worth $2,562,000 after purchasing an additional 35 shares during the last quarter. Haverford Trust Co grew its position in Travelers Companies by 0.7% in the 4th quarter. Haverford Trust Co now owns 5,210 shares of the insurance provider’s stock worth $1,511,000 after purchasing an additional 35 shares during the last quarter. Finally, Sumitomo Life Insurance Co. grew its position in Travelers Companies by 0.7% in the 4th quarter. Sumitomo Life Insurance Co. now owns 5,236 shares of the insurance provider’s stock worth $1,519,000 after purchasing an additional 35 shares during the last quarter. Institutional investors own 82.45% of the company’s stock.

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.