Travelers Companies (NYSE:TRV) CEO Alan Schnitzer Sells 88,900 Shares of Stock

The Travelers Companies, Inc. (NYSE:TRV) CEO Alan Schnitzer sold 88,900 shares of the business’s stock in a transaction that occurred on Wednesday, October 21st. The shares were sold at an average price of $396.77, for a total transaction of $35,272,853.00. Following the completion of the sale, the chief executive officer directly owned 303,124 shares in the company, valued at $120,270,509.48. This trade represents a 22.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink.

Travelers Companies Trading Down 1.8%

Shares of NYSE TRV traded down $7.11 during trading on Friday, reaching $398.33. The stock had a trading volume of 1,293,030 shares, compared to its average volume of 1,648,327. The company has a debt-to-equity ratio of 0.34, a quick ratio of 0.33 and a current ratio of 0.33. The company has a market cap of $81.64 billion, a P/E ratio of 10.44, a PEG ratio of 2.81 and a beta of 0.43. The Travelers Companies, Inc. has a fifty-two week low of $264.25 and a fifty-two week high of $407.86. The business’s 50-day moving average price is $370.83 and its 200-day moving average price is $340.73.

Travelers Companies (NYSE:TRV) last posted its earnings results on Friday, October 16th. The insurance provider reported $9.18 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.39 by $1.79. Travelers Companies had a return on equity of 26.19% and a net margin of 17.03%. The firm had revenue of $12.41 billion for the quarter, compared to analyst estimates of $11.36 billion. During the same quarter in the prior year, the company earned $8.14 EPS. Travelers Companies’s revenue was down .5% on a year-over-year basis. On average, equities research analysts predict that The Travelers Companies, Inc. will post 35.65 EPS for the current fiscal year.

Travelers Companies Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 31st. Investors of record on Thursday, December 10th will be paid a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend is Thursday, December 10th. Travelers Companies’s dividend payout ratio is presently 13.11%.

Analyst Upgrades and Downgrades

Several equities analysts have commented on TRV shares. Roth Capital boosted their price target on shares of Travelers Companies from $345.00 to $425.00 and gave the stock a “buy” rating in a research note on Tuesday, July 21st. Cantor Fitzgerald increased their price objective on Travelers Companies from $377.00 to $378.00 and gave the company an “overweight” rating in a research note on Wednesday, October 7th. Mizuho lifted their target price on Travelers Companies from $345.00 to $371.00 and gave the company a “neutral” rating in a report on Tuesday. Deutsche Bank Aktiengesellschaft reissued a “hold” rating on shares of Travelers Companies in a research note on Monday. Finally, Bank of America upped their price target on Travelers Companies from $283.00 to $307.00 and gave the stock an “underperform” rating in a report on Monday, July 20th. Three analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, thirteen have given a Hold rating and five have assigned a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $365.37.

Trending Headlines about Travelers Companies

Here are the key news stories impacting Travelers Companies this week:

• Positive Sentiment: DOWLING & PARTN raised its fiscal 2026 EPS estimate for Travelers to $35.75 from $32.50, slightly above the current consensus estimate of $35.65. The revision suggests increased confidence in the insurer’s earnings outlook.
• Positive Sentiment: Keefe, Bruyette & Woods, Mizuho and JPMorgan Chase reportedly increased their price targets for TRV. The target increases add to the positive analyst momentum surrounding the shares. Keefe, Bruyette & Woods price target article Mizuho price target article JPMorgan price target article
• Positive Sentiment: Zacks highlighted Travelers as a potential momentum stock, reflecting its recent price strength and favorable trend signals. Zacks Travelers momentum article
• Positive Sentiment: Diversify Advisory Services increased its TRV holdings by 20.5% in the third quarter. Institutional buying can provide modest support for the stock. Diversify Advisory Services holdings article
• Neutral Sentiment: Travelers’ latest quarterly results were strong, with EPS of $9.18 versus a $7.39 estimate and revenue of $12.41 billion versus an $11.36 billion forecast. However, revenue declined slightly year over year, and the average analyst rating remains Hold.
• Negative Sentiment: EVPs Michael Klein and Maria Olivo sold a combined 22,600 shares worth roughly $9 million. Both executives retained sizable positions, but the transactions may create a modestly negative signal. Michael Klein SEC filing Maria Olivo SEC filing
• Negative Sentiment: BMO Capital maintained a Hold rating and Barclays issued a Sell rating, underscoring concerns about valuation after TRV’s recent advance.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. BlackRock Inc. purchased a new stake in shares of Travelers Companies during the 2nd quarter worth $6,915,909,000. Dimensional Fund Advisors LP grew its stake in shares of Travelers Companies by 3.7% during the first quarter. Dimensional Fund Advisors LP now owns 3,484,676 shares of the insurance provider’s stock worth $1,016,433,000 after purchasing an additional 123,564 shares in the last quarter. Bank of America Corp DE acquired a new position in shares of Travelers Companies during the second quarter worth $932,142,000. GQG Partners LLC purchased a new position in Travelers Companies in the second quarter valued at $789,024,000. Finally, First Trust Advisors LP increased its holdings in Travelers Companies by 7.2% in the first quarter. First Trust Advisors LP now owns 1,705,401 shares of the insurance provider’s stock valued at $497,431,000 after buying an additional 115,276 shares during the last quarter. Institutional investors and hedge funds own 82.45% of the company’s stock.

Travelers Companies Company Profile

Travelers Companies, Inc is a property and casualty insurance company that provides insurance products and related services to businesses, government entities and individuals. The company offers coverage for property damage, liability, workers’ compensation, automobile accidents, cybersecurity risks and other exposures.

Travelers conducts its operations primarily through its Business Insurance, Bond & Specialty Insurance and Personal Insurance segments. Its products include commercial property and casualty policies, surety and fidelity bonds, homeowners insurance, personal automobile insurance and umbrella coverage.