Q1 EPS Estimate for Travelers Companies Boosted by Analyst

The Travelers Companies, Inc. (NYSE:TRV) – Roth Capital raised their Q1 2026 earnings estimates for shares of Travelers Companies in a report issued on Thursday, January 23rd. Roth Capital analyst H. Fong now forecasts that the insurance provider will earn $6.73 per share for the quarter, up from their prior 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 data on Wednesday, January 22nd. The insurance provider reported $9.15 EPS for the quarter, beating analysts’ consensus estimates of $6.50 by $2.65. The business had revenue of $12.01 billion for the quarter, compared to the consensus estimate of $10,795,375 billion. Travelers Companies had a return on equity of 19.06% and a net margin of 10.77%. The business’s revenue for the quarter was up 9.9% on a year-over-year basis. During the same quarter in the prior year, the business posted $7.01 EPS.

A number of other research analysts also recently commented on the stock. BMO Capital Markets increased their target price on shares of Travelers Companies from $275.00 to $297.00 and gave the company an “outperform” rating in a research report on Friday. The Goldman Sachs Group raised Travelers Companies from a “sell” rating to a “buy” rating and set a $278.00 price objective on the stock in a report on Wednesday, January 8th. Keefe, Bruyette & Woods dropped their price target on Travelers Companies from $273.00 to $268.00 and set a “market perform” rating on the stock in a research note on Friday, January 10th. Piper Sandler raised shares of Travelers Companies from a “neutral” rating to an “overweight” rating and lifted their target price for the company from $259.00 to $310.00 in a report on Friday. Finally, Hsbc Global Res raised shares of Travelers Companies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, December 10th. Four research analysts have rated the stock with a sell rating, twelve have issued a hold rating, seven have assigned a buy rating and one has given a strong buy rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $260.11.

Travelers Companies Stock Down 0.1 %

TRV stock opened at $241.29 on Friday. The stock has a market cap of $54.78 billion, a P/E ratio of 11.24, a PEG ratio of 1.09 and a beta of 0.65. The company has a current ratio of 0.33, a quick ratio of 0.34 and a debt-to-equity ratio of 0.29. Travelers Companies has a twelve month low of $200.21 and a twelve month high of $269.55. The company’s 50 day moving average is $248.31 and its two-hundred day moving average is $236.80.

Travelers Companies Dividend Announcement

The business also recently declared 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. The ex-dividend date of this dividend is Monday, March 10th. This represents a $4.20 dividend on an annualized basis and a dividend yield of 1.74%. Travelers Companies’s payout ratio is 19.56%.

Insider Transactions at Travelers Companies

In other Travelers Companies news, EVP Andy F. Bessette sold 4,520 shares of the business’s stock in a transaction on Monday, October 28th. The stock was sold at an average price of $253.46, for a total transaction of $1,145,639.20. Following the sale, the executive vice president now directly owns 16,976 shares in the company, valued at approximately $4,302,736.96. The trade was a 21.03 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Maria Olivo sold 10,410 shares of the firm’s stock in a transaction on Monday, November 18th. The shares were sold at an average price of $261.80, for a total value of $2,725,338.00. Following the completion of the transaction, the executive vice president now owns 111,162 shares of the company’s stock, valued at approximately $29,102,211.60. This represents a 8.56 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 18,670 shares of company stock valued at $4,861,329 in the last quarter. 1.33% of the stock is currently owned by corporate insiders.

Institutional Trading of Travelers Companies

Large investors have recently modified their holdings of the business. Financial Life Planners purchased a new position in Travelers Companies during the fourth quarter worth $82,000. Catalina Capital Group LLC boosted its stake in shares of Travelers Companies by 6.1% during the fourth quarter. Catalina Capital Group LLC now owns 1,686 shares of the insurance provider’s stock valued at $406,000 after acquiring an additional 97 shares during the last quarter. Stock Yards Bank & Trust Co. increased its position in Travelers Companies by 2.5% during the 4th quarter. Stock Yards Bank & Trust Co. now owns 4,259 shares of the insurance provider’s stock worth $1,026,000 after purchasing an additional 105 shares in the last quarter. CENTRAL TRUST Co raised its stake in Travelers Companies by 6.0% in the 4th quarter. CENTRAL TRUST Co now owns 3,847 shares of the insurance provider’s stock valued at $927,000 after purchasing an additional 219 shares during the last quarter. Finally, Greenleaf Trust lifted its holdings in Travelers Companies by 1.8% in the 4th quarter. Greenleaf Trust now owns 10,497 shares of the insurance provider’s stock valued at $2,529,000 after purchasing an additional 183 shares in the last quarter. 82.45% of the stock is currently owned by institutional investors and hedge funds.

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.