Zacks Research Has Positive Outlook of TRV FY2025 Earnings

The Travelers Companies, Inc. (NYSE:TRV) – Equities research analysts at Zacks Research boosted their FY2025 earnings per share estimates for shares of Travelers Companies in a research note issued on Thursday, November 6th. Zacks Research analyst Team now anticipates that the insurance provider will earn $24.34 per share for the year, up from their previous forecast of $21.10. Zacks Research currently has a “Strong-Buy” rating on the stock. The consensus estimate for Travelers Companies’ current full-year earnings is $17.02 per share. Zacks Research also issued estimates for Travelers Companies’ Q4 2025 earnings at $7.78 EPS, Q1 2026 earnings at $6.25 EPS, Q2 2026 earnings at $4.24 EPS, Q3 2026 earnings at $5.90 EPS, Q4 2026 earnings at $9.21 EPS, FY2026 earnings at $25.60 EPS, Q1 2027 earnings at $6.45 EPS, Q2 2027 earnings at $6.26 EPS, Q3 2027 earnings at $6.73 EPS and FY2027 earnings at $27.27 EPS.

Travelers Companies (NYSE:TRV) last released its earnings results on Thursday, October 16th. The insurance provider reported $8.14 EPS for the quarter, topping the consensus estimate of $6.01 by $2.13. Travelers Companies had a return on equity of 20.28% and a net margin of 12.14%.The business had revenue of $11.47 billion for the quarter, compared to the consensus estimate of $11.15 billion. During the same period in the previous year, the company posted $5.24 earnings per share. The company’s revenue for the quarter was up 4.8% compared to the same quarter last year.

TRV has been the subject of a number of other reports. Morgan Stanley raised their price objective on shares of Travelers Companies from $269.00 to $285.00 and gave the company an “equal weight” rating in a research note on Tuesday, October 7th. Cantor Fitzgerald upgraded shares of Travelers Companies to a “strong-buy” rating in a report on Wednesday, August 13th. Keefe, Bruyette & Woods raised their price target on shares of Travelers Companies from $304.00 to $305.00 and gave the company an “outperform” rating in a research report on Monday, October 20th. Weiss Ratings restated a “buy (b)” rating on shares of Travelers Companies in a report on Tuesday, October 14th. Finally, Evercore ISI reiterated an “outperform” rating on shares of Travelers Companies in a research note on Wednesday, October 1st. Two research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $291.31.

Travelers Companies Price Performance

TRV opened at $285.95 on Monday. The firm has a market cap of $63.78 billion, a PE ratio of 11.24, a P/E/G ratio of 2.38 and a beta of 0.55. The stock has a 50-day moving average price of $274.70 and a 200-day moving average price of $269.20. Travelers Companies has a 1 year low of $230.23 and a 1 year high of $287.95. The company has a debt-to-equity ratio of 0.29, a current ratio of 0.35 and a quick ratio of 0.35.

Hedge Funds Weigh In On Travelers Companies

Large investors have recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its stake in shares of Travelers Companies by 13.4% during the 4th quarter. Brighton Jones LLC now owns 3,277 shares of the insurance provider’s stock valued at $789,000 after buying an additional 387 shares in the last quarter. Revolve Wealth Partners LLC purchased a new position in shares of Travelers Companies in the fourth quarter valued at about $276,000. Allworth Financial LP lifted its position in shares of Travelers Companies by 6.8% in the first quarter. Allworth Financial LP now owns 6,361 shares of the insurance provider’s stock valued at $1,656,000 after acquiring an additional 403 shares in the last quarter. Cerity Partners LLC boosted its stake in shares of Travelers Companies by 17.2% in the first quarter. Cerity Partners LLC now owns 88,427 shares of the insurance provider’s stock worth $23,386,000 after acquiring an additional 12,965 shares during the period. Finally, Arizona State Retirement System raised its stake in Travelers Companies by 1.9% during the 1st quarter. Arizona State Retirement System now owns 66,624 shares of the insurance provider’s stock valued at $17,619,000 after purchasing an additional 1,236 shares during the period. Hedge funds and other institutional investors own 82.45% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Michael Frederick Klein sold 8,572 shares of the stock in a transaction that occurred on Tuesday, October 28th. The shares were sold at an average price of $270.73, for a total value of $2,320,697.56. Following the transaction, the executive vice president owned 33,638 shares in the company, valued at $9,106,815.74. This represents a 20.31% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Mojgan M. Lefebvre sold 16,820 shares of the firm’s stock in a transaction that occurred on Friday, August 22nd. The stock was sold at an average price of $277.54, for a total transaction of $4,668,222.80. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 50,392 shares of company stock valued at $13,945,170. Insiders own 1.46% of the company’s stock.

Travelers Companies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, December 31st. Shareholders of record on Wednesday, December 10th will be issued a $1.10 dividend. The ex-dividend date of this dividend is Wednesday, December 10th. This represents a $4.40 dividend on an annualized basis and a yield of 1.5%. Travelers Companies’s dividend payout ratio is currently 17.30%.

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.