What is DOWLING & PARTN’s Estimate for TRV FY2026 Earnings?

The Travelers Companies, Inc. (NYSE:TRV) – Equities research analysts at DOWLING & PARTN lifted their FY2026 earnings estimates for shares of Travelers Companies in a research report issued to clients and investors on Tuesday, October 20th. DOWLING & PARTN analyst J. Christiana now anticipates that the insurance provider will post earnings per share of $35.75 for the year, up from their prior forecast of $32.50. The consensus estimate for Travelers Companies’ current full-year earnings is $35.65 per share.

Travelers Companies (NYSE:TRV) last released its quarterly earnings data on Friday, October 16th. The insurance provider reported $9.18 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.39 by $1.79. Travelers Companies had a net margin of 17.03% and a return on equity of 26.19%. The firm had revenue of $12.41 billion for the quarter, compared to analysts’ expectations of $11.36 billion. During the same quarter last year, the business posted $8.14 earnings per share. The company’s revenue for the quarter was down .5% compared to the same quarter last year.

TRV has been the subject of a number of other research reports. Evercore set a $329.00 price objective on Travelers Companies and gave the company an “in-line” rating in a research report on Friday, July 10th. Deutsche Bank Aktiengesellschaft reissued a “hold” rating on shares of Travelers Companies in a research note on Monday. TD Cowen cut Travelers Companies from a “hold” rating to a “sell” rating and set a $297.00 price target for the company. in a report on Monday, July 13th. Truist Financial upped their price objective on Travelers Companies from $425.00 to $435.00 and gave the stock a “buy” rating in a report on Monday. Finally, Roth Capital upped their price objective on Travelers Companies from $345.00 to $425.00 and gave the stock a “buy” rating in a report on Tuesday, July 21st. Three investment analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating, thirteen have assigned a Hold rating and five have issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $364.32.

Travelers Companies Stock Performance

TRV opened at $405.64 on Friday. The stock has a market capitalization of $83.14 billion, a price-to-earnings ratio of 10.64, a PEG ratio of 2.81 and a beta of 0.43. The company has a fifty day moving average of $370.83 and a 200 day moving average of $340.73. Travelers Companies has a fifty-two week low of $264.25 and a fifty-two week high of $407.87. The company has a debt-to-equity ratio of 0.34, a quick ratio of 0.33 and a current ratio of 0.33.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of TRV. Berman McAleer LLC raised its stake in shares of Travelers Companies by 3.5% in the second quarter. Berman McAleer LLC now owns 894 shares of the insurance provider’s stock valued at $295,000 after acquiring an additional 30 shares during the period. Beaumont Financial Advisors LLC boosted its stake in shares of Travelers Companies by 2.4% during the 3rd quarter. Beaumont Financial Advisors LLC now owns 1,347 shares of the insurance provider’s stock worth $480,000 after purchasing an additional 31 shares during the period. Willner & Heller LLC boosted its stake in shares of Travelers Companies by 2.7% during the 2nd quarter. Willner & Heller LLC now owns 1,206 shares of the insurance provider’s stock worth $398,000 after purchasing an additional 32 shares during the period. Spinnaker Trust boosted its stake in shares of Travelers Companies by 1.7% during 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 period. Finally, Avalon Trust Co grew its holdings in Travelers Companies by 0.4% during the 1st quarter. Avalon Trust Co now owns 8,784 shares of the insurance provider’s stock valued at $2,562,000 after purchasing an additional 35 shares during the last quarter. 82.45% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Travelers Companies

In other news, EVP Maria Olivo sold 15,100 shares of Travelers Companies stock in a transaction that occurred on Wednesday, October 21st. The stock was sold at an average price of $398.44, for a total value of $6,016,444.00. Following the completion of the transaction, the executive vice president owned 103,642 shares in the company, valued at approximately $41,295,118.48. The trade was a 12.72% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Michael Klein sold 7,500 shares of the business’s stock in a transaction that occurred on Tuesday, October 20th. The shares were sold at an average price of $392.79, for a total value of $2,945,925.00. Following the transaction, the executive vice president directly owned 45,125 shares in the company, valued at approximately $17,724,648.75. This represents a 14.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 28,600 shares of company stock worth $11,181,529 over the last three months. 1.39% of the stock is currently owned by insiders.

Travelers Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 31st. Shareholders 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 1.2%. The ex-dividend date of this dividend is Thursday, December 10th. Travelers Companies’s payout ratio is presently 13.11%.

More Travelers Companies News

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

• Positive Sentiment: An analyst upgrade helped push Travelers to a new 52-week high, indicating improving sentiment toward the property-and-casualty insurer. Travelers 52-week high after analyst upgrade
• Positive Sentiment: Keefe, Bruyette & Woods, Mizuho and JPMorgan each raised their price targets for TRV. The target increases reinforce expectations for continued earnings momentum, although the stock is already trading near the upper end of its recent range. Keefe, Bruyette & Woods price target increase Mizuho price target increase JPMorgan price target increase
• Positive Sentiment: Travelers’ latest quarterly results remain a key support: earnings per share of $9.18 exceeded the $7.39 consensus estimate, while revenue of $12.41 billion topped the $11.36 billion forecast. Strong underwriting profitability has also attracted positive investor attention. Insurance stocks investment article
• Positive Sentiment: Diversify Advisory Services increased its TRV position by 20.5% in the third quarter, buying 1,614 additional shares. The purchase provides a modest indication of institutional confidence. Diversify Advisory Services TRV purchase
• Neutral Sentiment: Analyst opinion remains divided. BMO Capital reiterated a Hold rating and Barclays assigned a Sell rating, suggesting valuation concerns remain despite the recent price-target increases. BMO Hold rating Barclays Sell rating
• Negative Sentiment: Travelers executives Michael Klein and Maria Olivo sold a combined 22,600 shares worth approximately $9 million. Both retained substantial positions, but the insider sales may temper bullish sentiment. Michael Klein SEC filing Maria Olivo SEC filing

About Travelers Companies

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.