Roth Capital Analysts Boost Earnings Estimates for TRV

The Travelers Companies, Inc. (NYSE:TRV) – Stock analysts at Roth Capital upped their Q4 2025 earnings per share (EPS) estimates for Travelers Companies in a note issued to investors on Tuesday, April 22nd. Roth Capital analyst H. Fong now forecasts that the insurance provider will post earnings per share of $7.48 for the quarter, up from their previous forecast of $7.42. The consensus estimate for Travelers Companies’ current full-year earnings is $17.02 per share. Roth Capital also issued estimates for Travelers Companies’ Q1 2026 earnings at $6.75 EPS and Q3 2026 earnings at $6.39 EPS.

Travelers Companies (NYSE:TRV) last posted its earnings results on Wednesday, April 16th. The insurance provider reported $1.91 EPS for the quarter, beating the consensus estimate of $0.53 by $1.38. Travelers Companies had a return on equity of 19.06% and a net margin of 10.77%. The firm had revenue of $10.52 billion for the quarter, compared to analysts’ expectations of $10.97 billion. During the same period last year, the firm earned $4.69 EPS.

A number of other analysts also recently commented on the stock. UBS Group dropped their price target on shares of Travelers Companies from $270.00 to $267.00 and set a “neutral” rating on the stock in a research report on Wednesday, April 9th. Royal Bank of Canada reissued a “sector perform” rating and set a $268.00 target price (down previously from $273.00) on shares of Travelers Companies in a report on Thursday, January 23rd. The Goldman Sachs Group raised Travelers Companies from a “sell” rating to a “buy” rating and set a $278.00 price target for the company in a research note on Wednesday, January 8th. BMO Capital Markets boosted their price objective on Travelers Companies from $275.00 to $297.00 and gave the stock an “outperform” rating in a research note on Friday, January 24th. Finally, Jefferies Financial Group raised their target price on Travelers Companies from $265.00 to $270.00 and gave the company a “hold” rating in a research note on Friday, April 11th. Three analysts have rated the stock with a sell rating, eleven have given a hold rating and eight have issued a buy rating to the stock. According to data from MarketBeat.com, Travelers Companies has a consensus rating of “Hold” and an average price target of $267.32.

Travelers Companies Price Performance

Shares of NYSE TRV opened at $261.60 on Wednesday. The firm’s 50-day simple moving average is $252.98 and its 200 day simple moving average is $249.76. The stock has a market cap of $59.31 billion, a P/E ratio of 12.18, a P/E/G ratio of 4.65 and a beta of 0.48. The company has a quick ratio of 0.33, a current ratio of 0.33 and a debt-to-equity ratio of 0.29. Travelers Companies has a fifty-two week low of $200.21 and a fifty-two week high of $269.56.

Institutional Trading of Travelers Companies

A number of institutional investors have recently bought and sold shares of TRV. Putney Financial Group LLC acquired a new stake in shares of Travelers Companies in the fourth quarter worth about $26,000. Ameriflex Group Inc. bought a new position in Travelers Companies in the 4th quarter worth approximately $26,000. YANKCOM Partnership acquired a new position in Travelers Companies during the 4th quarter valued at $27,000. Kapitalo Investimentos Ltda acquired a new position in shares of Travelers Companies during the fourth quarter valued at about $30,000. Finally, Wood Tarver Financial Group LLC acquired a new position in Travelers Companies in the 4th quarter valued at approximately $33,000. Institutional investors and hedge funds own 82.45% of the company’s stock.

Travelers Companies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, June 30th. Investors of record on Tuesday, June 10th will be issued a dividend of $1.10 per share. This is a boost from Travelers Companies’s previous quarterly dividend of $1.05. This represents a $4.40 annualized dividend and a dividend yield of 1.68%. The ex-dividend date is Tuesday, June 10th. Travelers Companies’s dividend payout ratio (DPR) is currently 23.95%.

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.