William Blair Analysts Boost Earnings Estimates for TRV

The Travelers Companies, Inc. (NYSE:TRV) – Stock analysts at William Blair boosted their Q3 2026 earnings per share (EPS) estimates for Travelers Companies in a research report issued to clients and investors on Thursday, October 16th. William Blair analyst A. Klauber now forecasts that the insurance provider will earn $5.90 per share for the quarter, up from their prior forecast of $5.67. The consensus estimate for Travelers Companies’ current full-year earnings is $17.02 per share.

Travelers Companies (NYSE:TRV) last announced its earnings results on Thursday, October 16th. The insurance provider reported $8.14 EPS for the quarter, beating analysts’ consensus estimates of $6.01 by $2.13. The company had revenue of $11.47 billion during the quarter, compared to the consensus estimate of $11.15 billion. Travelers Companies had a return on equity of 20.28% and a net margin of 12.14%.The firm’s revenue for the quarter was up 4.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $5.24 earnings per share.

Other equities research analysts have also recently issued reports about the company. Wolfe Research assumed coverage on Travelers Companies in a research note on Monday, September 15th. They issued a “peer perform” rating on the stock. Barclays set a $313.00 price target on Travelers Companies in a research note on Wednesday, October 8th. Citigroup assumed coverage on Travelers Companies in a research note on Wednesday, August 13th. They issued a “neutral” rating and a $291.00 price target on the stock. Wall Street Zen cut Travelers Companies from a “buy” rating to a “hold” rating in a research note on Sunday. Finally, Piper Sandler upped their price target on Travelers Companies from $320.00 to $322.00 and gave the stock an “overweight” rating in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Travelers Companies currently has an average rating of “Hold” and an average price target of $291.31.

Travelers Companies Price Performance

Shares of Travelers Companies stock opened at $265.02 on Monday. The company has a market cap of $59.12 billion, a PE ratio of 10.42, a P/E/G ratio of 2.51 and a beta of 0.51. The business has a 50 day moving average of $273.95 and a 200 day moving average of $266.49. Travelers Companies has a 52 week low of $230.23 and a 52 week high of $287.95. The company has a quick ratio of 0.35, a current ratio of 0.35 and a debt-to-equity ratio of 0.29.

Travelers Companies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, December 31st. Stockholders of record on Wednesday, December 10th will be paid a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date of this dividend is Wednesday, December 10th. Travelers Companies’s dividend payout ratio is currently 17.30%.

Insider Activity at Travelers Companies

In other news, EVP Mojgan M. Lefebvre sold 16,820 shares of the stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $277.54, for a total value of $4,668,222.80. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Corporate insiders own 1.46% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of TRV. Brighton Jones LLC lifted its holdings in shares of Travelers Companies by 13.4% during the fourth quarter. Brighton Jones LLC now owns 3,277 shares of the insurance provider’s stock valued at $789,000 after purchasing an additional 387 shares in the last quarter. Revolve Wealth Partners LLC bought a new position in shares of Travelers Companies during the fourth quarter valued at $276,000. GAMMA Investing LLC lifted its holdings in shares of Travelers Companies by 18.1% during the first quarter. GAMMA Investing LLC now owns 8,332 shares of the insurance provider’s stock valued at $2,203,000 after purchasing an additional 1,277 shares in the last quarter. Advisor Resource Council bought a new position in shares of Travelers Companies during the first quarter valued at $245,000. Finally, Cullinan Associates Inc. lifted its holdings in shares of Travelers Companies by 20.5% during the first quarter. Cullinan Associates Inc. now owns 21,502 shares of the insurance provider’s stock valued at $5,686,000 after purchasing an additional 3,653 shares in the last quarter. 82.45% of the stock is owned by institutional investors.

Travelers Companies Company Profile

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.