The Travelers Companies, Inc. (NYSE:TRV) Stock Has Consensus Price Target of $357.26 According to Analysts

Shares of The Travelers Companies, Inc. (NYSE:TRV) have been given an average recommendation of “Hold” by the twenty-five ratings firms that are covering the company, Marketbeat Ratings reports. Five investment analysts have rated the stock with a sell recommendation, thirteen have issued a hold recommendation, four have given a buy recommendation and three have given a strong buy recommendation to the company. The average 12 month price target among brokers that have covered the stock in the last year is $364.32.

TRV has been the topic of several research analyst reports. Zacks Research lowered Travelers Companies from a “strong-buy” rating to a “hold” rating in a report on Friday, October 9th. Citigroup reissued a “neutral” rating on shares of Travelers Companies in a research report on Friday. The Goldman Sachs Group downgraded Travelers Companies from a “neutral” rating to a “sell” rating and set a $350.00 target price for the company. in a research report on Monday, July 20th. Mizuho boosted their target price on Travelers Companies from $345.00 to $371.00 and gave the company a “neutral” rating in a research note on Tuesday. Finally, Cantor Fitzgerald upped their price target on Travelers Companies from $377.00 to $378.00 and gave the company an “overweight” rating in a research report on Wednesday, October 7th.

Insider Buying and Selling at Travelers Companies

In other news, EVP Diane Kurtzman sold 4,164 shares of Travelers Companies stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $386.71, for a total value of $1,610,260.44. Following the completion of the transaction, the executive vice president owned 5,298 shares in the company, valued at $2,048,789.58. This trade represents a 44.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Maria Olivo sold 6,000 shares of the business’s stock in a transaction that occurred on Friday, August 28th. The shares were sold at an average price of $369.86, for a total transaction of $2,219,160.00. Following the completion of the sale, the executive vice president directly owned 118,742 shares in the company, valued at approximately $43,917,916.12. This trade represents a 4.81% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 17,317 shares of company stock valued at $6,597,631 over the last three months. 1.39% of the stock is currently owned by insiders.

Institutional Trading of Travelers Companies

Institutional investors have recently modified their holdings of the business. BlackRock Inc. bought a new stake in shares of Travelers Companies during the 2nd quarter valued at about $6,915,909,000. Dimensional Fund Advisors LP grew its holdings in shares of Travelers Companies by 3.7% during the first quarter. Dimensional Fund Advisors LP now owns 3,484,676 shares of the insurance provider’s stock worth $1,016,433,000 after purchasing an additional 123,564 shares in the last quarter. Bank of America Corp DE bought a new position in shares of Travelers Companies in the second quarter worth approximately $932,142,000. GQG Partners LLC bought a new position in shares of Travelers Companies in the second quarter worth approximately $789,024,000. Finally, First Trust Advisors LP increased its position in shares of Travelers Companies by 7.2% in the first quarter. First Trust Advisors LP now owns 1,705,401 shares of the insurance provider’s stock worth $497,431,000 after purchasing an additional 115,276 shares during the last quarter. 82.45% of the stock is currently owned by hedge funds and other institutional investors.

Travelers Companies Stock Up 2.5%

Travelers Companies stock opened at $395.27 on Friday. Travelers Companies has a twelve month low of $264.25 and a twelve month high of $398.70. The firm has a 50 day moving average price of $369.55 and a 200-day moving average price of $339.21. The company has a market capitalization of $82.44 billion, a P/E ratio of 10.36, a P/E/G ratio of 2.94 and a beta of 0.43. The company has a quick ratio of 0.33, a current ratio of 0.33 and a debt-to-equity ratio of 0.34.

Travelers Companies (NYSE:TRV) last issued its quarterly earnings results on Friday, October 16th. The insurance provider reported $9.18 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.39 by $1.79. The company had revenue of $12.41 billion during the quarter, compared to analyst estimates of $11.36 billion. Travelers Companies had a net margin of 17.03% and a return on equity of 26.19%. Travelers Companies’s quarterly revenue was down .5% compared to the same quarter last year. During the same quarter last year, the business posted $8.14 EPS. As a group, equities analysts predict that Travelers Companies will post 34.61 EPS for the current year.

Travelers Companies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 31st. Investors of record on Thursday, December 10th will be issued a $1.25 dividend. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $5.00 annualized dividend and a yield of 1.3%. Travelers Companies’s dividend payout ratio (DPR) is 13.11%.

Key Headlines Impacting Travelers Companies

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

• Positive Sentiment: Travelers reported third-quarter earnings of $9.18 per share, well above the $7.39 consensus estimate, while revenue reached $12.41 billion versus expectations of $11.36 billion. Strong underwriting profitability, higher investment income and disciplined pricing supported the beat. Analysts Increase Forecasts on Travelers Following Upbeat Q3 Results
• Positive Sentiment: Management’s outlook remains constructive through 2027, with underwriting strength, rising investment income and continued pricing discipline expected to support returns. The company also highlighted expansion of artificial-intelligence capabilities. TRV Q3 Earnings Call Highlights
• Positive Sentiment: Travelers returned approximately $1.77 billion to shareholders, reinforcing its capital-return appeal and potentially supporting investor demand.
• Positive Sentiment: Truist raised its price target from $425 to $435 and maintained a Buy rating, implying further upside based on the company’s earnings performance and outlook.
• Neutral Sentiment: JPMorgan, Mizuho, Keefe, Bruyette & Woods, and Wells Fargo all raised their price targets following the earnings report. Nevertheless, each retained a neutral, market-perform or equal-weight view, with targets ranging from $371 to $382—below the recent share price—suggesting limited near-term upside at the current valuation.
• Neutral Sentiment: The Travelers Institute is continuing discussions about insurance availability and affordability in four additional cities. The initiative may strengthen the company’s public-policy engagement but is unlikely to materially affect near-term earnings. Travelers Institute Insurance Availability and Affordability Discussion
• Negative Sentiment: Bank of America cautioned that Travelers may be “overearning,” citing declining policies, slowing underwriting profits and a rich valuation. That view could limit gains after the strong earnings-driven advance.

Travelers Companies Company Profile

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.