Research Analysts Set Expectations for TRV Q2 Earnings

The Travelers Companies, Inc. (NYSE:TRV) – Stock analysts at William Blair issued their Q2 2025 earnings per share estimates for shares of Travelers Companies in a research note issued to investors on Thursday, January 23rd. William Blair analyst A. Klauber expects that the insurance provider will post earnings per share of $3.37 for the quarter. The consensus estimate for Travelers Companies’ current full-year earnings is $20.33 per share. William Blair also issued estimates for Travelers Companies’ Q3 2025 earnings at $4.97 EPS, Q4 2025 earnings at $7.83 EPS, FY2025 earnings at $18.68 EPS, Q1 2026 earnings at $6.07 EPS, Q3 2026 earnings at $4.55 EPS and Q4 2026 earnings at $7.31 EPS.

Travelers Companies (NYSE:TRV) last posted its earnings results on Wednesday, January 22nd. The insurance provider reported $9.15 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.50 by $2.65. Travelers Companies had a return on equity of 19.06% and a net margin of 10.77%. The business had revenue of $12.01 billion during the quarter, compared to analyst estimates of $10,795,375 billion. During the same quarter last year, the firm earned $7.01 earnings per share. The company’s revenue for the quarter was up 9.9% compared to the same quarter last year.

TRV has been the subject of a number of other research reports. Jefferies Financial Group increased their target price on Travelers Companies from $210.00 to $235.00 and gave the company a “hold” rating in a research note on Wednesday, October 9th. Barclays increased their target price on Travelers Companies from $278.00 to $287.00 and gave the company an “overweight” rating in a research note on Friday. BMO Capital Markets increased their target price on Travelers Companies from $275.00 to $297.00 and gave the company an “outperform” rating in a research note on Friday. UBS Group increased their target price on Travelers Companies from $244.00 to $270.00 and gave the company a “neutral” rating in a research note on Tuesday, October 22nd. Finally, Royal Bank of Canada restated a “sector perform” rating and set a $268.00 price objective (down previously from $273.00) on shares of Travelers Companies in a research note on Thursday. Four investment analysts have rated the stock with a sell rating, twelve have assigned a hold rating, seven have issued a buy rating and one has given a strong buy rating to the company. According to MarketBeat.com, Travelers Companies currently has a consensus rating of “Hold” and a consensus target price of $260.11.

Travelers Companies Price Performance

TRV stock opened at $241.29 on Friday. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.34 and a current ratio of 0.33. Travelers Companies has a 1 year low of $200.21 and a 1 year high of $269.55. The firm has a market cap of $54.78 billion, a P/E ratio of 11.24, a price-to-earnings-growth ratio of 1.09 and a beta of 0.65. The stock has a 50-day simple moving average of $247.92 and a 200-day simple moving average of $237.06.

Institutional Trading of Travelers Companies

Hedge funds have recently made changes to their positions in the stock. FMR LLC raised its stake in Travelers Companies by 12.6% during the 3rd quarter. FMR LLC now owns 14,048,691 shares of the insurance provider’s stock valued at $3,289,079,000 after acquiring an additional 1,568,909 shares in the last quarter. International Assets Investment Management LLC raised its stake in Travelers Companies by 23,378.8% during the 3rd quarter. International Assets Investment Management LLC now owns 520,291 shares of the insurance provider’s stock valued at $121,811,000 after acquiring an additional 518,075 shares in the last quarter. Bank of Montreal Can raised its stake in Travelers Companies by 66.9% during the 3rd quarter. Bank of Montreal Can now owns 705,793 shares of the insurance provider’s stock valued at $166,645,000 after acquiring an additional 282,884 shares in the last quarter. Point72 Asset Management L.P. bought a new stake in Travelers Companies during the 3rd quarter valued at $54,988,000. Finally, Janus Henderson Group PLC raised its stake in Travelers Companies by 216.3% during the 3rd quarter. Janus Henderson Group PLC now owns 339,901 shares of the insurance provider’s stock valued at $79,582,000 after acquiring an additional 232,428 shares in the last quarter. Institutional investors own 82.45% of the company’s stock.

Insider Transactions at Travelers Companies

In related news, EVP Andy F. Bessette sold 4,520 shares of the firm’s stock in a transaction that occurred on Monday, October 28th. The stock was sold at an average price of $253.46, for a total value of $1,145,639.20. Following the sale, the executive vice president now owns 16,976 shares of the company’s stock, valued at approximately $4,302,736.96. This trade represents a 21.03 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Maria Olivo sold 10,410 shares of the firm’s stock in a transaction that occurred on Monday, November 18th. The stock was sold at an average price of $261.80, for a total value of $2,725,338.00. Following the completion of the sale, the executive vice president now directly owns 111,162 shares in the company, valued at approximately $29,102,211.60. This trade represents a 8.56 % decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 18,670 shares of company stock worth $4,861,329. 1.33% of the stock is currently owned by corporate insiders.

Travelers Companies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, March 31st. Stockholders of record on Monday, March 10th will be given a $1.05 dividend. The ex-dividend date is Monday, March 10th. This represents a $4.20 annualized dividend and a dividend yield of 1.74%. Travelers Companies’s payout ratio is 19.56%.

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.