Zacks Research Analysts Reduce Earnings Estimates for TRV

The Travelers Companies, Inc. (NYSE:TRV) – Equities researchers at Zacks Research reduced their Q2 2025 EPS estimates for Travelers Companies in a research note issued on Wednesday, February 12th. Zacks Research analyst T. De now anticipates that the insurance provider will earn $3.26 per share for the quarter, down from their previous forecast of $3.51. The consensus estimate for Travelers Companies’ current full-year earnings is $20.57 per share. Zacks Research also issued estimates for Travelers Companies’ Q3 2025 earnings at $4.82 EPS, Q4 2025 earnings at $7.74 EPS, Q4 2025 earnings at $7.74 EPS and Q4 2026 earnings at $6.48 EPS.

TRV has been the subject of a number of other research reports. Barclays raised their price objective on shares of Travelers Companies from $278.00 to $287.00 and gave the stock an “overweight” rating in a report on Friday, January 24th. Wells Fargo & Company increased their target price on shares of Travelers Companies from $213.00 to $225.00 and gave the stock an “underweight” rating in a research report on Thursday, January 23rd. Piper Sandler upgraded shares of Travelers Companies from a “neutral” rating to an “overweight” rating and increased their target price for the stock from $259.00 to $310.00 in a research report on Friday, January 24th. HSBC upgraded shares of Travelers Companies from a “hold” rating to a “buy” rating and set a $290.00 target price for the company in a research report on Tuesday, December 10th. Finally, The Goldman Sachs Group upgraded shares of Travelers Companies from a “sell” rating to a “buy” rating and set a $278.00 price objective for the company in a research report on Wednesday, January 8th. Four research analysts have rated the stock with a sell rating, twelve have given a hold rating, seven have assigned a buy rating and one has assigned a strong buy rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $260.47.

Travelers Companies Stock Performance

NYSE TRV opened at $237.82 on Monday. Travelers Companies has a 52-week low of $200.21 and a 52-week high of $269.55. The company has a 50-day simple moving average of $242.48 and a 200 day simple moving average of $241.12. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.34 and a current ratio of 0.33. The company has a market capitalization of $53.99 billion, a PE ratio of 11.08, a price-to-earnings-growth ratio of 1.08 and a beta of 0.64.

Travelers Companies (NYSE:TRV) last announced its earnings results on Wednesday, January 22nd. The insurance provider reported $9.15 EPS for the quarter, beating the consensus estimate of $6.50 by $2.65. Travelers Companies had a net margin of 10.77% and a return on equity of 19.06%. The company had revenue of $12.01 billion during the quarter, compared to the consensus estimate of $10.80 billion. During the same quarter in the prior year, the company posted $7.01 earnings per share. The firm’s revenue for the quarter was up 9.9% on a year-over-year basis.

Travelers Companies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 31st. Investors of record on Monday, March 10th will be paid a $1.05 dividend. This represents a $4.20 annualized dividend and a dividend yield of 1.77%. The ex-dividend date of this dividend is Monday, March 10th. Travelers Companies’s payout ratio is 19.56%.

Insider Buying and Selling

In other Travelers Companies news, Vice Chairman William H. Heyman sold 3,740 shares of the business’s stock in a transaction on Monday, November 25th. The shares were sold at an average price of $264.80, for a total transaction of $990,352.00. Following the transaction, the insider now directly owns 250,384 shares of the company’s stock, valued at approximately $66,301,683.20. The trade was a 1.47 % 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. 1.33% of the stock is owned by insiders.

Institutional Trading of Travelers Companies

A number of hedge funds have recently modified their holdings of TRV. Bank of America Corp DE boosted its holdings in shares of Travelers Companies by 236.9% during the 4th quarter. Bank of America Corp DE now owns 3,507,219 shares of the insurance provider’s stock valued at $844,854,000 after buying an additional 2,466,098 shares in the last quarter. Norges Bank bought a new stake in shares of Travelers Companies during the 4th quarter valued at $560,918,000. FMR LLC boosted its holdings in shares of 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 buying an additional 1,568,909 shares in the last quarter. Balyasny Asset Management L.P. boosted its stake in Travelers Companies by 153.8% in the 4th quarter. Balyasny Asset Management L.P. now owns 1,497,339 shares of the insurance provider’s stock worth $360,694,000 after purchasing an additional 907,266 shares in the last quarter. Finally, Raymond James Financial Inc. bought a new position in Travelers Companies in the 4th quarter worth about $138,619,000. Institutional investors own 82.45% of the company’s stock.

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.