DOWLING & PARTN Has Bullish Estimate for TRV FY2026 Earnings

The Travelers Companies, Inc. (NYSE:TRV) – Research analysts at DOWLING & PARTN boosted their FY2026 earnings estimates for shares of Travelers Companies in a note issued to investors on Tuesday, July 7th. DOWLING & PARTN analyst J. Christiana now anticipates that the insurance provider will post earnings of $28.00 per share for the year, up from their previous estimate of $26.50. The consensus estimate for Travelers Companies’ current full-year earnings is $28.02 per share.

Several other brokerages have also commented on TRV. JPMorgan Chase & Co. upgraded shares of Travelers Companies from an “underweight” rating to a “neutral” rating and increased their price target for the company from $316.00 to $322.00 in a research note on Tuesday, May 26th. Brean Capital started coverage on shares of Travelers Companies in a research report on Thursday, March 12th. They issued a “neutral” rating on the stock. Evercore reiterated an “outperform” rating on shares of Travelers Companies in a research note on Friday, April 17th. Weiss Ratings reissued a “buy (a-)” rating on shares of Travelers Companies in a research report on Friday, May 8th. Finally, Barclays downgraded shares of Travelers Companies from an “equal weight” rating to an “underweight” rating and decreased their price objective for the company from $331.00 to $295.00 in a research note on Friday, June 12th. Three equities research analysts have rated the stock with a Strong Buy rating, five have given a Buy rating, twelve have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, Travelers Companies currently has an average rating of “Hold” and a consensus target price of $328.76.

Travelers Companies Price Performance

Shares of NYSE TRV opened at $336.88 on Friday. The stock’s 50-day simple moving average is $309.46 and its 200-day simple moving average is $299.48. The firm has a market capitalization of $71.64 billion, a PE ratio of 10.02, a price-to-earnings-growth ratio of 3.05 and a beta of 0.46. Travelers Companies has a fifty-two week low of $249.19 and a fifty-two week high of $349.35. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.35 and a current ratio of 0.35.

Travelers Companies (NYSE:TRV) last posted its quarterly earnings results on Thursday, April 16th. The insurance provider reported $7.71 earnings per share for the quarter, beating analysts’ consensus estimates of $6.80 by $0.91. The company had revenue of $11.92 billion for the quarter, compared to analysts’ expectations of $11.11 billion. Travelers Companies had a return on equity of 24.06% and a net margin of 15.54%.Travelers Companies’s quarterly revenue was down 1.7% on a year-over-year basis. During the same period last year, the firm earned $1.91 earnings per share.

Travelers Companies Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Wednesday, June 10th were paid a dividend of $1.25 per share. The ex-dividend date was Wednesday, June 10th. This represents a $5.00 dividend on an annualized basis and a yield of 1.5%. This is an increase from Travelers Companies’s previous quarterly dividend of $1.10. Travelers Companies’s dividend payout ratio (DPR) is currently 14.88%.

Insider Activity at Travelers Companies

In related news, EVP Diane Kurtzman sold 2,867 shares of the business’s stock in a transaction dated Monday, April 20th. The stock was sold at an average price of $303.45, for a total value of $869,991.15. Following the transaction, the executive vice president owned 5,298 shares in the company, valued at $1,607,678.10. The trade was a 35.11% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, EVP Michael Frederick Klein sold 10,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $307.65, for a total value of $3,076,500.00. Following the sale, the executive vice president directly owned 45,125 shares of the company’s stock, valued at approximately $13,882,706.25. This represents a 18.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 37,573 shares of company stock worth $11,504,146 in the last three months. Company insiders own 1.39% of the company’s stock.

Hedge Funds Weigh In On Travelers Companies

Hedge funds and other institutional investors have recently modified their holdings of the company. HHM Wealth Advisors LLC increased its position in Travelers Companies by 145.7% during the 1st quarter. HHM Wealth Advisors LLC now owns 86 shares of the insurance provider’s stock worth $25,000 after purchasing an additional 51 shares in the last quarter. Whipplewood Advisors LLC purchased a new stake in Travelers Companies during the first quarter worth approximately $26,000. Kemnay Advisory Services Inc. acquired a new stake in shares of Travelers Companies in the fourth quarter worth $26,000. Osterweis Capital Management Inc. raised its stake in shares of Travelers Companies by 1,820.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 96 shares of the insurance provider’s stock valued at $26,000 after acquiring an additional 91 shares during the period. Finally, Kohmann Bosshard Financial Services LLC acquired a new position in shares of Travelers Companies during the fourth quarter worth about $28,000. 82.45% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Travelers Companies

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

• Positive Sentiment: Keefe, Bruyette & Woods reaffirmed its “market perform” rating on Travelers Companies (TRV) and lifted its price target to $356 from $342, suggesting room above the current share price. Article Title
• Neutral Sentiment: Wells Fargo raised its price target on Travelers Companies (TRV) to $334 from $295 while keeping an “equal weight” rating, which signals improved expectations but not a strongly bullish view. Article Title
• Neutral Sentiment: Mizuho increased its price target on Travelers Companies (TRV) to $324 from $304 and maintained a “neutral” rating, reflecting cautious optimism after recent strength in the shares. Article Title
• Neutral Sentiment: Brokerage coverage continues to show an average “hold” stance on Travelers Companies (TRV), indicating analysts see limited near-term upside or downside from current levels. Article Title
• Neutral Sentiment: The company is expected to report quarterly earnings on Friday, and traders may be waiting for results before making a stronger move in the stock. Article Title

About Travelers Companies

The Travelers Companies, Inc (NYSE: TRV) is a leading provider of property and casualty insurance products and services. The company underwrites a broad range of commercial and personal insurance lines, offering coverage designed to protect individuals, small and midsize businesses, and large corporate clients against property loss, liability, and other operational risks. Travelers is known for combining underwriting, claims management and risk control services to help clients prevent losses and recover when incidents occur.

On the commercial side, Travelers writes primary and specialty coverages including property, general liability, commercial auto, workers’ compensation, professional and management liability, surety and inland marine.