Travelers Companies (NYSE:TRV) CEO Alan Schnitzer Sells 88,900 Shares of Company Stock

The Travelers Companies, Inc. (NYSE:TRV) CEO Alan Schnitzer sold 88,900 shares of the business’s stock in a transaction that occurred on Wednesday, October 21st. The stock was sold at an average price of $396.77, for a total transaction of $35,272,853.00. Following the sale, the chief executive officer owned 303,124 shares of the company’s stock, valued at $120,270,509.48. This represents a 22.68% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink.

Travelers Companies Stock Down 1.8%

Shares of Travelers Companies stock traded down $7.11 during trading hours on Friday, hitting $398.33. The company had a trading volume of 1,293,030 shares, compared to its average volume of 1,648,327. The company’s 50-day moving average is $370.83 and its two-hundred day moving average is $340.73. The Travelers Companies, Inc. has a twelve month low of $264.25 and a twelve month high of $407.86. The company has a debt-to-equity ratio of 0.34, a current ratio of 0.33 and a quick ratio of 0.33. The company has a market cap of $81.64 billion, a P/E ratio of 10.44, a price-to-earnings-growth ratio of 2.81 and a beta of 0.43.

Travelers Companies (NYSE:TRV) last announced its quarterly earnings results on Friday, October 16th. The insurance provider reported $9.18 EPS for the quarter, topping the consensus estimate of $7.39 by $1.79. Travelers Companies had a net margin of 17.03% and a return on equity of 26.19%. The firm had revenue of $12.41 billion for the quarter, compared to analyst estimates of $11.36 billion. During the same period last year, the business earned $8.14 EPS. Travelers Companies’s revenue for the quarter was down .5% compared to the same quarter last year. Analysts anticipate that The Travelers Companies, Inc. will post 35.65 earnings per share for the current fiscal year.

Travelers Companies Dividend Announcement

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

Wall Street Analyst Weigh In

Several research firms have recently weighed in on TRV. Weiss Ratings raised Travelers Companies from a “buy (a)” rating to a “buy (a+)” rating in a report on Friday, October 9th. Wells Fargo & Company raised their price target on Travelers Companies from $341.00 to $377.00 and gave the stock an “equal weight” rating in a research note on Monday. HSBC lifted their price target on Travelers Companies from $321.00 to $351.00 and gave the stock a “hold” rating in a research report on Monday, July 6th. Evercore set a $329.00 price objective on Travelers Companies and gave the company an “in-line” rating in a research note on Friday, July 10th. Finally, Raymond James Financial set a $430.00 price objective on Travelers Companies in a research note on Monday, July 20th. Three investment analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating, thirteen have given a Hold rating and five have issued a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $365.37.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the business. LifeSteps Financial Inc. purchased a new stake in shares of Travelers Companies in the second quarter valued at about $26,000. Kilter Group LLC purchased a new position in shares of Travelers Companies during the second quarter worth about $26,000. HHM Wealth Advisors LLC grew its holdings in shares of Travelers Companies by 145.7% during the first quarter. HHM Wealth Advisors LLC now owns 86 shares of the insurance provider’s stock worth $25,000 after buying an additional 51 shares during the last quarter. Whipplewood Advisors LLC acquired a new position in Travelers Companies in the 1st quarter valued at about $26,000. Finally, Delos Wealth Advisors LLC acquired a new position in Travelers Companies in the 2nd quarter valued at about $30,000. 82.45% of the stock is currently 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: DOWLING & PARTN raised its fiscal 2026 EPS estimate for Travelers to $35.75 from $32.50, slightly above the current consensus estimate of $35.65. The revision suggests increased confidence in the insurer’s earnings outlook.
• Positive Sentiment: Keefe, Bruyette & Woods, Mizuho and JPMorgan Chase reportedly increased their price targets for TRV. The target increases add to the positive analyst momentum surrounding the shares. Keefe, Bruyette & Woods price target article Mizuho price target article JPMorgan price target article
• Positive Sentiment: Zacks highlighted Travelers as a potential momentum stock, reflecting its recent price strength and favorable trend signals. Zacks Travelers momentum article
• Positive Sentiment: Diversify Advisory Services increased its TRV holdings by 20.5% in the third quarter. Institutional buying can provide modest support for the stock. Diversify Advisory Services holdings article
• Neutral Sentiment: Travelers’ latest quarterly results were strong, with EPS of $9.18 versus a $7.39 estimate and revenue of $12.41 billion versus an $11.36 billion forecast. However, revenue declined slightly year over year, and the average analyst rating remains Hold.
• Negative Sentiment: EVPs Michael Klein and Maria Olivo sold a combined 22,600 shares worth roughly $9 million. Both executives retained sizable positions, but the transactions may create a modestly negative signal. Michael Klein SEC filing Maria Olivo SEC filing
• Negative Sentiment: BMO Capital maintained a Hold rating and Barclays issued a Sell rating, underscoring concerns about valuation after TRV’s recent 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.