The Travelers Companies, Inc. Expected to Post Q3 2025 Earnings of $4.29 Per Share (NYSE:TRV)

The Travelers Companies, Inc. (NYSE:TRV) – Analysts at Zacks Research boosted their Q3 2025 earnings estimates for Travelers Companies in a report issued on Wednesday, May 1st. Zacks Research analyst T. De now expects that the insurance provider will earn $4.29 per share for the quarter, up from their prior forecast of $3.36. The consensus estimate for Travelers Companies’ current full-year earnings is $17.71 per share. Zacks Research also issued estimates for Travelers Companies’ Q4 2025 earnings at $4.62 EPS.

Travelers Companies (NYSE:TRV) last released its quarterly earnings results on Wednesday, April 17th. The insurance provider reported $4.69 earnings per share for the quarter, missing the consensus estimate of $4.75 by ($0.06). Travelers Companies had a net margin of 7.32% and a return on equity of 13.94%. The firm had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $10.62 billion. During the same period in the previous year, the company earned $4.11 earnings per share. Travelers Companies’s quarterly revenue was up 15.7% compared to the same quarter last year.

TRV has been the subject of several other research reports. Morgan Stanley boosted their price target on Travelers Companies from $222.00 to $230.00 and gave the company an “equal weight” rating in a report on Monday, April 15th. Keefe, Bruyette & Woods decreased their target price on shares of Travelers Companies from $241.00 to $231.00 and set a “market perform” rating on the stock in a research note on Thursday, April 18th. Evercore ISI dropped their price target on shares of Travelers Companies from $253.00 to $250.00 and set an “outperform” rating for the company in a research report on Thursday, April 18th. UBS Group decreased their price objective on shares of Travelers Companies from $237.00 to $230.00 and set a “neutral” rating on the stock in a research report on Monday, April 22nd. Finally, Roth Mkm reaffirmed a “buy” rating and issued a $240.00 target price on shares of Travelers Companies in a report on Thursday, April 18th. Two equities research analysts have rated the stock with a sell rating, twelve have issued a hold rating, five have issued a buy rating and one has issued a strong buy rating to the company. Based on data from MarketBeat.com, Travelers Companies has a consensus rating of “Hold” and a consensus price target of $223.47.

Travelers Companies Trading Down 0.2 %

Shares of Travelers Companies stock opened at $213.85 on Monday. Travelers Companies has a 1-year low of $157.33 and a 1-year high of $232.75. The company’s fifty day simple moving average is $220.82 and its 200-day simple moving average is $200.58. The company has a debt-to-equity ratio of 0.32, a current ratio of 0.34 and a quick ratio of 0.34. The stock has a market capitalization of $48.97 billion, a PE ratio of 15.89, a P/E/G ratio of 1.11 and a beta of 0.60.

Institutional Trading of Travelers Companies

Large investors have recently modified their holdings of the company. Norges Bank purchased a new position in Travelers Companies during the 4th quarter valued at about $282,593,000. Clearbridge Investments LLC increased its holdings in Travelers Companies by 15.8% during the third quarter. Clearbridge Investments LLC now owns 4,575,759 shares of the insurance provider’s stock valued at $747,267,000 after buying an additional 623,974 shares during the period. Jacobs Levy Equity Management Inc. lifted its holdings in Travelers Companies by 1,826.3% during the third quarter. Jacobs Levy Equity Management Inc. now owns 512,714 shares of the insurance provider’s stock worth $83,731,000 after buying an additional 486,098 shares during the period. International Assets Investment Management LLC raised its stake in shares of Travelers Companies by 19,918.1% during the 4th quarter. International Assets Investment Management LLC now owns 475,830 shares of the insurance provider’s stock worth $90,641,000 after acquiring an additional 473,453 shares in the last quarter. Finally, Boston Partners lifted its position in Travelers Companies by 42.5% during the fourth quarter. Boston Partners now owns 1,192,008 shares of the insurance provider’s stock valued at $227,175,000 after acquiring an additional 355,489 shares during the last quarter. Hedge funds and other institutional investors own 82.45% of the company’s stock.

Insider Buying and Selling at Travelers Companies

In other news, EVP Michael Frederick Klein sold 10,000 shares of the company’s stock in a transaction that occurred on Tuesday, April 23rd. The stock was sold at an average price of $213.96, for a total transaction of $2,139,600.00. Following the transaction, the executive vice president now owns 22,798 shares of the company’s stock, valued at $4,877,860.08. The transaction was disclosed in a legal filing with the SEC, which is available at this link. In other Travelers Companies news, EVP Jeffrey P. Klenk sold 3,635 shares of the business’s stock in a transaction dated Wednesday, May 1st. The shares were sold at an average price of $213.68, for a total value of $776,726.80. Following the completion of the sale, the executive vice president now directly owns 6,075 shares of the company’s stock, valued at approximately $1,298,106. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Michael Frederick Klein sold 10,000 shares of the company’s stock in a transaction dated Tuesday, April 23rd. The stock was sold at an average price of $213.96, for a total transaction of $2,139,600.00. Following the completion of the transaction, the executive vice president now owns 22,798 shares in the company, valued at $4,877,860.08. The disclosure for this sale can be found here. Insiders have sold 56,635 shares of company stock worth $12,057,727 over the last quarter. Insiders own 1.33% of the company’s stock.

Travelers Companies Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, June 28th. Shareholders of record on Monday, June 10th will be paid a dividend of $1.05 per share. This represents a $4.20 annualized dividend and a yield of 1.96%. This is a positive change from Travelers Companies’s previous quarterly dividend of $1.00. The ex-dividend date is Friday, June 7th. Travelers Companies’s payout ratio is presently 29.72%.

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.