Q4 EPS Forecast for Travelers Companies Boosted by Analyst

The Travelers Companies, Inc. (NYSE:TRV) – Investment analysts at Roth Capital upped their Q4 2025 earnings estimates for Travelers Companies in a research report issued on Tuesday, April 22nd. Roth Capital analyst H. Fong now expects that the insurance provider will post earnings per share of $7.48 for the quarter, up from their previous forecast of $7.42. The consensus estimate for Travelers Companies’ current full-year earnings is $17.02 per share. Roth Capital also issued estimates for Travelers Companies’ Q1 2026 earnings at $6.75 EPS and Q3 2026 earnings at $6.39 EPS.

Travelers Companies (NYSE:TRV) last released its quarterly earnings data on Wednesday, April 16th. The insurance provider reported $1.91 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.53 by $1.38. Travelers Companies had a net margin of 10.77% and a return on equity of 19.06%. The firm had revenue of $10.52 billion during the quarter, compared to analysts’ expectations of $10.97 billion. During the same period last year, the business earned $4.69 earnings per share.

Several other research firms have also recently issued reports on TRV. StockNews.com raised shares of Travelers Companies from a “hold” rating to a “buy” rating in a research report on Thursday, April 17th. Jefferies Financial Group upped their price target on shares of Travelers Companies from $265.00 to $270.00 and gave the company a “hold” rating in a research report on Friday, April 11th. Barclays lowered their target price on Travelers Companies from $287.00 to $280.00 and set an “overweight” rating on the stock in a research note on Friday, April 11th. UBS Group cut their price target on shares of Travelers Companies from $270.00 to $267.00 and set a “neutral” rating for the company in a report on Wednesday, April 9th. Finally, Piper Sandler upgraded Travelers Companies from a “neutral” rating to an “overweight” rating and lifted their price target for the company from $259.00 to $310.00 in a research note on Friday, January 24th. Three research analysts have rated the stock with a sell rating, eleven have issued a hold rating and eight have issued a buy rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $267.32.

Travelers Companies Stock Down 0.8 %

Shares of TRV opened at $259.26 on Wednesday. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.33 and a current ratio of 0.33. Travelers Companies has a 1 year low of $200.21 and a 1 year high of $269.56. The stock has a market capitalization of $58.74 billion, a PE ratio of 12.08, a P/E/G ratio of 4.65 and a beta of 0.48. The company’s 50-day simple moving average is $253.40 and its 200-day simple moving average is $249.82.

Institutional Trading of Travelers Companies

Several hedge funds have recently added to or reduced their stakes in TRV. Ameriflex Group Inc. acquired a new position in shares of Travelers Companies during the 4th quarter worth $26,000. Putney Financial Group LLC bought a new stake in shares of Travelers Companies in the fourth quarter worth $26,000. YANKCOM Partnership bought a new position in Travelers Companies during the 4th quarter worth approximately $27,000. Kapitalo Investimentos Ltda acquired a new position in Travelers Companies in the fourth quarter valued at approximately $30,000. Finally, Wood Tarver Financial Group LLC bought a new stake in shares of Travelers Companies in the 4th quarter valued at $33,000. 82.45% of the stock is owned by institutional investors and hedge funds.

Travelers Companies Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 30th. Stockholders of record on Tuesday, June 10th will be paid a dividend of $1.10 per share. This is an increase from Travelers Companies’s previous quarterly dividend of $1.05. This represents a $4.40 annualized dividend and a dividend yield of 1.70%. The ex-dividend date of this dividend is Tuesday, June 10th. Travelers Companies’s payout ratio is currently 23.95%.

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.