Research Analysts Offer Predictions for TRV FY2025 Earnings

The Travelers Companies, Inc. (NYSE:TRV) – Analysts at Roth Capital lifted their FY2025 earnings per share (EPS) estimates for Travelers Companies in a note issued to investors on Monday, October 27th. Roth Capital analyst H. Fong now expects that the insurance provider will earn $24.10 per share for the year, up from their prior forecast of $20.75. The consensus estimate for Travelers Companies’ current full-year earnings is $17.02 per share. Roth Capital also issued estimates for Travelers Companies’ Q4 2025 earnings at $7.54 EPS, Q3 2026 earnings at $6.63 EPS and Q4 2026 earnings at $8.18 EPS.

Other research analysts have also issued research reports about the stock. Morgan Stanley boosted their target price on shares of Travelers Companies from $269.00 to $285.00 and gave the stock an “equal weight” rating in a research report on Tuesday, October 7th. UBS Group boosted their price objective on Travelers Companies from $284.00 to $287.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 8th. Keefe, Bruyette & Woods upped their price target on Travelers Companies from $304.00 to $305.00 and gave the stock an “outperform” rating in a report on Monday, October 20th. JPMorgan Chase & Co. upped their price target on Travelers Companies from $289.00 to $297.00 and gave the stock an “underweight” rating in a report on Thursday, October 9th. Finally, Barclays set a $313.00 price target on Travelers Companies in a report on Wednesday, October 8th. Two equities research analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $291.31.

Travelers Companies Trading Up 1.2%

Shares of NYSE:TRV opened at $271.00 on Thursday. The firm has a fifty day moving average of $274.01 and a two-hundred day moving average of $267.84. The firm has a market capitalization of $60.45 billion, a P/E ratio of 10.66, a price-to-earnings-growth ratio of 2.38 and a beta of 0.51. Travelers Companies has a 12-month low of $230.23 and a 12-month high of $287.95. The company has a quick ratio of 0.35, a current ratio of 0.35 and a debt-to-equity ratio of 0.29.

Travelers Companies (NYSE:TRV) last issued its earnings results on Thursday, October 16th. The insurance provider reported $8.14 EPS for the quarter, topping the consensus estimate of $6.01 by $2.13. Travelers Companies had a return on equity of 20.28% and a net margin of 12.14%.The business had revenue of $11.47 billion during the quarter, compared to analysts’ expectations of $11.15 billion. During the same quarter last year, the firm posted $5.24 earnings per share. Travelers Companies’s revenue was up 4.8% compared to the same quarter last year.

Institutional Trading of Travelers Companies

A number of hedge funds and other institutional investors have recently modified their holdings of TRV. Valeo Financial Advisors LLC grew its position in shares of Travelers Companies by 71,265.9% during the 2nd quarter. Valeo Financial Advisors LLC now owns 3,616,826 shares of the insurance provider’s stock worth $967,646,000 after buying an additional 3,611,758 shares during the period. Norges Bank acquired a new position in shares of Travelers Companies during the 2nd quarter worth about $815,013,000. Nuveen LLC acquired a new position in Travelers Companies during the first quarter valued at approximately $294,755,000. JPMorgan Chase & Co. grew its holdings in Travelers Companies by 10.9% during the second quarter. JPMorgan Chase & Co. now owns 7,626,750 shares of the insurance provider’s stock valued at $2,040,475,000 after purchasing an additional 751,715 shares during the period. Finally, Bahl & Gaynor Inc. grew its holdings in shares of Travelers Companies by 41.2% in the 1st quarter. Bahl & Gaynor Inc. now owns 1,679,275 shares of the insurance provider’s stock valued at $444,101,000 after buying an additional 490,039 shares during the period. Institutional investors and hedge funds own 82.45% of the company’s stock.

Insider Buying and Selling at Travelers Companies

In other news, EVP Michael Frederick Klein sold 8,572 shares of the firm’s stock in a transaction that occurred on Tuesday, October 28th. The shares were sold at an average price of $270.73, for a total transaction of $2,320,697.56. Following the completion of the sale, the executive vice president owned 33,638 shares of the company’s stock, valued at approximately $9,106,815.74. This trade represents a 20.31% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Mojgan M. Lefebvre sold 16,820 shares of the firm’s stock in a transaction that occurred on Friday, August 22nd. The stock was sold at an average price of $277.54, for a total transaction of $4,668,222.80. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.46% of the company’s stock.

Travelers Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 31st. Shareholders of record on Wednesday, December 10th will be paid a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a yield of 1.6%. The ex-dividend date is Wednesday, December 10th. Travelers Companies’s dividend payout ratio is currently 17.30%.

About Travelers Companies

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.