The Travelers Companies, Inc. $TRV Stock Position Cut by Carmel Capital Partners LLC

Carmel Capital Partners LLC decreased its stake in shares of The Travelers Companies, Inc. (NYSE:TRV) by 28.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,171 shares of the insurance provider’s stock after selling 2,021 shares during the period. Carmel Capital Partners LLC’s holdings in Travelers Companies were worth $1,444,000 as of its most recent SEC filing.

A number of other institutional investors also recently made changes to their positions in TRV. Osterweis Capital Management Inc. raised its holdings in Travelers Companies by 1,820.0% during the second quarter. Osterweis Capital Management Inc. now owns 96 shares of the insurance provider’s stock worth $26,000 after purchasing an additional 91 shares in the last quarter. Missouri Trust & Investment Co boosted its stake in Travelers Companies by 122.2% during the 2nd quarter. Missouri Trust & Investment Co now owns 100 shares of the insurance provider’s stock valued at $27,000 after purchasing an additional 55 shares in the last quarter. Delos Wealth Advisors LLC acquired a new position in shares of Travelers Companies during the 2nd quarter valued at $27,000. Barnes Dennig Private Wealth Management LLC raised its stake in shares of Travelers Companies by 134.1% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 96 shares of the insurance provider’s stock worth $27,000 after buying an additional 55 shares in the last quarter. Finally, Quaker Wealth Management LLC raised its stake in shares of Travelers Companies by 200.0% in the 2nd quarter. Quaker Wealth Management LLC now owns 104 shares of the insurance provider’s stock worth $28,000 after buying an additional 208 shares in the last quarter. 82.45% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Travelers Companies news, CFO Daniel S. Frey sold 25,000 shares of the firm’s stock in a transaction dated Thursday, November 6th. The stock was sold at an average price of $278.25, for a total transaction of $6,956,250.00. Following the completion of the sale, the chief financial officer directly owned 26,932 shares in the company, valued at approximately $7,493,829. This trade represents a 48.14% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Vice Chairman William H. Heyman sold 1,803 shares of the company’s stock in a transaction dated Thursday, November 13th. The shares were sold at an average price of $289.55, for a total value of $522,058.65. Following the completion of the transaction, the insider owned 255,086 shares in the company, valued at $73,860,151.30. This represents a 0.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 46,295 shares of company stock valued at $13,011,918 in the last 90 days. Insiders own 1.46% of the company’s stock.

Travelers Companies Stock Up 2.2%

Shares of NYSE:TRV opened at $278.53 on Friday. The firm has a 50 day simple moving average of $285.38 and a 200 day simple moving average of $275.51. The Travelers Companies, Inc. has a 52 week low of $230.43 and a 52 week high of $296.85. The company has a debt-to-equity ratio of 0.28, a quick ratio of 0.35 and a current ratio of 0.33. The company has a market cap of $62.13 billion, a PE ratio of 10.12, a price-to-earnings-growth ratio of 2.60 and a beta of 0.52.

Travelers Companies (NYSE:TRV) last announced its earnings results on Wednesday, January 21st. The insurance provider reported $11.13 earnings per share (EPS) for the quarter, beating the consensus estimate of $8.34 by $2.79. The company had revenue of $12.43 billion for the quarter, compared to the consensus estimate of $11.13 billion. Travelers Companies had a net margin of 12.88% and a return on equity of 20.70%. The company’s revenue was up 3.5% on a year-over-year basis. During the same period in the previous year, the business earned $9.15 EPS. As a group, research analysts expect that The Travelers Companies, Inc. will post 17.02 earnings per share for the current year.

Travelers Companies declared that its board has approved a stock repurchase plan on Wednesday, January 21st that authorizes the company to buyback $5.00 billion in outstanding shares. This buyback authorization authorizes the insurance provider to purchase up to 8.3% of its stock through open market purchases. Stock buyback plans are often an indication that the company’s leadership believes its stock is undervalued.

Travelers Companies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Tuesday, March 10th will be given a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend is Tuesday, March 10th. Travelers Companies’s payout ratio is presently 17.30%.

Analysts Set New Price Targets

A number of research analysts recently issued reports on the company. Cantor Fitzgerald lifted their target price on Travelers Companies from $308.00 to $316.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. The Goldman Sachs Group cut shares of Travelers Companies from a “buy” rating to a “neutral” rating and set a $304.00 price objective on the stock. in a research note on Wednesday, January 7th. UBS Group increased their target price on shares of Travelers Companies from $284.00 to $287.00 and gave the company a “neutral” rating in a research note on Wednesday, October 8th. Wells Fargo & Company reduced their target price on shares of Travelers Companies from $307.00 to $285.00 and set an “equal weight” rating for the company in a report on Thursday. Finally, JPMorgan Chase & Co. upped their price target on Travelers Companies from $302.00 to $305.00 and gave the company an “underweight” rating in a report on Wednesday, January 7th. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Travelers Companies currently has a consensus rating of “Hold” and an average target price of $299.47.

Key Travelers Companies News

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

• Positive Sentiment: Q4 beat — TRV reported core EPS of $11.13 (well above consensus) and revenue of $12.43B, driven by higher underlying underwriting gains and stronger net investment income; results and management commentary support near-term earnings momentum. Travelers Reports Excellent Fourth Quarter and Full Year Results
• Positive Sentiment: $5.0B buyback — The board authorized up to $5 billion in repurchases (about 8.3% of shares outstanding), boosting capital-return prospects and signaling management confidence in value — a likely direct support for the stock. RTT News Buyback Report
• Positive Sentiment: Stronger investment outlook — Management flagged a $3.3B fixed-income net investment income outlook for 2026 and noted AI-related efficiency investments, which can meaningfully lift earnings and underwriting economics. MSN: Fixed-income NII outlook
• Positive Sentiment: Dividend maintained/increase signal — The company declared a quarterly dividend ($1.10 per share), supporting income-oriented investors and total-return potential. MarketBeat: Earnings & dividend
• Neutral Sentiment: Earnings call/transcripts available — Management’s prepared remarks and the slide deck reiterated underwriting improvement and prior-year reserve releases; read the call for detail on reserve cadence and reinsurance assumptions. Yahoo Finance transcript
• Negative Sentiment: Analyst price-target trims — Wells Fargo cut its target to $285 (equal weight) and Mizuho lowered its target to $304 (neutral). Both moves reduce upside expectations and may cap near-term analyst-driven buying. Benzinga: Wells Fargo / Mizuho notes

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.