Travelers Companies (NYSE:TRV) Price Target Raised to $320.00 at Keefe, Bruyette & Woods

Travelers Companies (NYSE:TRV) had its price target raised by Keefe, Bruyette & Woods from $317.00 to $320.00 in a research note released on Friday morning,Benzinga reports. They currently have an outperform rating on the insurance provider’s stock.

TRV has been the topic of several other research reports. UBS Group lifted their target price on Travelers Companies from $284.00 to $287.00 and gave the company a “neutral” rating in a research note on Wednesday, October 8th. Mizuho cut their price objective on shares of Travelers Companies from $315.00 to $304.00 and set a “neutral” rating on the stock in a research note on Thursday. Barclays decreased their target price on shares of Travelers Companies from $315.00 to $312.00 and set an “equal weight” rating for the company in a research report on Thursday, January 8th. Wall Street Zen cut shares of Travelers Companies from a “buy” rating to a “hold” rating in a research note on Sunday, October 19th. Finally, The Goldman Sachs Group lowered shares of Travelers Companies from a “buy” rating to a “neutral” rating and set a $304.00 price target for the company. in a research note on Wednesday, January 7th. One investment 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 given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $301.20.

Travelers Companies Trading Down 0.3%

Shares of NYSE:TRV opened at $277.62 on Friday. The company has a quick ratio of 0.35, a current ratio of 0.33 and a debt-to-equity ratio of 0.28. The company’s 50-day moving average price is $285.19 and its 200 day moving average price is $275.65. The company has a market cap of $61.93 billion, a PE ratio of 10.08, a P/E/G ratio of 2.62 and a beta of 0.52. Travelers Companies has a fifty-two week low of $230.43 and a fifty-two week high of $296.85.

Travelers Companies (NYSE:TRV) last announced its quarterly earnings results on Wednesday, January 21st. The insurance provider reported $11.13 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 analyst estimates of $11.13 billion. Travelers Companies had a net margin of 12.88% and a return on equity of 20.70%. Travelers Companies’s revenue was up 3.5% compared to the same quarter last year. During the same quarter last year, the business earned $9.15 earnings per share. Sell-side analysts anticipate that Travelers Companies will post 17.02 earnings per share for the current year.

Travelers Companies declared that its Board of Directors has initiated a stock buyback program on Wednesday, January 21st that allows the company to repurchase $5.00 billion in outstanding shares. This repurchase authorization allows the insurance provider to buy up to 8.3% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Travelers Companies Announces Dividend

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

Insider Buying and Selling at Travelers Companies

In related news, EVP Maria Olivo sold 8,920 shares of the firm’s stock in a transaction that occurred on Wednesday, November 26th. The shares were sold at an average price of $295.73, for a total transaction of $2,637,911.60. Following the completion of the sale, the executive vice president directly owned 117,596 shares in the company, valued at approximately $34,776,665.08. This trade represents a 7.05% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO Daniel S. Frey sold 25,000 shares of Travelers Companies stock in a transaction that occurred on 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 transaction, the chief financial officer owned 26,932 shares in the company, valued at approximately $7,493,829. This trade represents a 48.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 46,295 shares of company stock valued at $13,011,918 in the last ninety days. Company insiders own 1.46% of the company’s stock.

Hedge Funds Weigh In On Travelers Companies

Hedge funds and other institutional investors have recently modified their holdings of the stock. Avalon Trust Co lifted its stake in Travelers Companies by 23.4% in the 2nd quarter. Avalon Trust Co now owns 7,541 shares of the insurance provider’s stock worth $2,018,000 after acquiring an additional 1,429 shares in the last quarter. Liberty One Investment Management LLC increased its holdings in shares of Travelers Companies by 32.3% in the 3rd quarter. Liberty One Investment Management LLC now owns 26,228 shares of the insurance provider’s stock valued at $7,323,000 after purchasing an additional 6,408 shares during the period. CWM LLC increased its holdings in shares of Travelers Companies by 11.3% in the 3rd quarter. CWM LLC now owns 135,143 shares of the insurance provider’s stock valued at $37,735,000 after purchasing an additional 13,758 shares during the period. Nordea Investment Management AB grew its position in Travelers Companies by 1,641.3% during the third quarter. Nordea Investment Management AB now owns 379,480 shares of the insurance provider’s stock valued at $105,537,000 after purchasing an additional 357,687 shares in the last quarter. Finally, Citizens Financial Group Inc. RI grew its position in Travelers Companies by 21.9% during the third quarter. Citizens Financial Group Inc. RI now owns 45,078 shares of the insurance provider’s stock valued at $12,587,000 after purchasing an additional 8,090 shares in the last quarter. Institutional investors and hedge funds own 82.45% of the company’s stock.

More Travelers Companies News

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

• Positive Sentiment: Strong Q4 beat — TRV reported Q4 EPS of $11.13 and revenue of $12.43B, both ahead of Street expectations; management cited underwriting strength and investment income that helped drive ~20% profit growth. This supports earnings momentum and valuation upside. Travelers logs 20% growth in Q4 profit
• Positive Sentiment: Large $5.0B buyback authorized — Board approved repurchases equal to ~8.3% of shares, increasing cash returns and supporting EPS per share over time; signals management confidence in the franchise. Board of Directors Initiates Stock Buyback Plan
• Positive Sentiment: Analyst upgrades/raised targets — Roth MKM raised its price target to $320 (buy) and Keefe, Bruyette & Woods raised to $320 (outperform), implying material upside from current levels and likely supporting near-term buying interest. Benzinga price target coverage KBW raise reported at TickerReport
• Positive Sentiment: Higher investment income outlook and tech investments — management signaled a ~$3.3B fixed-income net investment income outlook for 2026 and highlighted AI initiatives to improve efficiency, which could boost underwriting and investment returns. NII outlook and AI investments
• Neutral Sentiment: Earnings call/transcripts available — Detailed call notes and transcripts outline underwriting drivers and reserve positions; useful for modeling but largely confirm the results already reported. Earnings call transcript
• Negative Sentiment: Some mixed analyst reactions — Wells Fargo trimmed its target to $285 (equal weight) and Mizuho cut to $304 (neutral), which may cap upside and reflect caution on reserve, pricing or interest-rate sensitivity. Those notes can pressure sentiment even after the beat. Benzinga coverage of analyst changes

Travelers Companies Company Profile

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.