Roth Mkm Raises Travelers Companies (NYSE:TRV) Price Target to $320.00

Travelers Companies (NYSE:TRV) had its price target hoisted by research analysts at Roth Mkm from $300.00 to $320.00 in a note issued to investors on Friday,Benzinga reports. The firm currently has a “buy” rating on the insurance provider’s stock. Roth Mkm’s price objective suggests a potential upside of 15.26% from the stock’s current price.

A number of other equities analysts have also recently issued reports on the company. The Goldman Sachs Group cut Travelers Companies from a “buy” rating to a “neutral” rating and set a $304.00 target price for the company. in a report on Wednesday, January 7th. Barclays decreased their price objective on Travelers Companies from $315.00 to $312.00 and set an “equal weight” rating for the company in a report on Thursday, January 8th. UBS Group upped their price target 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 lifted their price objective on shares of Travelers Companies from $317.00 to $320.00 and gave the company an “outperform” rating in a report on Friday. Finally, Morgan Stanley increased their target price on shares of Travelers Companies from $285.00 to $295.00 and gave the stock an “equal weight” rating in a report on Monday, November 17th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Travelers Companies has an average rating of “Hold” and an average target price of $301.20.

Travelers Companies Price Performance

Shares of TRV opened at $277.62 on Friday. The stock has a 50 day simple moving average of $285.19 and a 200 day simple moving average of $275.78. Travelers Companies 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 firm has a market capitalization 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 (NYSE:TRV) last released its quarterly earnings results on Wednesday, January 21st. The insurance provider reported $11.13 earnings per share for the quarter, beating the consensus estimate of $8.34 by $2.79. Travelers Companies had a net margin of 12.88% and a return on equity of 20.70%. The company had revenue of $12.43 billion during the quarter, compared to analysts’ expectations of $11.13 billion. During the same quarter in the prior year, the company earned $9.15 earnings per share. The business’s quarterly revenue was up 3.5% compared to the same quarter last year. Sell-side analysts predict that Travelers Companies will post 17.02 EPS for the current fiscal year.

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

Insider Activity

In other news, EVP Michael Frederick Klein sold 8,572 shares of the business’s stock in a transaction dated 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 transaction, the executive vice president directly owned 33,638 shares in the company, valued at $9,106,815.74. The trade was a 20.31% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Vice Chairman William H. Heyman sold 2,000 shares of the company’s stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $287.50, for a total transaction of $575,000.00. Following the completion of the sale, the insider directly owned 255,086 shares in the company, valued at approximately $73,337,225. The trade was a 0.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 46,295 shares of company stock worth $13,011,918. Insiders own 1.46% of the company’s stock.

Institutional Trading of Travelers Companies

A number of hedge funds have recently made changes to their positions in TRV. Brighton Jones LLC raised its stake in Travelers Companies by 13.4% in the 4th quarter. Brighton Jones LLC now owns 3,277 shares of the insurance provider’s stock valued at $789,000 after acquiring an additional 387 shares during the period. Revolve Wealth Partners LLC acquired a new position in shares of Travelers Companies in the fourth quarter valued at $276,000. Fifth Third Bancorp raised its position in shares of Travelers Companies by 1.4% in the second quarter. Fifth Third Bancorp now owns 17,666 shares of the insurance provider’s stock valued at $4,726,000 after purchasing an additional 250 shares during the period. Accurate Wealth Management LLC acquired a new stake in shares of Travelers Companies during the 2nd quarter worth about $299,000. Finally, Mather Group LLC. boosted its holdings in shares of Travelers Companies by 2.5% during the 2nd quarter. Mather Group LLC. now owns 2,174 shares of the insurance provider’s stock worth $582,000 after buying an additional 53 shares during the period. 82.45% of the stock is owned by institutional investors and hedge funds.

Travelers Companies News Roundup

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

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.