Travelers Companies (NYSE:TRV) Given New $285.00 Price Target at Wells Fargo & Company

Travelers Companies (NYSE:TRV) had its target price decreased by Wells Fargo & Company from $307.00 to $285.00 in a research note published on Thursday morning,Benzinga reports. Wells Fargo & Company currently has an equal weight rating on the insurance provider’s stock.

Several other research firms also recently commented on TRV. Jefferies Financial Group upgraded shares of Travelers Companies to a “hold” rating in a research note on Tuesday, January 6th. Evercore ISI increased their target price on shares of Travelers Companies from $309.00 to $317.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 7th. Weiss Ratings upgraded shares of Travelers Companies from a “buy (b+)” rating to a “buy (a-)” rating in a research report on Monday, January 12th. JPMorgan Chase & Co. boosted their price target on Travelers Companies from $302.00 to $305.00 and gave the company an “underweight” rating in a research note on Wednesday, January 7th. Finally, The Goldman Sachs Group lowered 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. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $299.47.

Travelers Companies Price Performance

Travelers Companies stock opened at $278.53 on Thursday. The company has a market capitalization of $62.13 billion, a price-to-earnings ratio of 10.12, a PEG ratio of 2.60 and a beta of 0.52. The company has a current ratio of 0.33, a quick ratio of 0.35 and a debt-to-equity ratio of 0.28. Travelers Companies has a 12 month low of $230.43 and a 12 month high of $296.85. The stock’s 50 day moving average is $285.38 and its 200-day moving average is $275.51.

Travelers Companies (NYSE:TRV) last released its quarterly 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 business had revenue of $12.43 billion during the quarter, compared to the consensus estimate of $11.13 billion. Travelers Companies had a return on equity of 20.70% and a net margin of 12.88%.The firm’s quarterly revenue was up 3.5% on a year-over-year basis. During the same period in the previous year, the company posted $9.15 EPS. Equities research analysts expect that Travelers Companies will post 17.02 EPS for the current year.

Travelers Companies declared that its Board of Directors has initiated a stock buyback plan 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 stock through open market purchases. Stock repurchase plans are often an indication that the company’s board believes its stock is undervalued.

Travelers Companies Dividend Announcement

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

Insiders Place Their Bets

In other Travelers Companies news, CFO Daniel S. Frey sold 25,000 shares of the business’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 transaction, the chief financial officer owned 26,932 shares of the company’s stock, valued at approximately $7,493,829. The trade was a 48.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Maria Olivo sold 8,920 shares of the stock in a transaction dated Wednesday, November 26th. The stock was sold at an average price of $295.73, for a total transaction of $2,637,911.60. Following the completion of the transaction, the executive vice president directly owned 117,596 shares of the company’s stock, valued at $34,776,665.08. This trade represents a 7.05% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 46,295 shares of company stock worth $13,011,918 over the last 90 days. Corporate insiders own 1.46% of the company’s stock.

Hedge Funds Weigh In On Travelers Companies

Institutional investors have recently added to or reduced their stakes in the stock. Valeo Financial Advisors LLC grew its stake in shares of Travelers Companies by 71,265.9% during the second 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 last quarter. Norges Bank acquired a new stake in shares of Travelers Companies during the 2nd quarter valued at $815,013,000. JPMorgan Chase & Co. grew its position in Travelers Companies by 10.9% during the 2nd quarter. JPMorgan Chase & Co. now owns 7,626,750 shares of the insurance provider’s stock worth $2,040,475,000 after acquiring an additional 751,715 shares during the last quarter. AustralianSuper Pty Ltd acquired a new position in Travelers Companies in the 3rd quarter worth about $125,597,000. Finally, Rakuten Investment Management Inc. bought a new position in Travelers Companies in the third quarter valued at about $112,051,000. 82.45% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Travelers Companies

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.