Brokers Issue Forecasts for TRV FY2028 Earnings

The Travelers Companies, Inc. (NYSE:TRV) – Research analysts at DOWLING & PARTN issued their FY2028 EPS estimates for shares of Travelers Companies in a note issued to investors on Friday, July 17th. DOWLING & PARTN analyst J. Christiana anticipates that the insurance provider will post earnings of $27.00 per share for the year. The consensus estimate for Travelers Companies’ current full-year earnings is $28.58 per share.

A number of other equities research analysts also recently issued reports on the stock. Morgan Stanley increased their price objective on shares of Travelers Companies from $290.00 to $330.00 and gave the stock an “underweight” rating in a research note on Tuesday. Citigroup restated a “market perform” rating on shares of Travelers Companies in a research report on Monday. UBS Group upped their price target on shares of Travelers Companies from $314.00 to $350.00 and gave the stock a “neutral” rating in a report on Wednesday, July 8th. Piper Sandler increased their price target on shares of Travelers Companies to $340.00 and gave the stock an “overweight” rating in a research report on Monday, July 13th. Finally, Weiss Ratings reissued a “buy (a-)” rating on shares of Travelers Companies in a research note on Friday, May 8th. Three analysts have rated the stock with a Strong Buy rating, four have given a Buy rating, fourteen have given a Hold rating and five have assigned a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $353.26.

Travelers Companies Stock Up 0.3%

Shares of NYSE TRV opened at $369.43 on Tuesday. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.35 and a current ratio of 0.33. Travelers Companies has a 52 week low of $252.26 and a 52 week high of $371.94. The stock has a market capitalization of $77.05 billion, a P/E ratio of 9.89, a PEG ratio of 3.26 and a beta of 0.46. The stock’s fifty day moving average is $317.19 and its 200 day moving average is $302.67.

Travelers Companies (NYSE:TRV) last announced its earnings results on Friday, July 17th. The insurance provider reported $10.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.41 by $4.63. Travelers Companies had a net margin of 16.95% and a return on equity of 25.41%. The firm had revenue of $12.15 billion for the quarter, compared to analyst estimates of $11.26 billion. During the same quarter in the prior year, the business posted $6.51 EPS. The business’s revenue was up .3% compared to the same quarter last year.

Travelers Companies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Thursday, September 10th will be issued a $1.25 dividend. The ex-dividend date of this dividend is Thursday, September 10th. This represents a $5.00 dividend on an annualized basis and a dividend yield of 1.4%. Travelers Companies’s dividend payout ratio is 13.39%.

Insider Activity

In other news, insider Avrohom J. Kess sold 6,735 shares of the firm’s stock in a transaction that occurred on Tuesday, April 28th. The shares were sold at an average price of $308.78, for a total value of $2,079,633.30. Following the sale, the insider directly owned 48,737 shares in the company, valued at approximately $15,049,010.86. This trade represents a 12.14% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Michael Frederick Klein sold 10,000 shares of Travelers Companies stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $307.65, for a total transaction of $3,076,500.00. Following the sale, the executive vice president directly owned 45,125 shares in the company, valued at $13,882,706.25. This trade represents a 18.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 18,292 shares of company stock worth $5,639,800. Corporate insiders own 1.39% of the company’s stock.

Institutional Trading of Travelers Companies

A number of hedge funds and other institutional investors have recently modified their holdings of TRV. HHM Wealth Advisors LLC lifted its stake in shares of Travelers Companies by 145.7% in the 1st quarter. HHM Wealth Advisors LLC now owns 86 shares of the insurance provider’s stock valued at $25,000 after acquiring an additional 51 shares during the last quarter. Whipplewood Advisors LLC bought a new stake in Travelers Companies during the 1st quarter worth $26,000. LifeSteps Financial Inc. bought a new stake in Travelers Companies during the 2nd quarter worth $26,000. Kemnay Advisory Services Inc. acquired a new position in Travelers Companies in the 4th quarter worth about $26,000. Finally, Osterweis Capital Management Inc. raised its position in Travelers Companies by 1,820.0% in the second quarter. Osterweis Capital Management Inc. now owns 96 shares of the insurance provider’s stock valued at $26,000 after purchasing an additional 91 shares during the last quarter. Institutional investors own 82.45% of the company’s stock.

Key Stories Impacting Travelers Companies

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

• Positive Sentiment: Travelers jumped after reporting Q2 2026 results that beat expectations, with earnings boosted by investment income, underwriting discipline, reserve releases, and AI-driven improvements rather than premium growth alone. Travelers Stock Surges 10% as Earnings Beat Reveals Underwriting Discipline
• Positive Sentiment: Truist raised its price target to $425 and kept a buy rating, citing upside from top- and bottom-line momentum. Analyst update on Travelers
• Positive Sentiment: Citigroup lifted its price target to $385, reflecting confidence in Travelers’ post-earnings outlook even though the rating stayed neutral. Citigroup price target update
• Positive Sentiment: Travelers was highlighted by Josh Brown as one of the top dividend insurance stocks to own in 2026, reinforcing its appeal as a high-quality income name. Josh Brown names top dividend stocks to own in 2026
• Neutral Sentiment: DOWLING & PARTN issued FY2028 EPS estimates of $27.00, slightly below the current consensus of $28.39, which suggests expectations are still fairly well anchored. Travelers stock page
• Negative Sentiment: Goldman Sachs downgraded Travelers to sell with a $350 target, signaling concern that the stock may have limited upside after the post-earnings rally. Goldman Sachs Downgrades Travelers to Sell
• Negative Sentiment: Morgan Stanley also kept an underweight rating despite raising its target to $330, suggesting the stock may still be expensive relative to fundamentals. Morgan Stanley price target update

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.