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

Travelers Companies (NYSE:TRV) had its price target dropped by equities research analysts at Wells Fargo & Company from $307.00 to $285.00 in a note issued to investors on Thursday,Benzinga reports. The firm currently has an “equal weight” rating on the insurance provider’s stock. Wells Fargo & Company‘s target price suggests a potential upside of 3.26% from the stock’s previous close.

Several other analysts have also recently commented on TRV. Weiss Ratings upgraded shares of Travelers Companies from a “buy (b+)” rating to a “buy (a-)” rating in a research note on Monday, January 12th. Evercore ISI upped their price target on shares of Travelers Companies from $309.00 to $317.00 and gave the company an “outperform” rating in a report on Wednesday, January 7th. Keefe, Bruyette & Woods lifted their price objective on Travelers Companies from $305.00 to $317.00 and gave the company an “outperform” rating in a research note on Tuesday, January 6th. Cantor Fitzgerald raised 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. Finally, Jefferies Financial Group upgraded Travelers Companies to a “hold” rating in a research report on Tuesday, January 6th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $297.50.

Travelers Companies Stock Performance

Shares of TRV traded up $3.36 during trading hours on Thursday, reaching $276.01. 368,195 shares of the company traded hands, compared to its average volume of 1,727,209. The company has a quick ratio of 0.35, a current ratio of 0.35 and a debt-to-equity ratio of 0.29. The business has a fifty day moving average price of $285.55 and a 200-day moving average price of $275.49. Travelers Companies has a 12-month low of $230.43 and a 12-month high of $296.85. The stock has a market capitalization of $61.57 billion, a P/E ratio of 10.85, a P/E/G ratio of 2.57 and a beta of 0.52.

Travelers Companies (NYSE:TRV) last issued its quarterly earnings results on Wednesday, January 21st. The insurance provider reported $11.13 EPS for the quarter, topping analysts’ consensus estimates of $8.34 by $2.79. The company had revenue of $12.43 billion during the quarter, compared to analysts’ expectations of $11.13 billion. Travelers Companies had a return on equity of 20.28% and a net margin of 12.14%.The firm’s revenue was up 3.5% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $9.15 EPS. Equities analysts anticipate that Travelers Companies will post 17.02 EPS for the current fiscal year.

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

Insider Buying and Selling

In other 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 sale, the chief financial officer owned 26,932 shares of the company’s stock, 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 Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Maria Olivo sold 8,920 shares of the business’s stock in a transaction 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 of the company’s stock, valued at approximately $34,776,665.08. This trade represents a 7.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 46,295 shares of company stock worth $13,011,918 over the last ninety days. Insiders own 1.46% of the company’s stock.

Hedge Funds Weigh In On Travelers Companies

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Valeo Financial Advisors LLC grew its position in shares of Travelers Companies by 71,265.9% in the second quarter. Valeo Financial Advisors LLC now owns 3,616,826 shares of the insurance provider’s stock valued at $967,646,000 after purchasing an additional 3,611,758 shares during the last quarter. Norges Bank acquired a new position in Travelers Companies during the 2nd quarter worth $815,013,000. JPMorgan Chase & Co. lifted its stake in Travelers Companies by 10.9% during the second quarter. JPMorgan Chase & Co. now owns 7,626,750 shares of the insurance provider’s stock worth $2,040,475,000 after purchasing an additional 751,715 shares during the last quarter. AustralianSuper Pty Ltd bought a new position in shares of Travelers Companies during the third quarter valued at approximately $125,597,000. Finally, Rakuten Investment Management Inc. bought a new stake in Travelers Companies in the third quarter valued at $112,051,000. Institutional investors and hedge funds own 82.45% of the company’s stock.

Key Travelers Companies News

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

• Positive Sentiment: Q4 results materially beat expectations — EPS $11.13 vs. ~ $8.3–8.8 consensus and revenue $12.43B, reflecting stronger underwriting and reserve development, which supports earnings momentum. Travelers Reports Excellent Fourth Quarter and Full Year Results
• Positive Sentiment: Board authorized up to $5.0 billion in share repurchases (≈8.3% of shares outstanding), a clear capital-return signal that typically supports the stock and EPS per share over time. Stock Buybacks
• Positive Sentiment: Management highlighted stronger net investment income and a ~$3.3B fixed-income NII outlook for 2026, plus ongoing investments (including AI) aimed at re-shaping operations — all supportive for future profitability. Travelers signals $3.3B fixed income NII outlook for 2026 as AI investments reshape operations
• Positive Sentiment: Quarterly dividend declared at $1.10 per share (record March 10, payable March 31), adding modest income support for shareholders.
• Neutral Sentiment: Earnings call transcripts and slide deck are available for detailed read-throughs of management commentary and line-item drivers — useful for investors assessing sustainability of underwriting gains and investment income. Travelers (TRV) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Mizuho lowered its price target from $315 to $304 and set a “neutral” rating — a modest analyst pullback that could cap near-term upside despite the beat. This target still implies upside vs. current levels, but the downgrade may temper investor enthusiasm. Benzinga

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.